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A guide to reports

Julien Chil avatar
Written by Julien Chil
Updated this week

Accessing the report

Reports → Create a report → Pre-filled or Blank



Report Creation

To create a report you have three options:

  1. Create a pre-filled report (which you can personalise)

  2. Start with a blank report to add only the data you need

  3. Create from a template report - one that’s already been generated as template to use.




Global Filter

The Global filter works like the filter found on the platform, meaning you can filter all charts within the report using this function.



Creating charts

There are a number of different chart types available within the report. Those that are listed as Components and include KPI, Feedback Item, Attribute answers, Scores Table, Text Analysis, Benchmarking, Correlation and notes.

Make sure to each chart at the bottom of the workflow in order make sure the component is saved.


All charts available :


Report Organisation


Add filters to individual charts

Next to the configuration tab of all charts, there is the filter option which gives you the ability to customise the graph to dependent.





Adding notes

To create notes as full slides or half slides, simply add the component and input the text according to your requirements.





Add Annotations to each chart

You can add annotations to each chart by toggling on and hitting save.





Move the chart order

You can click and drag any slide on the left panel, or you can select Page in the top ribbon.



Tips to enhance your report

  • Adding comments to individual graphs to describe the data.

  • Deleting graphs that you don't need. Deleted graphs won't appear in the shared or downloaded report.

  • Rearranging the order of the graphs in the report.

Make sure to save your report at the top of the page in order to access your report later


Share Your report

Sharing your report is a great way to keep track of live data and share it with external stakeholders.

You can share your report as a public link (no Feedier login required).



To create a downloadable copy of your report, click the Download button at the top of the page. This allows you to print and report on your data offline.


Dashboard Views

If you want specific users to view a report on their homepage, you can link a report to a custom dashboard view.



Creating Master reports

Reports → Create Report


If you have a report that you want other users to use as a template, you can set it as a master report in the report page.

Setting a report as master will make the report available to all users and sub-teams. Users can also use this as a template when creating new reports.

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