Report Builder

What is Report Builder?

• Visual canvas - Drag-and-drop chart positioning
• Multiple chart types - Charts, cards, crosstabs, and AI-generated content
• Flexible layout - Position and resize charts
• Grid alignment - Snap-to-grid and alignment helpers
• Timeframe control - Static and rolling date ranges
• Save and edit - Save reports and edit later

Getting Started

Creating a New Report

1. Navigate to Insights → My Reports
2. Click "Create Report" or similar
3. Report Builder opens with an empty canvas

Editing an Existing Report

1. Go to My Reports
2. Click the edit icon (pencil) on a report
3. Report Builder opens with existing charts

Understanding the Interface

Header Bar (Top)

• Back Arrow: Return to My Reports
• Title: "Create report" or "Edit report"
• Report Name Field: Enter/edit the report name

• Snap Indicator: Shows grid snap status
• AI Button: Generate AI summary report (if available)
• Chart Wizard Button: Open Chart Wizard
• Add Card Button: Add text/card elements
• Add Crosstab Button: Add pivot tables (if available)
• Save Changes: Save report (enabled when there are changes)
• Exit: Cancel and return to My Reports

Left Sidebar (Editor Panel)

• Campaign Selector: Choose the data source
• Disabled when charts exist: Campaign cannot be changed after adding charts

• Timeframe Selector: Choose date range type
• Date Pickers: Set start/end dates (if applicable)
• Supports static and rolling date ranges

Main Canvas Area

• Instructions to select campaign and time range
• Add charts to start building

• Grid Background: 40px grid for alignment
• Charts: Positioned absolutely on canvas
• Scrollable: Canvas expands to fit all charts

Setting Up Your Report

Step 1: Name Your Report

1. Click the name field in the header
2. Enter a descriptive name
3. Name can be changed anytime

• Use descriptive names
• Include date/period if relevant
• Example: "Q4 2024 Employee Satisfaction Dashboard"

Step 2: Select Campaign

1. Open the sidebar
2. Use "Select Campaign" dropdown
3. Choose the campaign to analyze

• Campaign cannot be changed after adding charts
• Select the correct campaign first
• Campaign must have responses

Step 3: Set Time Range

• Custom Range: Select specific 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

1. Use the timeframe selector dropdown
2. For custom ranges, select start and end dates
3. Data loads automatically when valid

• Rolling: Updates automatically (e.g., "Last 90 Days")
• Static: Fixed dates (e.g., "Jan 1 - Mar 31, 2024")

Adding Content to Your Report

Method 1: Chart Wizard (Recommended for Custom Charts)

1. Click "Chart Wizard" button
2. Chart Wizard opens
3. Configure your chart (see Chart Wizard guide)
4. Click "Add" to add to report
5. Chart appears on canvas

• Custom visualizations
• Complex multi-metric charts
• Specific chart types
• Time-series analysis

Method 2: AI-Generated Summary (If Available)

1. Ensure campaign and timeframe are set
2. Click "Create Summary using AI" button
3. AI generates markdown report
4. Review generated content
5. Save to include in report

• Quick summaries
• Executive overviews
• Narrative reports
• Automated insights

Method 3: Add Card

1. Click "Add Card" button
2. Card dialog opens
3. Enter card content (HTML/text)
4. Configure styling
5. Click "Add" to place on canvas

• Text blocks
• Key metrics display
• Custom HTML content
• Summary information

Method 4: Add Crosstab (If Available)

1. Click "Add Crosstab" button
2. Crosstab dialog opens
3. Configure pivot table
4. Select dimensions and measures
5. Click "Add" to place on canvas

• Data exploration
• Multi-dimensional analysis
• Interactive pivot tables
• Complex data relationships

Working with Charts on the Canvas

Positioning Charts

1. Click and hold on a chart
2. Drag to new position
3. Release to drop

• Charts snap to 40px grid by default
• Helps alignment
• Indicator shows "Snap enabled"

• Hold Shift while dragging
• Indicator shows "Snap disabled"
• Allows free positioning

• Charts align to nearby charts automatically
• Aligns to edges within tolerance
• Works for both X and Y axes

Resizing Charts

1. Hover over bottom-right corner
2. Resize handle appears
3. Click and drag to resize
4. Size indicator shows dimensions
5. Release to set size

• Minimum width: 250px
• Minimum height: 100px
• No maximum (within reason)

• Larger charts for detailed data
• Smaller charts for overviews
• Consistent sizes for visual harmony

Editing Charts

1. Hover over chart
2. Click pencil icon (top-right)
3. Chart Wizard opens
4. Modify configuration
5. Save to update chart

1. Click pencil icon on card
2. Card dialog opens
3. Modify content
4. Save to update

1. Click pencil icon on crosstab
2. Crosstab dialog opens
3. Modify configuration
4. Save to update

Deleting Charts

1. Hover over chart
2. Click delete icon (trash)
3. Chart is removed immediately
4. Cannot be undone (but you can re-add)

Understanding the Grid System

Grid Background

• 40px × 40px grid
• Dashed lines for reference
• Helps with alignment
• Always visible on canvas

• Charts snap to grid intersections
• 40px increments
• Can be disabled with Shift

Alignment System

• Charts align to nearby charts
• Works when within 40px tolerance
• Aligns X or Y axis
• Visual feedback during drag

• Closest chart takes priority
• Only one axis aligns at a time
• Grid snap applies to non-aligned axis

Saving Your Report

Save Changes Button

• Report name changed
• Charts added/removed/modified
• Campaign or timeframe changed
• Any unsaved changes

• "Report Saved" shown
• All changes saved
• No unsaved modifications

How to Save:

1. Make changes to report
2. "Save Changes" button becomes active
3. Click "Save Changes"
4. Report saves to database
5. Button shows "Report Saved"

• Charts sorted by position (Y then X)
• Order numbers assigned
• All data saved
• Success notification appears

• Save regularly to avoid losing work
• Changes are not auto-saved
• Must click "Save Changes" to persist

Best Practices

Report Organization

• Place important charts at top
• Group related charts together
• Use consistent sizing
• Leave space between sections

• Reports save charts in Y-then-X order
• Top-to-bottom, left-to-right
• Consider reading flow

• Larger charts for key metrics
• Smaller charts for supporting data
• Use alignment for clean look

Naming Conventions

• Descriptive and specific
• Include date/period
• Indicate purpose
• Example: "Q4 Sales Performance Dashboard"

• Group by theme
• Use consistent positioning
• Align related charts

Timeframe Selection

• Use rolling dates (e.g., "Last 90 Days")
• Always shows current data
• No manual updates needed

• Use static dates
• Preserve historical snapshots
• Reproducible results

• Use specific date ranges
• Match presentation period
• Clear timeframe context

Troubleshooting

• Campaign is locked after adding charts
• Delete all charts to change campaign
• Or create a new report

• Verify campaign has responses
• Check date range includes data
• Ensure timeframe is valid
• Try refreshing

• Check report name is entered
• Verify campaign is selected
• Ensure valid timeframe
• Check for error messages

• Drag charts to reposition
• Use grid snapping for alignment
• Resize if needed
• Check z-index layering

• Grid is always visible
• Check canvas background
• May be subtle but present

• Check snap indicator
• Release Shift key
• Try dragging again
• Grid snap is automatic

• Hover over bottom-right corner
• Wait for cursor to change
• Click and drag to resize
• Handle appears on hover

Quick Reference

Keyboard Shortcuts

• Shift + Drag: Disable grid snapping
• Click + Drag: Move chart
• Drag Corner: Resize chart

Button Functions

• Chart Wizard: Add custom charts
• Add Card: Add text/HTML cards
• Add Crosstab: Add pivot tables
• AI Summary: Generate AI report
• Save Changes: Save report
• Exit: Cancel and leave

Chart Actions

• Pencil Icon: Edit chart
• Delete Icon: Remove chart
• Drag: Move chart
• Resize Handle: Resize chart

Need More Help?

• Report name (if saved)
• What you were trying to do
• Any error messages
• Screenshot of the issue
• Browser and version
• Whether you're creating or editing