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Creating and Editing Tabs and Widgets in the Reports Module

Create individual evaluations of your articles, stories and topics. Customize widgets and tabs to suit your needs and thus build a comprehensive reporting system.

A good analysis of the planned and communicated content is the basis for a reliable evaluation and further planning. In the Reports module, you can not only use various widgets to view your entire output quantitatively, but you can also answer specific questions in a targeted manner thanks to different perspectives and a wide range of filter functions.

In this article, you will learn how to:

 

 

 

Add Tabs

Use multiple tabs as dashboards to explore individual topics or assess your strategic goals.

  1. In the Reports module, click the gear icon > Edit Tabs.
    The Edit Tabs dialog opens.
  2. Click Add Tab.
  3. Under Name, enter a title.
  4. Click the checkmark icon.
    EN_01_Tab erstellen_UP_GIF-1

You have added a tab to the Reports module. It is displayed next to the other tabs available to you. You can now optionally share the tab with other users, adjust its' position, or add widgets to the tab.

Newly added tabs are set to private by default.

 

 

Edit Tabs

You can adjust all tabs available to you within the Edit Tabs dialog. The editing options include:

  • Reordering tabs
    Drag a tab via its drag handle (6 dots on the left) to the desired position and drop it there.
  • Setting the visibility of tabs
    In the Type dropdown menu, select if the tab should be used privately, shared with selected users, or globally.  
  • Duplicating tabs
    Duplicate a tab including all its widgets and filters by clicking the copy icon under Actions.
  • Deleting tabs
    Delete a tab by clicking the trash can icon under Actions.

Edit_Tabs_EN

 

Add Widgets

  1. In the Reports module, navigate to the tab to which you want to add a widget.
  2. Click the gear icon > Add New Widget.
    The Add New Widget dialog opens.
  3. Select the category from which you want to add a widget: General, Social Media, or, if included in your license, Community.
  4. Click the widget you want to add.
    The Edit widget dialog opens.
  5. Apply the desired filters available within the chosen widget.
  6. Optionally, under Widget Title enter a name.
  7. Click Save changes.
    The Edit widget dialog closes.
    EN_03_Widget erstellen_GIF

You have added a widget to a tab. The widget is displayed at the end of the available widgets.

You can adjust the size and position of the widget and edit the applied filters any time.

 

 

Edit Widgets

You can edit the visible widgets within a tab any time. The editing options include: 

  • Repositioning and resize widgets via drag and drop
  • Moving widgets to other tabs (three dots > move to tab > select tab)
  • Downloading widgets (three dots > download)
  • Duplicating widgets (three dots > duplicate)
  • Deleting widgets (three dots > delete)
  • Adjusting the filter options in a widget (three dots > edit)
    Edit_Widget_Filters