Create a report
Click Create a report, then choose a starting template.1
Open the Reports tab
In your survey, go to Reports and click Create a report.
2
Choose a template
Four templates are available (see the table below).
3
Set the template options
For a crossed or comparison report: crosstab variable, total column or not, chart type (bars, lines or table), significance test type (Columns compared to the total, in pairs or to the previous).
4
Request the summaries or not
At creation time, you choose whether to add an AI-generated Summary on each slide, along with an overall summary of the report.
5
Confirm
The report is generated: one slide per question, according to the template you chose.
The four templates
Create a report with the AI assistant
To have AI build the report for you, click Create a report with the AI assistant, next to the form’s submit button. A new conversation opens in the Assistant tab, with a request already written: create a report that presents the survey’s results and addresses its objectives, based only on the available data. Review it, adjust it if needed, then send it. See Querying your results with AI.Summaries
A Summary is an analysis comment generated by AI.- Slide summary: one sentence of analysis on a slide. Available on every template, except the blank report (no data).
- Overall summary: a recap of all the results. Generated along with the slide summaries when you request them at creation time.
AI-generated summaries carry a small gold badge; its tooltip shows the generation date. It disappears as soon as you edit the comment (a space is enough). It is a safeguard: the badge flags a text that has not been reviewed yet.
Customize a slide
The report’s slide list shows a thumbnail of each slide, refreshed in the background a few seconds after each change.Choose a layout
- Free-form slide: as many charts as you want.
- Predefined layouts: two charts side by side, three, one above and one below, and so on.
- Divider slide: a separator slide, numbered automatically (01, 02, and so on). Its numbering cannot be changed on the platform; it can be after export.
Choose a chart type
Format a chart
- Sort the items, or align them with the order of another chart (useful for a brand funnel: awareness, consideration, purchase).
- Color a specific item (for example gold for the client’s brand).
- Hide items to keep only the most relevant ones.
- Display or hide labels.
- Display subtotals only.
- Duplicate a chart on the slide (for example total base on the left, subtarget on the right).
- Customize the caption: replace the technical label of the filters with clear wording (for example “asked to those aware of the brand”).
- Change the basis for displaying results of the chart: questionnaire flow or total base.
Set up the slide
- Default structure: each slide carries over the arrangement defined for your organization (title, indicator, chart, caption). This structure is edited in your organization’s template.
- Significance test: the type of test (vs Overall, in pairs, vs the previous) is set slide by slide. A single slide carries only one type of test, so as not to mix two comparison logics.
- Add a shape: insert a shape on the slide using the button in the top right.
Filter a report
A report is filtered at three levels, which stack.
To remove a filter, click Overall.
Roll out a report as a series
To produce several versions of the same report (one per area, per target, and so on), duplicate it and change only the filter.1
Duplicate the report
Start from a report that is already formatted and approved.
2
Change the filter
On the copy, apply the filter you want (for example one region).
3
Repeat
Duplicate and refilter as many times as needed.
Duplication does not update the summaries. Regenerate them, or check that the comment still holds for the new target.