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Customising & Managing your Coverage Report

This articles will help you to better understand how to customise and manage your Coverage Reports.

Stephanie Ang avatar
Written by Stephanie Ang
Updated over 6 months ago

Coverage Reports are one of the most common ways of sharing content to your stakeholders, and we understand how important it is for reports to look beautiful and professional to our users.

We’ve added different ways to customise the branding and colours of reports, such as:

  1. Customising the cover page by:

    1. Changing the Colour Theme of the Report Title, Subtitle and Description

    2. Changing the Title, Subtitle and Description

    3. Changing the cover and logo of the report

  2. Customising sections such as:

    1. Adding Table of Contents

    2. Displaying the Performance Metrics section

    3. Customising report metrics

    4. Adding and editing charts

    5. Rearranging content in a content chart


Customise cover page of the Coverage Report

Changing the Colour Theme of a Coverage Report

To change the colours for the Title, Subtitle and Description of the Coverage Report:

  1. In the Coverage Report page, click on the gear icon to the right of ‘Dashboard’. This will open a panel on the right side of the page.

  2. At the bottom of the page, change the colours for the Title, Subtitle and Description. You can select a colour from the colour picker, or enter a hex code for the colour you want to set.

  3. Click on ‘Save’.

Changing the Title, Subtitle and Description

To change the Title, Subtitle and Description text of the Coverage Report:

  1. In the Coverage Report page, click on the Cover Settings button, which is displayed with a pencil icon on the top right of the page. This will open a panel on the right side of the page.

  2. Change the text for the Title, Subtitle and Description as needed. You can also select whether a divider will be displayed between the subtitle and short description.

  3. Click on ‘Save’.

Changing the Cover image and Logo of the Coverage Report

To change the Cover image and Logo of the Coverage Report:

  1. In the Coverage Report page, click on the Cover Settings button, which is displayed with a pencil icon on the top right of the page. This will open a panel on the right side of the page.

  2. Select how the cover page will be displayed as needed. You can see how the cover image will be displayed in the preview.

  3. You can also replace the default logo and cover image displayed in the report by clicking on the ‘Replace’ button and selecting the file you want to upload

  4. Click on ‘Save’.


Customising sections in the report

Displaying Table of Contents

The Table of Contents will be displayed below the cover page in the Coverage Report page. You can opt to display a Table of Contents by clicking on the ‘Show’ button on the right side of the section.

The Table of Contents will automatically display the sections added to the coverage report.

Displaying the Performance Metrics section

The Performance Metrics section is displayed below the Table of Contents. Similar to the Table of Contents, you can also opt to display the Performance Metrics section of the Coverage Report by clicking on the ‘Show’ button on the right side of the section.

Customising Report Metrics

You can also change which metrics to display in each article and post added to a Content Chart in a Coverage Report.

To change the metrics to display in content charts:

  1. In the Coverage Report page, click on the gear icon to the right of ‘Dashboard’. This will open a panel on the right side of the page.

  2. In the ‘Choose Report Metrics’, choose which metrics you want to show or hide in the report. This will apply to metrics in both the Performance Metrics section, and content charts in the Coverage Report

  3. Click on ‘Save’.

Managing sections / charts in a Coverage Report

When you have 2 or more charts in a coverage report, the ‘Manage Section’ button will be displayed next to the ‘Add Chart’ button.

Clicking on this button will allow you to rearrange the sections and charts in a coverage report by dragging and dropping charts according to the arrangement you need.

Rearranging content in a Content Chart

We’ve provided the ability to rearrange content within a content chart simply by dragging and dropping content within the Coverage Report page.

A ‘Drag and drop’ icon will be displayed for each article or post within a content chart on the left-side of the media item. Click on this icon and drag the item around to rearrange the content as needed.

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