Kompyte reports and Battlecards are organized into sections, which function like report pages.
By default, a new report created from scratch includes a Benchmark section and a Company section. To control which sections appear, click on Visible Sections in the left navigation bar and select the sections you want to display.
Display options are as follows:
Section Descriptions:
Only Benchmark: This option includes only a summary page section ideal for product or feature comparisons, visual charts, or tables across companies. Also, with targeted reports around a certain topic, you may select Only Benchmark for a chronological digest of insights across companies as opposed to each company having a dedicated section and running the risk of it being blank if a company does not have insights that meet the criteria for a given reporting period.
Benchmark + Companies: Includes the summary page along with an identical template for each company included (if your own company is included, you will have an identical template as your competitors).
Benchmark + Me + Companies: Includes a summary section, an identical template for each company, and a custom template for your own company so you can tailor the content of your section to your specific and unique needs (this option is ideal if you want to include your own company in a Battlecard template that multiple companies share but with a different set of content).
Me + Companies: Includes a custom template tailored for your company section and an identical template for each of the other companies included.
Only Companies: Includes an identical template for each of the companies including your own company (your company only has a custom layout if you select one of the + Me options).
Example Display Options:
Only Benchmark Example
Benchmark + Company Example
Includes the Benchmark summary section and an identical template for each company included (including your own company if included).
Benchmark + Me + Company Example
Includes the Benchmark summary section, a custom template for your own company, and identical templates for the other companies.
If someone has access to a report or Battlecard in Kompyte or has the report scheduled for email delivery, they will see all sections of the report (there is no security at the section level).
However, when downloading a PDF version of the report or Battlecard, you will have the option of downloading the full report/Battlecard or just the Benchmark section (if you are clicked on the Benchmark page) or just a specific company section (if you are clicked on a company page).
Check out the How to Create a Custom Report from Scratch article for a step-by-step guide on report creation and customization.