Learning Objectives
You will learn how to create Coverage report from Feed and Shortlist
You will be able to create Coverage report from Reports
You will learn how to populate the Coverage Report panel
How do I create a Coverage Report?
Coverage Reports offer a user-friendly experience, making the initiation process as simple as ABC! There are multiple ways to create Coverage Reports, allowing you flexibility to choose the best method for you to curate your reports.
Option 1: Create a Coverage Report from the Feed
This workflow allows you to create a Coverage Report from the Feed page. This method works best if you prefer to add content to a report as you read through articles in your Feed page.
To create Coverage Reports using this method:
Go to Feed > Results
Select the items you want to add to a report
Click on the ‘Create Report’ button on the top right corner of the page.
Select ‘Create New’. When creating a new Coverage Report, the “Create Coverage Report” panel will appear on the right-side of the screen. Check out the “Filling up the ‘Create Coverage Report’ panel” section for more information on what details you need to include.
Option 2: Create a Coverage Report from a Shortlist
This workflow allows you to create a Coverage Report from the Shortlists page. We recommend this workflow if you prefer to organise relevant articles into one or more Shortlists and review them prior to creating the report.
To create Coverage Reports using this method:
Go to Feed > Shortlists
Select the items you want to add to a report
Click on the ‘Create Report’ button on the top right corner of the page.
Select ‘Create New’. When creating a new Coverage Report, the “Create Coverage Report” panel will appear on the right-side of the screen. Check out the “Filling up the ‘Create Coverage Report’ panel” section for more information on what details you need to include.
Option 3: Create a Coverage Report via Reports > Create Dashboards
This workflow allows you to create a Coverage Report from the Reports > Create Dashboard page. You’ll need to have one or more Shortlists filled with relevant content prior to creating the report.
To create Coverage Reports using this method:
Go to Reports -> Create Dashboards. Here you can see a new option to Create Coverage Report from scratch.
Click on ‘Start Now’. The “Create Coverage Report” panel will appear on the right-side of the screen. Check out the “Filling up the ‘Create Coverage Report’ panel” section for more information on what details you need to include.
Filling up the ‘Create Coverage Report’ panel
This panel opens on the right side of the screen once you perform one of the options to create a Coverage Report above.
Report name - this acts as the title of your report
Content Chart name - this acts as the title of each section in the CR
Shortlists - you can select one or more shortlists to add in a report. This option only appears for Option 3
Display Performance Metrics - you can select whether to display the Key Performance Metrics section at the top of the report.
Content Chart Layout - You can choose from three options: Expanded, Magazine and Table Layout.
Sort - you can choose to sort the content you’re adding to the Coverage Report by Date, Visibility, AVE, Engagements, Circulation and Likes
Expanded Layout - This layout closely mirrors the default Feed Results view in a TRAC search. In the expanded layout users can select and show up to 50 pieces of content per chart. You can add multiple expanded feed charts in a Coverage Report, just bear in mind that you can visualise up to 50 items each time. In practice, this means if you wanted to add 100 pieces of content to your Coverage Report and visualise them in the expanded layout, then you’ll need to add 2 Feed charts with an expanded layout.
Magazine Layout - This layout is more visual, focusing on the images included in a piece of content. In the magazine layout, users can select and show up to 3 pieces of content per chart. You can add multiple magazine feed charts in a Coverage Report, just bear in mind that you can visualise up to 3 items each time. In practice, this means if you wanted to add 10 pieces of content to your Coverage Report and visualise them in the magazine layout, then you’ll need to add 4 Feed charts with a magazine layout.
Table Layout - This layout is a stripped down version of the Expanded view. We have removed any media and graphics, and rather emphasis is on the key metrics and the text in the selected posts. In the table view, users can select and show up to 50 pieces of content per chart. You can add multiple table feed charts in a Coverage Report, just bear in mind that you can visualise up to 50 items each time. In practice, this means if you wanted to add 100 pieces of content to your Coverage Report and visualise them in the table layout, then you’ll need to add 2 Feed charts with a table layout.