Report Library enables you to filter, sort, and access each G2 Market Report that features your product, including GridⓇ Reports, Index Reports, and Compare Reports.
For more information on the inclusion criteria and scoring for Market Reports, refer to G2’s Research Scoring and Methodologies guide.
To access Report Library, go to my.G2, then navigate to Marketing Content > Report Library.
Quarterly reports
The Quarterly tab groups each of your G2 Market Reports by reporting season.
G2 also also displays a preview of report drafts for the upcoming report season when they become available.
For each report, G2 includes your product's rank on the report, the rank change from the previous report (if applicable), and any Badges earned.
If your product qualified for a specific report for the first time, G2 highlights the report with a NEW indicator.
To access more details about a report, select See Details.
You must license a report or have an active G2 content subscription in order to access the detailed report page.
For more information on licensing reports, please contact your G2 sales representative.
Select Copy link to copy a shareable URL for the report to your clipboard.
You can directly download or access the embed code for each Badge associated with the report by selecting Download Badge.
Refer to the G2 Badges documentation for more information on using Badges.
G2 also charts your product's change in rank on the report over the past five quarters.
Filter and sort reports
You can use the filter panel to quickly find reports.
G2 offers the following filter options:
- Report type: Filter reports by type.
- Company size: Filter reports by market segment.
- Category: Filter reports by G2 category.
- Season: Filter reports by season.
- Competitors: Find reports that include specific competitors from a shared G2 category.
The competitors filter acts as an AND filter – a report must include all of the selected competitors to be returned in the results.
You can sort reports by rank or title by selecting the corresponding column.
Compare reports
The Compare tab enables you to create reports that highlight your features compared to your competitors.
The Compare tab groups each of your G2 Compare reports by reporting season.
For each report, G2 includes the dates the report was created and last updated, as well as the number of times the report has been viewed.
You must license a report or have an active G2 content subscription to create and share compare reports. For more information on licensing reports, please contact your G2 sales representative.
To access more details about a report, select Open.
Create a new compare report
You can easily create new compare reports each reporting season for use in sales and marketing campaigns.
You can create new compare reports using only data from the most recently published reporting season. For more details about G2’s report schedule refer to G2 Report dates section.
To create a new compare report:
- In my.G2, go to Marketing Content > Report Library.
- Select Compare, then select Create a Compare Report.
- Select a Category, choose up to five products to compare, and select the Company Size.
If you modify the company size field, the compare report uses only data from reviews submitted by users who are employed by a company within a particular market segment.
G2 uses the following definitions for market segments:
- Small Business: 50 or fewer employees
- Mid-Market: 51–1,000 employees
- Enterprise: 1,001+ employees
You can only choose categories and corresponding competitors for categories that you have licensed in your content subscription.
- Select Next.
- Select the checkbox for each row you would like to include in the report.
A product must receive a minimum of 10 responses to the corresponding review form questions to be included in a compare report. Products without enough data will not appear in published reports.
- (Optional) You can use the drag handles to rearrange the order rows appear.
- Select Save to view a preview of your compare report.
- Select Publish to publish the report and generate a tokenized link.
You must select Publish to publish your compare report and generate a shareable link. Selecting Save does not store a draft of the report.
Published compare reports appear within the Compare tab in my.G2. Select Copy link to copy a shareable URL for the report to your clipboard.
Editing a compare report
G2 does not store versions of reports, so editing a compare report replaces the existing version. You can only edit reports for the most recently published reporting season.
Compare reports are aggregated by reporting season. For more details about G2’s report schedule refer to G2 Report dates section.
To edit a report, select Edit.
Select Publish to publish your updated compare report.
Selecting Save does not update your published report. You must select Publish in order to update your compare report.
Within the Compare tab, unpublished reports appear with a lock icon.
G2 report dates
Refer to G2's Research Agenda to find key dates for upcoming G2 reports, including review submission deadlines and report publication dates.