Do you want to create a new custom report for a client in your CoveredPress account? Building a custom report from scratch for your clients is a surefire way to prove your worth as a PR firm and give your clients what they need. With CoveredPress, you can create a new custom report with ease using the Offline Report Builder.
Creating a New Custom Report in Your Account
The first thing you’ll need to do is log into your CoveredPress account. Next, go to Clients Manager > List in the dashboard menu.
Here, you’ll see a list of all your existing clients.
Click on the Dashboard button under the View Client section to create the online report.
Next, go to Coverage Report > Add Report.
Once you do this, you’ll click the Add Custom report button.
Fill out the report’s title and add a cover image.
When you’re done, click Create to access the CoveredPress Custom Report Builder. From here, you’ll be able to create a custom report, changing things like the layout, typography, and much more.
And that’s it! You’ve now successfully created a new custom report in your CoveredPress account.