Overview
You can set-up a doc report in two ways in Fluent.
You can set it up using an existing template for a report you have already created (i.e. a weekly report)
You can create the template from scratch, in Fluent.
This article will show you how to do both.
Step 1: Creating a new Doc Report
Select the client you want to create the new report in (for example, Acme Corp)
Click the ‘New Report’ button in the top right
Select the ‘Docs Report’ option.
You will then be prompted to share an example report, or template, for Fluent to follow.
Fluent relies on templates, or existing reports, so the platform can mirror your chosen report structure, tone of voice, and understand the style and type of insight that it should be producing.
Step 2a: Using an Existing Template
You will be prompted to input in a report template. This example template can include text, visualisations and tables - include everything you want Fluent to reproduce.
If you have an existing report template you want Fluent to replicate, this is where you will paste it into the platform.
Once you have chosen the report, paste it into the context box provided. Double check you are happy with the content shared. Once you are, click ‘Next’.
Step 2b: Creating a New Template
You will be prompted to input in a report template. This example template can include text, visualisations and tables - include everything you want Fluent to reproduce.
Creating a report template from scratch is straight forward. It requires you to input your required structure. That can include Titles, Subsections, bodies of text, or instructions.
You can prompt Fluent by requesting it to include, ‘Insights’, ‘Risks’, or ‘Next Steps’, or whatever content you want your report to include.
Once you have added the content to the report example, double check you are happy with the example report. Once you are, click ‘Next’.
Step 3: Selecting a Date Range
The next step is to select the date range for your chosen report.
Choose your date range from the pre-set options, or select a custom date range using the ‘Custom’ button.
Once this has been chosen, click ‘Next’.
[Optional] Step 4: Schedule the Report
The base report template has now been created.
You will now have the option to create a schedule for the report. You can choose a day and time for the report to automatically generate.
Fluent will send you a notification to either Slack or your Email, with a link to the report, once it has been generated.
Once this has has been set-up-en, click ‘Next’.
You have now completed the core set-up for the Doc Report. The next step is adding data queries to the reports sections, so Fluent can identify what data to analyse, and generate insights from.
These data queries must be added before you generate the report, otherwise there will be no data for Fluent to report on, and the generation will result in an error.
Walkthrough Video [Setting up a report using a pre-existing template - 2a]