View or download a report anytime from your folders (Media, Reports and Tools only).

  • Folder reports always include all content in the folder for the date range you’ve selected. If you need something different you can run a search report.

Step 1 – Click to expand ‘Check news’ on the left-hand navigation and click into the folder you want to run a report on.

Check news

Step 2 – Reduce the results included your report by using the ‘Date’ filter. To set a custom date range, click to expand ‘Filters’, then click ‘More’ and under the ‘Date’ heading click ‘Custom’ and enter the dates you want.

Step 3 – Click ‘Reporting’, on the right of the screen.

Create report

Step 4 – Click ‘Create report’.

Step 5 – Select the options you want from the ‘Create report’ tab.

Format – Click on the format you want to get the report in, a green tick will show you which one is selected. Depending on your choice the options below will update.

  • HTML reports appear in the body of the email so are smartphone and tablet friendly and can be edited.
  • PDF reports are a print friendly format that are delivered as an attachment.
  • CSV reports give you the raw data and can be opened in any spreadsheet application for editing.

Report options – Click to add and remove the sections you want/don’t want included in the report, a green tick will show you which ones are selected.

Choosing from the wide range of report options lets you tailor reports to their different purposes. Here’s a summary of each of the different sections you can choose to include in your reports.

  • Click the arrow by the heading to expand the ‘Charts / Tables’ options.
  • HTML and PDF report options
  • CSV report options

Select template – You can have a logo or image at the top of your report. Choose the one you want from the drop down. Here’s how to create a template.

Choose period – Choose the date range you want included in the report. If you set a ‘Custom’ date range (Step 2) this can be selected from the drop-down.

Choose action – Choose whether you want to view the report or have it emailed to you.

Step 6 – Click the ‘Create report’ button.

  • HTML reports will open so you can view them in a new tab and click ‘Email report’ to send it to yourself. PDF and CSV reports will download.
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