Create Custom Reports in Sprinklr Self-Serve

Updated 

`With Sprinklr Self-Serve, now you can create customized reports so that businesses can ensure that their social media analysis is directly relevant to their specific needs - leading to more effective strategies and better overall performance. 


Creating a customized report in Sprinklr Self-Serve is relevant for several reasons: 

  1. Business-Specific Insights: Tailor reports to align with your unique business objectives and KPIs, ensuring that the insights gathered are directly applicable to your strategies. 

  1. Real-Time Data: Access the most current data, allowing for timely decision-making and the ability to respond quickly to changes in your social media landscape. 

  1. Performance Tracking: Monitor the effectiveness of your campaigns and content, making it easier to identify what is working and what needs adjustment. 

  1. Stakeholder Reporting: Generate customized reports that are relevant to different stakeholders, ensuring everyone has the information they need in a format they understand. 


Navigation 

  1. Go to the Report icon from the left side of Sprinklr Self- Serve. 

     

  2. Click on the Create Report icon in the top right corner. The Report Type dialog box appears – where you can choose Service Report or Social Report. Please note, that if the user has access to Sprinklr Service, it will show only the Service report, and the latter will not be shown and vice versa. If the user has access to both Sprinklr Service and Sprinklr Social, both the Service and Social report pop will show. 

  1. In case you go for Social report, click on the Create icon at the bottom. 

     

  2. The blank canvas will open. 

     

  3. In this canvas, you can add multiple tabs at the top, apply one or multiple filters such as Account, Date, and Time of Day, etc. Click on Add Widget option to add a widget of your choice.

     

  4. Provide a suitable widget name, choose the Visualization type such as Line, Bar, Pie, Column, etc. Under Metrics and Dimensions, choose the X axis such as Account, Y axis as Followers, and Series such as Facebook Post Impression. 

  5. Once all the details are added, click Add Widget in the bottom right. 

     

  6. The customized reporting widget will be added which you can see in the View mode.

  7. Click on the 3 dots icon against the widget and you can Edit, Duplicate, Resize, and Delete the widget. 

Edit: Click on the Edit icon so you can edit the widget details.  

Duplicate: You can create a copy of the widget. 

Resize: You can make changes to the size of the widget.

  1. Click on the Save icon in the top right corner to save the widget. Provide a suitable widget name to save the custom report.