How to Create a New Report Container

Creating a new Report Container creates a space where you can define the title, cadence, and audience for your report waves. 

>>> This article is for Researchers and Insights Experts.

FYI - You might know Reports by another name - check out our glossary to find out!

To create a new Report Container: 

  1. Go to your Distribute Reports Inbox
  2. Move to the Reports tab
  3. Click on the Plus Sign Icon 
  4. in the top right corner of the inbox

A new window will pop up where you can name, describe, and define a target audience for your Report Container.

  1. Give your Report Container a descriptive title
  2. Select the report type from the Type dropdown
  3. Choose a cadence for report delivery
  4. Define the update frequency
  5. Enter the next delivery date
  6. Click the Done button in the top right corner of the window

Your Report Container will be created and will be ready for you to add reports. You can also start to manage the editors and audience, update the report settings, and categorize your report content.


How to create a new reporting container.gif

Insider Tip: 

  • Only internal experts with special platform permissions can create and edit Report Containers


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