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Now Save List of Tables as Custom Templates on Social Explorer

THURSDAY, FEB 11, 2021

You can now create and save custom made templates to your Social Explorer account. With this new feature, you no longer have to re-select tables every time you create a report. You can now save your desired list of tables as a template and return to it whenever needed. All saved lists will also be available on all comparable surveys. For example, if you save a template with a list of tables from the ACS 2019 5-Year Survey, you will be able to use that template on all other ACS 5-Year Surveys. 

Not only does this new feature save you time, but it also makes discovering trends through data analysis efficient and effortless!

There are three ways to create and save custom templates; directly from the Social Explorer dashboard, by using the reports tool, or from an already created report using the mapping interface. 

Create and Save Directly from the Dashboard

To create a new template through the Social Explorer dashboard, click on “Create New” in the top left corner. You will have the option to choose from a variety of different Social Explorer projects. Next, click on “Report Template.”

Choose from a variety of different projects, including the new Report Template option.

You will then have the option of choosing your survey of interest and the tables you would like to explore. Once you have selected all the parameters of your new report template, click “Save Template.” Finally, give your newly created template a name, and it will be saved in your projects under the template tab for quick access and future use. 

Choose from a long list of different surveys and years.

Select your table/s of interest.

Name your newly created template for easy future access.

View all saved templates through “My Projects” under the “Templates” tab.

Save Templates from our New Reports Tool

You can save report templates directly from our new reports tool as well. Once you have created your desired report, click the “more options” drop down menu in the top right corner. Click “Save List of Tables,” and your list of tables from the report will be automatically saved in your projects. Please note that this option is only available on the new reports tool and not on older versions of reports by Social Explorer. 

Save reports directly from the new reports tool.

Use Saved Templates on our Mapping Interface

You can also create reports directly from maps using your saved templates. Once you have created and saved custom templates, they will appear on the Create report option on Social Explorer maps. Under the “Topic” dropdown, all of your saved templates will be displayed for the selected source or survey. If you have created templates for different surveys, be sure to change the survey in the “source” dropdown menu and your saved template will appear.

Your saved reports will appear in the “topic” dropdown menu on or mapping interface.

If you would like more information about how to create reports in our new reports tool, read our blog post.

Are you ready to create and save custom report templates? Would you like to try out all of these new and improved features? Head over to reports and enjoy the ease of creating custom data-rich report templates with Social Explorer. 

If you’ve already tried out our new feature, let us know what you think! What did you like and what else would you like to see from us in the future? Please send us your feedback and let us know what you are thinking. We’re always eager to hear from you!


Author: Hana Trokic

Data Insights are Waiting to be Uncovered
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