Note: This article only applies to Community Admins, Brand Super Admins, or applicable custom roles. For more details on Studio access, please refer to the Defining Roles and Restrictions article.

After assigning an initiative, track your communications related to the initiative to show the impact of your communication strategy.

How to Report on Initiatives via Insights

In Insights, use the Initiatives Overview report to compare initiative performance. 

To drill into an individual initiative, you can filter nearly any report in Insights by initiative. To demonstrate how to use any report, here is how to look at a specific initiative on the Executive Summary:

1. Sign in to Studio.
2. Select Insights from the menu on the left.
   
   
   
   
3. Select Executive Summary.
   
   
   
   
4. In the filters row, select Initiatives and choose an initiative such as "Company Values".
   
    
   
   
5. Once you have a report open, review your data and adjust the filters.
   
   • Hover over individual reports to scroll sideways (if necessary).
     
   • Form questions based on anomalies, discrepancies, or surprises.
     
   • Use filters to drill into the data further. The dashboard will load with some filters in place. You can change many parameters including the timeframe, the initiatives, or even specify which posts.
   • Filter Note: two kinds of custom group attribute data are available in the Executive Summary filters!
     • Work Location is based on location data provided by you to Firstup via SFTP or SSO. If you do not see any data when this attribute is selected, you may not be providing this data. Please talk to your Customer Success Manager about how to set-up group attributes.
       
     • Department is based on department data provided by you to Firstup via SFTP or SSO. If you do not see any data when this attribute is selected, you may not be providing this data. Please talk to your Customer Success Manager about how to set-up group attributes.
6. Share your data with...
   • Other Studio users. Select the link button to copy a URL to your clipboard. You can now share a link to a filtered version of your report with other Studio users. 
     
     
     
     
   • Non-Studio Users. Take a screenshot or Save as PDF. Consider using a tool that can do full page screen capture such as this Chrome extension. 
   • Detail lovers. Hover over individual reports to download the underlying data. Use this option to create your own visuals and share with anyone.