Adding Report Types

You can add different report components for your project. Those components will form the overall structure and functionality of your finished project. Each report will be shown as a tab across the top of your finished project. This is an example of what your project could look like with some functional tabs. In the image below, the following (renamed) tabs are shown: Global View, Trend, Demographics, My Stories, and StoryCreator.

1: Adding Reports to Your Project

1. While in Administrate, open your project. Then select Reports from the left-side menu.

   

2. On the Reports page, select Add new report. Report options will display in a new pop-up module. Use the arrow to open a succinct drop-down list of reports.

   

3. The following options are available. Select one.

   • StoryTeller: Create rich dashboards combining numerous elements such as slides, charts, tables, cross tables and media.

   • Drilldown: Allow a user to select a datapoint in a StoryTeller chart/table to drill into the details of the respondents behind that data point.

   • Form: Support closed-loop process and allow users to follow up on feedback and take actions.

   • StoryCreator: Allow your report users to create comprehensive chart decks and quickly explore data to visually convey key findings.

   • Cross Table Tool: Run cross-tables to analyze your results and create comprehensive table books. Users can create Workbooks to save key findings.

   • Document Archive: Upload and store project related content for your client to download, such as questionnaires, data files, and presentations.

   • My Stories: Bookmark StoryTeller dashboard pages or StoryCreator slides, allowing users to assemble personalized stories.

   • Report User Statistics: See if and when report users have logged on to and/or viewed a project and/or page(s).

   • Report User Management: Enable selected users to control and manage access rights: adding and removing users or changing access rights of existing users.

4. Once you have added the report, rename it to the name you want to display in your portal. Each report you add to your portal will show as a separate tab.

5. Click Save.

   

2: Ordering Your Reports

The reports you add appear as tabs across the top of your portal from left to right. If you add a StoryCreator report first, it will appear as the first tab on the top left of your portal directly after the Welcome page. The Welcome page is a StoryTeller report that is added by default; rename or delete it as desired.

1. To change the order of your Reports, while in Administrate, open your project.

2. Then select Reports from the left-side menu.

3. If your reports are ordered numerically from smallest to largest, click and drag to rearrange the reports. Alternatively, re-number a line to automatically move it to that position.

   

4. Click Save.

Your Report tabs are now rearranged in the portal.

3: Renaming Your Reports

Renaming your reports allows you to change the tab name seen in your project by your report users.

1. To rename your reports, while in Administrate, open your project.

2. Then select Reports from the left-side menu.

3. Double-click the NAME of the report to open the text input field for editing.

4. Change the name of the report as desired.

4: Copying Your Reports

Once you have designed your StoryTeller report (see 5: Building Your Project below), you may want to copy the look and feel to another report tab.

1. To copy your reports, while in Administrate, open your project. Then select Reports from the left-side menu.

2. Select Copy by the StoryTeller report you want to duplicate.

   

3. A pop-up module displays, confirming that you understand that when you copy a StoryTeller report, its sub-reports, report settings and user access rights are also copied and that My Stories associated with the original report are not duplicated. Additionally, the new report will be unpublished. Select Copy in the pop-up module to confirm that you understand this.

4. Your unpublished copied report will display at the bottom of the list.

   

5. To change where the new report will display, see 2: Ordering Your Reports above for instructions.

6. To re-name the copy, see 3: Renaming Your Reports above for instructions.

5: Building Your Project

To build your project, add combinations of the reports listed above. You will want to consider what combination of reports your project will require as some reports need you to add the relevant content.

To design your reports, select DESIGN REPORTS at top right of the Administrate module and add content, such as charts and tables, to your reports and slides.