This user guide provides instructions for using the key features of the Gnowit platform, including editing search terms, creating new searches, viewing dashboard results, sharing dashboards, creating white-labeled reports, and exporting reports. The dashboard displays article metrics over time including numbers, topics, and sentiment. Users can filter articles by source and view all matching articles. Reports can be generated from search results and customized before exporting.
2. During your first visit to my.gnowit.com, you were asked to
enter a set of search terms. This action should have generated
a page like the one above (aka a dashboard).
3. You can edit the search terms you set from your dashboard.
If your dashboard isn’t open, open it by clicking “dashboard”
in the navigation menu.
4. You can use this screen to
make your changes.
Click the words “Edit
Keyword” and the keyword
settings screen will open.
5. You can create a new
search (also known as a
“query”) by clicking
“search manager”. This
will open your search
manager page.
When this page is open, click one of
the “add query” slots.
6. Your keyword tool will open. Begin by giving your search (or
project) a title.
If you use more than one Gnowit product, these products
will be listed. Select the one you would like to use.
7. Next, enter your search terms into the appropriate field(s).
When you press “enter”, the terms will appear next to
the field(s) in which they were entered.
8. Use the “Email Alert Frequency” drop-down menu to indicate how
often you would like to be alerted of new articles matching your
search term.
9. Remember, you can see an overview of results for your new
search. Simply click the word “dashboard”. The titles of your
dashboards appear. Select the appropriate title.
10. Your dashboard provides valuable insights.
The bar graph indicates the number of articles containing your search terms that were
published in the previous two-week period.
The word cloud contains key topics mentioned in your articles.
The pie chart represents the general tonality (or sentiment) behind your articles.
11. To view only the articles from a particular source, click the
name of that source in the “Sources” menu.
All articles found for your search term are listed at the
bottom section of your dashboard (pictured below).
12. You can share your dashboard
with others by clicking the
“Share Dashboard” button.
Use the email screen that
appears to email a shareable
version of your dashboard to
others.
13. To create a white-labeled report on
some or all of your findings, click
“Reports” in the menu along the left-
hand side of your page.
When the “Reports” page opens, click the “Create new
report” button.
14. To create a report on the results from one of your searches,
click “My Assigned Queries”. To learn about labels, click
here.
Follow the prompts to create a report in seconds.
15. Once your report has been generated, click “View and
Customize” to edit its contents.
16. To prevent an article from appearing in your report, click
the icon next to it that looks like an eye.
To place an article at the beginning of a report, click the star
next to it.
17. The last step in creating a report is exporting it. Click the
“Export” button to finish creating your report as a pdf or
html file.
18. We hope you have found this guide useful.
For detailed information on any CoreAlerts feature, please
watch the appropriate video in our video help series
(accessible from you’re my.gnowit.com account.