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- Guide & Help
- End-User Actions
- Collate & Export Content
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Setting Up Your Content Catalyst Subscriber Portal
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Site Authentication & User Registration
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Account & User Management
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Licensing & Access Management
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Organise, Categorise, and Link Content
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Create & Deliver Content and Data
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Operations & Administration support
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Site Extensions & Integrations
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Tracking & Analytics of Subscriber Use
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Sales & Marketing
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Content Discovery
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End-User Actions
Custom Reports Created from Search Results
Quickly create a custom report straight from the search results.
To save users time, they can quickly create a custom report straight from the search results. The software uses Solr, which means that your reports are fully searchable. This even includes PowerPoint and PDFs!
Creating a Custom Report
1. Search for the term required.
2. Scroll through the results. Click + VIEW MATCHES to expand and view where your term appears within that report. To have a closer look, click the eye icon to preview the content.
🔔 Please note that you cannot use the quick preview feature on attachments.
3. If the content is of use, click the tick box. You can select sections from multiple reports in the search results.
4. On the right-hand side, it will show your selected matches.
There are several options to choose from:
- View Selected - This will provide a preview of your custom report within the site.
- Save Selection - This will save this to your My Library section so you can review for later. You can also share this with other colleagues within your company.
- Download to Office - If the custom report is ready to go, click one of the export methods.
