Version 7.15: new content styles and download enhancements

We’ve got two great enhancements to launch in our latest update. Version 7.15 includes the ability to tweak the style in which content is presented to the reader and the addition of useful information to report downloads.

New content styles

To incorporate subtle branding into written content, we can now offer publishers coloured heading, shaded header sections, and the ability to change the colour and style of bullet points.

It’s also now possible to indent and add a sidebar to pull quotes to act as a ‘callout’ to this feature.

These coloured elements and style changes can be applied across a whole portfolio, all a publisher needs to do is to get in touch and let us know about the changes they’d like to make.

Download details

When a customer downloads a full report, chapter, or section, the cover page of that content will now display additional details to make it easier for them to find related material in the future.

These details include the publication date, the author’s name, and the category and tags under which that content has been organised.

As always, if you have any questions or would like clarification of any kind we’d be delighted to hear from you.

Version 7.14: GDPR, reCaptcha, password resets, and a search enhancement

There’s a host of great, new stuff in the latest iteration of iReports. The release of Version 7.14 includes a new log-in feature, a simpler way to reset a password, and a series of changes to help our customers stay GDPR compliant.

GDPR

GDPR 1: PII opt-in

When new users sign up, they will now have to acknowledge storage of their Personally Identifiable Information (PII) by actively opting in.

This opt-in will involve users checking a box to acknowledge storage of their PII. Each publisher will be expected to supply us with the text they want to appear on these re-jigged registration pages.

GDPR 2: Marketing opt-in

In addition to the mandatory PII storage approval opt-in, publishers will be given an option on whether to ask end users to opt-in for marketing.

If publishers want to make use of this opt-in request, they can have a single checkbox to confirm both the PII and marketing opt-in or separate checkboxes for each.

GDPR 3: Bulk emails

As users will have the option to opt-out of receiving marketing messages, we are removing the bulk email facility that allows publishers to send the same message to all users.

GDPR 4: Deleted users

When a publisher deletes a user from their system, this will automatically remove the PII associated with that individual. ‘Ghost’ user stats will be retained, but these will be disassociated from any identifiable user information.

Google reCaptcha

To distinguish between humans and machines, publishers now have the option of running Google reCaptcha as part of their registration process.

To add this feature, publishers should set it up with Google, then go to their Admin area in iReports to verify and then enable use.

Forgotten passwords

We’ve made it easier for users to reset their passwords. Now, they can just click the ‘forgotten password?’ button to trigger an email containing a link to reset.

Filtering by analyst

We’ve added an enhancement to make it easier to find content authored by individual analysts. Now, when filtering search with an analyst’s name, the analysts are listed alphabetically by their last name, rather than their first.

As always, if you have any questions or would like clarification of any kind we’d be delighted to hear from you.

GDPR: How iReports is changing to help your compliance

If you run a business that retains personal data of any sort, the General Data Protection Regulation (GDPR) is probably something which you’re increasingly familiar with.

This set of regulations comes into force on May 25th, 2018. By that time, all businesses covered by the new regulations will need to be compliant. To keep you up to speed on how these rules will affect our business, we promised to produce a series of updates on the changes we plan to implement.

We’ve already outlined how we think these new rules could impact Publish Interactive and the personal information that we store, but now we’re able to detail the changes we’re making to iReports to help you stay compliant.

The most important thing to stress is that these alterations aren’t major and, as such, shouldn’t give anyone sleepless nights. Another thing to explain is how they fall broadly into three categories: registration changes, data storage, and removal of a bulk email feature.

PII opt-in

We plan to update registration pages so when new users are signed up by our customers, they will have to actively opt-in and acknowledge storage of their Personally Identifiable Information (PII).

This new opt-in will be part of the registration process and will involve the end user checking a box to opt-in. Each publisher will be expected to supply the text they want to appear on these re-jigged registration pages.

Marketing opt-in

In addition to the mandatory PII storage approval opt-in, publishers will be given an option on whether to ask end users to opt-in for marketing.

If publishers want to make use of this opt-in request, they can either have a single checkbox to confirm both the PII and marketing opt-in, or they could have separate checkboxes for each.

Bulk emails

As users will have the option to opt-out of receiving marketing messages, we are removing the bulk email facility that allows publishers to send the same message to all users.

Deleted users

When a publisher deletes a user from their system, this will automatically remove the PII associated with that individual. ‘Ghost’ user stats will be retained, but these will be disassociated from any identifiable user information.

As always, if you have any questions or would like clarification of any kind we’d be delighted to hear from you.

Version 7.13: Updates to Report Landing Pages & more

The third release of 2018 is here with version 7.13 and focuses on making things simpler and clearer for the end user. We find that the quicker the user can find their desired content, the more likely they are to return to your site.

Some of the changes in our update include refreshing our report landing pages with a sleek new look, enabling users to find information more easily. We introduce PDF and Slide viewer, allowing PowerPoint files to be uploaded directly to the platform for online viewing and our Report Groupings have been improved to ensure that related content is more discoverable.

Report Landing Pages

Our report landing pages have had a spring clean! Information such as categories, tags and related content is now clearly visible on the page. Even analysts are given time to shine with this update.

PDF and Slide Viewer

We have extended our PDF Viewer tool to support the upload of PowerPoint files directly, and renamed it PDF and Slide Viewer.  Even better, files uploaded as PowerPoint’s can be downloaded directly in this format giving users more choices.

Report Groupings

Grouping reports together can encourage users to access related content that they wouldn’t usually be aware of. Grouped content is now visible on the search results page. They appear on report landing pages as Related Research.

Version 7.12: introducing Tags

The second month of the year brings with it 2018’s next iteration of iReports and the introduction of a wholly new feature… Tags.

We have introduced Tags to provide a more granular level of detail for both publishers and their customers. Tags make it easier for publishers to organise output and for users to find content quickly and accurately.

Unlike Categories that are used to organise content along subject lines into hierarchies, we use Tags to detail all the various elements that are mentioned in individual reports – and across a portfolio – to help users easily find related pieces of content.

How are Tags organised?

For convenience, Tags are gathered in sets created by the publisher. Grouping related tags together simply makes them easier to find. Up to five tag sets can be created across a publisher’s portfolio.

Adding Tags

A new section has been added to the Report Summary page for each individual report. When editing the page, publishers can scroll to this section and select all appropriate Tags from the pre-configured Tag Sets that will be displayed there.

Auto suggest

When users search in iReports, any related word or phrase that has been turned into a Tag will now pop up as an auto-suggest option while they type. If the user selects the auto-suggested option, they will then be able to filter their returns to just see content that has that Tag.

Version 7.11 launches with upgraded search

The release of Version 7.11 marks the first iReports update of 2018 – and it’s an interesting development to start the new year:

Upgraded search

We have improved our search by upgrading our Solr search engine from Version 5 to Version 7. So, as we move you onto the new system, that means quicker and more reliable results each time a user sends a query to your portfolio’s database.

It also means greater relevance in results, so users find what they need that little bit quicker.

Version 7.10 launches – with new ‘request access for colleagues’ function

The release of Version 7.10 is the last iReports update of 2017 – but that doesn’t mean we have stopped developing. In fact, we’ve got loads of great new features lined up for launch in the New Year and in the meantime, we have these updates to tell you about:

Request access for a colleague

It’s now possible for a user to send whomever manages their account the details of a colleague who would benefit from access. The user simply clicks on their account details in the top righthand corner, selects ‘Request access for a colleague’ from the menu, enters their details, and presses ‘Send’.

Previews panel tidy up

It’s now even easier to see search results in context, thanks to a refresh of the previews panel. In search results, users click the preview chapter icon to draw up and easily review all the images and text mentions that match their search term.

When content is no longer available

For users that follow links to reports that are no longer available on the system, the system will now display a message explaining that the content has been removed.

Version 7.9 launches with loads of analyst updates

Version 7.9 of iReports is about to be released to staging sites with a series of updates and enhancements all of which relate to making it easier to display and find information about analysts.

Analyst landing pages

We have added the ability to create landing pages for analysts who author – or contribute to – a report. Landing pages can display the analyst’s name, job title, sector, photo, and a biography alongside listing all the content to which they have contributed.

To establish an analyst landing page, enter their details in the relevant part of the Analysts section of the Admin area.

Add an analyst to a report

To associate an analyst with a piece of content couldn’t be easier. When editing, go to the relevant field that allows you to add an analyst from your list and make your selection. Their name will be added, and this will link back to their landing page. You can add more than one.

Search by analyst

Users can now search for a specific analyst by entering their name in the search bar. What’s more, if they’re listed, their name will appear as an auto-complete option as the user types.

External landing pages

We also made it possible to link out to an external analyst landing page. Set a template, create URL for each of the analysts, then enter that link information when editing a piece of content.

Search filter option

We’ve also created an option where ‘Analyst’ can be added as a search filter in the left-hand navigation. If you’ve like to add ‘Analyst’ as a search filter to your content, get in touch with us…

Version 7.8 launches with all new site customisation

Version 7.8 of iReports is about to be released to staging sites with four great enhancements – they are:

Site customisation

To make it easier for publishers to change the look and feel of their iReports-powered sites, we have added a new section to the admin area. This new section is called ‘site customisation’ and administrators will increasingly find within all the elements they’ll need to modify their websites.

Homepage carousel

It’s now possible to swap the main image on your homepage for a carousel which rotates up to three images. To do so, click into the site customisation section of your admin area to upload the new images. It’s also possible to make each of these images link through to a different part of your website.

New users

Sometimes new users don’t always follow the instructions in a welcome email and initiate their accounts. After sending out the welcome emails, it can be useful to know who has – and who hasn’t – logged in. Well, now you can. In the accounts area of the admin section, under ‘mass welcome email’, administrators can download an Excel report of those who have not yet logged in as instructed.

Accounts analysis

When looking at the analytics for an account, it’s now possible to view site data as it relates to all users (so, that’s including guests in open sites) or to instead filter to only see data for registered users and to better understand their usage.

Version 7.7 launches with welcome email enhancements

Version 7.7 of iReports is about to be released to staging sites with two great enhancements – they are:

Welcome email enhancement #1

When adding users to an account or adding a whole new account with multiple users, it’s unnecessary to send those who have already logged in a welcome email telling them how to get set up.

Now, when you send a welcome email within an account, it will only go to those new users who are yet to log-in for the first time.

Welcome email enhancement #2

Instead of new users receiving an email with a temporary password, being asked to log in with it, then being promoted to change this after first use, they will now receive a secure link in their welcome email that will automatically log them in and prompt them to enter a password.