In this article
Use the StoryCreator to create engaging and customizable reports for your projects. This article guides you through each setup panel, including questions, filters, calculation types, export formats, and more. Follow these steps to configure the options you want to provide to users in the StoryCreator.
Note: Only Administrator users can see and click the Setup button. To add a StoryCreator report, please see Adding Report Types.
1: Access the setup window
Go to your project in the portal.
Click the Setup button to open the setup window.
2: Panels in the setup window
The setup window is divided into several panels, depending on your project’s configuration. Each panel lets you choose what to display or allow in the final StoryCreator report.
2.1: Questions
Decide which questions to display for users:
All: Shows every question, including newly added ones.
Select: Lets you select the questions to display.
Note: The “All” option is chosen by default. If “Select” is enabled, then you can choose which questions from the list will be shown. The non-ticked questions will not be shown.
2.2: Calculation Types
Choose the calculation options available:
Tick the calculation types to show in the StoryCreator.
Specify a default unit text and number of decimals for each calculation type.
2.3: Filters
Select the filters that report users can apply. Ticked filters will be shown in the StoryCreator interface.
2.4: Static Filters
Apply filters that always restrict the data in the final report:
Select a filter (and multiple filter options if needed).
Decide whether to display this filter’s details in the chart footnotes.
Note: When you select multiple options in the same filter, they are combined with “OR.” Multiple filters are combined with “AND.”
Example of multi selection in the static filter setup
2.5: Time Period
Select which time period options users can choose:
Full Period is always active and cannot be turned off.
Include or exclude additional options (e.g., date ranges).
2.6: Moving Average
Allow or prevent the use of moving average calculations by turning this feature on or off.
2.7: Intervals
Choose which interval options (e.g., daily, weekly, monthly) are available to users.
2.8: Object type, Chart Types and Series Options
Let users decide how to visualize the data:
Select an object type (images, text boxes)
Pick which chart types can be used (e.g., bar, line, pie).
Enable or disable different series options (e.g., side-by-side, stacked, full stacked).
2.9: Weighting
Control whether users can view weighted or unweighted data:
Let them switch between weighted and unweighted, or
Force either weighted or unweighted results.
Note: At least one option must be checked.
2.10: Base
These options should hide and control the available base size types for users but for some reason I’m not able to disable them at all pin where the change in UI will happen.
2.11: Base size limits
Set default limits to hide or warn for low base sizes:
Configure the minimum base size a table or chart needs before appearing.
Decide whether users can edit these limits or if the values are fixed.
2.12: Decks
Allow users to save their custom layouts (decks) for future use:
On (default): Each user can save personal decks.
Off: Recommended only if multiple people share the same user account (for instance, via a shared SSO link).
Allow sharing:
On (default): Allows user to share saved decks with report and admin users
Off: Prevents any kind of deck sharing.
Allow collaborative editing: Enables users to work on the deck that is shared with them, but only one user can work in the deck at the same time.
Allow users to add deck level filters: When toggled on, it enables adding deck level filter that will affect all objects in the deck user is working on
Enable clipboard: Enables users to use clipboard and move the slides between different saved decks
2.13: Slide layout templates
In the slide layout template panel you will adjust the margins to determine the size of charts and text boxes added to the slide when a Layout template is selected. You can define the top, bottom, left and right margin. The margin between charts can also be defined.
Control chart and text placement:
Define top, bottom, left, and right margins (in %).
Set default heights for slide title, subtitle, and footer text boxes.
2.14: Export Format
Choose which export options to make available:
PPT (only if you’ve selected a PPT slide size),
PDF,Excel (exports tables as raw data without styling).
2.15: Color Templates
Enable color templates so users can quickly apply consistent color schemes:
Turn on or off the template feature.
Check which color templates are available.
Use “All” if you want future templates to be included automatically.
2.16: Device Filtering
Show or hide the StoryCreator based on screen size:
Turn on device filtering to limit availability on small or large screens.
By default, device filtering is off, and the report is visible on all devices.
2.17: Smart Functions
Enable or disable features that:
Use “smart positioning” for items like questions or intervals in charts and legends.
Show or hide chart-type recommendations based on data structure.