Overview
Doc reports can be broken out into sections. When you provide Fluent with a report template, Fluent will automatically identify the potential, various, sections, and break them out into sections in the Fluent platform.
You can add additional sections to these reports, or add sections to a report you created natively in Fluent.
These sections are used to help break up the report into specific focuses - You might want to have a section specifically focusing on Google Ads, or Next Steps, or Creative Analysis.
You can either add a new section or duplicate a section.
This article will cover how to do both.
Step 1a: Adding a New Section
Open the Doc Report you want to add the section to.
Select the ‘+ New sub-section’ option below the existing sections.
This will create an untitled sub-section.
You will now need to add an ‘Example’ and ‘Data Queries’ - You can understand how to do both of these processes, by reviewing the ‘Adding an Example Template’ and ‘Data Query Set-up for Doc Reports’ articles, respectively.
Step 1b: Duplicating a Section
Open the Doc Report you want to add the section to.
Find the section you want to duplicate.
Hover over that sections title, and click the three-dots (’…’) that appear. Once highlighted, click the ‘Duplicate’ option [overlapping squares] to duplicate it.
The duplicated section will appear below the original section. It will contain the same title,. example template and data queries as the original version.
You can subsequently edit the Title, Example and Data Queries in the right hand menu.
Refer to the articles, ‘Editing an Example Template’ and ‘Data Query Set-up for Doc Reports’ respectively for guidance on how to do this.
Once you have made your changes, click ‘Save’.
[Optional] Step 2: Deleting a Section
If you have added a section that you now want to remove, you can do so by hovering over that sections title, and clicking the three-dots ('⋮’) that appear. Once highlighted, click the ‘Delete’ option [Trashcan] to remove it.
[Optional] Step 3: Reorganising a Section
If you have added a section, and you now want to reorder your report, you can do so by hovering over that sections title, and clicking and holding the grid icon that appears on the left hand side.
Once holding, move the section up or down the list of sections, to where you want it to be. It’s new location will be indicated by a blue guiding line.
Once you have finished making amendments to sections, you will need to regenerate your report to see your changes take effect.
To regenerate a report, click ‘Regenerate’ at the top of the report.