Learning outcomes
Gain deeper insight into coverage reports on TRAC and how to use them
Learn how to create a new Coverage Report
Understand more about how you can share and export your report
Coverage Reports are a perfect tool for anyone wishing to showcase the key content about their topic, be it campaign, product or a person. They can be found under the Reports section in TRAC, making them quick and easy to find for all users. This article will delve into the details of what you can discover and create when building a Coverage Report within the Reports subpage.
Coverage Report workflow is inextricably tied to the Shortlist functionality, as users must curate relevant content into a shortlist before proceeding to build a Coverage Report.
Curating content into Shortlist
Before you can start building a Coverage report, you need to have curated posts and articles into a Shortlist. While Shortlists are not technically a part of our Reports functionality, they allow our users to cherry pick the best and most relevant pieces of content into a curated list, which serves as the key building block for all Coverage Reports.
How to curate a Shortlist:
Start in the Results subpage of Feed and start selecting relevant articles by ticking boxes at each post.
Once you’re happy with your selection, click on the “Shortlist” button in the top bar.
You can either add to an Existing Shortlist, or create a new one.
To view your finished Shortlists, navigate to the “Shortlists” subpage in Feed.
Top Tip: To see which content has been shortlisted and where, check the “Shortlisted” badge on all posts that have been added to a Shortlist. If you hover over the badge, you can also see which Shortlist(s) do they appear in.
Creating a New Coverage Report
Now that you have curated your shotrtists, it’s time to start building your report. There are two subpages within Reports that are relevant to Coverage Reports that you will find within your searches - Existing Dashboards and Create Dashboard.
Build a new Report directly from the Shortlist page:
On the Create Dashboards subpage, you will need to choose the “Create Coverage Report from scratch” option.
Once you’ve decided what page to create your Coverage Report from, the next step is for you to choose the relevant Shortlist you want to use to build the first Feed chart. Feed charts are the basic building block of any Coverage Report and they are populated using data from available Shortlists.
Pro Tip: Coverage Reports allow users to choose any Shortlist created in their domain, meaning it is possible to pull content from different searches into one Coverage Report.
Add Charts
Once your Coverage Report is created, you can start adding charts. Coverage reports have been designed to help our users to best showcase the key content that’s been collected into the platform and also have space to add commentary on the given topic. We have created new Feed chart and Text Block chart to support this
Add Chart button will let you add more charts to your dashboard.
Feed Chart
This chart option is designed to showcase the individual posts selected for the Report. These are customisable charts that will display data in the following three layouts:
Expanded Layout - Displays content similar to the Feed Results page, which contains articles headlines, summaries, metrics and thumbnail image. Supports up to a maximum of 50 items per chart.
Magazine View - A more visual layout, focusing on the images included in a piece of content. Supports up to a maximum of 3 items per chart
Table View - A stripped down version of the Expanded view which emphasises key headline, summaries and key metrics over images. Supports up to a maximum of 50 items per chart
“Text Block”
Apart from adding comments and description to Feed Charts, “Text Block” allows adding commentary to the report, starting a new section of the report with its own Title, Subtitle and Description.
Exporting your Reports
Clicking the export button will take you to a preview of your report, complete with Icon, search title, dashboard title, date range, filters, and the charts you have chosen for the dashboard. Here you'll have the option to return to your dashboard, or export the report as shown into a pdf for easy sharing.
Emailing your Reports
If you would like send the report to your team via email, you will be able to either Send Now or Schedule an email to be sent later. You can do this by clicking on the Email button which is next to the Preview & Export option.
Clicking this button will bring up a modal allowing you to send now or set up a scheduled send for your Coverage Report. The top switch toggle allows you to turn the reporting on and off, and the recipients section allows you to customise the email that will contain the report.
We hope you enjoyed reading this article! 📚
If you have any questions or would like to learn more, please don't hesitate to reach out to our support team via live chat. 🚀