Reports

Generate comprehensive reports to visualize, analyze, and share your survey results.

Report Types

Summary Report

Overview of all responses with:

Response statistics
Completion rates
Charts for each question
Key metrics

Individual Responses

View each response separately:

Complete answer set
Response metadata
Respondent information
Timestamp details

Cross-Tabulation Report

Analyze relationships between questions:

Compare answer segments
Statistical significance
Correlation analysis

Trend Report

Track changes over time:

Response trends
Score changes
Comparative analysis

Creating Reports

Generate a Report

Go to survey’s Analyze tab
Click Reports
Select report type
Configure options
Generate report

Report Configuration

Data Selection:

All responses or filtered
Date range
Collector filter
Status filter (complete/partial)

Questions to Include:

All questions
Selected questions
Question groups

Display Options:

Chart types
Show percentages/counts
Include open-ended responses
Show statistics

Charts & Visualizations

Available Chart Types

Bar Charts:

Horizontal or vertical
Stacked or grouped
Best for comparing categories

Pie/Donut Charts:

Show proportions
Best for part-to-whole
Limit to <7 segments

Line Charts:

Show trends over time
Connect data points
Best for temporal data

Tables:

Detailed numeric data
Sortable columns
Export-friendly

Customizing Charts

For each question, configure:

Click chart settings icon
Select chart type
Choose colors
Set labels and legends
Configure axis options

Color Options:

Use survey theme
Custom color palette
Single color gradient
Conditional colors

Filtering Reports

Apply Filters

Segment your data:

Click Add Filter
Select question to filter by
Choose answer values
Apply filter

Multiple Filters:

Add multiple conditions
AND/OR logic
Save filter sets

Common Filter Uses

By Response:

Completion status
Response date
Time to complete

By Answer:

Specific answer choices
Score ranges
Text contains

By Respondent:

Contact group
Custom fields
Email domain

Save Filter Views

Save frequently used filters:

Apply your filters
Click Save View
Name the view
Access from Views dropdown

Cross-Tabulation

Setting Up Cross-Tabs

Compare answers across segments:

Go to Reports > Cross-Tabulation
Select row variable (banner)
Select column variable (stub)
Generate report

Reading Cross-Tab Results

             | Male | Female | Other |
|------------|------|--------|-------|
| Satisfied  | 45%  | 52%    | 48%   |
| Neutral    | 30%  | 28%    | 32%   |
| Unsatisfied| 25%  | 20%    | 20%   |

Shows how satisfaction varies by gender.

Statistical Significance

Enable significance testing:

Chi-square test
Confidence levels (90%, 95%, 99%)
Highlight significant differences

Generate a public link:

Click Share Report
Configure sharing options:
- Password protection
- Expiration date
- Allow download
Copy and share link

Email Report

Send report directly:

Click Email Report
Enter recipients
Add message
Schedule or send now

Download Report

Export as file:

PDF Export:

Professional formatting
Include your logo
Print-ready

PowerPoint:

Editable slides
Chart per slide
Presentation-ready

Word:

Full report document
Editable text
Include commentary

Customizing Report Appearance

Branding

Add your brand elements:

Go to Report Settings
Upload logo
Set colors
Add footer information

Layout Options

Configure report layout:

Questions per page
Chart size
Include page numbers
Table of contents

Cover Page

Customize the cover:

Report title
Subtitle
Date
Your logo
Custom text

Scheduled Reports

Set Up Automated Reports

Receive reports automatically:

Go to Reports > Scheduled
Click Create Schedule
Configure:
- Report type
- Frequency (daily, weekly, monthly)
- Recipients
- Format

Schedule Options

Frequency:

Daily at specific time
Weekly on specific day
Monthly on specific date
On survey close

Conditions:

Only if new responses
Minimum response threshold
Always send

Advanced Features

Custom Metrics

Create calculated fields:

Averages and totals
Weighted scores
NPS calculations
Custom formulas

Comparison Reports

Compare across:

Time periods
Collectors
Surveys
Segments

Text Analysis

For open-ended questions:

Word clouds
Sentiment analysis
Theme categorization
AI-powered insights

Best Practices

Report Design

Lead with key insights
Use consistent chart types
Don’t overcrowd pages
Include context and explanations

Data Presentation

Round percentages appropriately
Use meaningful decimal places
Label everything clearly
Explain statistical terms

Know your audience
Provide executive summary
Include methodology
Offer to answer questions

Use Cases

Executive Summary

For leadership:

Key metrics on first page
Visual-heavy
Highlights and trends
Recommendations

Detailed Analysis

For researchers:

Full data tables
Statistical tests
Methodology details
Raw data access

Client Deliverable

For external sharing:

Professional branding
Clear explanations
Actionable insights
Protected access

Team Updates

For internal teams:

Regular cadence
Focus on changes
Action items
Progress tracking

Troubleshooting

Report Not Generating

Check for sufficient responses
Verify filter settings
Clear browser cache
Try smaller date range

Charts Not Displaying

Check question type compatibility
Verify data exists
Try different chart type
Update browser

Export Issues

Check file size limits
Try different format
Reduce included questions
Contact support for large reports

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