Skip to main content
Loading...
  • Customer Experience
    Customer Experience
  • Employee Experience
    Employee Experience
  • Brand Experience
    Brand Experience
  • Product Experience
    Product Experience
  • Core XM
    Core XM
  • Design XM
    Design XM

Inserting Reports Content (360)

What's on This Page:


Was this helpful?


This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

The feedback you submit here is used only to help improve this page.

That’s great! Thank you for your feedback!

Thank you for your feedback!


About Inserting Content

The Insert button on the reports toolbar allows you to add content to your reports, including visualizations, page breaks, headers and footers.

Qtip: Interested in other features of the toolbar? Visit the Reports Toolbar support page.

Inserting Visualizations

the insert menu. the survey data and visualization options are selected

You can use the Insert button to insert visualizations into your report. See our support page on Adding and Removing Visualizations for further instruction.

Inserting Text Areas

Click Insert then Text Area to add a Text Area to your report. This feature is useful if you want to add special headers, informational paragraphs, or other text to your report.

the text area option in the insert menu is selected

Click Filter Summary to insert a textual summary of the Filters you are using on the report. To change a Filter (and thus change the Filter Summary), click on Modify Filters. See Rater Group Filters or Basic Filters for more.
Filter Summary added to the Report, with Modify Filters highlighted in the top left

Once your Text Area is created, double-click the text to start editing. A Rich Content Editor will appear above to help you change font styles and formatting.

Double-clicking the text area reveals a rich content editor along the top

Qtip: You can also click Options and then Edit at the top of the Text Area to open the Rich Content Editor.
a text box in a report. the options menu is expanded to click edit in the menu

Piped Text

Piped Text reduces repeatable reporting tasks such as inserting question text or total number of respondents directly from the source project. Instead of inserting elements that otherwise need to be re-inserted or updated every reporting cycle into a new report, the report creator can easily insert a variable to represent the data and then use the variable in place of the element in the report.

Piped Text menu in 360 reports

With the exception of the 360 fields, these fields you can pipe in are not subject-specific. For example, if you select “Survey Data” and “Responses,” you will see total number of responses in the 360 survey, not just the number of responses the subject received.

Qtip: For these fields to become subject-specific, you must add a filter to your text area that is set equal to “all” the subjects’ evaluations.

A text area that says how many responses the subject got and the last date they were submitted. When the text area is clciked, the editing pane opens to the right, where we've highlighted that the "All" filter is added

Inserting Conditional Text

Conditional text allows you to display different text to different report viewers based on criteria you set. For example, based on how a subject scores in a certain category, you may want the report text that displays to them to be catered to their score. You can base your conditional text on the respondent’s score for a scoring category or question.

  1. Click Insert.
    clicking insert, selecting text, and then conditional text
  2. Hover over Text.
  3. Select Conditional text.
  4. Click Edit conditional text.
    clicking the edit conditional text button
  5. Choose whether you want to base the condition on a Question or Scoring Category.
    creating the conditional text condition. In this case, we're showing the text when a category score mean is over 4
  6. Choose the question or scoring category you’re interested in.
  7. Decide whether you want to evaluate the score’s Max, Min, or Mean.
  8. Choose the Operator or how the condition should relate to the respondent’s score.
  9. Enter a score value to compare against.
    Example: In the above steps, the conditional text will display if the respondent’s mean score for the question “communicates clearly” is above 4.
  10. If needed, click the plus sign ( + ) to add multiple conditions.
    adding a second condition if needed, and then entering text
  11. Choose if the conditions need to both be true (and) or if only one needs to be true (or).
  12. Set up your second condition.
  13. Enter the text that should appear when the condition is met.
  14. If needed, you can click Add conditional text to add another conditional text set.
    Attention: If a respondent meets multiple conditional text sets, they will only see the text associated with the first conditional text set in the list.
  15. After you’re finished adding conditional text sets, determine the Default text. This is the text that will display if a respondent doesn’t meet any conditions.
    entering default text and clicking save
  16. Click Save.

Managing Conditional Text

the options in the top right corner of a conditional text set to move, duplicate, or delete the set
You can manage your conditional text using the options in the top right corner of each conditional text set. Click Move up or Move down to rearrange the conditional text set in the list. Remember, if a respondent meets multiple conditions, they will only see the text for the first one in the list.

Click Duplicate to copy a conditional text set. This option is useful if you want to add conditional text sets that are very similar but with slight modifications.

If you need to delete a conditional text set, click Delete. Deleted conditional text sets are irretrievable.

Inserting Images

You can add images throughout your report.

Qtip: Want a logo to appear on the top of every page of the report without having to manually insert each one? Check out the Header and Footer section below.

Adding Images

  1. Click Insert.
    Image option on the insert menu
  2. Select Image.
  3. Paste an image URL.
    Image url and setting options on the visualization editing pane for an image

    Qtip: To insert an image from your graphics library, click the Library icon to the right of the Image URL text box and select the graphic you want to insert.
    Inserting an image from the library
  4. Determine the image’s position relative to the margins around it.
  5. Determine the image’s margins.In image Styles, you have the ability to change the Margins

See the examples below for more information on image position.

Fit

The image reverts to its natural dimensions within the margins. If you need to resize an image without stretching it, this is the best option.

Inserting an image from the library using the Fit option

Fill

Have the image fill the margin without stretching.

Under the Fill option, Image is cut off in an attempt to fit to the width

Stretch

Stretch the image to fit the margins.

The image is stretched

Tile

Repeat the image within the margins. This option looks especially nice for minimalist images or patterns.

The image is repeated within the margins

Qtip: If the image is larger than the space you’re trying to fit it into, it won’t have a chance to repeat.

Center

Center the image within the margins without stretching it or fitting it.

Inserting an image from the library using the Center option

Inserting Blank Spaces

Click Insert and choose Blank Space to insert a blank space at the bottom of the page you’re working on.

Blank Space option in the Insert dropdown

Blank spaces do exactly what it sounds like: they allow you to create blank spaces between your visualizations. They can be resized and dragged around the page as necessary.

Blank Space in page

Dividers

Click Insert and choose Divider to insert a dividing line at the bottom of the page you’re working on.

Divider option in the Insert menu

There are several options for customizing dividers.

Divider Settings in the editing pane to the right
Divider Styles and Margins in the editing pane to the right

  • Divider Type: Decide whether your dividing line is horizontal across the page or vertical.
  • Style: The tear drop icon allows you to adjust the color of the divider. The Number selector lets you choose the thickness, in pixels, of the line.
  • Margin: Adjust the margin around the divider.

Page Breaks & Deleting Pages

Pages are created automatically when you add visualizations and insert other content. Once a page runs out of room, a new one is automatically created. However, you can also manually insert pages.

Attention: For the best performance, we recommend trying to keep your report below 30 pages.

Click Insert and choose Page Break to insert a page break at the bottom of the page you’re working on.

Page break option on the insert menu

Qtip: You can also add a page break using the Insert buttons that appear when you click a visualization.

Remove a page break by hovering over it and clicking the X.

Remove Page Break by clicking the X on the Page Break between pages

Qtip: Removing a page break will not remove the entire page if there is content on it. You must manually remove the visualizations on a page before it will disappear.

Header and Footer

You can add a header and footer to your report that contains a title, page numbers, or logos.

  1. Click Insert.
    Page header and page footer options on the insert menu
  2. Select Page Header or Page Footer.
  3. Set where you want text to appear relative to the other features in the header or footer. If you choose None, there will be no text.
    header window with various editing options
  4. Customize your text.
    Qtip: This field will disappear if you chose None in Step 3. However, if you make the field reappear, any previous changes you made here will come back.
  5. Set where you want Page Numbers to appear relative to the other features in the header or footer. If you choose None, there will be no page numbers listed.
  6. Set where you want the Timezone to appear relative to the other features in the header or footer. If you choose None, there will be no timezone displayed.
  7. Set where you want a Logo to appear relative to the other features in the header or footer. If you choose None, there will be no logo.
  8. Customize the height of your logo.
    bottom half of the header window

    Qtip: This field will disappear if you chose None in Step 7.
  9. Choose whether to use a brand logo or a custom logo. The Custom Logo option lets you paste in a URL.
    Qtip: This field will disappear if you chose None in Step 7.
  10. Click Save.

Once a header or footer is added, you can double-click on it to open the editing window again.