Doc Reports
How to Set-up, Edit, Generate & Use Doc Style Reports
8 articles
Setting up a New Document ReportHow to set-up and create a new ‘Doc’ report from scratch.
Data Query Set-up for Doc ReportsAdd data queries to your doc report, so that Fluent can pull in the relevant data when you begin generating reports in the platform.
Creating Sections in a Doc ReportSegment the report by ad-platform, analysis or focus by adding new sections in your Doc Reports.
Adding Doc Report Level Instructions & ContextUse 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…
Editing a Generated DocumentOnce a Doc Report has been generated, it can then be edited. You can do this either by natively typing, or by using the ‘Regenerate’ feature, where you can chat…
Scheduling a Doc ReportOnce a Doc Report has been set-up, you can schedule the report to be generated on a Daily, Weekly, Monthly or Quarterly cadence. Fluent will notify you via Slack or…
Export a Doc ReportOnce a Doc Report has been finalised, it can then be exported. It can be exported directly to Google Docs, or you can copy the text directly from the report,…
Duplicating a ReportDoc Reports can be duplicated. Duplicating a report allows you to immediately copy across your report format, and report level instructions.