Tips: Editing a custom report

editing-a-custom-report

To make the most of the new version of the custom reporting tool, we will present a regular series of tips to help you, taking it step-by-step. This week, we will focus on the report editing interface.

Structure of a report and description of the elements

Structure-rapport

First, let’s define the elements :

A report can consist of several tabs.

A tab consists of a section and can contain several sections.

A section may contain several blocks.

A report can, therefore, contain one or more tabs which can also contain several sections.

The data blocks are of different types:

  • Tables
  • Graphical summaries
  • Blocks of text
  • Separating elements
  • Line break

Editing a tab

From the “Edit report” view, In the blue header, you have access to the report tabs menu.

Tab editing is available in the “organise tabs” menu (see below).

Gestion-onglets

You will have access to three editing options:

  • duplicate = copy the tab and its contents
  • delete
  • detach = dissociate the tab from the multi-tab report, it will then become available in “unclassified” from your list of reports

If you detach it, it will become a report in its own right.

Keep in mind that your main tab cannot be moved.

By holding down the “burger” icon on the right, you can drag and drop your tabs to organise your report however you wish.

organiser-les-onglets

Editing your sections

To access section management, drag the mouse to the left of the editing window, and this will bring up a sidebar allowing you to display a pop-in with your sections.

Here you will find a window similar to the management of keyword groups in an SEO tracking campaign, similar to managing tabs in a report. You will find the basic editing functions with the additional option of applying a text STYLE and/or adding a DESCRIPTION when you click on the “cogwheel” icon.

sidebar-section

If you plan to use your dashboard to export PDF files, we suggest you design your report this way:

1 page of your PDF = 1 tab or section (depending on the content of the report)

To optimise loading times in your browser, we suggest you divide your report up as much as possible using the tabs. You will gain, as this will improve navigation in your report.

Moreover, a multi-tab PDF export is faster than exporting a long report contained in a single tab.

export-multi-onglets

The final recommendation of the day concerns tables: If your export is intended to be in PDF format, it is best to avoid a table whose height exceeds that of a page of a PDF.

If you need to export a large array of keywords, we recommend you to choose a CSV export. If you do, you can create a full report that you can programme so that it sends automatically in CSV format.

How do you automate the sending of a report?

While you are waiting for the next article on the subject, you can refer to the articles in our help centre for assistance.

Now it’s your turn to play!

A bonus: Here is our video presentation of the customised reporting tool

Good day to you all

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