Reporting Dashboards

What are Reporting Dashboards?

Reporting dashboards operate similarly to other dashboards in Sprinklr in that they are widget based. Each widget can be cloned, edited, shared and more. These widgets are more robust than other dashboard widgets due to the sheer number of variables and the number of ways to combine and visualize the data.

To get started with reporting dashboards, navigate to “Reporting Insights” from the Sprinklr menu. Then access an existing dashboard or create a new dashboard by clicking the three-dot icon in the right corner and choosing “Create.” The information below provides more detail regarding the various dashboards available in the system.

There are multiple types of dashboards:

Standard Dashboards – Standard dashboards are canned dashboards that can be filtered by account or account group but cannot be customized. These are basic dashboards that may meet needs for many campus users. These are a good way for users to become familiar with the general reporting dashboard capabilities.
Custom Dashboards – Users can create customized dashboards based on templates, existing dashboards or a blank slate. These are fully customizable.
MSU Dashboards to clone – University Communications and Marketing has created a set of dashboard templates that can be cloned (i.e., copied) and customized to meet a unit’s needs.

There are hundreds of analytic metrics that can be utilized in dashboards. Sprinklr has provided a Reporting Glossary to define what exactly these metrics measure. This glossary can be accessed from the New Page tab (Modern Engagement group > Analyze column, under Analytics.)

There are also several articles related to reporting terms available in the Sprinklr Knowledge Portal.

Note: Units will need to internally document any custom metrics that are developed by their users.

Work With Good Data

A Note for Custom Field Users

Reporting dashboards will only be as accurate as the data put into the system. If using custom fields as a filter on a dashboard, users need to ensure all unit posts have been properly tagged. Follow the instructions in this video to use the Editorial Calendar to confirm that any natively posted content has been tagged after being auto-imported into Sprinklr.

Standard Dashboards

By default, Sprinklr provides users with many standard dashboards that are populated based on the account type, account groupings and the user’s account permissions settings. Expand the tabs below for an overview of what reporting widgets are included on each standard dashboard.

Overview – Social Engagement

This dashboard combines data for all accounts for which the user has permissions. It can be filtered to include only specific accounts.

The widgets include:

Outbound Summary
Engagement Summary
Account Summary
Most Engaging Brand Post
Brand Post and Total Engagement
Brand Post Engagement Breakdown
Engagement Distribution by Media Type
Engagement Reach by Media Type
Message Scorecard
Follower Insights
Social Engagement by Channel
Social Engagement by Time of Day
Social Engagement by Month

Facebook – Social Engagement

Custom Dashboards

Users also can create and share custom dashboards with others. Starring a dashboard marks it as a favorite and makes the dashboard appear in the left side panel under “Favorite Dashboards.” Dashboards shared to the user, including any dashboard built during the onboarding process, appear under “Shared Dashboards.” Any tags on dashboards appear next in the list. Expand the tabs below for information on creating and working with custom dashboards.

Create or Clone a Custom Dashboard

Users can add additional dashboards by clicking the three-dot icon in the upper right corner of an open dashboard and then selecting “Clone Dashboard” to create a duplicate dashboard to use as a template. Selecting “Add Dashboard” will build a new dashboard from scratch or from a template. This same menu is used to edit, share, lock (to prevent changes) and delete the dashboard.

Note: The cloning process is used for utilizing the pre-built dashboard templates, including the Post Performance Baseline Dashboards provided by University Communications and Marketing. See tabs below for more information.

As new dashboards are created, consider adding tags to the dashboards or placing them into unit folder(s) to make them easier to sort and find. Starring dashboards will bookmark them to a user’s Favorites menu for quick access.

Users can filter their account data using custom fields and other filters to build their own robust custom reports. These can be exported or shared (see Sharing Insights).

For more information about specific dashboards and reporting widgets, University Communications and Marketing recommends browsing the Sprinklr Knowledge Portal.

Training Video: Reporting Dashboards

Documentation updated: Nov. 1, 2024

MSU Dashboards to Clone

Another option for utilizing dashboard templates is to clone one of the existing pre-built dashboard templates. These are in a folder labeled “Template Reports - Clone to Use” in the reporting function.

The following pre-built dashboards are available as templates:

Social Baselines Template Report — This report, when filtered by the appropriate account group and/or account, will show post engagement analytics over time, enabling users to determine how a post performs against a baseline specific to that account. See the Post Performance Baseline Dashboards page for instructions on how to use this template.
Native Post Metric Reports — These reports replicate the native analytics found on channels. Other Sprinklr metrics may use different data organization resulting in slightly different numbers when compared to native channel analytics. It is important to be consistent when comparing numbers over time. Compare Sprinklr data to like Sprinklr data and native data to like native data. Native Post Metric Reports are currently available for Facebook (page), X (formerly Twitter), LinkedIn (company) and Instagram (business).

Note: Do not edit the template dashboards. Users must clone them and edit the cloned version. This ensures that the dashboards continue to work for all campus users.

To access and use pre-built dashboard templates:

Navigate to the Reporting section of Sprinklr.
Double-click the Template Reports - Clone to Use folder.
Click to select the dashboard template to be used.
Clone the dashboard by clicking the three-dot icon (top right corner of the dashboard), selecting “Clone” from the dropdown menu and name the dashboard.
Confirm the correct unit dashboard is in view by checking that the name at the top left corner matches the name previously selected.
Make any adjustments necessary to the dashboard, including filtering for account group(s) or account(s).
To move this dashboard to the unit’s folder, click the three dot menu icon and choose “Edit.” Then select the folder from the dropdown folder option on the panel that appears and click “Update.”
To return to the dashboard later, locate it in the Reporting section of Sprinklr in the folder where it was moved or under the “My Dashboards” grouping in the dropdown navigation (top left corner of the dashboard).