Report Details

What is Report Details?

• Custom chart visualization - View all charts in your report
• Interactive filtering - Filter by date range, responses, and contact variables
• Flexible layouts - Charts positioned on a canvas
• Multiple chart types - Standard charts, text tables, crosstabs, cards, and more
• Export capabilities - Download as PDF or PowerPoint
• Sharing - Generate shareable links
• Dynamic updates - Rolling date reports update automatically

Understanding Report Types

Custom Chart Reports

• Charts created with Chart Wizard
• Positioned on a canvas
• Interactive and filterable
• Editable layout and configuration

Generated Reports by AI

• AI-generated  reports
• Formatted text with embedded charts
• Read-only view
• Scrollable content

Getting Started

Opening a Report

1. Navigate to My Reports
2. Click a report name
3. Report Details opens with all charts

Understanding the Layout

• Filters and controls
• Collapsible (arrow button)
• Shows filter indicators when collapsed

• Charts displayed on a scrollable canvas
• Charts positioned absolutely
• Responsive to filters and date changes

Using the Sidebar

Collapsing/Expanding

• Click the arrow button to toggle
• Collapsed shows filter indicators
• More space for charts when collapsed

Timeframe Selector

• Custom date range: Select start and end dates
• Before date: All data before a date
• After date: All data after a date

• Today, Yesterday
• This Week, Last Week
• This Month, Last Month
• This Quarter, Last Quarter
• Last 30/60/90/120/365 Days
• Year to Date (YTD)
• Last Year

• Dates recalculate automatically
• Data refreshes on load
• Example: "Last 90 Days" always shows the most recent 90 days

1. Open sidebar
2. Use the timeframe dropdown
3. Select a preset or choose "Custom Range"
4. For custom, select start and end dates
5. Report updates automatically

Time Trend Selector (if applicable)

• Day, Week, Month, Quarter, Year
• Groups time-series data
• Affects charts with time components
• Default: Week

Response Filters

1. Expand a question in the sidebar
2. Check/uncheck answer choices
3. Charts update to show filtered data
4. Multiple questions can be filtered

• Show only positive ratings (4-5 stars)
• Focus on specific departments
• Analyze particular response patterns

Contact Variable Filters (CCVs)

1. Find Contact Variables in the sidebar
2. Select values from dropdowns/checkboxes
3. Charts update to show only selected segments
4. Combine multiple CCV filters

• Filter by department, region, role
• Segment by employee type
• Analyze custom demographic groups

Understanding Chart Types

Standard Charts

• Bar, Column, Line, Area, Pie, Gauge, Heatmap, etc.
• Interactive: hover, zoom, click
• Fullscreen and export options
• Respond to filters

Text Tables

• Displays text responses in a table
• Shows Response and Date columns
• Updates with filters
• Scrollable for large datasets

Crosstab Tables

• Interactive pivot tables
• Drag-and-drop dimensions
• Filter and drill down
• Export data

Card Charts

• HTML-based visualizations
• Custom formatted displays
• May include text tables or special formats

Usage Charts

• Engagement metrics
• Channel performance (Web, SMS, Email)
• Billing data
• Time-based trends

Interacting with Charts

Hover for Details

• Move cursor over data points
• See exact values and labels
• Compare multiple series

Click Interactions

• Click "Other" segment to view comments
• Opens modal with detailed responses

• Click any word
• Opens modal showing all comments containing that word
• Read context and usage

• Click keywords or entities
• Opens modal with related comments
• See sentiment analysis

Chart Controls Menu

• View Fullscreen: Expand chart
• Download: Save as PNG, JPG, PDF, or SVG
• Print Chart: Print individual chart
• View Data Table: See underlying data

Zoom and Pan

• Click and drag to zoom
• Pan after zooming
• Reset zoom button
• Useful for detailed analysis

Filtering Your Report

Combining Filters

1. Set timeframe: "Last 90 Days"
2. Apply response filter: "4-5 star ratings only"
3. Apply CCV filter: "Sales Department"
4. All charts update to show filtered data

• Blue filter icon when response filters active
• Blue person icon when CCV filters active
• Visible even when sidebar is collapsed

Clearing Filters

• Uncheck boxes to remove filters
• Clear all filters button (if available)
• Refresh page to reset everything

Understanding Chart Layout

Canvas Positioning

• Charts positioned absolutely
• Can overlap (intentional or accidental)
• Canvas expands to fit all charts
• Scroll to see all content

Chart Sizing

• Each chart has width and height
• Resizable in edit mode
• Maintains aspect ratio
• Responsive to content

Chart Order

• Charts have an order property
• Affects layering and display
• Can be reordered in edit mode

Exporting Reports

Download as PDF

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

• All charts in current state
• Applied filters documented
• Date range included
• High-resolution charts

• Print-ready
• Professional formatting
• One chart per page (typically)
• Includes metadata

Download as PowerPoint

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

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

• Fully editable
• Add notes and annotations
• Rearrange slides
• Present directly

Sharing Reports

Generate Shareable Link

1. Click "Share" button in the header
2. Dialog opens with shareable URL
3. Link expires after set number of days (default: 7)
4. Copy link to share

• View-only access
• No login required (if configured)
• Shows current report state
• Respects applied filters
• Expires after set period

• Email the link
• Post in collaboration tools
• Include in presentations
• Share with stakeholders

• Links may be time-limited
• Consider who has access
• Don't share sensitive data publicly

Understanding Dynamic Reports

Rolling Date Reports

• Dates recalculate automatically
• Data refreshes on each view
• Always shows current period
• Example: "Last 90 Days" updates daily

• Always current
• No manual date updates
• Consistent time windows
• Great for dashboards

• Regular monitoring
• Executive dashboards
• Ongoing analysis
• Automated reporting

Static Date Reports

• Fixed date ranges
• Historical snapshots
• Don't change over time
• Preserve specific time periods

• Historical accuracy
• Reproducible results
• Snapshot of specific period
• Good for analysis

• Quarterly reviews
• Project analysis
• Historical comparisons
• Archived reports

Troubleshooting

• Date range excludes all responses
• Filters too restrictive
• Campaign has no data in range
• Solution: Broaden filters or expand date range

• Check filters are applied
• Verify date range includes data
• Refresh the page
• Check for errors in console

• Layout issue from edit mode
• Canvas sizing problem
• Solution: Edit report to reposition charts

• Many charts or large datasets
• Complex filters
• Network issues
• Solution: Wait for loading, check connection

• Verify questions exist in data
• Check date range includes responses
• Ensure CCV fields have values
• Try clearing and reapplying filters

• Too many charts
• Large data volumes
• Browser issues
• Solution: Try smaller exports, check browser

• Link may have expired
• Access permissions issue
• Report may have been deleted
• Solution: Generate new link, check permissions

Best Practices

Viewing Reports

1. View full report first
2. Identify interesting patterns
3. Apply filters to investigate
4. Export findings

• Rolling dates for current monitoring
• Static dates for historical analysis
• Match timeframe to analysis needs

• Combine multiple filters for insights
• Compare filtered vs unfiltered views
• Document filter combinations

Sharing Reports

• Verify filters are appropriate
• Check data is current
• Ensure report is complete
• Review for sensitive information

• PDF for static snapshots
• PowerPoint for presentations
• Share links for interactive viewing
• Email for formal distribution

Performance Tips

• Use filters to reduce data
• Focus on specific timeframes
• Export sections separately
• Consider breaking into multiple reports

• Use rolling date reports
• Set up alerts for key metrics
• Schedule regular reports
• Share links for stakeholders

Quick Reference

Common Actions

• View Chart Details: Hover or click
• Filter Data: Use sidebar filters
• Change Timeframe: Timeframe selector
• Export: PDF or PowerPoint buttons
• Share: Share button for link
• Collapse Sidebar: Arrow button

Chart Interactions

• Hover: See values
• Click: Interact (word cloud, pie segments)
• Menu: Fullscreen, download, print
• Zoom: Click and drag

Report Types

• Custom Charts: Interactive, filterable
• Generated Reports: AI, read-only

Need More Help?

• Report name and ID
• What you were trying to do
• Any error messages
• Screenshot of the issue
• Browser and version
• Whether filters were applied