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Report Library

15 Apr 2024
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Report Library

Updated on 15 Apr 2024
4 Minutes to read

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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.

demo

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.

quarterly

G2 also also displays a preview of report drafts for the upcoming report season when they become available.

Screenshot of the report draft preview in the Quarterly tab.

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.

rank change

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.

report info

You must license a report or have an active G2 content subscription in order to access the detailed report page.

locked report

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.

copy report link

You can directly download or access the embed code for each Badge associated with the report by selecting Download Badge.

embed 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.

change in ranks

Filter and sort reports

You can use the filter panel to quickly find reports.

find reports with filtering

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.

sort reports

Compare reports

The Compare tab enables you to create reports that highlight your features compared to your competitors.

image showing compare tab in my.g2

The Compare tab groups each of your G2 Compare reports by reporting season.

image showing compare reports grouped by quarter

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.

image showing report information in my.g2

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.

demo showing user selecting open icon to view report details

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

demo of completing compare report fields

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.

image showing a product with not enough data

(Optional) You can use the drag handles to rearrange the order rows appear.

demo showing how to rearrange rows on the compare report

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.

image showing edit icon in my.g2