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.
To edit the Overview Page of a Reporting Framework:
- Go to your Reporting Inbox
- Navigate to the Reporting Framework tab
- Click on the Overview Page you want to edit
There will be three tabs where you can make edits – the Overview Page, Settings, and Team.
Overview Page: |
Add a background and links to Reporting Channels |
Settings: |
Update the title, description, thumbnail, and audience |
Team: |
Add or remove co-owners |
- Select the tab where you want to make changes
- Make your changes
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