This article provides an introduction to reports in BrightGauge. Reports are a great way to share updates with team members and clients. Whether you choose to send them out daily, weekly, or monthly, there’s a lot you can do with BrightGauge to customize your internal and client reports. You can create a report from scratch, from an existing template, or from a dashboard. To see how to build reports for your clients, click here.

Pro Tip: To save yourself the extra time of having to add everything from scratch, copy an existing report template and modify it from there.

Create a Report for Your Company

To create a report:

  1. Click on the green plus sign at the top of the page and select Report. You can select to create one for either your team members or clients. You can also send reports to just yourself.

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  2. Select For My Company.
  3. Select whether you’d like to Start From Scratch or Start From a Template.
    • If you selected Start From a Template, select the template.
  4. Select a gauge from the left side panel to add it to the report. Use the search bar for faster sorting by gauge name or dataset name. You may rearrange and drag to resize these. You’ll notice that all gauges appear in reports, just as they do on dashboards, with the exception of number gauges to keep them in a readable format.
  5. You can choose to show gauges from one or multiple datasources. This is great for when you’re sending an executive summary and want to provide an overview of the overall health of a company.
  6. Apply filters to your gauges to include or exclude certain team member data, date ranges, and more. Click here for details on choosing the right filter.

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  7. Add text modules to add explanatory text, additional styling, and add page breaks to help block off sections of your report email. 
  8. Add image modules to customize with logos, team photos, and any other information you’d like to include that can’t be added by gauge or text. 

    Choose whether you’d like for your report to go out in landscape or portrait mode. Landscape mode is great for sending reports with large horizontal charts that may get cut off or squished in portrait mode.

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  9. Add a cover page to your report. Choose your report title, add your company logo(if you haven’t done so already), and customize the brand color there that accents the report cover in your account settings.
  10. Preview your report before clicking send.
  11. Click Save as a template if you would like to save this report for future use.
  12. Click Next Step to customize your outgoing email copy, select recipients, choose whether to send as an attached PDF, and to schedule the rate of occurrence.

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For more information on building reports for your clients, click here.

Build a Report Template

To build a report template:

  1. Click the green plus sign and select Report.

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  2. Select For My Company or For My Client, then click Next Step.
    • If you selected For My Client, select the desired client.
  3. Select Start from Scratch, then click Next Step. The Report Builder loads with a blank report.
  4. Click Use Landscape or Use Portrait to change the report page orientation.
  5. Enter a Title for the report.
  6. Select gauges from the column on the left to add them to the report. Click and drag gauges to reorder them on the page.
  7. When finished, click Save as Template.

Viewing Reports

After you receive a report, you can do lots of different things with the data at hand. If you receive the report as an attached PDF, you’ll be able to view everything just as it was sent. For a detailed drilldown, click the link in the report. In the web version of your report, you can click on each individual gauge for a drilldown of the metrics behind and navigate to the original source of information.

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For more information on building reports for your clients, click here.

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