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.

To edit the Overview Page of a Reporting Framework: 

  1. Go to your Reporting Inbox
  2. Navigate to the Reporting Framework tab
  3. 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


Update the title, description, thumbnail, and audience


Add or remove co-owners

  1. Select the tab where you want to make changes
  2. 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

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