Setting-up a Report Series

Creating a report series allows users to navigate easily across reports that are related and have matching structures (Table of Contents)

Creating a report series allows users to navigate easily across reports that are related and have matching structures (Table of Contents). For example, this could be a selection of reports covering the same topic, in the same style but for different regions.

Once set up, a user could be reading a chapter in one report and intuitively navigate to the equivalent section of another report in the series.

Click here for more information about how users can navigate across a series of reports. 

Creating or editing a series 

1. To create a report link go to the Content section in the Admin features menu and select Linked Reports.

2. From here, you can either add a new link by clicking Add new link or edit/delete an existing series link by hovering your cursor over the existing link and choosing the preferred option. 

Creating a new link

1. Give the link a unique name.
2. Select Series as the category type.
3. Optionally filter the list of reports.
4. Select the reports you want to include in the report series.
5. Select Continue

What does it look like?

Once set up, users can find the report series easily.

On each report, the series can be found at the bottom of the Report landing page as More from this series.

When the user is reading the report, they can select Navigate Series to switch between reports.