Create a report

Create multiple reports for a single survey so you can share them with stakeholders who may be interested in different views of the same data.

Example

You have regional account executives in North America, Europe, and Asia who are interested in viewing and analyzing data for their respective regions. To address their needs, you:

  • Create 3 reports.
  • Filter each report on the Region profile variable so that one report shows North American data only, one report shows European data only, and so on.
  • Share the regional reports with the appropriate account executives.
  1. Do either of the following:
    • On the report toolbar, click Report > New.
    • In the Table of Contents, from the Reports list, click Add New Report.

    Result: A new report based on unfiltered, unaltered survey data is created. The new report opens in the report pane and appears at the bottom of the Reports list.
  2. Optional: Rename the new report.
    • At the top of the report pane, type a new name.

    • At the top of the report pane, click Edit, and then type a new name.

Note: The application always opens the last report you viewed if you have multiple reports.