Publishing Workflow

Creating a Report

Quick and easy to add new reports to your site and convert them into interactive, online formats

It's quick and easy to add new reports to your site and convert them into interactive, online formats. The platform allows you to add a broad range of supporting information to a report; things we refer to as metadata. Inputting metadata is the first step in the process of adding a new report. 

Metadata includes basic things (like a Report Code, Title and Author) as well as features designed specifically to help users find what they're looking for (like Descriptions, Categories and Tags). Reports also support fields designed for marketing, to empower you to make the most of cross-sell and upsell opportunities. 

  • Creating a Report and adding metadata

    1. To create a new report go to  Admin > Reports > Add New Report  

     Group 71When selecting to add a new report, a drop-down menu will appear.  From this menu, select 'add new report'.

    Group 72-12. Enter a unique report code (Use letters, numbers, hyphens and underscores only). There is also an option for the platform to create a code for you - selecting this auto-generates a random code.

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    3. Click Continue.

    4. Fill out the following information (you don't need to populate every field):

    Main Language - The main language that this report is written in.

    Title - The title of the report.

    Short title - An optional shorter title, used in place of the full title when displaying a report series.

    Sub-title - The sub-title of the report.

    Report Description - An overview of the report's content. This field supports some custom HTML (inline styling, images and tables).

    Marketing Description - Shown in addition to the report description for unlicensed users. This field supports some custom HTML (inline styling, images and tables).

    Brochure - Extra marketing information for your customers such as a link to a brochure (if required).

    Marketing TOC Link - An alternative Table of Contents page or file, perhaps containing more detail, that might be hosted elsewhere (if required).

    Price - Used to generate site statistics - not the price that's shown to customers.

    Price Label - The price that's shown to users on the report marketing pages. This can contain any information, not just a simple price, e.g. 'Contact us for pricing'.

    Published Date - The date the report was or will be published. There is also a Continuously Updated checkbox, for reports that are regularly updated.

    Status - This affects the way a report appears in search results. One of the following options must be selected:

    • Disable - These reports are never visible to client users; only to admin users within in the admin area.
    • Normal - This setting is used for the vast majority of reports. They are fully interactive and appear in search results by default.
    • Private - This option is most often used for proprietary reports. Reports set to Private only appear in the search results for users who have licenses for them.        
    • Archive - This setting is used to separate old or superseded reports and exclude them from default search results. Users can select to include archived reports in search results by selecting a filter.
    • Preview - This setting is used reports that have not yet been published. Users will be able to see the placeholder and front page of reports that are published but set to Preview.

    Keywords/phrases - Keywords or phrases can be used to boost a report's position in results for certain search terms. Each keyword or phrase needs to be separated by commas.

    Buy it now link - This is a link for the optional Buy it now button on the product's marketing page. This can be configured to pass the value from the Price field to an e-commerce site.  

    3. Click Continue. 

    4. Here, you can add CategoriesTagsAnalysts and a Cover to your report. You will also see that the Report Description and Marketing Description are still available to edit from this page. 

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    After adding the report’s basic information in the Summary and Marketing information section, you will then be able to fill in the following additional fields:


    Who's worked on this 

    Here you can find out who has worked on this report. You can see a list of the users who have edited the report and the date of the last edit. 


    Display Categories

    1. To add or edit the display categories click the pen icon in the Display Categories section. 

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    2. Select the tick box for the category/categories you'd like to assign to your report. This can include hidden categories (corresponding to access levels or internal organising) and visible categories to help users find the report. 

    3. Click Apply changes.

    Note: CategoriesTags and Analysts need to be created before you can assign them to reports. Click here for more information about adding categories to your platform.




    Tags behave differently to categories and can be used to indicate fields of interest covered in the report. as they can be applied to multiple reports within the same category tree. Click here to find out more about tags.

    1. To set up a tag, click the pen icon in the Tags section.

    2. Start typing in the required tag and select it as it appears.
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    3. Once you have selected the relevant tags, click Save.




    1. To add an analyst to this report, click the pen icon in the Analyst section. More than one Analyst can be added.

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    2. Once you have added the Analysts click Save. The Analyst will appear in the Report info section. Click here for information on how to add a new analyst to your platform.



    Report Cover

    1. To edit the report cover, click the pen icon in the Cover secion. 

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    2. From here, you can  one of your existing covers or create new cover. More information on how to use this is available. Click here for more information about creating report covers.

    3. Click Continue.


    Uploading your content

    1. To add your report content, click the Content tab.

    2. Click the green Import button.

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    3. You can drag your document into the import area or click the cloud button to upload.  

    4. When the import is complete you may be presented with a list of warnings, these will describe any unsupported content or edits made by the import process. These can easily be checked by selecting to Download imported document containing in-line comments highlighting errors and warnings. 

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    5. Click Show Content and it will load up the report in the Chapter editor

    6. If you are happy with how it looks, click Save and Close

    7. Click the blue Publish button.