PolicyMogul makes creating and sharing valuable insights simple. Effortlessly generate professional PDF reports that include key political updates, charts, analysis, and your own commentary – all without leaving the platform.
How to Create a Report on PolicyMogul
There are two ways to build reports on PolicyMogul:
Through Reports
On 'Key Updates' in Monitor
Through Reports
Step 1: Access Reports and select your report topic
Navigate to Reports and click "create a report"
Select the topic you would like to create a report about.
Step 2: Choose your report structure
Start by selecting either a pre-designed template (weekly, monthly, quarterly, annual or commentary) or create a new report from scratch. Templates can be a quick way to get started if they align with the kind of data presentation you need.
Step 3: Add widgets
Widgets are the building blocks of your report. Each widget displays a different aspect of political data relevant to your interests. Click on ‘Add Widget’ and browse through the available options.
Select the widgets that correspond to the data you want to include in your report, such as key political updates, charts, or analysis.
Step 4: Customise your widgets
Customize each widget to ensure it aligns with your work or advocacy efforts. This may involve setting specific parameters or filters that focus on your issue of interest.
Step 5: Add commentary
Enhance your report by adding your own commentary to explain the data or provide insights. This helps in making the report more personalised and relevant to your audience.
Step 6: Edit your design
Customise the design by adding your organisation’s logo and adapting the overall design to match your branding for consistency and professionalism.
Step 7: Preview, export and share your report
Before finalising your report, use the ‘Preview’ feature to see how your report will look to others. Once your report is complete and you’ve previewed it, export it to a downloadable PDF format.
Share the PDF with your team, stakeholders, or use it in presentations to communicate your findings and insights effectively.
Through 'Key Updates' on Monitor
You can also create reports directly from key updates featured on PolicyMogul's Monitor. Simply navigate to the update you wish to report on and click 'Create Report'. This will automatically incorporate the selected update into a new report.
From there, you can enhance the report by adding the additional widgets and customisations, such as data visualisations or further analysis, to provide a more comprehensive overview.
Customise the design by adding your own commentary and branding elements to tailor the report to your audience’s needs and your organisational identity.
