Managing Reports
Reports are research documents and analysis that you publish on Leadvisor Global for clients to purchase. This guide explains how to create report listings, upload files, and manage your reports throughout their lifecycle.
Understanding Reports
A report is a packaged research product that clients can purchase and download. Reports typically contain industry research, market analysis, regulatory guidance, or other valuable insights that clients are willing to pay for. Unlike services which involve ongoing engagement, reports are standalone documents that clients purchase for immediate access.
Reports you publish appear on your consultant profile and in the marketplace where clients search for research and analysis.
Accessing Report Management
Go to your Consultant Portal and click the Reports tab. This displays all your reports organized by status. You can see which reports are drafts, pending review, published, or unpublished.
Creating a New Report
Required Information
Every report requires the following information.
| Field | Description | Limit |
|---|---|---|
| Title | Clear, descriptive name for your report | 200 characters |
| Description | Overview of what the report covers and its value | 8,000 characters |
| Price | Cost to purchase the report in USD | Up to $999,999 |
The title should clearly indicate what the report covers. Good examples include specific titles like "ASEAN Tax Compliance Guide 2025" or "European Market Entry Strategies for Technology Companies" rather than generic titles like "Market Report" or "Tax Guide".
The description helps clients determine whether the report meets their needs. Explain what topics the report covers, what insights or data it contains, who should read it, and what value they will gain.
Tags and Metadata
Categorize your report to help clients find it.
| Field | Purpose |
|---|---|
| Solutions | Business solution areas the report addresses |
| Service Categories | Professional categories related to the report content |
| Countries | Regions the report covers or is relevant to |
| Languages | Languages in which the report is available |
Accurate tagging improves your report's visibility in search results. Clients often filter by region or topic when searching for relevant research.
Uploading Report Files
After saving your report as a draft, you can upload the actual report files. Reports can include multiple files such as the main report document, executive summaries, data appendices, or supplementary materials.
Maximum file size is 100MB per file. Common formats include PDF documents, Excel spreadsheets, PowerPoint presentations, and Word documents. PDF is recommended for the main report document as it preserves formatting across different devices.
Clients see the file list before purchasing but can only access the actual files after payment. Write clear file titles so clients understand what they will receive.
Managing Files
You can manage files on any report that is not currently pending review.
To update a file, delete the old version and upload the new one. File titles can be edited at any time. Reorder files if needed to present them in a logical sequence.
Publishing Your Report
After completing the form and uploading at least one file, click Submit for Review. The platform team reviews your submission to ensure it meets quality standards.
| Status | Description |
|---|---|
| Draft | Saved but not submitted, visible only to you |
| Pending | Submitted for platform review |
| Published | Approved and visible to clients in the marketplace |
| Unpublished | Removed from public view but retained in your account |
Once approved, your report is published and visible to clients. They can view the description and file list, then purchase to gain access to the actual files.
Managing Published Reports
You can update published reports to modify the description, price, or files. Navigate to the report in your Reports tab and click to edit.
When you add new files or update existing ones, clients who previously purchased the report can access the updated content. This makes it possible to provide periodic updates to purchasers.
To temporarily remove a report from public view, click Unpublish. The report remains in your account and can be republished when ready.
Custom Pricing for Reports
You can offer custom pricing to specific clients through the Conversations feature. After discussing a client's needs, create a custom price offer in the conversation. The client can then purchase at the custom price.
For more information on creating custom price offers, see Conversations.
Report Statistics
Track your report performance from the Reports tab and Dashboard. View the count of your published reports, the number of purchases, and the revenue generated.
Writing Effective Descriptions
A compelling description helps clients decide whether to purchase your report. Structure your description to convey both what the report contains and why it is valuable.
Begin with a clear statement of what the report covers. Describe the scope including geographic regions, industries, or time periods addressed. Explain what insights, data, or recommendations the report provides. Indicate who the intended audience is and what problems the report helps solve. Mention your methodology or sources if relevant to establishing credibility.
Be specific about the content without giving away all the insights. The description should convince clients that the report is worth purchasing while accurately representing what they will receive.
Keeping Reports Current
Research becomes outdated, so consider your approach to maintaining report relevance. Some reports are point-in-time snapshots that remain valuable as historical reference. Others require periodic updates to stay useful.
For reports you intend to update, consider noting the publication date or version in the description. When you update the files, clients who previously purchased can access the new version.
If a report becomes significantly outdated, you may want to unpublish it and create a new version as a separate report.