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Adding Doc Report Level Instructions & Context

Use the ‘Instructions’ box within a section of a Doc report to give Fluent additional context for a specific clients report, This can include benchmarks, KPI’s, campaign context, or a marketing plan you are working towards.

Overview

The ‘Instructions’ section in a report lets you share relevant client context with the Fluent platform, via natural language instruction. This can include client benchmarks, KPI’s, objectives, marketing plans or specific client quirks - like having a number of awareness campaigns live that should always be running, no matter the number of conversions generated.

You can add multiple instructions to a report.

They are permanent across each generation, so once outdated, they will need to be removed.

NOTE : This context applies to only the specific section of report it is added to.

Instructions can also be added at a client level, for client level nuance or information.

Step 1: Open a Doc Report

  1. Find the doc report you want to add the instructions to.
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  2. Click on, and open, the relevant section for the instructions (i.e. Google Ads Performance, for instructions relating to Google Ads Campaigns).

You’ll be taken to the client editing view.

Step 2: Scroll Down to “Reporting Instructions”

  1. On the right hand panel, below the Data Query section, scroll to the Instructions section.
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  2. You’ll see an empty instructions box.

Step 3: Add Report Level Context

  1. Enter your report context or instructions in natural language.
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  2. The recommended format is bullet pointed instructions, segmented by purpose.

    1. I.e. Benchmarks, KPI’s, Context about the clients business
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  3. You can input as much context as required.

Step 4: Regenerate the Report

To see how the context you have added impacts your commentary, regenerate the report.

Walkthrough Video:

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