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Top tips for building social media reports in Infegy Canvas

By Jordan Hanson  •  August 16, 2016


Top tips for building social media reports in Infegy Canvas

Posted by: Jordan Hanson on August 16, 2016

With the recent launch of Atlas 2.0, we expanded several areas by emphasizing aspects of our software that allow users to customize the display of their social media data.

Infegy Canvas allows users to white-label pre-built templates or create custom social media dashboards of their own.


Canvas, a complementary tool to Infegy Atlas, will help you take your social media research and reporting efforts to the next level. Infegy Canvas integrates all of the research and social media monitoring power of the standard Atlas environment into customizable dashboards that display the data you need, the way you want it, at a moment's notice.

Let's take a look at how you can get started using the Canvas environment.

First things first: do your research.

Infegy Atlas is still an industry-leading social media monitoring tool that gives researchers the flexibility to search over nine years of internally-managed historical social data. apply powerful psychographic audience segmentation, and retrieve results almost instantly. But the workflow doesn't mean you should start in dashboard reporting.

Preparing your dataset for dashboard displays can make or break an understanding for those who see it.


Sometimes, it's easy to get caught up in visually stunning data that doesn't say anything particularly interesting or valuable.

Using Infegy Atlas to check the results of your data first will ensure your dashboard meets neither of those definitions. Think of it this way -- if you see something in Atlas and find it interesting, those are the data points you should consider adding to the dashboard.

Next, make some more plans.

Remember those interesting data points you found in Atlas earlier? Now you can start filtering through your notes to decide which pieces of information most effectively communicate the different aspects of your presentation. You're working with a finite visual space, so resist the impulse to include everything and instead, keep it simple. Sometimes less is more.

Be sure to focus your work around clearly communicating a central idea per page, supported by the data you have chosen to display.

You should also consider the lifeline of the content you're creating, or put another way, how long you expect that content to be usable without requiring any updates. Use these questions and tips to help you plan query construction in the dashboard environment:

If your particular reporting use case needs the latest social media monitoring data to update automatically, then:

Turn on automatically refreshing updates within Canvas and set a relative range of dates for the scope of your queries.



If you are presenting a static report, similar to other use cases like a monthly or quarterly follow-up, then:

Use fixed dates for your query range and breathe easy that your data will always stay the same once your dashboard is built.


If your dashboard use case needs a call-to-action, some extra visual pizazz, or even data from somewhere else, then:

Use the custom image, custom HTML, or iFrame widgets to include elements outside of Infegy like Google Trends data.


Finally, make it magic.

You've done your planning, so now it's time to construct your very own social media monitoring dashboard. If this is your first time using Canvas, don't worry -- we have pre-designed templates to make specific reporting cases faster, as well as copy functions to produce or reproduce dashboards as your needs change and evolve from day to day.

For more advanced users, or those familiar with other visual design environments, we'll be talking about ome more advanced best practices in an upcoming post. There's a reason every Canvas starts blank unless you're starting with a template -- your only limit is what you can imagine building in the dashboard space.

Once you're sure the Canvas centrally communicates the message you're driving after, it's showtime. Hop into the viewer mode and give it a spin to make sure everything looks right, or if you're building a public-facing dashboard, turn on social sharing and post your Canvas sharing link wherever people might enjoy the data. As an example, check out this dashboard we built comparing three major fast fashion brands' recent social conversation data:

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Let's recap:

What makes Canvas so great?

  1. Fully customize and white label all your social data projects.
  2. Choose from predefined templates to get up-and-running in minutes.
  3. Proudly display your data however you'd like with incredible flexibility and customization.
  4. Finally, leverage multiple ways to share your data with others.

We're excited for the new and interesting ways that our users will incorporate Canvas into their existing workflows, and for the entirely new workflows that will spring up around discovering new best practices for Canvas.

Be sure to catch our next post on customizable social media monitoring reports, where we'll talk specifically about some of the more involved widgets in Canvas for advanced level reporting users. 

Did you like this post? Be sure to let me know on Twitter! We also think you'd love this post, too:

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Topics: social media monitoring, canvas, social media dashboard, social media research, infegy canvas, social media data dashboard


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