How to Edit a Reporting Overview in a Reporting Framework

Editing the Overview Page of a Reporting Framework allows you to update the background and content, change the settings, and add team members. 

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

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

To edit the Overview Page of a Reporting Framework: 

  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 Framework where you want to edit the Overview Page

  2. Click on the Overview Page you want to edit

The Overview page will open, where you can add and edit the background and links to Reporting Channels.

  1. Click on the Gear icon rueda.png in the top right corner of the field

  2. Select whether you want to upload or delete the background image, or add reporting links

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You can also update the title, description, thumbnail, audience, and manage co-owners by adding or removing them.

  1. Click on the Gear iconrueda.pngin the top right corner of the page

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A Report Overview Settings sidebar will open.

  1. Click on the Edit iconrueda.pngin the top right corner of the sidebar

  2. Make the required changes

  3. Click “Done“ in the top right corner of the sidebar

Any changes you make will save automatically and be visible to your target audience in their 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

 
 

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