Reporting involves creating and customizing reports to present data and insights tailored to your specific needs. It allows you to generate exclusive, personalized reports by duplicating existing ones and modifying them to suit your requirements. This ensures you receive focused, relevant information that supports your role and decision-making process.
Different reporting types
Standard reports provide a general way of presenting data and insights. They offer a fixed structure that helps you quickly access relevant information.
Customized reports allow you to tailor reports to your specific needs by modifying existing reports. This ensures that the data and insights match your requirements or team goals.
These reports are exclusive to a single team member, ensuring that only the designated individual has access to view them. You can easily create these personalized reports by duplicating an existing report and modifying it to meet your specific needs.
How do I generate a report?
- Navigate to Surveys (tekstlink naar artikel) in the menu.
- Either edit an existing survey or create a new one until you reach the step where you need to select the report type.
- Select the desired report type.
- Click Finish survey to complete the process.
- The report is being generated, but may take a few minutes to complete. The report data will automatically update every day.
How can I get a customized report?
We recommend contacting the Customer Success team for more information about a customized report.