The options menu give you access to:
- Add (charts/filters/reports)
- Data series (add)
- Settings (edit)
- Sharing (reports)
- Download (PDF/Excel reports)
- Color themes (add/edit/delete)
- Variables (edit)
- Video guide
The Add button allows you to add charts, filters and reports.
You can use the data series feature to create as many benchmarks as you want. Benchmarks make your report more dynamic and specific.
Watch video tutorial: create benchmarks using data series
Data series also enables you to categorize text variables. For example, you can categorize postal codes and use them to filter your charts.
1. Click on the icon to add a data series.
2. Click on the data series and click Edit. You will be directed to a new window.
Name: Edit the name of your data series.
Color: Select the color of your data series. The data series will have the same color throughout the report.
Ignore report and chart filters: Enable this option if you want the data series to ignore report and chart filters.
Data: Choose the filter your data series will include.
3. Click on Add Filter and you will be directed to a new window.
4. Select the variable to add to your data series. For this example we have chosen Within which area do you work? You will be directed to a new window.
5. By clicking Yes, you can allow readers access to your filter selections, which allows them to disable/enable data series. By click No, your data series cannot be disabled/enabled by readers. A new window will open.
6. Choose the filter selection(s) to include in your data series and click Save.
You can now use the data series in different charts to benchmark your data.
The Settings button allows you to change the name, language and color theme of your report.
Name: Here you can edit the name of the report. The change will also be shown in your report library.
Language: Here you can change the language of the report. Changes will be viewed by you and the readers you have shared the report with.
Color theme: Here you can change the color theme of the report. You can choose between the Enalyzer color themes or create some of your own.
Download Reports (PDF & Excel)
You can fully customize the view of your PDF reports by adding or excluding pages, graphs, logo, and much more
1. Click on Download PDF and you will be directed to a new window.
2. Under Optional pages, you can choose to exclude the front page, separator pages and open answers from the report.
3. Under Logo, you can choose to include the logo in the report. If you wish to include it, you will be asked to upload the logo.
4. Click Download PDF to download the report as a PDF file.
When you download reports as excel files, the report is shown as plain table data.
1. Click on Download Excel and you will be directed to a new window.
2. Click on Download Excel to download the report as an Excel file.
Enalyzer provides you with four default color themes. If these are not sufficient to represent your brand, you can create your own color themes.
Watch video tutorial: create color themes
1. Click on Color Themes and you will be directed to a new window.
2. Click on the icon and the newly created color theme will appear in the window.
3. Click on the newly created color theme and you can choose to edit, select or rename it.
Edit: Change all the colors to your specific preference. Click Done to save the changes.
Select: Selecting a color theme activates three options; select all, delete and copy. The icon selects all color themes, the icon deletes the selected color themes, and the icon copies the selected color themes.
Rename: Allows you to edit the name of the color theme.
Enalyzer allows you to define your own variables so that you can get the insights you need.
Example: You have asked respondents for their zip codes and you would like to group these into counties instead, i.e. group all Los Angeles zip codes (90734, 90717, etc.) into a single variable version.
- Go to the options menu and click variables.
- Click on your variable and select add variable view. For this example we chose the variable zip code.
- You now have the following options:
- Name: Edit the name of your variable view. The default name will be Version X; x being the number of the variable view. For this example we'll call the first variable version Los Angeles.
- Categories: Edit the categories this variable view contains.
- Click on the category you want to remove and click select. You are now able to click on several categories, if need be.
- Click to remove the categories from this variable. For this example, we removed all zip codes that do not correspond to Los Angeles.
- Category settings: Exclude/include variables from charts and average calculations and change the variable values.
The most common usage of this option is to remove the I don't know value. For example, the gauge shown below, illustrates the average Loyalty of the survey's respondents.
The gauge's scale ranges from 1 to 8, however the scale range in the survey is 1 to 7. Value 8 is the I don't know value and is being counted into the average. In other words, the above gauge does not truly reflect the Loyalty average.
For this example we select the Loyalty variable and click Edit. You will be directed to a new window.
Here you can see the Don't know response option has the 8 value. To remove the Don't know from the average and chart, simply click on the icon, which will be replaced by the icon. The Don't know response option has now been removed.
Click Done and you will directed to the report and the 8 value will have been removed from the chart and average. In this example, by removing Don't know, the average has gone from 6.1 to 5.2.
Watch Video Guides
Watch video tutorials and become an Enalyzer Pro!
Here are a few examples:
Want to watch more? Click here!
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