The following functions are availablle in the report overview:
- Page overview
- Page settings
- Add charts (frequency & comparison)
- Add an introduction text/picture
- Add a filter to your report
- Change viewing options
1. Click on the page overview image at the top of the report overview.
2. The Page Overview menu will appear above.
3. You can now navigate through your pages.
Note: The actual page will always be highlighted.
1. Click on the page you wish to edit and a menu will appear.
2. Click Settings and the Page Settings menu will open to the left.
Page name: Edit the page name.
Number of columns (max): Choose the maximum amount of columns for your page. You can choose between 1, 2 and 3 columns per page.
Add Charts (Frequency & Comparison)
1. Click the icon and a new menu will open with two options; frequency and comparison.
Frequency: Standard graphs and tables showing how the response frequency is distributed among the different response alternatives.
Watch video tutorial: create and customize frequency charts
Comparison: Standard graphs and tables crossing two variables from your report. For example, you can compare "Country" with the question elements in order to see the responses distributed by country.
Watch video tutorial: create and customize comparison charts
2. After choosing to create a frequency or a comparison, you will be directed to a new window.
3. Choose the variables you wish to include in your report and click the green Add button. You will be directed back to your report and you will see your new content.
Add Introduction Text/Picture
1. Click the icon and a new menu will appear.
2. Click the icon to edit the introduction header and the introduction.
3. If you would like to add a picture to your introduction header, e.g. your logo, click on the icon and select the picture you want.
Watch the video tutorial on report and chart filters here.
1. Click on the icon and a new menu will appear.
2. Click Add Filter and you will be directed to a new window.
3. Click on the variable you would like to filter by, for this example we have chosen the variable Within which area do you work? to filter our report. You will be directed to a new window.
4. Decide if your filter will be closed or open for readers. Open filters allow the readers to make their own selections within the filter. Closed filters cannot be customized. Closed filters are useful if you wish to, for example, share a report with a manager and allow them to only see the results of his subordinates.
To make your filter open, click Yes. You will be directed to a new window.
5. Choose the default selection for your filter. Since this is an open filter, readers will be able to make their own selections, however the selection you choose will be shown as the default one. For this example we chose All. You will be directed to a new window.
6. You can choose to change the name of your filter. For this example, we will change the filter name from Within which area do you work? to Department. Changing the name of the filter allows for readers to better understand the filter's purpose.
Click Done and the filter will be created.
7. The icon show the filter is open and you can see that the graphs are filtered through the Department filter with All filter selections.
Pro tip: You can use filters to manage viewing rights to your reports. Watch the video tutorial to learn more.
Change Viewing Options
You can change the layout of the report to list, charts, tables or fullscreen, by using the Show as menu.
List: An overview of which variables are included in which page on the report. Here you can add/edit pages and arrange the order of the pages/charts. Click here to read more about it.
Charts: The standard view that includes all the graphs of your report. Here you can change the position and width of your charts.
Tables: The variables are illustrated as tables.
Fullscreen: Graphs will be shown on individual pages.