How To Choose The Design Of Your Reports

Our web layouts can be configured in several different ways.    Some definitions to get you started:

Layout - The choice of which elements of a report that will be displayed and the order in which they'll appear. 

Index - Some reports have multiple sections.   A top or Index section lists in a more succinct way all of the articles that appear in the report.   If you use an index section, then there will follow a second section that has all of the same articles but with additional information (like a summary or the full text of the article).   The index is a way for the reader to quickly see all of the articles that are found in your report. 

Summary - A custom section of text from the article. 

Full Text - The complete text of the article. 

To get started go to the Outputs tab of your report and select "Add New Report":

If you want to update or delete an existing layout - you can select the three dots. 

The first choice that you will make is whether you'd like to have the full text of each article (Show Text Body), a summary (Show Summary), or no text all (No Body). 

You can then choose whether or not you'd like any of the following options.  Including an index section (Show Index), categories (Group by Categories), or display the lead image from each article (Show Images). 

Finally, you can choose the default sorting method for your report.   You can sort by Date of publication, the headline (Title), Category, or Publication name.  We will be adding additional sorting options soon.  

 

You can also choose to have multiple sorting options.  If, for instance, you want to group your report by Date, and then sort by Publication name you can choose to do so.   This would organize your report so that all the newest (or oldest) articles would appear at the top of the report and then within each date, the stories would appear in alphabetical order of the Publication name. 

You can toggle the sort order by selecting this icon.  

Once you've created and saved your layout it will now appear as an option when you output your report.   You can access this by returning to your project, selecting a report, and then clicking on "Output Report".  You can create multiple output configurations and then choose whichever report layout you'd like to use for any given report. 

You can make changes to a saved layout by adjusting your settings - so if you wanted to switch from viewing summaries to full text, you would select Show Text Body, then scroll down to Save.