Coverage Books Creation

Step 1: Open the Reports module

Step 2: Click the green “Create Coverage Book” or “Add Coverage Book” button in the top menu

Steps 3-6: In the Create Coverage Book pop-up that appears

  • Fill in a Report name

  • Select the tag(s) for the coverage that you’d like to include

  • Select the date range

  • Click the green “Create” button

Steps 7 & 8: Once the draft book opens, use the General Design options on the left to:

  • Select an accent color

  • Upload an optional logo, or remove the logo

Steps 9-15: Use the optional Front Cover Design options below that to

  • Upload a header image

  • Set an amount of blur for the header image

  • Select header text color

  • Select header background color

  • Add a header title

  • Add a header subtitle

  • Select an optional second client logo

Step 16: Click the Order Content button to drag-and-drop piece of content to change the sort order, or to toggle visibility to hide select content

Optional: Use the “Show hidden posts” toggle to view or exclude what’s been hidden

Step 17: Click “View Coverage Book” in the top right to see a preview

Optional: Click “Edit Coverage Books settings” to change the report name Step 18:

Click “Share Coverage Book” to get the link

Optional: Set an expiration timeline to disable the link after or make the link password protected

Coverage Books Duplication

Step 1: Click the first “Duplicate Coverage Book” icon in the list next to the name of the coverage book that you’d like to duplicate

Steps 2-5: In the Duplicate Coverage Book pop-up that appears

  • Fill in a Report name

  • Select the tag(s) for the coverage that you’d like to include

  • Select the date range

  • Click the green “Create” button Optional: Follow steps 7-18 above

Did this answer your question?