How to Add Report Containers to Reporting Channels

Adding sections to your Reporting Channel helps you to logically add and organize reporting content. 

To add sections to a Reporting Channel: 

  1. Go to your Distribute Reports Inbox
  2. Move to the Reporting Channels tab
  3. Select the Reporting Channel where you want to add sections

The channel editor will open.

  1. Click the Plus Sign Icon  in the top right corner of the screen

A dropdown with two options will appear.

  1. Select Add Card Section

The section will automatically load, and you can select the Report Container(s) you want to add.

  1. Move to the newly created section
  2. Click on the Gear Icon in the top right corner of the section
  3. Select Add Report

A new window will pop up where you can browse or search for a report.

  1. Enter a search term or scroll through the reports until you find the report(s) you want to add
  2. Select the report(s) to add by ticking the checkbox in the top right corner of the content card
  3. Click the Add button in the top right corner of the window once you are done selecting content

The reports will be immediately added to the Report section. You can continue adding content or rearrange the content.

Insider Tip: 

  • Only internal experts with special platform permissions can create and edit Reporting Channels
  • You can only edit Reporting Channels if your platform has been configured to include the Reporting module
  • “Card Sections” are pulled from content within your platform

 

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