Summary Report

What is Summary Report?

• No configuration needed - charts are automatically created based on question types
• Smart chart selection - each question gets the most appropriate chart type
• Real-time filtering - filter by responses, time, and contact variables
• Export capabilities - download as PDF or PowerPoint presentations

Getting Started

1. Navigate to the Insights section
2. Select a campaign
3. Click on "Summary Report"
4. The report loads with all questions visualized automatically

Understanding the Interface

1. Header Bar (Top)

• Campaign Name: Shows which campaign you're viewing
• Labels: Displays any tags/labels assigned to the campaign
• Download PDF: Export the report as a PDF document
• Download PowerPoint: Export as a PowerPoint presentation

2. Left Sidebar (Collapsible)

• Timeframe Selector: Set date ranges for your analysis
• Response Filters: Filter by specific answer choices
• Contact Variable Filters: Filter by demographic or custom fields
• Collapse Button: Click the arrow to expand/collapse the sidebar

3. Main Content Area (Center/Right)

• Chart Grid: All your charts displayed in a responsive grid
• Interactive Charts: Click on chart elements to drill into details

Using the Timeframe Selector

• Automatically set when you first open the report

1. Click on the start date field
2. Select your desired start date
3. Click on the end date field
4. Select your desired end date
5. The report automatically updates

• Last 7 days
• Last 30 days
• Last 90 days
• Last quarter
• Last year
• All time (remove date filters)

Filtering Your Data

Response Filters

1. Find the Question: Questions are listed in the sidebar
2. Expand the Filter: Click on the question to expand filter options
3. Select Values: Check the boxes for answer choices you want to include
4. Apply: The report updates automatically
5. Clear: Uncheck boxes or click "Clear All" to remove filters

• Show only respondents who rated 4 or 5 stars
• Focus on specific departments or regions
• Analyze responses from a particular user segment

Contact Variable Filters (CCVs)

1. View Available Fields: Contact variables appear in a separate section
2. Select Values: Choose specific values from dropdowns or checkboxes
3. Multiple Filters: Combine multiple contact variables
4. See Impact: Charts update to show only filtered data

• Department
• Location/Region
• Job Role/Title
• Employee Type
• Custom fields you've defined

Active Filter Indicators

• Filter Icon: Blue filter icon shows on collapsed sidebar when filters are active
• Contact Filter Icon: Blue person icon shows when contact filters are active
• Count Badges: Shows how many filters are applied

Understanding Auto-Generated Charts

Rating Questions

• Chart Type: Gauge or NPS (for Net Promoter Score questions)
• Shows: Average rating value
• Visualization: Speedometer-style gauge showing the score
• Best For: Satisfaction ratings, likelihood scores, NPS

Yes/No Questions (Boolean)

• Chart Type: Pie Chart
• Shows: Percentage distribution of Yes vs No
• Visualization: Two-segment pie chart
• Interactions: Click "Other" segment to view comments (if collected)

Multiple Choice Questions (Radio, Dropdown, Checkbox, Tagbox)

• Chart Type: Pie Chart
• Shows: Distribution of all answer choices
• Visualization: Multi-segment pie showing percentages
• Interactions: Click segments to see details

Text/Comment Questions

• Chart Type: Word Cloud + NLP Charts (if NLP enabled)
• Shows: Most frequently used words in responses
• Visualization:

• Larger words = more frequent
• Click any word to see all comments containing it

1. Word Cloud: Visual frequency display
2. Keyword Sentiment: Keywords with positive/negative sentiment scores
3. Entity Sentiment: Named entities (people, places, organizations) with sentiment
4. Entity Type Sentiment: Entities grouped by type with sentiment analysis

Matrix Questions

• Chart Type: Heatmap
• Shows: Response patterns across rows and columns
• Visualization: Color-coded grid (darker = more responses)
• Best For: Grid/matrix rating questions

Ranking Questions

• Chart Type: Column Chart
• Shows: Average ranking for each option
• Visualization: Vertical bars showing rank positions

Interactive Chart Features

Word Cloud Interactions

1. Hover: Word size indicates frequency
2. Click a Word: Opens a modal showing all comments containing that word
3. Read Context: See how the word was used in responses
4. Close Modal: Click X or outside the modal to close

NLP Chart Interactions

1. Click a Bar: Opens modal with all comments containing that keyword/entity
2. View Sentiment: See positive/negative sentiment scores
3. Analyze Patterns: Understand common themes in responses
4. Close Modal: Click X to return to the report

Pie Chart Interactions

1. Click "Other" Segment: View detailed comments for minority responses
2. Hover Segments: See exact counts and percentages
3. Full Screen: Use Highcharts menu to expand any chart

Chart Controls (Available on all charts)

• Fullscreen: Expand chart to fill the screen
• Download: Save individual charts as PNG, JPG, PDF, or SVG
• Print: Print specific charts
• View Data Table: See raw data behind the chart

Exporting Reports

Download as PDF

1. Click "Download PDF" in the header
2. Wait for generation (a progress indicator will show)
3. PDF downloads automatically with:

• All charts in card format
• Applied filters noted
• Date range included
• Campaign name and labels

• Professional formatting
• One chart per page
• Includes metadata (dates, filters)
• High-resolution charts
• Ready to print or email

Download as PowerPoint (PPTX)

1. Click "Download PowerPoint" in the header
2. Wait for generation
3. PowerPoint file downloads with:

• Each chart on its own slide
• Editable charts (can modify in PowerPoint)
• Title slide with campaign info
• Applied filters documented

• Fully editable slides
• Add your own notes
• Rearrange slides as needed
• Combine with other presentations
• Present directly to stakeholders

Collapsing the Sidebar

1. Click the Collapse Button: Arrow icon on the sidebar
2. Sidebar Hides: More space for charts
3. Filter Indicators: Small icons show if filters are active
4. Expand Again: Click arrow to bring sidebar back

• Presenting to others
• Reviewing many charts at once
• Working on smaller screens
• After setting filters

Tips for Best Results

Effective Filtering

• Start Broad: View all data first to understand overall trends
• Then Narrow: Apply filters to investigate specific segments
• Compare: Toggle filters on/off to compare different groups
• Document: Note which filters reveal interesting insights

Data Analysis Workflow

1. Review all auto-generated charts
2. Identify interesting patterns or outliers
3. Apply filters to investigate further
4. Use word clouds to understand open-ended feedback
5. Export findings for sharing

Using Timeframes

• Trend Analysis: Compare different time periods
• Seasonal Patterns: Look at quarterly or monthly data
• Recent Feedback: Focus on last 7-30 days for current issues
• Historical View: Use longer ranges for overall performance

Text Question Analysis

• Start with Word Cloud: Get a quick visual overview
• Click Large Words: Understand common themes
• Use NLP Charts: See sentiment trends (if enabled)
• Read Comments: Click through to individual responses for context

Working with Multiple Filters

• Combine response and contact filters for targeted analysis
• Example: "Show 5-star ratings from the Sales department"
• Be careful not to over-filter (too few results to analyze)
• Clear filters frequently to avoid confusion

Understanding Chart Behavior

• Charts refresh instantly when you apply filters
• All charts update simultaneously
• Loading indicators show when processing

• At least one response needed to generate charts
• Some chart types need minimum data points
• "No data" message appears if filters exclude all responses

• Filters remain active until you clear them
• Collapsing sidebar doesn't remove filters
• Refresh the page to clear all filters

Troubleshooting

• Campaign has no responses yet
• All responses were filtered out
• Try removing some filters

• Check that timeframe is valid
• Ensure date range includes responses
• Try clearing all filters and reapplying

• No text responses for that question
• All text responses were filtered out
• Question may not have collected any data yet

• Large reports with many charts may take 30-60 seconds
• Don't close the browser during generation
• Progress indicator shows it's working

• Wait for chart to fully load
• Disable any browser extensions that may interfere
• Try refreshing the page

Comparison: Summary Report vs Chart Wizard

• You want quick, automatic insights
• You need to see all questions at once
• You're presenting to stakeholders
• You want a complete campaign overview

• You need custom visualizations
• You want to combine multiple questions
• You need specific chart types
• You're doing deep data analysis

Need More Help?

• The campaign you're viewing
• Any filters you have applied
• The date range you selected
• A screenshot of the issue
• What you were trying to accomplish