Once you've imported coverage into your account, its yours to use in as many different reports as you like! Perfect for when you want to make a summary or roundup report of your coverage, perhaps for a quarterly or annual update.
If you're looking to make a summary report from multiple reports, the best way to do this is from the Coverage Vault.
If you just want to quickly grab some clips while you're editing a report and add them to a different one, check our our guide on this here.
Create Summaries from the Coverage Vault
The Coverage Vault is the best place to make Summaries. You can access your Vault using the Coverage link in the main menu.
There's a few steps to making a Summary which we'll cover in more detail.
Find the first report or section of clips you want to add to your summary
Select the clips and click on 'create new report'
Find the next report or section of clips
Select them and choose 'add to existing report'
Find your summary report and add them
Repeat for any additional reports or clips you want to add
Creating Summaries by adding clips from the Coverage Vault to new or other existing reports won't affect the original report.
Use our annual report template to help create faster summaries
We know that making annual summaries is one of the most asked questions around year end reporting time!
We've created a pre-formatted annual template which has Sections from Jan to Dec, so you can grab clips from each month's reports and add them to each section.
Check out our new report templates and options here!
Create a month on month Summary
Start by selecting the folder of reports in the Coverage Vault, and find the first book. Here I'm going to add all my monthly reports our summary template.
Next, select all the clips from that January report and click on 'create new report'
Choose our annual report template, give it a name, select the January section and the folder you want to save it to
Next, find the February report, select all clips and choose 'add to existing report'
Find the summary you just created and add the clips to the February Section
Repeat till all your year's reports have been added.
Tip - if you make monthly reports through the year for clients, consider adding each finalised monthly report to your annual Summary as you go. It'll mean you have less admin to do at year end!
Can I make a quick overview report as my annual Summary?
If you just need to present overall clip numbers and metrics and don't want each month as its own Section, you can create your own style of report or use our Numbers update, or Activity roundup. Have a play to see what works for you!
Create quick summaries using published or added on dates
At the bottom of the filters in the Coverage Vault are a published date and added at date filters.
You can use these to filter just for coverage published between a date range, or when you added the coverage to your account. From there you can select all the clips and create a Summary.
Make sure all clips have a published date added, or they won't be included in the results. Click on the Published column title to sort your clips by date so ou can see any you need to add dates to
Create a highlights only report in seconds!
If you use our highlights feature to pick out our best clips, you can heck the highlights box to filter just for those and quickly create a best of report in two clicks!
If you'd like more info we have a short tutorial video on making Summaries.