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How do I share reports?
How do I share reports?

Learn how to share the data that interests you most from the dashboards and the analytics page.

Amanda Robinson avatar
Written by Amanda Robinson
Updated over a week ago

Some of your text mining results may be more relevant than others. You can share this data in the form of reports both internally with colleagues, and externally with stakeholders who don't have access to the tool.

Sharing can be done from both the Dashboards page and the Analysis page. These offer you two different views of the data. Dashboards offer visualization through various charts and tables, while the Analysis page offers a view of the data in list form.

You don’t have to worry about contemporaneity, as results will be updated automatically if new data is added to the Organization.

Sharing your dashboards

Your fully customizable dashboards can act as reports which can be configured and shared both internally with your colleagues and externally with stakeholders. Those with access to these reports can drill right down into the data to gain valuable insights.

Sharing dashboards internally

When you share your dashboard internally, your colleagues can access the dashboard you have created but they will not be able to view or change your configurations so you don't have to worry about changes being made that you are not aware of. They will, however, be able to filter for Sentiment, Time, and using the filter dropdown at the top right of the screen, create all of the same filters available on the Analysis page.

To access dashboards that your colleagues have shared with you go to the "Shared with me" tab on the dashboard menu.

If you create a dashboard and you want to "give" it to a colleague so that they can have access to the all configurations etc, you should share it with them and then ask them to duplicate it. Now they have their own version of the dashboard you created and they can modify it as needed. Their modifications will not impact your version, only their own.

Sharing dashboards with the public

Sharing a dashboard with a public link is useful so stakeholders, who don't have access to the Keatext app, can see the dashboards and even click through to the records. The shared dashboards act as reports.

Stakeholders who receive a public link will have access to the Date and Sentiment filters as well as the filter panel on the top right which allows for filtering by Source and by Record fields.

You can create multiple public links.

You can restrict the filters available to the stakeholder. For example, we have a dataset containing online reviews for UberEasts in multiple cities. If I wanted to share a report with the UberEats manager for a particular city, Toronto, but do not want them to be able to access the data from the other cities, I can set my filter for that city. Then when I share I can lock the filter. This way the manager only has access to the data from that city but still can apply other filters, for example "age range" meaning they can segment further but only within the data that applies to them.

If you want the stakeholders to be able to access all the data, keep the filters unlocked.

Here's a little video explaining it all!

Sharing a report from the Analysis page

Data can be isolated using Filtersets. You can also share these Filtersets with people outside of your Organization, regardless of whether they have a Keatext subscription or not.

Here’s an example: You launch a food delivery app. The app has price promotions regularly. Customers have mentioned that they have had problems accessing these promotions. At this point you don’t know if it’s a generalized problem with the way the promotions have been released to the customers or if certain customers lack the necessary technical skills to access them. You create a Filterset that isolates the Problems associated with the Tag “promotion” and you share it with the marketing department. As you add more data, each time both yourself and the marketing department view this Filterset the results will be up to date. Over time, you can see if these issues are getting more frequent or staying the same. This will help you both prioritize actions and catch problems before they become a crisis.

You must save the Fiterset before you can share it. Read more about the kinds of filters available in Keatext here.

Sharing a Filterset

Below we have created a Filterset called “Promotion problems” that displays results related to discount issues.

Once your Filterset has been saved, select the “Share” button. Copy the link and send it to those concerned. If you want to stop sharing simply select the “Unshare” button.


Think of the shared link as a themed report that always reflects the most up to date information.

The shared link provides you with a filtered view of the data. You will not be able to modify the Filterset, however you can toggle between Comments, Topics and Opinions, open and view related Comments, and create metadata Correlations to see the level of interest over time.

Sharing a report from the Focus Recommendations Module

Select Export Recommendations Summary button underneath the summaries to generate an Executive Summary Report.

If the recommendation summary doesn't suit you click on the trash can and give us feedback and remove it from the Executive Summary.

This report list the topics highlighted at the top of the page along with the ChatGPT powered summary including recommend steps forward. Pie charts displaying the sentiment breakdown and the sentiment score for each topic are also displayed. Et voilà, you have a report at the click of a button!

Learn about these topics in Keatext’s Learning Hub:

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