How to Add a New Reporting Channel to a Reporting Group

Adding a Reporting Channel to a Reporting Group allows you to curate focused reporting content and deliver key reporting data more effectively.

>>> 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 the first Reporting Channel to a Reporting Channel Group: 

  1. Go to the Reporting app from the left-hand side navigation bar

  2. Switch to the Curate view at the top of the page

  3. Navigate to the Reporting Framework tab

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  1. Click on the Reporting Channel Group where you want to add a Reporting Channel

  2. Click “Add” in the center of the screen

A window will pop up, where you can choose the channels.

  1. Select the channel(s) you want to add from the dropdown menu

  2. Click “Done” in the bottom right corner of the window

The first Reporting Channel will be automatically added to the group.

 

To add an additional Reporting Channel to a Reporting Channel Group: 

  1. Go to the Reporting app from the left-hand side navigation bar

  2. Switch to the Curate view at the top of the page

  3. Navigate to the Reporting Framework tab

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  1. Click on the Reporting Channel Group where you want to add a Reporting Channel

  2. Click on the Plus Sign icon plus.png in the top right corner of the view

h3.png

A window will pop up, where you can choose the channels.

  1. Select the channel(s) you want to add from the dropdown menu

  2. Click “Done” in the bottom right corner of the window

The Reporting Channel will be automatically added to the group, and you will be able to curate the order of your channels.

 

Insider Tip: 

  • Only internal experts with special platform permission can edit Reporting Frameworks

  • You can only edit Reporting Frameworks if your platform has been configured to include the Reporting module

  • Reporting Channels will be visible to business users only if they are added to a Reporting Channel Group

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