Navigating and Modifying Your Reports
To begin editing a report, first navigate to the Reports tab and select the report you wish to modify.
Report Layout: Pages and Widgets
Each report is structured using pages and widgets:
- Pages: Think of these as the different tabs or sections that organize your report's information.
- Widgets: These are the individual data elements (charts, numbers, tables, etc.) that you can place on any page using a drag-and-drop interface. These widgets can be changed in any order you'd like at anytime throughout your report
Page Customization Options:
You have several tools to tailor the pages of your report:
- Adding New Pages: To create an additional section, click the plus (+) icon situated next to the page navigation.
- Renaming Pages: Simply double-click on the current name of a page to enter edit mode and type in a new name.
- Deleting Pages: If you need to remove a page, click the X icon associated with that page's name.
- Reordering Pages: To change the order in which your pages appear, click and hold the page name, then drag it to its desired location within the page list.
Customizing the Key Metrics Widget:
The Key Metrics widget offers a quick overview of your campaign's primary data points. Here's how to customize it:
- Adding More Metrics: If there are other relevant metrics you'd like to see in this overview, click the Add Metric button. This will display a comprehensive list of available metrics for you to select.
- Removing Unwanted Metrics: To declutter the widget, click the Hide icon on the tile of any metric you want to remove.
- Creating Custom Calculations: For unique calculations, click Add Custom Formula. This feature allows you to build your own formulas using the existing metrics within your report.
Customizing Table Columns:
For the Creator Table (typically on the Creator page), the Social Platforms Table (typically on the Overview page), and the Content Table (typically on the Content page), you can customize the displayed columns:
- Navigate to the specific table widget you wish to edit.
- Click Columns. This button is usually located at the top of the widget.
- A pop-out window will appear, allowing you to:
- Show/Hide Columns: Select the checkboxes next to the columns you want to display and deselect those you wish to remove.
- Reorder Columns: Click and drag the column names to arrange them in your preferred order. The columns at the top of the list will appear on the left side of the table.
Displaying Audience Data:
To include audience data in your report:
- Navigate to your Report Settings. This is accessed by clicking the three dots icon located in the top right corner of the report.
- Within the settings menu, scroll down to the Audience Settings section.
- Toggle the Show Engaged Audience option to the on position.