How to Add Report Templates

How to Add Report Templates

Introduction to Report Templates

Report templates allow you to generate automated reports within your Data Captures using pre-designed templates and components. Before creating an individual report, you will need to have data to create network maps and charts, which can be saved as a chart or map for use in a report. Examples of reports you can create include:
  1. Community Resource Inventories
  2. Network Maps with Trust & Value Highlighted
  3. Key Influencer Analysis Report
  4. Subnetwork Analysis
  5. Geographic Profiles
Once you have saved a few charts and network maps and added them to your library, you can come back to your Ecosystem to create Report Templates.

How to Add Report Templates

  1. Click “Reports” in the Ecosystem Navigation Menu on the left.
  2. Click “Add” at the top left.
  3. Give the Report a Title, Description, Authors, and Contributors.
  4. Scroll down and click “Add Report Block.”
  5. Within the Block, add elements to build out your report:
    1. Network Maps: Select a network map option from your saved visualizations.
    2. Chart: Select a chart option from your saved visualizations.
    3. Text Block: Add text with your descriptions and interpretations of your charts and maps.
  6. Click “Preview” at the top to see what the finished report looks like.
  7. The Report saves automatically as you edit.

Next Article: Introduction to Data Captures


    • Related Articles

    • How to Add Email Templates

      Intro to Email Templates Email templates are used to introduce your network to PARTNER CPRM and share information and resources, invite them to answer questions using a Data Capture, and follow up to remind them to share their perspective. Templates ...
    • Create a Report Template

      This article explains how to create a Report Template to use for automated reporting of your network maps, charts, data, and insights. Note: We are in the final stages of adding network map functionality to your report templates. In the meantime, we ...
    • How to Create a Template Report

      Once you add report templates to your ecosystem, you can use them to generate automated reports with visualizations, headers, and text you add and customize yourself. You can create as many report templates as you want, and use them to share any data ...
    • How to Create a Full Report

      You can automatically create a full report with all your data gathered from an individual Data Capture. This is a quick and easy way to share your results with your partners and stakeholders to begin the process of interpreting your visualizations ...
    • Add an Email Template

      This article will explain how to create an email template for your Ecosystem Email Template Library. Email templates can be used to email your ecosystem members, send them surveys, share profiles, reports, and other info across your network. How to ...