This guide walks through the basic steps required to publish or edit a report in WordPress using GovernDocs. You can add any type of report such as financial reports, annual reports, scientific reports or any type you wish.

Step 1: Create a report

Go to GovernDocs > Reports in the WordPress admin menu and then click Add New Report.

The report editor allows you to add the report title, description, file, and related report metadata.

Step 2: Upload the report document

Use the primary file field inside the Report Details section to upload the report document.

Many organisations upload reports as PDF documents.

Step 3: Complete the report details

Fill in the relevant fields such as report type, status, report ID, owner, published date, report date, and description.

Step 4: Publish the report

Click Publish to save the report. The report can then be displayed on your website using the shortcode shown in the report editor sidebar.

Step 5: Display the report

Copy the shortcode into any page, post, or area that accepts shortcodes.

[governdocs_report id="123"]