There is no simple “one click” way to save/export your report data, unfortunately, as it’s not database driven content that can fall into a spreadsheet. The report collates data from multiple sources and attempts to give you usable data in simplest form possible.
ONE-TIME FREE PDF SNAPSHOT:
For all clients except the “Online Only” plan, you may request a “one time only” PDF snapshot of your PRTrax dashboard which Chris S. will do for you. The snapshot will be of the PRtrax dashboard. For “Premium Plan” clients, you will need to do your own “save as” of the entirely separate PRN VR report dashboard data which can be done from the VR report as PDF and/or CSV.
For our recommended solutions for saving out your report data, please see the next section, below.
Order a Custom Report Option
For some agency clients and some self-promotion folk like book authors, it may be more convenient for you to have us prepare a simpler to manage “summary report” from all the data in your PRTrax™ dashboard. This report copy/pastes all relevant data into a single MS Word file which can be used internally or customized before giving to a client.
LEARN MORE ABOUT PAID SUMMARY REPORT OPTION:
Perhaps the best way to save your report data, and the way Chris S. does it at Neotrope, is to use a PDF extension for the Chrome web browser. These can vary in function, so you may need to try a couple of them depending on which type of computer you have.
Note that simply “printing to PDF” from web browser may or may not work properly in showing working links; this is why a browser extension can do a batter job as it’s capturing a better version of the document (trying to mimic browser view vs print view). Again, you will need to trial/error this process on your type of operating system and version as Windows 10 and MacOS are very different in this regard.
Basically to make your report you would first scroll to bottom of your report, then going upward “open” each tab/section you want visible in your report. Only “open” sections would print in report. This allows you to skip elements perhaps not needed (such as QR codes or similar data).
Once you have sections open, you then save as to PDF depending on extension or other PDF writer you happen to use. Again, you will need to test this as some “print to PDF” solutions end up with unusable PDF — either with missing info, or links that don’t work, or icon/images for sources blank or broken.
The “pinwheels” at top of report may or may not print due to being constructed with java. The screen capture of story may or may not print as being loaded dynamically off the WordPress CDN and not actually part of the page. Similarly some Twitter “previews” may not render and so you’d only see the links to twitter posts. This is, again, subject to how the PDF writer is able to duplicate the document and then render to PDF.
So, one strategy might be to save a PDF of the links, copy/paste the social media stuff into a Word doc, and take screen caps of the PRpurls social click-through chart, if you want to be thorough.
• COPY/PASTE SECTIONS TO MS WORD DOC
A good first starting point, is to consider copy/pasting data into a MS Word document, doing screen captures from your browser or software like SnagIt, or other options.
Since MS Word can retain formatting from copy/paste, you can easily copy sections of your report, including “laundry list” of links under the Neotrope, Frankly and FC Network sections and the social clips done by hand. You can also do a “screen capture” of the social metrics from the PRpurl click-through graphs, and from the “pinwheels” found at top of the PRtrax report.
Try it, as this is a very common way to capture/save clips data and can be done in 5 minutes very simply.
• ADOBE ACROBAT DC – WINDOWS / MAC OS
If you want the maximum flexibility, Adobe’s Acrobat subscription service for as little as $12.99 per month allows you to easily capture web pages as PDF with maximum control. If you are an agency, this is likely the best solution for capturing reports, as well as other web elements related to client releases and earned media. I believe this is also included with Adobe CS, if you get the whole collection subscription.
• ADOBE ACROBAT NATIVE – WINDOWS
If you have a full desktop version/copy of Adobe Acrobat XI (’11’) Pro or “Acrobat DC” installed on your machine, you can use the Adobe Chrome Extension to easily save a proper PDF from your report. (See the Chrome Extension for requirements). This works very well if you have the right version of Acrobat.
• PDF MAGE – WINDOWS
As of 2018, Chris S. is using an extension called PDF Mage which does a pretty good job of exporting the data into a usable PDF. This requires the Google Chrome web browser, and Windows OS. It may skip Twitter if not logged in, or timeouts.
For folks using our Premium plan you can also export the PRN report data from your Visibility Report dashboard in the PRN system. This system allows you to export single page data or entire report as PDF and/or some data as Excel/csv format.
To access your PRN Visibility Report dashboard, look in your PRtrax Report for the section Premium Plan PRN Reports and note the PRN Visibility Metrics Dashboard section — simply open/expand then click link to go to your report in the PRN system.
Once there you can use the link top right of each page to export, print, or email the data. This data is managed by PRN and not Neotrope/Send2Press.
Save Your Data!
It’s important to save any data you consider useful or important as there is no guarantee this data will be available in the future, or due to system failures, or obsolete datapoints being removed from reports.
Thank you again for choosing Send2Press for your PR campaign!