🔹 Video Guide
🔹 What Are Monitoring Reports?
Agility makes it easy to create, customize, and share reports that reflect the impact of your media coverage.
You can:
Choose from pre-built charts or create your own
Compare performance across multiple topics, folders, tags, or sources
Export data with or without visualizations
Add annotations and filters for deeper insights
Whether you're reporting on a campaign, comparing events, or reviewing media trends, Monitoring Reports help you visualize your media coverage with clarity.
For an article on Social Reports specifically, click here.
(To read about how to make your report shareable and interactive, click here.)
To read a description of each chart, click here.)
🔹Get Started: Create a New Report
To begin:
From the left-hand menu, select New Report.
Your existing reports will appear in the list on the left.
You can choose from:
Quick Report – Fast, pre-set charts based on selected sources
Blank Report – Start from scratch and add the components you want
Copy Report – Duplicate and edit an existing report
There are three types of reports:
Coverage Reports – Focused on one source
Comparison Reports – Highlight differences across multiple sources
Custom Reports – Fully flexible; choose your own chart types
You can switch to a Custom Report by adding or removing charts at any time.
🔹 Select Your Data Source
When generating a Quick Report, you’ll be prompted to choose where your data comes from. Your options include:
Folder, Tag, or Tag Group – Use saved mentions you’ve curated
Topic, Social Topic, Theme, or Subscription – Use mentions directly from ongoing monitoring
Agility will generate a report with default charts based on the selected data.
🔹 Customize Filters, Data & Style
Once your report is generated, you can add or edit charts using the Add Chart window. You’ll see:
Chart type
Purpose
Data source
Format
You can sort available charts by type, data, or source.
Available metrics include:
Coverage Summary
AVE Over Time
Top 10 Outlets / Authors by Volume or Audience Reach
Top Hashtags
Coverage Comparison (e.g. Coverage, Sentiment, AVE, Audience Reach, Share of Voice and Media Type) which allow you to see how multiple topics have performed against each other.
Each chart in your report can be fully customized to suit your reporting goals.
You can fine-tune any chart by:
Adding filters (media type, region, language, etc.)
Changing date ranges
Editing titles, data labels, and colors
You can also add PR Events to trend charts to highlight specific
moments of earned coverage.
🔹Annotate Coverage Trend Charts
You can annotate Coverage Trend charts to add context, explain changes in coverage, or highlight important moments before sharing your report.
To annotate a chart:
Open a Coverage Trend chart.
Click the Annotate icon.
Add annotations to highlight key information.
Save your changes to include the annotations in your report.
You can add:
Freehand drawings to circle or emphasize areas of the chart.
Lines to point out trends or direct attention to specific data points.
Shapes, such as rectangles and circles, to highlight important time periods or events.
Text to explain spikes, drops, or other noteworthy changes in coverage.
Highlight boxes to draw attention to specific sections of the chart.
Custom colors to match your branding or visually distinguish different annotations.
Annotations are especially useful for identifying events such as product launches, campaigns, breaking news, crises, or other milestones that influenced media coverage. They provide additional context for stakeholders, making reports easier to understand at a glance.
🔹 Use Geography Visuals
The Geography Breakdown chart allows you to focus on one of a selection of individual countries if your coverage comes from one specific part of the world, and it will even break down into regions for you.
You can also select the choropleth option to design a geographic coverage chart to represent variations in the volume of mentions from country to country, state to state.
In this example I am displaying the coverage by Region and have used the filter option to show only US content.
🔹 View and Interact with Mentions
All charts in Agility reports are interactive. You can explore the data behind each visualization with just a click.
Here's what you can do:
Hover over any segment of a chart to access more detail
Click Coverage Analysis (or View Mentions) to see the articles, posts, or clips behind the numbers
Use in-report filters to refine mentions by attributes like media type or sentiment
Add the same chart type multiple times, each linked to a different folder, topic, or tag
🔹 Download and Export Chart Data
Hover over a chart title to:
Download the image
Export the data in various formats
Print the chart
Exports go beyond what's displayed—up to 100 rows of data may be included even if only a few are shown in the visual.
🔹 Edit Report-Wide Settings
Click the Settings icon on the right-hand panel to:
Apply a date range across the entire report
Change or update your data sources
Apply a global filter
This saves you from updating each chart individually.
🔹 Save, Share, and Export
Once you’re happy with your charts:
Click Save.
Your charts will stay connected to their sources and update as new mentions are added.To share the report:
Create an interactive version instructions here
Or click Export for a downloadable PDF
Frequently Asked Questions
What's the difference between a Quick Report, Comparison Report, and Custom Report?
Quick Report creates a report with a preconfigured set of charts based on your selected data source.
Comparison Report is designed to compare multiple data sources, such as Topics, Folders, or Tags.
Custom Report gives you complete control over which charts, metrics, and visualizations are included.
You can customize any report by adding, removing, or editing charts.
Can I compare multiple Topics, Folders, or Tags in one report?
Yes.
Many report charts support multiple data sources, allowing you to compare Topics, Folders, Tags, Tag Groups, or other supported sources within the same report.
Can I compare two different date ranges, such as H2 2025 and H1 2026?
Reports don't currently support automatically comparing different date ranges within a single chart.
As a workaround, create a chart for one reporting period, duplicate it, and update the duplicate's date range. Using the same chart type, metrics, filters, and axes allows you to visually compare the two periods side by side.
Will my report update automatically?
Yes.
Saved reports remain connected to their selected Topics, Folders, Tags, or other data sources. As new mentions are collected or saved, your report updates automatically the next time it is opened or refreshed.
Can I use both Topic results and Saved Coverage in the same report?
Yes.
You can create reports using monitoring Topics, Saved Coverage folders, Tags, Tag Groups, Social Topics, and other supported data sources. Depending on the chart, you can also compare multiple sources within the same report.
Can I change the date range for my entire report?
Yes.
Use the Report Settings panel to apply a single date range across the entire report. You can also override the date range for individual charts when needed.
Why doesn't my chart match my Topic or Saved Coverage totals?
Charts may display different totals if they use:
different date ranges
different filters
different data sources
different aggregation methods or metrics
Check the chart settings to confirm they match the data you expect to report on.
How many rows are included when I export chart data?
Although a chart may only display a limited number of results, exported data can include up to 100 rows, depending on the chart type.
Can I add the same chart more than once?
Yes.
You can add the same chart type multiple times and configure each chart with different Topics, Folders, Tags, filters, or date ranges to create side-by-side comparisons.
Can I share my report with someone who doesn't have an Agility account?
Yes.
You can export your report as a PDF or create an interactive report that can be shared externally. See Make Your Report Interactive and Shareable for more information.
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📝 Need Help?
Chat with our support team directly from your Agility dashboard, or email us at agilitysupport@agilitypr.com.