What are reports?
Reports are your opportunity to create a unique view with different Cards (data in the form of charts or tables) that is saved between your logins. You can choose whether reports should be public or private. If they are public, anyone who has access to that segment can see your reports and the Cards that you have created in a report.
Another benefit with reports is that it is possible to convert them to pdf reports that are sent through email. You can choose between sending an instant report, or creating a subscription where you can choose how often you (or the person you are sending the report to) want to receive it.
How do you create a report?
You can create a new report by clicking "+ Add report" in the menu to the left:
After that, you choose a name for your report and press "create":
You can also choose if you want your report to be private, which means that only you can see it.
How do you make an existing report private?
By clicking the gear symbol button in the top right corner, you can make your report private.
You can also change the name on your report by using that function.
How do you add questions to a report?
Once you have created your report, it is time to add the questions you want to look at. In the dashboard, the question charts are called "cards". To create charts and display data in different ways, you create Cards in your report. You can create as many cards as you want to and place them the way you want to in order to compare different feedback questions, different time periods or to filter the data in different ways. Everything is built to give you an easy way to compare your data in the best way.
To add a card, press the "+Card" button in the right corner of the top section. When you do that, you can choose if you want to add the questions from your forms, or if you want to add key metrics. Key metrics are the metrics that are included in the Overview (that you can read more about here).
If you choose to add questions, you can filter based on steps and/or question types to make it easier to find the questions you want to use. After that, you only need to check the box next to the question and press "Add questions to a report":
If you choose to add Key metrics it works in the same way as with questions. Just mark the key metrics you want to add and press "Add to the report":
Once you have added the questions (cards) that you want to include in your report, it is time to start filtering to achieve the view you want to have. Read more about changing card names, filtering, changing graph type, creating reports and more in the "Create reports and cards" folder, that you can find here.
What are sections?
When you create a report, you can choose to add sections to split your report and to be able to use headings. You always get one section automatically, but if you want to add more you can press the "+Add Section" button at the bottom of the report:
If you want to edit a section, press the "Edit section" button. You can then name it, add a description, change its color or remove it.
