Trend Report

What is Trend Report?

• Automatic time-series charts - see how responses change over days, weeks, months, quarters, or years
• Pattern recognition - identify trends, spikes, and seasonal variations
• Historical analysis - understand how metrics evolve
• Filtered insights - combine time trends with response and demographic filters

When to Use Trend Report

• Tracking satisfaction scores over time
• Monitoring response rates and participation trends
• Identifying seasonal patterns in feedback
• Measuring the impact of changes or initiatives
• Spotting emerging issues before they escalate
• Understanding sentiment shifts over time

• "Has employee satisfaction improved since our new policy?"
• "Are we seeing more negative feedback in Q4?"
• "How do response patterns change throughout the year?"
• "When did satisfaction scores start declining?"

Getting Started

1. Navigate to the Insights section
2. Select a campaign
3. Click on "Trend Report"
4. All questions are automatically displayed as time-series charts

Understanding the Interface

1. Header Bar (Top)

• Campaign Name: Shows which campaign you're analyzing
• Labels: Campaign tags/labels
• Download PDF: Export the trend report as a PDF document
• Download PowerPoint: Export as an editable PowerPoint presentation

2. Left Sidebar (Collapsible)

• Timeframe Selector: Set date ranges for analysis
• Time Grouping: Choose how to group data (Day, Week, Month, Quarter, Year)
• Response Filters: Filter by specific answers
• Contact Variable Filters: Filter by demographics
• Collapse Button: Expand/collapse sidebar for more viewing space

3. Main Content Area

• Chart Grid: All trend charts displayed in a responsive grid
• Interactive Charts: Hover to see values, zoom, and drill into details

Configuring Time Settings

Time Grouping Options

• Shows daily data points
• Best for: Recent trends (last 7-30 days)
• Use when: You need to see day-to-day changes
• Example: "Track daily responses during a campaign launch"

• Shows weekly aggregated data
• Best for: Medium-term trends (1-6 months)
• Use when: You want to smooth out daily noise
• Example: "Monitor weekly satisfaction trends"

• Shows monthly aggregated data
• Best for: Long-term trends (3-12 months)
• Use when: You're analyzing quarterly or annual patterns
• Example: "Compare monthly performance across the year"

• Shows quarterly aggregated data (Q1, Q2, Q3, Q4)
• Best for: Yearly comparisons and seasonal patterns
• Use when: You need high-level trend analysis
• Example: "Compare Q1 vs Q2 vs Q3 vs Q4 performance"

• Shows yearly aggregated data
• Best for: Multi-year historical analysis
• Use when: You have several years of data
• Example: "Track year-over-year improvement"

1. Open the sidebar (if collapsed)
2. Find the "Time Grouping" or "Time Trend" selector
3. Click the dropdown
4. Select your preferred grouping (Day, Week, Month, Quarter, Year)
5. All charts update automatically

Setting Date Ranges

• Automatically set when you first open the report

1. Click the start date field in the sidebar
2. Select your desired start date
3. Click the end date field
4. Select your desired end date
5. Charts refresh with the new date range

• Last 7 days: See very recent trends
• Last 30 days: Monthly overview
• Last 90 days: Quarterly trends (default)
• Last 6 months: Half-year analysis
• Last 12 months: Full year trends
• All time: Complete historical view

• Day grouping → 7-30 days
• Week grouping → 1-6 months
• Month grouping → 6-24 months
• Quarter grouping → 1-3 years
• Year grouping → 3+ years

Understanding Auto-Generated Trend Charts

Rating Questions

• Chart Type: Line Chart
• Shows: Average rating over time
• Y-Axis: Rating value (e.g., 1-5 stars)
• X-Axis: Time periods
• Best For: Tracking satisfaction, NPS, or any numeric ratings

• Upward trend: Improving scores
• Downward trend: Declining scores
• Flat line: Stable performance
• Spikes: Events or anomalies

Yes/No Questions (Boolean)

• Chart Type: Line Chart
• Shows: Percentage of "Yes" responses over time
• Y-Axis: Percentage (0-100%)
• X-Axis: Time periods
• Best For: Tracking binary choices over time

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

• Chart Type: Stacked Column Chart
• Shows: Distribution of all answer choices over each time period
• Visualization: Stacked bars showing the proportion of each choice
• Colors: Each answer choice gets its own color
• Best For: Seeing how preference shifts between options

• Stacked bars: Each segment represents an answer choice
• Height: Total responses in that period
• Segment size: Popularity of each choice
• Changes: Watch how segment sizes shift over time

Text/Comment Questions with Sentiment

• Chart Type: Stacked Column Chart
• Shows: Positive, neutral, and negative sentiment counts over time
• Colors:

• Green: Positive sentiment
• Yellow/Gray: Neutral sentiment
• Red: Negative sentiment

• Requires: NLP sentiment analysis enabled
• Best For: Tracking mood and satisfaction trends in open feedback

Matrix Questions

• Chart Type: Line Chart
• Shows: Average values for each matrix row over time
• Multiple Lines: One line per row in the matrix
• Best For: Tracking multiple related metrics simultaneously

Ranking Questions

• Chart Type: Line Chart
• Shows: Average ranking position for each option over time
• Best For: Seeing how preference order changes

Filtering Your Trend Data

Response Filters

• Show trend for only 5-star ratings: "Are 5-star responses increasing?"
• Focus on specific departments: "How does the sales team's feedback trend?"
• Isolate a response choice: "Is 'Option A' becoming more popular?"

1. Expand a question in the sidebar filter section
2. Check boxes for the answers you want to include
3. All trend charts update to show only filtered responses
4. Compare by toggling filters on/off

Contact Variable Filters (CCVs)

• "How do satisfaction trends differ between regions?"
• "Does the engineering department show different trends than marketing?"
• "Are newer employees trending more positive than tenured staff?"

1. Find Contact Variable filters in the sidebar
2. Select specific values (e.g., "Engineering", "North Region")
3. Charts show trends for only those segments
4. Clear filters to return to overall trends

Combining Filters for Advanced Analysis

• Time: Last 6 months + Time Grouping: Month + Response: 4-5 star ratings + CCV: Sales Department
• Result: "Monthly trend of positive ratings from the Sales team over the last 6 months"

Interactive Chart Features

Hover for Details

• Move your cursor over any data point
• See exact values and dates
• Compare multiple lines or segments

Zoom and Pan

• Zoom In: Click and drag to select a region
• Zoom Out: Click the reset zoom button
• Pan: After zooming, click and drag to move around
• Best for: Examining specific time periods in detail

Chart Controls Menu

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

Legend Interactions

• Click a Legend Item: Hide/show that data series
• Isolate a Series: Click multiple items to focus on specific data
• Compare: Show only the series you want to compare

Exporting Trend Reports

Download as PDF

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

• All trend charts
• Applied filters documented
• Date range and time grouping specified
• Campaign name and metadata

• Professional formatting
• High-resolution charts
• Print-ready
• Great for reports to management

Download as PowerPoint (PPTX)

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

• Each trend chart on its own slide
• Editable content
• Applied filters documented
• Title slide with campaign info

• Fully editable in PowerPoint
• Add your own analysis and notes
• Rearrange slides
• Combine with other decks
• Present to stakeholders

Best Practices for Trend Analysis

Choosing the Right Time Grouping

• Analyzing last 1-2 weeks
• Need to see immediate impact
• Tracking a short campaign
• Looking for daily patterns

• Standard analysis (1-6 months)
• Want to smooth out daily noise
• Comparing month-over-month
• Most common use case

• Long-term trends (6+ months)
• Quarterly or annual reviews
• Seasonal pattern analysis
• Year-over-year comparisons

• Multi-year analysis
• High-level strategic view
• Board presentations
• Annual planning

• Historical analysis (3+ years)
• Very long-term trends
• Decade-level insights

Interpreting Trends

• Consistent trends: Steady increases or decreases
• Sudden changes: Spikes or drops (investigate these!)
• Seasonal patterns: Regular cycles (monthly, quarterly, yearly)
• Plateaus: Periods of no change (reaching saturation?)
• Volatility: High variation (inconsistent data?)

• What caused this spike/drop?
• Is this a real trend or random noise?
• Does this align with known events or changes?
• Are trends consistent across all questions or just some?
• Do filtered segments show different trends?

Combining Date Ranges and Grouping

• 7 days + Day grouping: Daily detail for the last week
• 90 days + Week grouping: Weekly trends over 3 months (default)
• 12 months + Month grouping: Monthly trends over a year
• 3 years + Quarter grouping: Quarterly performance over 3 years
• 5 years + Year grouping: Yearly trends for long-term analysis

• 7 days + Year grouping (not enough data)
• 5 years + Day grouping (too many data points, hard to read)

Data Analysis Workflow

1. Start Broad: View all data with default settings (90 days, week grouping)
2. Identify Patterns: Look for interesting trends or anomalies
3. Zoom In: Adjust date range and time grouping to investigate
4. Apply Filters: Use response and CCV filters to segment
5. Compare: Toggle filters to compare different groups
6. Document: Export findings to PDF or PowerPoint
7. Act: Use insights to inform decisions

Troubleshooting

• Campaign has no responses
• All responses filtered out by your filters
• Date range excludes all responses
• Solution: Broaden your filters or expand date range

• Time range too narrow for the time grouping
• Example: 7 days with Quarter grouping = only one quarter
• Solution: Choose a longer date range or finer time grouping

• Not enough data in each time period
• Daily or weekly grouping with sparse responses
• Solution: Use broader time grouping (Week → Month)

• Could indicate:

• Stable metrics (good!)
• Not enough variation in responses
• Time grouping too broad

• Solution: Try finer time grouping or longer date range

• Comment questions only appear if they have sentiment data
• Some question types may not support trend visualization
• Filtered data might exclude some questions

• Too many answer choices
• Solution: Use response filters to show only key choices

Comparing Trend Report with Other Reports

• You want to see changes over time
• You're tracking improvements or declines
• You need to identify patterns
• You're doing historical analysis

• You want current snapshot
• You need all question types visualized
• You want word clouds and NLP details
• Time isn't the primary focus

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

Advanced Tips

• Use Month or Quarter grouping
• Look at full year or multi-year ranges
• Compare same time periods year-over-year
• Identify recurring patterns

• Set date range to span a change/event
• Use Week or Month grouping
• Look for clear shifts at the event date
• Apply filters to see impact on specific groups

• Use CCV filters to isolate cohorts
• Example: "New employees" vs "Tenured employees"
• Compare trends between groups
• Identify which groups are improving or declining

• Look at multiple trend charts simultaneously
• Do satisfaction and sentiment move together?
• Do certain questions show inverse relationships?
• Use findings to understand causation

Need More Help?

• The campaign you're viewing
• Date range and time grouping settings
• Any filters applied
• A screenshot of the issue
• What trend you're trying to analyze