Before you begin: Creating a Report in Report Studio is very similar to creating a PowerPoint presentation. The only difference is in PowerPoint you typically only add graphical elements to a slide. With Report Studio Reports, you'll add visual elements and data.
Three are three ways to create a Report in Report Studio: 1) Freehand; 2) Design Template; or 3) Report Template. With Freehand, you'll design your Report from scratch. With Design Template, you'll provide the data and choose a pre-designed template to work from. With Report Template, TapClicks will provide the data and the design.
Instructions:
How to Create a Report Using a Design Template
1] On the left side menu, under Reporting, click Report Studio.
2] Report Studio appears.
| NOTE: In Report Studio you may see Reports that were previously created. |
3] Click "+" to the right of Report Studio to create a new Report.
4] The Choose a report type page appears.
5] Click Design Template.
6] The Select a design template page appears.
7] Scroll through the list until you find a template you want to use and click it.
Create a New Custom Report
If you want to build your own report instead of modifying one of the TapClicks custom-designed templates, simply navigate to the Report Studio page and select the "+" sign near the top. This will take you to a page that looks like this:
Freehand reports
When you select the Freehand option, you will be asked to create a report from scratch. This will open into a blank canvas where you can add and customize elements similar to building a presentation.
Design Template reports
Design templates are pre-loaded presentations that speed up the process of crafting your data story. When you select Design Template, you will be shown a list of several themes to choose from. Just like creating a presentation from a previous deck, all you will need to do is connect your data sources and build out the story, adding or removing elements as you see fit.
On the left side of the screen, you will see the pages in the template, each showing the elements pre-loaded onto them. When you select a page to edit, you can add or remove any element to help tell your story.
Report Template (Best)
Report Templates come in handy when you need to quickly tell a story for a given data source or marketing activity. These pre-designed reports are organized by channel (YouTube, Facebook Ads, etc) and/ or activity (SEO, Email, etc).
If you are new to a channel and want to see best practices in reporting, you can quickly setup a Report Template and deliver your value to stakeholders.
Share your report
After you have customized the look and feel of your report template to include white labeling your company logos or recipient names, you need to share the report with stakeholders. You can share the report as a PDF or PowerPoint.
You can also publish your report and make it available via a URL.
To share or publish your report,
- Navigate to the top right corner of the screen
- Select Publish to generate a link that can be shared
- Select Export to create a file you can send to your stakeholders
