---
title: Workflow Tool
description: Content Catalyst helps to support your internal analyst workflows.
---

[Skip to content](https://guide.contentcatalyst.com/hc/en-gb/articles/360016114651-workflow-tool#main-content)

![CC logo blue-1 (1)](https://guide.contentcatalyst.com/hs-fs/hubfs/CC%20logo%20blue-1%20(1).png?width=200&height=89&name=CC%20logo%20blue-1%20(1).png)

- [Guide & Help](https://guide.contentcatalyst.com/)
- [Main Website](https://contentcatalyst.com/)
- [Go to Customer Portal](https://guide.contentcatalyst.com/tickets-view)

Open main navigation

Close main navigation

- [Guide & Help](https://guide.contentcatalyst.com/)
- [Main Website](https://contentcatalyst.com/)
- [Go to Customer Portal](https://guide.contentcatalyst.com/tickets-view)
- [Main Website](https://contentcatalyst.com/)

[Main Website](https://contentcatalyst.com/)

 Learn all about the platform

- There are no suggestions because the search field is empty.

1. [Guide & Help](https://guide.contentcatalyst.com/?hsLang=en)
2. [Create & Deliver Content and Data](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en)
3. [Publishing Workflow](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#publishing-workflow)

# Workflow Tool

## Content Catalyst helps to support your internal analyst workflows.

Using the **'[Analyst](https://guide.contentcatalyst.com/hc/en-gb/articles/212091786-assigning-admin-access-to-a-user?hsLang=en)'** role, analysts can add and edit content within the platform. 

### Analyst

There is a user role specifically for Analysts. They only have visibility of the Reports section. 

![Group 26-1](https://guide.contentcatalyst.com/hs-fs/hubfs/Group%2026-1.png?quality=high&width=688&height=389&name=Group%2026-1.png)

🔔 They can view all reports, but can only create and edit reports that are in the **New** status.

![Group 27 (1)](https://guide.contentcatalyst.com/hs-fs/hubfs/Group%2027%20(1).png?quality=high&width=688&height=111&name=Group%2027%20(1).png)

1\. They can create a report and add content. Once an analyst has finished their draft of the report, they can select **Request Review **on the Product summary page.  

![workflow 3](https://guide.contentcatalyst.com/hs-fs/hubfs/workflow%203.webp?quality=high&width=500&height=88&name=workflow%203.webp)

🚨 **Once the analyst has requested a review, they will be unable to edit the report. This is now with the Report admins to review.**

2\. Analysts can head to the Reports list and see if there are any other reports that need work. They can filter by **New.**

 

**![workflow 4](https://guide.contentcatalyst.com/hs-fs/hubfs/workflow%204.png?width=453&height=468&name=workflow%204.png)**

### Report Admin 

1\. Once an analyst has requested a review, a Report Admin can head to the Reports list. They can filter by reports that are pending review.

 

![workflow 5](https://guide.contentcatalyst.com/hs-fs/hubfs/workflow%205.png?width=467&height=577&name=workflow%205.png)

 

2\. Select a report to review and select **Start Reviewing **to begin a review of the report. 

 

![workflow 6](https://guide.contentcatalyst.com/hs-fs/hubfs/workflow%206.png?width=596&height=116&name=workflow%206.png)

 

In the Reports list, it will then be shown as **In Review** status. 

![workflow 7](https://guide.contentcatalyst.com/hs-fs/hubfs/workflow%207.png?width=222&height=214&name=workflow%207.png)

 

3\. When the report has been reviewed, the Report Admin can either set it to **Approved, Publish** the report, **Send back** or **Stop Reviewing.**

**Send back** sets the report status back to **New** so the Analyst can make the required changes.

**Stop reviewing** sets the report status to **Pending review** so another Report admin can review if required.

4. If happy, the Report admin can click **Publish** and set the publication date.

See Below.

![](https://guide.contentcatalyst.com/hs-fs/hubfs/image-png-Dec-17-2024-09-57-49-8762-AM.png?width=1045&height=292&name=image-png-Dec-17-2024-09-57-49-8762-AM.png)

### Checking who has worked on a report

Once published, you can see which analysts have worked on the report. This can be found at the bottom of the report product page.

It provides a list of the users who have edited the report and the date when they last edited this.

![whos worked](https://guide.contentcatalyst.com/hs-fs/hubfs/whos%20worked.png?width=688&height=66&name=whos%20worked.png)

### Publication Scheduler

When the Report admin is ready to schedule the product, they can do so by clicking **Publish**.

Please review our **[Publication Scheduler](https://guide.contentcatalyst.com/hc/en-gb/articles/360001233646-publication-scheduler-?hsLang=en) **article to see how this works. 

- [Setting Up Your Content Catalyst Subscriber Portal](https://guide.contentcatalyst.com/setting-up-your-content-catalyst-subscriber-portal?hsLang=en#main-content)

    - [Onboarding](https://guide.contentcatalyst.com/setting-up-your-content-catalyst-subscriber-portal?hsLang=en#onboarding)
    - [Site Options](https://guide.contentcatalyst.com/setting-up-your-content-catalyst-subscriber-portal?hsLang=en#site-options)
    - [Showcase Page](https://guide.contentcatalyst.com/setting-up-your-content-catalyst-subscriber-portal?hsLang=en#showcase-page)
    - [Export Template Customisation & Branding](https://guide.contentcatalyst.com/setting-up-your-content-catalyst-subscriber-portal?hsLang=en#export-template-customisation-branding)
    - [Site Design & Branding](https://guide.contentcatalyst.com/setting-up-your-content-catalyst-subscriber-portal?hsLang=en#site-design-branding)
- [Site Authentication & User Registration](https://guide.contentcatalyst.com/site-authentication-user-registration?hsLang=en#main-content)

    - [Site Access](https://guide.contentcatalyst.com/site-authentication-user-registration?hsLang=en#site-access)
    - [User Registration](https://guide.contentcatalyst.com/site-authentication-user-registration?hsLang=en#user-registration)
    - [SSO](https://guide.contentcatalyst.com/site-authentication-user-registration?hsLang=en#sso)
- [Account & User Management](https://guide.contentcatalyst.com/account-user-management?hsLang=en#main-content)

    - [Account Creation & Management](https://guide.contentcatalyst.com/account-user-management?hsLang=en#account-creation-management)
    - [User Creation & Management](https://guide.contentcatalyst.com/account-user-management?hsLang=en#user-creation-management)
    - [Security](https://guide.contentcatalyst.com/account-user-management?hsLang=en#security)
    - [Account Manager Creation & Management](https://guide.contentcatalyst.com/account-user-management?hsLang=en#account-manager-creation-management)
    - [Guest Access](https://guide.contentcatalyst.com/account-user-management?hsLang=en#guest-access)
- [Licensing & Access Management](https://guide.contentcatalyst.com/licensing-access-management?hsLang=en#main-content)

    - [Creating & Managing Licenses](https://guide.contentcatalyst.com/licensing-access-management?hsLang=en#creating-managing-licenses)
    - [Prevent Full Downloads](https://guide.contentcatalyst.com/licensing-access-management?hsLang=en#prevent-full-downloads)
    - [Remote Access](https://guide.contentcatalyst.com/licensing-access-management?hsLang=en#remote-access)
    - [Restrict Export Formats](https://guide.contentcatalyst.com/licensing-access-management?hsLang=en#restrict-export-formats)
- [Organise, Categorise, and Link Content](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#main-content)

    - [Creating & Managing Category Trees](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#creating-managing-category-trees)
    - [Configuring Category Landing Pages](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#configuring-category-landing-pages)
    - [Category & Report Covers](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#category-report-covers)
    - [Chapters & Sections](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#chapters-sections)
    - [Analysts](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#analysts)
    - [Tags](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#tags)
    - [Report Series & Linked Reports](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#report-series-linked-reports)
    - [Promote Categories](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#promote-categories)
- [Create & Deliver Content and Data](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#main-content)

    - [Report Metadata](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#report-metadata)
    - [Importing Content](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#importing-content)
    - [Instant Insights/Briefings](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#instant-insights-briefings)
    - [Interactive Docs](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#interactive-docs)
    - [DocuViewer](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#docuviewer)
    - [PDF/SlideViewer](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#pdf-slideviewer)
    - [Power BI](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#power-bi)
    - [Video Content](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#video-content)
    - [External Reports](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#external-reports)
    - [Publishing Workflow](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#publishing-workflow)
    - [DataViewer](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#dataviewer)
    - [RSS Feeds](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#rss-feeds)
- [Operations & Administration support](https://guide.contentcatalyst.com/operations-administration-support?hsLang=en#main-content)

    - [Domain Configuration](https://guide.contentcatalyst.com/operations-administration-support?hsLang=en#domain-configuration)
    - [Email Deliverability](https://guide.contentcatalyst.com/operations-administration-support?hsLang=en#email-deliverability)
    - [Search Configuration](https://guide.contentcatalyst.com/operations-administration-support?hsLang=en#search-configuration)
    - [Chargeback Codes](https://guide.contentcatalyst.com/operations-administration-support?hsLang=en#chargeback-codes)
    - [Policies & Notices](https://guide.contentcatalyst.com/operations-administration-support?hsLang=en#policies-notices)
    - [API](https://guide.contentcatalyst.com/operations-administration-support?hsLang=en#api)
- [Site Extensions & Integrations](https://guide.contentcatalyst.com/site-extensions-integrations?hsLang=en#main-content)

    - [CRM Integrations](https://guide.contentcatalyst.com/site-extensions-integrations?hsLang=en#crm-integrations)
    - [Integrations](https://guide.contentcatalyst.com/site-extensions-integrations?hsLang=en#integrations)
- [Tracking & Analytics of Subscriber Use](https://guide.contentcatalyst.com/tracking-analytics-of-subscriber-use?hsLang=en#main-content)

    - [General](https://guide.contentcatalyst.com/tracking-analytics-of-subscriber-use?hsLang=en#general)
    - [Report Access](https://guide.contentcatalyst.com/tracking-analytics-of-subscriber-use?hsLang=en#report-access)
    - [Popular Searches](https://guide.contentcatalyst.com/tracking-analytics-of-subscriber-use?hsLang=en#popular-searches)
    - [Tracking Snippets](https://guide.contentcatalyst.com/tracking-analytics-of-subscriber-use?hsLang=en#tracking-snippets)
    - [Account Statistics](https://guide.contentcatalyst.com/tracking-analytics-of-subscriber-use?hsLang=en#account-statistics)
    - [Analytics Sales Leads](https://guide.contentcatalyst.com/tracking-analytics-of-subscriber-use?hsLang=en#analytics-sales-leads)
- [Sales & Marketing](https://guide.contentcatalyst.com/sales-marketing?hsLang=en#main-content)

    - [Email Customisation & Branding](https://guide.contentcatalyst.com/sales-marketing?hsLang=en#email-customisation-branding)
    - [Buy It Now](https://guide.contentcatalyst.com/sales-marketing?hsLang=en#buy-it-now)
    - [Instant Access Links](https://guide.contentcatalyst.com/sales-marketing?hsLang=en#instant-access-links)
    - [Search Engine Verification](https://guide.contentcatalyst.com/sales-marketing?hsLang=en#search-engine-verification)
    - [Trials](https://guide.contentcatalyst.com/sales-marketing?hsLang=en#trials)
    - [Personalised Content Notifications](https://guide.contentcatalyst.com/sales-marketing?hsLang=en#personalised-content-notifications)
- [Content Discovery](https://guide.contentcatalyst.com/content-discovery?hsLang=en#main-content)

    - [Site Navigation](https://guide.contentcatalyst.com/content-discovery?hsLang=en#site-navigation)
    - [End-User Search](https://guide.contentcatalyst.com/content-discovery?hsLang=en#end-user-search)
    - [Categories & Tags](https://guide.contentcatalyst.com/content-discovery?hsLang=en#categories-tags)
    - [MyCatalyst](https://guide.contentcatalyst.com/content-discovery?hsLang=en#mycatalyst)
- [End-User Actions](https://guide.contentcatalyst.com/end-user-actions?hsLang=en#main-content)

    - [Share Briefing](https://guide.contentcatalyst.com/end-user-actions?hsLang=en#share-briefing)
    - [Ask The Analyst](https://guide.contentcatalyst.com/end-user-actions?hsLang=en#ask-the-analyst)
    - [Collate & Export Content](https://guide.contentcatalyst.com/end-user-actions?hsLang=en#collate-export-content)
    - [Share](https://guide.contentcatalyst.com/end-user-actions?hsLang=en#share)
    - [Notes](https://guide.contentcatalyst.com/end-user-actions?hsLang=en#notes)
    - [Translation](https://guide.contentcatalyst.com/end-user-actions?hsLang=en#translation)
    - [User Profile](https://guide.contentcatalyst.com/end-user-actions?hsLang=en#user-profile)
- [RabbitMQ](https://guide.contentcatalyst.com/rabbitmq?hsLang=en#main-content)

    - [How to Use Rabbit MQ](https://guide.contentcatalyst.com/rabbitmq?hsLang=en#how-to-use-rabbit-mq)
    - [RabbitMQ: Events](https://guide.contentcatalyst.com/rabbitmq?hsLang=en#rabbitmq-events)

- [Main Website](https://contentcatalyst.com/)
- [Go to Customer Portal](https://guide.contentcatalyst.com/tickets-view)
- [Release Notes](https://guide.contentcatalyst.com/release-notes)
- [Raise a Ticket](https://guide.contentcatalyst.com/tickets-view/new?)

[![CC logo blue-1 (1)](https://guide.contentcatalyst.com/hs-fs/hubfs/CC%20logo%20blue-1%20(1).png?width=100&height=44&name=CC%20logo%20blue-1%20(1).png "CC logo blue-1 (1)")](http://contentcatalyst.com)

Energise your insights

<https://www.linkedin.com/company/content-catalyst>

Copyright © 2025, Content Catalyst Ltd.