My Reports

What is My Reports?

• View all custom reports - See reports you've created at a glance
• Organize dashboards - Manage multiple custom dashboard reports
• Track auto-generated reports - Includes system-generated reports like Summary and Trend Reports
• Quick access - Jump directly to any report with one click
• Search and filter - Find reports quickly by name or campaign
• Manage lifecycle - Edit, view, or delete reports as needed

Understanding Report Types

My Reports

• Reports you've created manually using Chart Wizard
• Contain custom charts you've configured
• Fully editable - add, remove, or modify charts
• Shows chart count in the table
• Icon: Number showing chart count

Auto-Generated Reports

• System-created reports (Summary, Trend)
• Generated automatically for campaigns
• Indicated by robot icon 
• Not editable (viewing only)
• Icon: Robot icon

Understanding the Reports Table

Report Name Column

• Top line: Report name/title
• Bottom line: Creation date ("Created [date]")
• Clickable - links directly to report view
• Helps identify reports at a glance

Campaign Column

• Shows which campaign the report analyzes
• Helps organize reports by campaign
• Multiple reports can exist for same campaign

No. Charts Column

• For custom reports: Shows number of charts in the report
• For auto-generated reports: Shows robot icon
• Helps understand report complexity
• Example: "5" means report contains 5 charts

Last Updated Column

• Date of most recent changes
• Format: "d MMM yy" (e.g., "13 Dec 24")
• Helps identify recently modified reports
• Auto-generated reports update when viewed

Actions Column

• Edit Icon (pencil/square): Edit the report
• Three Dots Menu: Additional options (View, Edit, Delete)

Viewing Reports

Quick View

• Opens the report in view mode
• Shows all configured charts
• Interactive - can filter and explore
• Can export to PDF or PowerPoint from report view

Menu View Option

1. Click the Three Dots menu
2. Select "View"
3. Opens same report view

• All charts displayed in a grid layout
• Sidebar with filters (for custom reports)
• Export buttons (PDF, PowerPoint)
• Timeframe controls (if applicable)
• Interactive charts with zoom, hover details

Creating New Reports

For Custom Reports:

1. Navigate to a campaign
2. Go to the Insights section
3. Use Chart Wizard to build charts
4. Save charts to a new or existing report
5. Report appears in My Reports table

For Auto-Generated Reports:

• Summary Reports and Trend Reports are created automatically
• Access them through the campaign insights
• Appear in My Reports with robot icon

Editing Reports

Quick Edit

• Opens report in edit mode
• Add new charts using Chart Wizard
• Remove existing charts
• Rearrange chart order
• Update report name or settings

Menu Edit Option

1. Click the Three Dots menu
2. Select "Edit"
3. Opens report editor

• Report name
• Chart configurations
• Add/remove charts
• Rearrange layout
• Update filters

• Auto-generated reports (Summary, Trend)
• Campaign association
• Report type

Deleting Reports

How to Delete:

1. Click the Three Dots menu for the report
2. Select "Delete"
3. Report is immediately removed
4. Table refreshes automatically

• ⚠️ No confirmation dialog - deletion is immediate
• Action cannot be undone
• All charts in the report are removed
• Report disappears from My Reports list

• Duplicate reports
• Outdated reports
• Test reports
• Campaign ended and no longer relevant

• Consider if others are using the report
• Export important charts if needed
• Verify you're deleting the correct report
• Note: You cannot delete auto-generated reports

Searching for Reports

How to Search:

1. Type in the search box at the top
2. Search is real-time (filters as you type)
3. Results update instantly
4. Clear search to see all reports

What Can You Search?

• Report Name: Matches report titles
• Campaign Name: Finds reports by campaign
• Partial Matches: Doesn't need exact spelling
• Case Insensitive: Uppercase/lowercase doesn't matter

• Type "Q4" to find all Q4 reports
• Type "satisfaction" to find satisfaction reports
• Type campaign name to see all reports for that campaign
• Type partial name like "sales" to find "Sales Team Report"

• Use campaign names to group related reports
• Include dates or quarters in report names for easy searching
• Use descriptive names to make searching easier

Pagination and Items Per Page

Items Per Page Options

• 10 - Default, compact view
• 25 - See more without scrolling
• 50 - Large set of reports
• 100 - View all reports at once (if you have fewer than 100)

1. Look at bottom of table
2. Click "Items per page" dropdown
3. Select your preferred number
4. Table updates immediately

Pagination Controls

• Page Numbers: Click specific page number
• Previous/Next: Arrow buttons to move between pages
• Current Page: Highlighted in the pagination
• Total Count: Shows total number of reports

• Use larger items-per-page for searching
• Use smaller items-per-page for focused viewing
• Pagination remembers your selection
• Search works across all pages

Understanding Report Organization

Default Sorting

• Most recently updated at the top
• Helps you find reports you're actively working on
• Recently viewed reports appear near top

Custom Sorting (if available)

• Report Name (alphabetically)
• Campaign Name (alphabetically)
• Number of Charts (numeric)
• Last Updated (chronological)

• Sort by Last Updated to find recent work
• Sort by Report Name to find alphabetically
• Sort by Campaign to group related reports
• Sort by Charts to find complex reports

Best Practices for Report Management

Naming Conventions

• Include campaign or project name
• Add date/period if relevant
• Indicate report purpose
• Be specific but concise

• "Q4 2024 Employee Satisfaction"
• "Sales Team NPS Trends"
• "Customer Feedback - Dec 2024"
• "Product Launch Survey Summary"

• Generic names like "Report 1" or "New Report"
• Duplicate names
• Very long names (hard to scan)

Report Workflow

Creating a Report (Full Process)

1. Plan Your Report

• Decide which campaign to analyze
• Identify key metrics to track
• Determine chart types needed

2. Build Charts

• Open Chart Wizard
• Create individual charts
• Configure each chart carefully
• Preview before saving

3. Save to Report

• Name your report descriptively
• Save all charts to the report
• Verify charts appear correctly

4. Find in My Reports

• Navigate to My Reports
• Your new report appears in the list
• Click to view and verify

Editing an Existing Report

1. Find the Report

• Search or browse in My Reports
• Click edit icon

2. Make Changes

• Add new charts via Chart Wizard
• Remove outdated charts
• Update chart configurations
• Modify report name if needed

3. Save Changes

• Changes save automatically
• Return to My Reports
• "Last Updated" reflects changes

Sharing a Report

1. Open the Report

• Click report name to view

2. Export

• Click "Download PDF" for static version
• Click "Download PowerPoint" for editable version

3. Share the File

• Email the exported file
• Upload to shared drive
• Present in meetings

Troubleshooting

• Check search filters are cleared
• Verify report was saved successfully
• Refresh the page
• Check pagination - it may be on another page

• Reports with robot icon are read-only
• These are system-generated (Summary, Trend)
• Create a custom report instead using Chart Wizard
• You can still view and export them

• Check your permissions
• Auto-generated reports cannot be deleted
• Try refreshing the page
• Contact administrator if issue persists

• Check spelling
• Try partial search terms
• Verify report name
• Search by campaign name instead

• Reports use live data
• Open the report to refresh
• Check campaign is still active
• Verify data sources are current

• Use search to filter
• Increase items-per-page to 50 or 100
• Delete outdated reports
• Use better naming conventions

Quick Reference

Common Actions

• View Report: Click report name
• Edit Report: Click edit icon or three-dots → Edit
• Delete Report: Three-dots → Delete
• Search: Type in search box
• Change Page Size: Items per page dropdown

Report Indicators

• Number: Custom report with chart count
• Robot Icon: Auto-generated report
• Created Date: Below report name
• Last Updated: Rightmost column

Remember

• Custom reports are fully editable
• Auto-generated reports are view-only
• Delete is immediate with no undo
• Search works across name and campaign
• Reports use live data from campaigns

Need More Help?

• Report name and ID (if available)
• What action you were trying to perform
• Any error messages
• Screenshot of the issue
• Whether it's a custom or auto-generated report