Adding an external reporting dashboard to a Reporting Channel embeds the reporting dashboard directly into the channel, saving time and effort while eliminating the need to visit several sites to find key reporting data.
>>> This article is for Researchers and Insights Experts.
FYI - You might know Reports by another name - check out our glossary to find out!
To add a reporting dashboard from an external source to your Reporting Channel to a new channel section:
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Go to the Reporting app from the left-hand side navigation bar
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Switch to the Curate view at the top of the page
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Navigate to the “Reporting Channels” tab
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Find and select the Reporting Channel where you want to add a dashboard
The channel editor will open.
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Click the Plus Sign icon
in the top right corner of the screen
A dropdown with two options will appear.
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Select “Add Report Widget”
A new window will pop up where you can add a title, thumbnail image, and description for the widget.
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Add a descriptive title
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Upload a thumbnail image – this will be visible to users in Search
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Enter a clear and concise description
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Click “Done“ in the bottom right corner of the window
The section will automatically load, and you can begin adding content.
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Move to the newly created section
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Click on the empty placeholder with the Plus Sign
A new window will pop up where you can select one or more widgets to add.
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Enter a search term or manually browse for the widgets you want to add
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Tick the checkbox in the top right corner of the widget(s) you want to add
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Click “Add“ in the bottom right corner of the window once you are done selecting content
The widgets will be added to the section within your Reporting Channel.
Insider Tips:
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Only internal experts with special platform permissions can add and edit content in Reporting Channels
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You can only edit Reporting Channels if your platform has been configured to include the Reporting module
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Reporting dashboards are only available from sources that are integrated with your platform