How to Add Report Containers to Reporting Channels

Adding Report Containers to your Reporting Channel allows you to efficiently organize and populate the channel with relevant content, ensuring your audience can easily access the information they need.

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

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

To add Report Containers to a Reporting Channel:

  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 Channels” tab

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  1. Select the Reporting Channel where you want to Reporting Containers

The channel editor will open.

  1. Click the Plus Sign icon plus.png in the top right corner of the screen

A dropdown with two options will appear.

  1. Select “Add Card Section”

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A new window will pop up, where you can add the details of the section.

  1. Give your section a descriptive title

  2. Upload a thumbnail image – this will be visible to users in Search

  3. Enter a clear and concise description

  4. Click “Done“ in the bottom right corner of the window

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 empty placeholder with the Plus Sign

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

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  1. Click “Add“ in the bottom 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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