Overview Pages and Reporting Channel Groups in Reporting Frameworks have unique characteristics that contribute to the overall functionality and usefulness of your system’s Reporting module.
>>> This article is for Researchers and Insights Experts.
FYI - You might know Reports by another name - check out our glossary to find out!
Understanding and Using the Overview Page
When Reporting content is accessed by your user community, they access the content via the Reporting app, and the Overview Page is their entrance into the reporting environment in their platform.
The Overview page provides them with a visual overview of the various reporting areas where they can find reporting data. It allows them to search for reporting content without leaving their reporting area.
It is possible to search by theme from the Report Overview by clicking on tiles that are defined in the Reporting Frameworks area of the Reporting curate view by platform administrators.
The tiles are linked to Reporting Channels or Reporting Channel Groups.
An Overview Page is not required for users to access Reporting Channel Groups or Reporting Channels.
Understanding and Using Reporting Channel Groups
Reporting Channels within your platform serve to create a space where reporting data from reporting sources – either internal or external – can be grouped by topic or theme. When these channels are grouped together, they become Reporting Channel Groups. A Reporting Channel Group must be created for the channel content to be visible to the wider user community.
Reporting Channel Groups provide a holistic overview of a concept or trend by organizing various types of reports grouped by theme.
Once Reporting Channel Groups are created, they can be added to the Overview Page or used in a standalone format. In the latter case, users will see the Reporting Channel Groups as tabs in the Reporting app. All Reporting Channels within this Reporting Channel Group will be displayed in this view.