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When you create a Customized Report/Chart after adding all the questions to your survey, a slide for each of the question in your survey will be created. You can edit each of these slides and customize the slides to fit your presentation needs.
The Customized Reports/Charts tool can be accessed by clicking on
- Login » My Surveys » Reports » Online Tools » Customized Reports
Enter a Name for your report and click on the Create New Online Report button to create a Customized Report/Chart.
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What are the different Customization options?
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- To Edit "Global Options" for the Report and to edit the "Executive Summary" click on the Options link.
- In the Popup window make the changes and click on the Save Changes button.
- To Edit the slide content click on the Customize link.
- In the Popup window select the slide
- Click on the Edit Slide Contents button and make the Changes.
- Click on the Save Changes button to save the changes.
- After making the changes click on the Refresh link for the Report. Only after you click on the Refresh link will the changes reflect.
What are the different Output options?
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- View: Use this link to view the Report. You can also print the Report by clicking on the "Print" link near the bottom of the Report.
- Share: Use this link to get the URL (Link) for the Report. You can then distribute the URL for the Report to share with others.
- PDF/Word: Use this link to generate a PDF / Word copy of the Report. Only after you click on the PDF/Word link will the Icon links be generated.
- Icon LinksYou can click on the respective links to download the Report in that particular file format. You can download a Zip File for the Report by clicking on the Zip Icon. The report will be available offline. To share this report with others you can also email the Zip file as an attachment.
How can I have "Multiple Scenario" Slides -- With grouping and filtering?
Grouping and filtering are currently integrated into the Customized Reports/Charts Module. For any slide you can choose to display the "Base" data or a "Comparison" data.
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What other options can I Edit for the Slides in the Edit Mode?
You can edit the Chart Type, Size, change Legend Location, enter Custom Text for the Slides, enter Headers as well as Footers for the Slides. You can even insert Images in the Slides. You can upload the Images under the Edit Survey tab and simply copy and paste the HTML associated with the Image where needed. For more information see the Images/Multimedia link below.
I do not want to include all slides in the Report, can I disable particular slides?
Yes! Under the Edit mode, select the "Disable this slide" check box and the Slide will not be displayed.
I've added questions to my survey, but the slides do not show up!
Custom Reports are Static Reports. You will need to click on the "Refresh" link for the Report to update it so that the Latest Changes are reflected. The slides are created when you create the Customized Report/Chart. If you add/delete/rearrange questions to your survey, you'll have to delete the older Customized Report/Chart and create a new one. This will create a slides for all the questions in your survey.
How can I remove the "Analytics Powered By ...." text on the slides?
You cannot Remove this text.
License Restrictions
This feature/tools described here are available with the following license(s) :
- Corporate License
- Enterprise Site License/All Editions
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