How to Schedule a Monitoring Report in Propel

Propel allows you to automatically generate and send media monitoring reports to keep your team and stakeholders updated on media mentions.

Here's a video walkthrough of the entire process:

Here's how to schedule a monitoring report in Propel:

Go to the Monitor Tab: Log in to your Propel account and navigate to the Monitor tab at the top of your dashboard.
Click on "Monitoring Report Schedule": From the Monitor tab, select Monitoring Report Schedule to begin setting up your automated report.
Add a New Report Schedule: Click Add New Report Schedule to create a new reporting schedule.
Enter Schedule Name and Select Account: Provide a name for the report schedule in the Schedule Name field. Then, choose the account you'd like this report to be associated with.
Select Alerts: On the right side, you’ll have the option to send reports for either:
1. All Alerts within the account.
2. Specific Alerts (you can select the ones you want)
Set Report Frequency: Decide how frequently you want the report to be sent. You can choose from the following options: Hourly, Daily, Weekly, Monthly.
Additionally, you can specify the exact time you want the report to be sent.
Skip Emails with No Mentions: If you prefer not to send a report when there are no mentions during the reporting period, check the box labeled Avoid sending if no mentions.
Select Report Format: Choose the format in which you'd like the report to be attached: Excel or CSV
Choose Recipients: Select the internal Propel users you want to receive the report. You can also send the reports to external stakeholders by entering their names and email addresses.
Save the Report Schedule: Once all fields are filled in, click Save to activate the report schedule.

Your monitoring report is now set to be automatically sent according to your selected schedule, keeping everyone in the loop with the latest media mentions.