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A guide to the report

A guide to the report

The report in Feedier is a powerful tool that allows you to present your feedback data in a concise and professional manner, making it easy to share with both internal and external stakeholders. This guide provides a step-by-step overview of how to create, customize, share, and manage reports in Feedier.

Setup

Accessing the report

Reports → Create a report → Pre-filled or Blank

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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 master report - one that’s already been generated as template to use.

You can sort reports by Name and Created time within the table, as well as move duplicate and delete.

Screenshot 2024-03-18 at 18.38.22.png

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, Question answers, Attribute answers, Scores Table, Text Analysis, Benchmarking, Correlation and notes.

Creating a KPI chart

Adding a KPI directly into your report allows you to track how your key questions or attributes are performing in one place.

  1. Choose the KPI you would like to track:
    a. NPS

    b. Satisfaction Ratio
    c. Number of Feedback
    d. Attribute Values Quantity
    e. CES

  2. Then apply any optional filters to your KPI should you wish to

  3. Select the optional timeline dropdown for a relevant view of your data → It’s not necessary unless you want the ‘View as Chart’ option

  4. If you want to see progression over time you can select ‘View as chart’

  5. Add an optional Comparison filter to help you better understand your KPI’s

  6. Add a title


Creating a Question chart

Once you choose the ‘breakdown by questions’ option you will have 4 easy steps to create a question answer graph.

  1. Choose your chart type between:

    1. Bar Chart

    2. Pie Chart

  2. Choose the question type between:

    1. CES

    2. NPS

    3. Ratings

    4. Ratings Table

    5. Smiley

    6. Choices

    7. Etc

  3. Choose the questions you want to see regarding the question type

  4. Select if you want to see feedback count, feedback % or both as labels.


Creating an Attribute chart

Once you choose the breakdown by attributes you will have 4 easy steps to create a customised question answer graph.

  1. Choose your chart type between:

    1. Bar Chart

    2. Pie Chart

  2. Select an attribute

  3. Choose the values you want to see regarding the attribute chosen

  4. Select if you want to see feedback count, feedback % or both.


Creating a scores table

The scores table gives you a way of ranking attributes based on the top and worst NPS scores.
It also gives you additional information alongside such as satisfaction, feedback volume, CES and rating scores.

The first step will be to choose the attribute you want to display

  1. Then you will be able to choose the sorting style

  2. Select the minimum feedback number input to hide not relevant attributes in terms of feedback amount.

  3. Choose the KPI’s you want to display

  4. Add a title


Creating a text analysis chart

a) Type of graph selected → Text Answers

  1. Add the questions you want text to be displayed

  2. Group by question option → in case you want to analyse each question and not each text answer

  3. Choose how you sort the responses

  4. Add a title


b) Type of graph selected → Topic

For the Topic chart, just select the topics you want to see and edit the title to your needs.


Creating a benchmarking chart

a) Choosing a 1v1 Comparison benchmark

  1. Choose your KPI:

    1. NPS

    2. Ratings

    3. Satisfaction Ratio

    4. Choices

    5. CES

  2. Choose the chart type

    1. 1 vs 1 comparison

  3. Choose the dataset’s you want to compare (add your filters)

  4. Select the questions that are relevant for the chart if necessary

  5. Add a title


b) Choosing a Stacked Comparison benchmark

Choose your KPI:
a. NPS
b. Ratings
c. Satisfaction Ratio
d. Choices
e. CES

Choose the chart type

Stacked Comparison

  1. Choose to breakdown by

a. Attribute

b. Segment

c. Team

d. Survey

  1. Add the questions that are relevant for the graph if necessary

  2. Edit the title

 

 

Creating a correlation matrix

  1. Choose the layout type:

    1. Volume

    2. Volume %

    3. Sentiment

    4. Satisfaction

  2. Choose the breakdown between:

    1. Attributes

    2. Questions

  3. Choose the attribute you want to display in the X-axis

  4. Choose the attribute values you want to display for the X-axis

  5. Do the same steps but for the Y-axis

  6. Add a title



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.


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).

Dashboard Views

Creating Master reports

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.

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