PDF & Slide Report Formats

Create reusable team PDF and PowerPoint formats so exports follow a consistent structure.

Report formats are managed from the Settings hub. They are visible to the whole team, and creators or team administrators can edit them.

Use:

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

1. Report Formats Vs Report Branding

Kommon Poll separates report structure from report branding.

This means a team can reuse the same format across many searches while each search keeps its own logo and accent color.

2. Format Scope And Permissions

Report formats are team-level reusable assets.

They control:

• Which PDF sections appear.
• Which slide sections appear.
• The order of sections or slides.
• Whether optional content is included.
• Mention-card slide counts where supported.

Because formats are shared with the team, use names that make the audience and purpose clear.

Good names:

• Monthly Executive PDF
• Campaign Launch Slides
• Competitor Benchmark Deck
• PR Crisis Update PDF

Avoid vague names such as New Format, Test, or Final.

3. Create A PDF Format

Open:

Sidebar -> Settings -> Report Settings -> PDF Formats

Steps:

1. Click the control to create a new PDF format.
2. Enter a format name.
3. Select the sections that should appear.
4. Reorder sections into the sequence the audience expects.
5. Use Add all sections if the report should be comprehensive.
6. Use Remove all optional sections if you want to rebuild from a minimal structure.
7. Use Restore default order if the section order becomes confusing.
8. Save the PDF format.
9. Export a test PDF from a saved search to confirm the structure.

Current PDF section options include:

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

4. Recommended PDF Structures

For an executive summary:

1. Numerical Summary.
2. Mention Count Chart.
3. Reach Chart.
4. Overall Polarity Chart.
5. Sentiment History Chart.
6. Source Distribution.
7. Key Authors.

For a PR or crisis update:

1. Numerical Summary.
2. Mention Count Chart.
3. Reach Chart.
4. Overall Polarity Chart.
5. Sentiment History Chart.
6. Source Distribution.
7. Key Authors.

For a source performance report:

1. Numerical Summary.
2. Source Distribution.
3. Mention Count Chart.
4. Reach Chart.
5. Influence Chart.
6. Key Authors.

The available PDF sections are intentionally structured around summary metrics and core charts. Use Slides when you need richer narrative sections or more mention examples.

5. Create A Slide Format

Open:

Sidebar -> Settings -> Report Settings -> Slide Formats

Steps:

1. Click the control to create a new Slide Format.
2. Enter a format name.
3. Review required slides. Required slides must stay in the deck.
4. Choose optional slide categories.
5. Select the slides needed for the audience.
6. Reorder slides so the story flows naturally.
7. Configure mention-slide counts where the UI provides count controls.
8. Save the Slide Format.
9. Export a test deck from a saved search.

Required slides include:

• Cover
• Definitions
• End Slide

6. Slide Categories

Common slide categories include:

The exact list can vary as the product evolves, but the current manager is built around categorized slide selection and reusable team formats.

7. Mention-Slide Counts

Some slides can include mention cards, such as:

• Positive Mentions.
• Negative Mentions.
• Top Engagement Mentions.
• Official Mentions.
• Handpicked Mentions.
• Competitor positive or negative mention slides.
• Competitor top engagement mention slides.

Use mention counts to control how many examples appear in the deck.

Recommended counts:

• 2 to 3 examples for executive decks.
• 3 to 5 examples for campaign readouts.
• More examples only for analyst or evidence decks.

Too many mention examples can make a slide deck hard to read.

8. Export Using A Saved Format

PDF and Slides exports require a saved format before generation.

Steps:

1. Open the saved search or project.
2. Apply the date range and filters.
3. Add selected mentions to the report if needed.
4. Open Download.
5. Choose PDF Report or Slides.
6. Choose the saved PDF or PowerPoint format.
7. Enter or confirm the report title.
8. Generate the export.

If the format list is empty, create a format in Settings first.

9. Maintenance Routine

Review formats periodically:

1. Remove test formats.
2. Rename unclear formats.
3. Update formats when dashboard tabs or chart sections change.
4. Keep one executive format, one campaign format, and one detailed analyst format where possible.
5. Confirm team admins know who owns each format.

Reusable formats save time only when the team keeps them clean and named clearly.