We've designed some handy default templates you can use to quickly create different versions of reports, like making annual summaries, focusing on the numbers, or just on your coverage wins and visuals!
You can also copy the formatting of any existing report so you can save time and create your own custom report versions to use. And, all of our default templates can be edited to your own preferences.
Contents:
How to create a new report template
To create a new report, click the green 'create new report' button when you're in a Folder or on the main Reports page.
Tip - create new reports inside a folder and we'll automatically save it to the folder you're working in
You can now select one of our default templates to use!
Give your report a name, choose a Folder if needed, and you're all set to add content and customise your report!
You can also use our Quick start templates to create new reports in one click directly from the main Reports page!
Add existing coverage to a Template using the Coverage Vault
The Coverage Vault contains all the items you've ever added to your account. You can quickly filter by folder, Report, Section and more. One you have selected coverage, you can now add it directly to one of our templates.
For example, you can use our Annual Report template to add coverage by month to create a Summary in just a few clicks.
Start by clicking on the Coverage menu from the main navigation bar.
You can now filter your results using the options on the left. Once you've selected the coverage you want, click on 'create new report'
For example here I'm adding these items to our Annual Report template. Give it a name, select which month you want to add the clips to, and select a Folder to save your report to.
Select the next items of coverage and click on the 'add to report' button. Choose your recently created Summary Report and you can now add those clips to it. Repeat for each month to build your Summary!
You can also add existing clips to any of our report templates.
You can reuse any coverage you've added to your account in as many different reports as you like - this is a great way to showcase your coverage in a summary, or perhaps to present a numbers update, or activity roundup report.
What templates can I create?
The Showcase report is the default option
Create a Showcase Report if you're looking for the original CoverageBook default format. This will give you all the usual elements and formatting like front cover, metrics summary, highlights etc, so you can add coverage and customise it ready for sharing.
Annual Report
This is a great option for creating summaries, with your coverage organised by month. We include all the default report options, plus an Executive Summary slide you can edit, and Sections from January to December so you can present your coverage through the year.
Numbers Update
Present your key metrics and KPIs centre stage, with a simple front cover title page, metrics summary and a Coverage Index Section, presented in list view.
No Metrics Report
This presents your coverage with the focus on visuals, so you can spotlight the coverage on its own without any metrics.
Activity Roundup
This template focuses on adding slides to set out your aims, objectives and wins for your project or campaign, with the coverage presented in grid view.
Can I copy the settings and formatting from an existing report?
Yes! If you already use your own customised layout and settings for your regular reports, you can copy all the settings from an existing report to reuse in a new one. This is a great option to save time as it'll copy over all the report options like logos, colours, slides, and which metrics you've selected to present.
To copy an existing report's settings, hit the three dots below any report and click on copy.
Then choose copy style and settings. It'll create a blank report with all your preferences saved so all you need to do it add coverage and make adjustments!
