How to Create an Executive Report

    • Carolina Santana |
    • 0 step
      In the menu, under *Reporting Tools,* click *Executive Reports.*
      At the top right corner, click "Add Executive Report"
      Select a *Template* and give your Executive Report a *Name.*
      Click "Create Report"

      Step 1 - Sections

      Start by creating a *Section.* This could be understood as the theme of the articles you will combine.
      Name your *Section.*
      You can also pre-populate a section with a *Collection* by selecting one from the dropdown.
      Once you've selected the adequate settings, click "Add Section"
      At the bottom right corner, click "Next" to move to Step 2.

      Step 2 - Articles

      Select the filters that are relevant to the section.
      To add content to a section, select articles, click "Add to Section" and select a section from the dropdown.
      Group articles Select the content you want to group with an article. Click "Group to Article" and choose the article you want to associate with the selection.
      The article you've previously selected will appear as a *Similar Story.*
      Once ready, click "Next".

      Step 3 - Charts

      Browse the charts and select the ones you’d like to add in the report.
      Switch chart types by clicking on this icon, on the top right of the chart.
      Select one of the various types presented in the dropdown.
      Once you're satisfied with your filters, click on the "**\+"** icon to add the chart to your Executive Report. The system will store it and allow you to insert it in the next step.
      Click "Confirm"
      To move to the next step, click "Next"

      Step 4 - Edit

      In this step you can edit your Executive Report. Drag and drop *Components,* change the *Styles,* the *Design,* and the *Settings*.
      To edit a section and make changes in font, colour, layout, etc., simply click on the pencil icon.
      Format the text to your liking and click "Save"
      To add the charts you previously selected, drag and drop the "Chart Block" component in your template.
      To view and edit the charts' style, click the pencil icon.
      On the right, under "Content," you can view and choose from all the charts you have previously added.
      In the "Styles" section, you have the option to customize the size of the chart, include margins, borders, and background.
      Once you've applied all the changes, hit "Save"
      To move to the last step, click "Next"

      Step 5 - Preview & Publish

      *Preview & Publish* is where all the elements come together. Every section you created in Step 1 will contain the articles you added in Step 2.
      In this step you can also group similar articles by clicking on the "**\+"** icon.
      The orange dashed lines mean the article is selected. You can select multiple articles by repeating the last step.
      Once you've selected all the articles you want to group, hit the clips icon to group them with this article.
      If you've made a mistake or changed your mind while grouping similar stories, don't worry! You can edit your selection, reorder, and delete similar articles by clicking the pencil icon. - Orange star - parent article - X - delete from similar articles - Three lines - reorder articles
      Finally, you can download your Executive Report in PDF, in Word (if you've uploaded a Word template), send it or publish it.
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