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:
- Community Resource Inventories
- Network Maps with Trust & Value Highlighted
- Key Influencer Analysis Report
- Subnetwork Analysis
- 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
- Click “Reports” in the Ecosystem Navigation Menu on the left.
- Click “Add” at the top left.
- Give the Report a Title, Description, Authors, and Contributors.
- Scroll down and click “Add Report Block.”
- Within the Block, add elements to build out your report:
- Network Maps: Select a network map option from your saved visualizations.
- Chart: Select a chart option from your saved visualizations.
- Text Block: Add text with your descriptions and interpretations of your charts and maps.
- Click “Preview” at the top to see what the finished report looks like.
- The Report saves automatically as you edit.
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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 ...
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