Navigating Report Mode

Learn how to use Report Mode.

Cameron Gavin avatar
Written by Cameron Gavin
Updated over a week ago

In this article:


Navigating Report Mode

Let’s take a look at all of the functions that are in the Report Mode.

Top Ribbon:

  1. Study Name: This is the name of the study that you are currently working on. You can click the arrow button to return to see all your studies.

  2. Create > Report: Navigates from building your study to seeing the results of your study. To review the results of your study, you must be in Report.

  3. Additional Language: If you completed a study in multiple languages, you can review the language results by selecting the language icon.

  4. Preview icon (play icon in top right): Brings you into Preview mode to allow you and others to test your study without counting their response.

  5. Survey Status button: Indicates what stage your study is in (I.e., Draft, Live or Complete).

  6. Audience: Displays the number of completes vs the target number of completes.

Report study workspace:

A. Left-side of your workspace: An overview of your study which helps you organize your sections within your study

Note: in the bottom of the left-side pane (just above the Settings cog) you can click 'Customize Report' and toggle on/off which sections of your study you want to be visible in report mode.

B. The main area of your workspace: Change the results you are viewing by selecting your study sections.

From the main workspace, you can change how you view the results tiles. You can also download the results as a CSV or PNG file. Idea screen results are also available to download as a PPTX.


Customizing the report dashboard

To simplify your reporting dashboard, you can select the Customize Report feature locked at the bottom left of your screen when you are in the Report Study tab.

  • Toggle off any sections within your study that you don’t want to see when analyzing your data.

  • Toggle any questions you wish to use as a filter - this can help keep your filter list neat and tidy!

  • Statements are toggled off by default, but can be toggled on if you wish to add some context when presenting your results.

  • Click DONE (top right-hand corner of your screen) when you are finished to close the Customize Report feature.


How to use in-study filters in your report

Filters within the Report mode help you understand how different audiences respond to the ideas and questions within your study. You can select to apply one filter, or multiple filters to help determine an idea's viability.

Directly below the Report mode ribbon is the Filter icon. By selecting this icon, you can apply filters to your report.

  • You can apply multiple filters from the same question or various questions within your study.

  • All the filters that you apply will display beside the Filter icon.

  • On the right side of the Filter icon toolbar, you will see how many respondents of your total audience meet your selected criteria (filters).

  • Your chart type will automatically adjust to the new sample base as determined by the filters you selected.

Once you have applied your filters close the Filter tab by clicking the X.

Note: All questions within your study should automatically appear as filters.

FAQ

Q: How do filters display multi-select data?

A: Filtered results will not be exclusive to multi-select questions. Meaning the results will not show only those responses where a respondent only selected option A. The filtered results will also include those respondents who selected other options while selecting option A.

*Therefore, if you filter by one answer option it may not be the same size (n) as if you were to filter by all answer options except for that one answer option and then deducted the difference from the total base size.*

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