Your platform’s Reporting Framework is the tool that allows you to curate and structure reporting data and resources in a way that enables your user community to easily find and use the reporting data they need.
It is the space where you create the Report Overview – a central space that displays connections to Reporting Channels. You can also build Reporting Channel Groups to combine the content from different Reporting Channels into a single space.
>>> This article is for Researchers and Insights Experts.
FYI - You might know Reports by another name - check out our glossary to find out!
To use the Reporting Framework:
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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 Framework tab
Your Reporting Frameworks will be visible in the inbox.
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Click one of the Reporting Frameworks from the inbox
A new view will open. Here you can create and edit Overview Pages and Reporting Channel Groups which define how the target audience can see and use your platform’s Reporting module.
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Click on a Plus Sign icon
in the top right corner of the view to create Overview Page or Reporting Channel Groups
You can also update the title of a framework, change the target audience, and update the owners of the framework.
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Click on the Gear icon
in the top right corner of the page
A Report Framework Settings sidebar will open.
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Click on the Edit icon
in the top right corner of the sidebar
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Make the necessary changes
Before getting started with the Reporting Framework, create one or more Reporting Channels.
You can then come back to the framework area and use the Channels to curate reporting data.
Insider Tips:
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Only internal experts with special platform permission can edit Reporting Frameworks
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You can only edit Reporting Frameworks if your platform has been configured to include the Reporting module
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Reporting Channels will be visible to business users only if they are added to a Reporting Channel Group