Instant Reports

Overview

Instant Reports turns your project's results into two files: a PowerPoint presentation you can take straight into a readout, and an Excel workbook holding the numbers behind every chart in it.

Instead of screenshotting charts one at a time and rebuilding them in slides, you choose your survey, products, segments and confidence level, click Create Report, and get the deck already written, charted and footnoted.

A report is a snapshot, built from the settings in force when you clicked Create Report. It doesn't change afterwards, so you can generate several with different scopes and compare them.

Throughout this article, Products is the label you see on a physical product study. On a concept study it reads Concepts; on a survey-only study, Surveys.

Where to Find Instant Reports

Go to Insights and open the Reports tab. It's there from the moment your project is created, and it's a page on a multi-project dashboard too. Don't see it? Ask your account manager.

Create Report stays disabled until your project starts collecting data. It doesn't wait for collection to finish, though — you can report on partial results, and Insights shows a banner reminding you data is still coming in.

Creating a Report

Set your scope in the Settings sidebar: Survey, Products, Segments, your Confidence level, and — on a study with an alienation analysis — Control and Test.
Click Create Report at the bottom of the sidebar.

Generation takes up to a minute. The list refreshes itself every five seconds while your report builds, so you can leave the tab and come back to it.

Survey decides what the report compares: leave it on the default — Trial Surveys, or Concept Surveys on a concept study — to compare your products, or pick a single survey to cover that survey alone.

The colours you set in the Legend carry into the finished files, so set them before you generate. One exception: 5-, 7- and 9-point scale questions are drawn as stacked bars of their top, middle and bottom boxes, and those bands keep a fixed palette whatever your legend says.

Your reports collect in a list headed All Reports, each named after the settings it was built with, alongside who created it and when. If a report fails, you'll see a warning triangle in its row — delete it and create a new one.

Downloading a Report

The download icon in a report's row gives you three choices:

Download ZIP — both files together
Download Spreadsheet — the Excel workbook on its own
Download Presentation — the PowerPoint deck on its own

Tip: If your organisation's security settings block the contents of zip archives, take the spreadsheet and the presentation separately. That's exactly what the single-file options are for.

What's in the Deck

The deck opens with your study setup — a title slide, a methodology slide with your timeline and target audience, and an image slide for each selected product with an image on file.

Then comes an Executive Summary and your project objectives, if you have them, followed by your Scorecard and one slide per question. Chart slides carry a written summary, significance letters on the data labels, and a footnote giving the question text and each column's base. Open-end questions get text slides instead, with the most prominent topics and example responses from each — one set per product, and a full set per segment you've selected.

If your study includes Penalty Analysis or Alienation Analysis, those slides close out the deck.

Tip: The deck shows only the top three topics for an open-end question. To read every topic and response, open the same question in Explore.

What's in the Workbook

The workbook holds the crosstab data behind the presentation. A Metadata sheet records when the report was generated, the banner groups and columns it used, and your confidence level as a significance value: 0.05 for 95%. After that there's one worksheet per multiple choice or scale question, each holding that question's full crosstab and the chart that appears on its slide.

So you can rebuild any chart from the deck exactly, or run your own analysis from the same figures.

Not Every Question Gets a Slide

An Instant Report covers multiple choice, scale and open-end questions. Picture choice, ranking, numeric, Age and Yes/No questions produce no slide and no worksheet.

This catches people out, because several of those types do appear on screen — a question you can break down in Crosstabs may be missing from your deck entirely. When that happens, bring it across yourself.

A multiple choice or scale question with no responses is skipped as well.

Downloads — the raw response data, when you want the rows rather than a packaged recap
Scorecard — the on-screen version of the report's Scorecard slides
Explore — every topic and response behind an open-end slide
Crosstabs — the question types the report leaves out

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