Generate and download comprehensive reports with customizable settings.
The Reports feature allows you to generate detailed reports based on your survey data. You can customize the report by selecting specific surveys, products, and segments. Once generated, you can view a list of all created reports, see who created them, when they were created, and the settings used. You can also download or delete reports.
Accessing the Feature
You can access the Reports feature after your surveys have closed and data has been collected. Navigate to Insights > Reports from the main menu.
Generating a Report
To generate a new report, click the Generate Report button. This will start report generation with the following settings:
- Survey: Select the survey you want to generate a report for. This can include:
- Trial Surveys: Compare your products against each other.
- Other Surveys: Screener, Pre-Trial, Post-Trial, or Wrap Up surveys.
- Products: This option is only available for Trial Surveys. You can select which products or product groups to include in the report. The default is All products.
- Segments: You can segment your report by selecting any available segments.
- Confidence Level: Set the confidence level for statistical significance, from 80% to 99%. The default is 95%. This affects the Scorecard, where statistically significant values are highlighted.
- Alienation Analysis: If your survey includes an Alienation Analysis, you must select a Control and a Test product.
Once you have configured the settings, click Generate Report to create the report.
Managing Reports
On the main Reports page, you will see a list of all generated reports. For each report, you can see:
- Who created it
- When it was created
- The settings used for generation
You have the option to Delete or Download any report from this list.
Understanding the Report Download
When you download a report, you will receive a .zip folder containing two files:
- PowerPoint (.pptx): This presentation includes a comprehensive set of slides generated from your data.
- Excel (.xlsx): This file contains the scorecard data.
PowerPoint Presentation Contents
The PowerPoint presentation is structured in the following order:
- Project Setup: Slides covering the background and methodology of the study.
- Key Findings: Slides for all questions in the study.
- Quantitative Data: Scale questions are shown as stacked bar charts with aggregation groups (e.g., Top 3 Box, Middle 3 Box, Bottom 3 Box). Multiple-choice questions are represented as bar charts. Each chart includes a summary for a quick understanding of the findings.
- Qualitative Data: Open-ended questions are presented as text. There is one slide summarizing all products and individual slides for each product. These slides include a high-level summary, the most prominent topics, and the most relevant responses within those topics.
- Tip: You can review all topics and responses for any open-ended question by navigating to Explore in the Insights app.
- Penalty Analysis and Alienation Analysis: If applicable, these analyses are included at the end of the report.
- Scorecard: The scorecard data is the same as what you see in the Insights App.