In this guide, we’ll take you through the steps for creating a Reputation Manager (RM) report.
If you prefer to learn by watching videos, check out our free course in BrightLocal Academy that shows you how to set up and understand a Reputation Manager report 👇
1. Initial Setup
There are two ways to create a new Reputation Manager report.
Click on 'Reputation', then 'Overview' in the top menu to open the Reputation Manager overview page. Here you will see a list of all existing reports.
Next, click the green '+ Add New Report' button.
Alternatively, you can create a Reputation Manager report from a Location Dashboard.
From 'All Locations', click the green 'View' button to access the dashboard of the Location for which you'd like to create a Reputation Manager report.
When viewing a Location is open, the Location sidebar menu will be visible on the left — this shows a list of all the existing reports for your Location.
Click 'Reputation' in this menu, and then select 'Review Insights' to begin setting up your Reputation Manager report.
Select 'Start now' to begin setting up your report.
You will now see a popup asking whether you want to monitor all of your data at once, or reviews only. If you want to set up multiple reports, you can select ‘Monitor All My Data’.
In this guide we’ll be focusing on Reputation Manager reports only, so click the option 'Monitor Review Only' for now (you can always come back and choose to 'Monitor All My Data' later).
2. Report Settings
General Settings
If you're creating a new campaign from the Reputation Manager Overview page, you'll need to pick a Location from the dropdown menu.
If, however, you're setting up a report for an existing Location (from within the Location Dashboard), this information will already be populated for you.
Which location is this report for?: Here, you can select the location for this Reputation Manager Report — it will be auto-completed if the Location already exists.
How often do you want this report run?: Two options are available to you from the dropdown arrow to the right of the field, as follows:
- Weekly: Select which day of the week you’d like the report to run
- Monthly: Select which day of the month you’d like the report to run
- Adhoc: Reports are run manually.
For Locations in the 'adhoc' status, reports can only be run on an adhoc basis.
3. Connect Your Google Business Profile and Facebook Page
The next step is to connect your Google Business Profile and Facebook page to get daily reviews, and to respond to reviews from within the report. Connecting your GBP account to BrightLocal will also ensure you see more accurate data in your reports.
Click the 'Connect' button.
On the next page select the 'Connect' toggles for Google Business Profile and Facebook, then follow the instructions to get connected.
For more information on connecting Google and Facebook to a Location in BrightLocal, see:
4. Select Sites to Track Reviews
In this section, you can select which sites you wish to track reviews on. For more details on which sites we track in Reputation Manager, visit this page.
Select all of the sites simply click the checkbox at the very top, or select the checkboxes beside the individual sites you want to track.
Once you have selected which sites you want to track, simply click the 'Find my Listings' button to identify listings on the selected sites.
After you click the ‘Find My Listings’ button, BrightLocal performs a real-time lookup to identify live listings on these sites. We will then display the links to your listings on these sites.
Adding or editing a link
If a link has not been found, you can copy the URL from the known source, click 'Add', then paste the URL and select 'Update'.
Excluding a link
You can view and check each listing by clicking the link. If any are incorrect, select 'Edit' and 'Exclude' to remove the link from your report.
5. Receive Email Alerts
Here, you can set up the notifications you’d like to receive once the Reputation Manager report has completed. You can add up to five email addresses to receive notifications — if you don’t want to receive any notifications, just select ‘No’ in the dropdown menu.
Selecting 'Yes' will give you the following two options:
Yes, every time report finishes: Email notifications are sent out once a report has completed.
Yes, but only when new reviews were found: Email notifications will not be sent unless new reviews have been found since the last report.
6. Running / Saving the Report
At the bottom of the report, you will see the green 'Run Report' button (shown below within the red box) — click this to run the report, which will then be saved to the Location Dashboard.
7. After the Report is Run
Once your Reputation Manager report has completed, there are several further actions you can take with the data — you can access these by clicking on the 'Actions' dropdown (indicated below by the red box).
Re-run Report: Manually re-run the report to fetch the latest review data using a manual report run.
Edit Report Settings: This takes you to the 'General Settings' of the report, where you can make your desired updates.
View External Report: Click this to open the interactive report in a new tab of your internet browser, with all mentions of BrightLocal removed, including in the URL — this is ideal for sharing with your clients or colleagues when showcasing local marketing progress.
Download PDF: Download a PDF snapshot of the report to share with clients or colleagues.
Discover more about white-label reporting and external reports here.
If you're new to reviews, check out this free course in Brightlocal Academy - A Beginner's Guide to Generating and Managing Reviews.
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