• What is a Wrap Report?
• How to Build a Report
• Configuring Campaign Dashboard Settings
• Report-Specific Section Settings

What is a Wrap Report?

Once a campaign is up and running, you can generate a presentation-ready, highly-customizable campaign report. The Report Builder makes it easy to create visual and up-to-date reports on any campaign that you are running.

To access the report builder:

• Go to the campaign you would like to create a report for
• Once in the campaign, click on the “Reporting” button  on the top right hand corner.

How to Build a Report

Almost every section you see can be reconfigured to better align with your KPIs and reporting preferences. Across the report’s header, we have the Campaign name, followed by the the report sections listed below:

• Wrap report
• Posts tab
• Custom tab
• One-sheets
• Settings and Publishing options

Click on the Settings gear icon on the right hand side to start customizing your report’s contents. If any templates have been made, you can select one from the dropdown menu under the “Dashboard Templates”.

The configuration options are broken down into three different sections:

Configuring Campaign Dashboard Settings

• Content:here you are able to pick and choose what widgets you would like to show in the wrap report, as well as their order. Here you can also enable or disable the Post tab, Custom page or the One-sheet tab that allows you to include any relevant one-sheets for this campaign.
• Branding: allows you to change the color scheme of the report by using the color picker or by entering your brand-specific hex codes.
• Metrics: enable you to choose the high level metrics that will appear across all widgets in the Wrap report as well as the metrics to show in the Post Tab.

In the dropdown lists, you can select any available metric to be shown. You can also change the label using the text box on the right hand side in case you or your team refer to this metric by a different name.

Once you have made your changes, click “Save settings”.

Report-Specific Section Settings

Within the specific report you are working on, you are able to customize even further by clicking on the “Section Settings” icon in the top right corner of each specific section. These sections include:

From here you are able to adjust:

Once your report has been customized to your liking, you’re ready to publish!The Download icon provides a list of export options, including:

• Download to PDF
• Powerpoint
• Google sheets.

Once the report has been generated, a copy will be sent to your email address in the file version selected.

The Publish icon allows you to generate a link to give others access to the report. You can customize the URL, set an expiration date for the link and make the report dynamic, or auto-update

The auto update option will ensure that the report generates the latest campaign content and metrics every time the publish campaign URL is clicked on.

Have questions or need additional support? Please contact us at support@creatoriq.com