How to Organize Reporting Channels in Reporting Groups

Organizing Reporting Channels in a Reporting Group allows you to control the order of channels, shaping how your audience will see the channel content in the group.

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

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

To organize the Reporting Channels in a Reporting 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 organize the content

A new view will open.

 
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  1. Find the channel you want to move

  2. Drag and drop the channel card to the desired place

  3. Put the channel cards in the order that will best suit your audience

The order of the channels will be immediately updated and reflected in your audience’s view of the Reporting Group.

 

Insider Tips: 

  • 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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