Cookbooks

Executive Reporting Cookbook

Build weekly or monthly leadership reports with consistent metrics, verified examples, and reusable formats.

Build a weekly or monthly executive reporting workflow with consistent metrics, verified examples, and reusable report formats.

Use this cookbook when leadership, clients, or senior stakeholders need a clear summary rather than raw dashboards.

1. Goal

Executive reporting should answer:

  • What changed?
  • Why did it change?
  • How large was the change?
  • Was the impact positive, negative, or neutral?
  • Which examples prove the point?
  • What should the business do next?
  1. Open the saved brand, campaign, competitor, or topic project.
  2. Confirm the query is still accurate.
  3. Confirm tracking sources are current.
  4. Set report branding in Search Settings:
  • Logo.
  • Accent color.
  1. Confirm topics are useful for filtering and explanation.

Report branding is separate from PDF and Slide formats.

3. Create Report Formats

Open:

  • Sidebar -> Settings -> Report Settings -> PDF Formats
  • Sidebar -> Settings -> Report Settings -> Slide Formats

Create:

  • Executive PDF for concise fixed summaries.
  • Executive Slides for meetings.
  • Detailed analyst format if the team needs deeper backup.

Recommended executive PDF sections:

  • Numerical Summary.
  • Mention Count Chart.
  • Reach Chart.
  • Influence Chart.
  • Overall Polarity Chart.
  • Sentiment History Chart.
  • Source Distribution.
  • Key Authors.

Recommended executive slides:

  • Cover.
  • Overview.
  • Mention count or trend.
  • Reach or influence.
  • Sentiment summary.
  • Source or platform distribution.
  • Top positive or negative mentions.
  • Handpicked mentions.
  • End Slide.

4. Weekly Report Workflow

  1. Set date range to the last 7 days.
  2. Use the same filters each week unless the report clearly states otherwise.
  3. Review Overview and trend charts.
  4. Use 1D or 1W aggregation.
  5. Review Sentiment Analysis.
  6. Review Mention Analysis for domains, post types, CTAs, hashtags, and keyword trends.
  7. Review Mentions and add 3 to 5 representative examples.
  8. Ask Kommon Poll AI for a draft summary.
  9. Verify the summary with charts and mentions.
  10. Export PDF or Slides using the saved format.

5. Monthly Report Workflow

  1. Set date range to the month.
  2. Use 1W or 1M aggregation.
  3. Compare with the previous month if your process includes comparison.
  4. Review platform, sentiment, topic, demographic, image, and competitor changes.
  5. Add representative examples.
  6. Export Slides for leadership review.
  7. Export CSV only if the team needs raw evidence.

6. Writing The Executive Summary

Use this structure:

  1. Overall movement: volume, reach, influence, sentiment.
  2. Main drivers: platforms, domains, authors, hashtags, topics.
  3. Risks: negative, priority, scam, or crisis mentions.
  4. Opportunities: positive mentions, campaign wins, creators, local markets.
  5. Evidence: 2 to 5 mention examples.
  6. Action: what the team should do next.

Avoid long metric lists. Executives need meaning, evidence, and action.

7. Best Practices

  • Keep date ranges consistent.
  • State filters clearly.
  • Use the same saved format for recurring reports.
  • Verify AI-written summaries.
  • Do not include too many mention examples.
  • Use Slides for meetings and PDF for records.
  • Keep raw CSV for analysts, not executives.
  • Add context when a chart spike is caused by one viral post.

8. Checklist

  • Saved search is current.
  • Report branding is configured.
  • PDF and Slide formats exist.
  • Date range is correct.
  • Filters are documented.
  • Mentions are verified.
  • AI summary is checked.
  • Export type matches the audience.