Create a basic custom branded report
Stephen Pell
38 steps
3 minutes
1
Navigate to "Reports" in the sidebar
2
Click "Create New"
3
Click this radio button.
4
Click "Next"
5
Name your report and click "Create"
6
Click "Draft"
7
Select your report from the list
Add your logo to the report
8
Click this icon.
9
Click "Image"
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Click "Image"
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Click "browse" and upload your logo file
12
Click "Small" to reside your logo
13
Click this icon reposition your logo
Insert text with dynamic placeholders
14
Click this icon.
15
Click "Rich Text Editor" and drag the box under the title
16
Click this icon to edit the text box
17
Click here to select formatting
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Enter text and select Click "Add Impact"
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Click "Select KPI"
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Click "Current Month"
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Click the "Categories" field.
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Click "Save"
23
You have now successfully inserted a dynamic data point into your custom report
Create a data table
24
Click here.
25
Click "Data Table" and drag underneath your text
26
Click "Contact"
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Select the parameters
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Select the data you want in your table
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Click "Current Year" for the data you want to include in the table
30
Navigate to your table in your report
Create a data visualisation
31
Click this icon.
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Drag to the report builder underneath the data table
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Add a "Chart Title"
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Click "Scope"
35
Select your chart type and "Impact by" category
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Select the impact factors you want to compare
37
Select Data Range of data
38
Select any other data filters required for your reports
