Guide & Help
Main Website
Go to Customer Portal
Create & Deliver Content and Data
Setting Up Your Content Catalyst Subscriber Portal
Onboarding
Site Options
Site Design & Branding
Export Template Customisation & Branding
Site Authentication & User Registration
Site Access
User Registration
SSO
Account & User Management
Account Creation & Management
User Creation & Management
Security
Account Manager Creation & Management
Guest Access
Licensing & Access Management
Creating & Managing Licenses
Prevent Full Downloads
Remote Access
Restrict Export Formats
Organise, Categorise, and Link Content
Creating & Managing Category Trees
Configuring Category Landing Pages
Category & Report Covers
Chapters & Sections
Analysts
Tags
Report Series & Linked Reports
Create & Deliver Content and Data
Interactive Docs
PDF/SlideViewer
DataViewer
Instant Insights/Briefings
Power BI
RSS Feeds
Publishing Workflow
Report Metadata
Video Content
External Reports
Importing Content
Operations & Administration support
Domain Configuration
Email Deliverability
Search Configuration
Chargeback Codes
Policies & Notices
Site Extensions & Integrations
CRM Integrations
Custom HTML, CSS & Javascript
MarketSight Integration
Content Aggregator Integration
Integrations
Tracking & Analytics of Subscriber Use
General
Report Access
Popular Searches
Tracking Snippets
Account Statistics
Analytics Sales Leads
Sales & Marketing
Email Customisation & Branding
Buy It Now
Instant Access Links
Search Engine Verification
Trials
Personalised Content Notifications
Content Discovery
Site Navigation
End-User Search
Categories & Tags
MyCatalyst
End-User Actions
Share Briefing
Ask The Analyst
Collate & Export Content
Share
Notes
Translation
Back to home
Guide & Help
Create & Deliver Content and Data
Setting Up Your Content Catalyst Subscriber Portal
Onboarding
Site Options
Site Design & Branding
Export Template Customisation & Branding
Site Authentication & User Registration
Site Access
User Registration
SSO
Account & User Management
Account Creation & Management
User Creation & Management
Security
Account Manager Creation & Management
Guest Access
Licensing & Access Management
Creating & Managing Licenses
Prevent Full Downloads
Remote Access
Restrict Export Formats
Organise, Categorise, and Link Content
Creating & Managing Category Trees
Configuring Category Landing Pages
Category & Report Covers
Chapters & Sections
Analysts
Tags
Report Series & Linked Reports
Create & Deliver Content and Data
Interactive Docs
PDF/SlideViewer
DataViewer
Instant Insights/Briefings
Power BI
RSS Feeds
Publishing Workflow
Report Metadata
Video Content
External Reports
Importing Content
Operations & Administration support
Domain Configuration
Email Deliverability
Search Configuration
Chargeback Codes
Policies & Notices
Site Extensions & Integrations
CRM Integrations
Custom HTML, CSS & Javascript
MarketSight Integration
Content Aggregator Integration
Integrations
Tracking & Analytics of Subscriber Use
General
Report Access
Popular Searches
Tracking Snippets
Account Statistics
Analytics Sales Leads
Sales & Marketing
Email Customisation & Branding
Buy It Now
Instant Access Links
Search Engine Verification
Trials
Personalised Content Notifications
Content Discovery
Site Navigation
End-User Search
Categories & Tags
MyCatalyst
End-User Actions
Share Briefing
Ask The Analyst
Collate & Export Content
Share
Notes
Translation
Create & Deliver Content and Data
Create content in every format compatible with the Content Catalyst platform
How to Format Word Documents for Import
Interactive Docs
Creating an Interactive Report from a Word Document
How to Amend Word Style Mappings
Advanced Layouts Guide
Amending Tables in a Report
Adding Figures to a Report
Adding Exhibits into Reports
Adding Tables to a Report
Creating a Word Import Template (Video)
Word Import Template Style Mapping (Video)
See more
PDF/SlideViewer
Creating a PowerPoint report
Creating a PDF Viewer report
SlideViewer Overview
DataViewer
Dataviewer - Intro Usage Guide
Dataviewer: Additional Columns Based on 'Date'
Customizing Colors used in Dataviewer Charts
Dataviewer: Plotting an Average/Total Column
Dataviewer: Specifications for Importing Data Tables from Excel
Creating a Data Exhibit
Creating a Chart Exhibit
See more
Instant Insights/Briefings
Creating a Briefing
Instant Insights
Power BI
Adding a PowerBI Report to Content Catalyst
Creating a Power BI Report
RSS Feeds
Adding Updates to a News Feed
Sending News to Users
Linking Between News Items
Creating a News Feed
Publishing Workflow
Importing Content (Video)
Your File Explorer
Workflow Tool
Workflow Tool (Video)
Setting and Editing the Report Status
Creating a Report
Uploading Attachments and Print Copies
How to Create, Edit & Delete a Report Link
Editing an Existing Report
Publication Scheduler
See more
Report Metadata
Bulk Upload Reports (Metadata)
Adding Marketing Details to a Report
Adding an Analyst to a Report
HTML Supported in Report Descriptions using Bulk Import
Advanced Report Marketing Fields
Adding Report Metadata (Video)
Adding report metadata
See more
Video Content
Vimeo Video Integration
Adding a Video Within an External Report
External Reports
Create an External Report
Importing Content
Using APIs to import content