Reports → Create a report → Pre-filled or Blank
Who can access ?
Roles | Access |
👑 Admins | Full access |
🛠️ Editors | Full access |
👀 Viewers | Full access to reports they own. Read only on others report. |
🔒 Restricted Viewers | Full access to reports they own. Read only on others report. |
What are the different report types ?
Access Level | Who Can Access | Description |
🌐 Public | Anyone with the link | Can be shared publicly. Data updates automatically when the page is refreshed. |
🔒 Private | Report creator only | Fully restricted. Only the creator can view and manage the report. |
🏢 Master | All organization members | Accessible to everyone within your organization. Users can select it as a template to create new reports. Not available externally. |
What are the different report status ?
Status | Features available | Description |
Draft |
| Reports when created are set as draft by default, you can setup the whole report and then save to publish the report and don't loose changes. |
Published | All features available | Once published the report will be saved in the team folder and depending the type other users will be able to access. |
Filtering in Reports
Filtering in reports is one of the most important actions when tailoring a report, there are two ways of filtering in the report.
Global Filters
Global filters have as a goal to filter the whole report, they work the same as in other places in the platform, you apply a filter and all the data in charts will consider this.
When having differences between what you see in a component compared to Dashboard or Live Feed make sure you've checked global filters to see if there is a difference in the scope.
Component Filters
Component filters main goal is when you want to apply to components different filters that are not complementary between them. For example when creating a report based on a source you can create one KPI based on January and another one based on February. Both will respect the source filer but then they will be filtered by the component filters.
Ignore report filter toggle is when you want this component to work independently of the global filters of the report.
The relation between component and global filters is always AND.
Creating components
On the right toolbar in reports the + button is the list of components we have available, you can create components by doing a drag and drop or clicking the + on each one of them.
You can now create components using Ask Feedier Feature, a conversation will be opened after selecting it and you can ask for components creation based on your needs.
Charts
KPI -> Track and compare KPI's
Capabilities:
Sizing: minimum sizing is 1/4 of the page and maximum is full page
Display mode: Can be chart or metric
Chart is over time
Metric will just display the KPI
KPI: Select the KPI you want to measure
KPI Filter (optional): Choose a scope for the KPI
Chart settings: Timeline of the chart (only available for chart mode)
Comparison (optional): Choose a filter you want to compare the KPI against and see the deviation.
Display: title of the component and a footer in case you want to add extra information.
Score Table -> Select an attribute and visualize several KPI's for each value
Capabilities:
Sizing: minimum is full page
Select an attribute: choose the attribute you want to analyze
Columns: Select the KPIs you want to measure
Sorting and limits: choose how to sort the table and the amount of values to be displayed
Component Filter (optional)
Display: title of the component and a footer in case you want to add extra information.
Benchmarking -> Compare KPIs across different breakdowns
Capabilities:
Sizing: minimum sizing is 1/4 of the page and maximum is full page
Display mode: Can be bar chart or line chart
Bar Chart is a stacked bar only available for some types
NPS
CES
Ratings
Rating Table
Volume %
Number of Feedbacks
Choices
Sentiment
Line Chart is the over time benchmark
Benchmarking type: choose the type you want to analyze
Breakdown by: Select the objects you want to compare
Value selection: depending the breakdown by the values you will be able to select
Feedback items: choose a specific feedback item you want to focus on, this step is required for scaled feedback items:
CES
Ratings
Ratings Table
Choices
Chart settings (only for Line chart mode): Timeline of the chart
Component Filter (optional)
Display: title of the component and a footer in case you want to add extra information.
Conditions:
Based on KPI's
Rating
Feedback item required
no other condition
CES
Feedback item required
no other condition
Rating Table
Feedback item required + Option
no other condition
Choices
Feedback item required
No view over time
Breakdowns not available
Years
Custom KPI's
Only view over time available
Breakdowns not available
Weeks
Months
Quarters
BASED ON BREAKDOWNS
Attribute
No condition
Automatic selection for KPI's that not custom formulas
Segments
No condition
No automatic selection
Sources
No condition
Automatic selection for KPI's that not custom formulas
Feedback Item
No condition
Automatic selection for KPI's that not custom formulas
Topic
No condition
Automatic selection for KPI's that not custom formulas
Weeks
Only stacked bar
Values selection based on time period
Months
Only stacked bar
Values selection based on time period
Quarters
Only stacked bar
Values selection based on time period
Years
Only View over time
No automatic selection
Correlation Matrix -> Observe Correlations between different objects for a specific KPI
Capabilities:
Sizing: minimum sizing is 1/4 of the page and maximum is full page
Layout type: choose the type you want to analyze
Not available for Ratings, Ratings Table, CES, Choices.
Axis: Select the objects you want to compare in each axis
Available Options
Attributes
Topics
Feedback Items
Segments
Way of filling them
Manually
Automatic selection
Component Filter (optional)
Display: title of the component and a footer in case you want to add extra information.
Analysis
Swot Analysis -> turns your feedback into: what to protect (Strengths), fix (Weaknesses), invest in (Opportunities), and defend against (Threats)
Capabilities:
Sizing: minimum sizing is full page
Focus on: choose if you want to focus on a topic segment or topic
Breakdown: choose the type you want to analyze
Component Filter (optional)
Display: title of the component.
Feedback Item & Attributes -> Explore Feedback Items and Attributes Volume
Capabilities:
Sizing: minimum sizing is 1/4 of the page and maximum is full page
Chart type: Bar chart or Pie chart visualization
Breakdown: choose the type you want to analyze
Feedback Item type:
Select feedback items
Attribute selection:
Select Attribute values
Component Filter (optional)
Display: title of the component and a footer in case you want to add extra information.
Text Analysis -> View your Text analysis data for verbatims, feedback items and topics
Capabilities:
Sizing: minimum sizing is full page
Type of Analysis:
Verbatims: Verbatim list based on
Top - Limit to choose which verbatims to see and the sorting
Feedback items to choose specific feedback items
Columns to select what information to see:
Feedback Item
Sentiment
Date
Attribute Values
Feedback Items: feedback item list based on
Feedback items selection
Top to sort the table
Topics: topics list based on
Top - limit to choose which topics to see and the sorting
Component Filter (optional)
Display: title of the component and a footer in case you want to add extra information.
Insights
Capabilities:
Sizing: minimum sizing is full page
Focus on: choose if you want to focus on a topic segment or topic
Type: select if you want only to see positive or negative insights
View over time: visualize the insights over time
Component Filter (optional)
Display: title of the component and a footer in case you want to add extra information.
Content
Notes
Capabilities:
Sizing: minimum sizing is 1/4 and maximum is full page
Action Plans -> Integrate your action plans in reports
Capabilities:
Sizing: minimum sizing is full page
Saved action plan: choose your action plan
Choose your data version
Choose your title
Image -> Upload an image to the report
Capabilities:
Sizing: minimum sizing is 1/4 and maximum is full page
Upload a file
Image display mode: select the fit
Map -> display your geographic attributes in a map
Capabilities:
Sizing: minimum sizing is full page
Location: choose a location as reference for the map
Zoom level: choose the zoom you want in the map
Select an attribute: choose the geographical attribute to display
Value selection: manual or automatic
Component Filter (optional)
Display: title of the component and a footer in case you want to add extra information.
Branding
Title
Edit the title of the report by clicking on the pencil or edit button.
Color palette
Edit the color palette of the report with the option in the right toolbar
Cover page
Select your cover image, title color and the template to customize your report
Sharing and presenting
Presentation mode to enter in full view and showcase your report
Share your report generating a link that people can open in their browser
Expiration link to expire the shareable report after a specific date
Creating a report with Ask Feedier
One of the functions of Ask Feedier is to create a report from an intent:
