List of Report Template Visualizations (EX)

About Report Template Visualizations

Dashboard report templates have many different visualizations you can add. Some of these, like the engagement summary and scorecard, are almost exactly like their dashboard counterparts. Others, like the breakdown bar and statistics table, can communicate similar data to widgets you’d find in a dashboard, but with a unique and simple setup.

Bar Chart Visualization

The Bar Chart visualization allows you to see data about a selected field in a bar format. You can then breakout your bars by another field, allowing you to get granular in your data analysis.

Creating a Bar Chart

1. Click Insert in the report template toolbar or in the report template body.
   
2. Select Visualization.
3. Choose Chart.
4. Select Bar Chart.
5. Click Add Metric to add data to your chart.
   
   Qtip: You can add multiple metrics into your chart.
6. Click your newly added metric.
7. Select the field you would like to display.
   Qtip: If you select a date field, you can then select how you would like your dates to be grouped together.
8. Select the metric that is displayed.

Compatible Fields

The following field types can be added to Bar Charts:

• Numeric
• Number Set
• Text Set
• Date
• Multi-Answer Text Set

This means that Text Value and Open Text fields cannot be displayed in Bar Charts.

Customizing a Bar Chart

To learn more about editing the title, configuring the metric, breaking out data by additional fields, display logic, or other general style settings shared by other visualizations, see the Visualization Overview.

For information on customizing Bar Charts, read Bar Chart Customization. Please note that the linked page is for a similar feature in the Survey Platform, and only the linked section is applicable.

To learn about visualization-level filters, see visualization-level filters.

Line Chart Visualization

Line Chart visualizations are used to view your data points in a chart connected by lines. This visualization type is particularly useful in analyzing trends over time.

Creating a Line Chart

1. Click Insert in the report template toolbar or in the report template body.
   
2. Select Visualization.
3. Choose Chart.
4. Select Line Chart.
5. Click Add Metric to add data to your chart.
   Qtip: You can add multiple metrics into your chart.
6. Click your newly added metric.
7. Select the field you would like to display.
   Qtip: If you select a date field, you can then select how you would like your dates to be grouped together.
8. Select the metric that is displayed.

Qtip: Since Line Charts usually show data over time, add a Breakout by a date field to start analyzing your trends.

Compatible Fields

The following field types can be added to Line Charts:

• Numeric
• Number Set
• Text Set
• Date
• Multi-Answer Text Set

This means that Text Value and Open Text fields cannot be displayed in Line Charts.

Customizing a Line Chart

To learn more about editing the title, configuring the metric, breaking out data by additional fields, display logic, or other general style settings shared by other visualizations, see the Visualization Overview.

For information on customizing Line Charts, read Line Chart Customization. Please note that the linked page is for a similar feature in the Survey Platform, and only the linked section is applicable.

To learn about visualization-level filters, see visualization-level filters.

Pie Chart Visualization

Pie Chart visualizations show your data in a circular graphic that is divided into slices. The entire “pie” is the total number of choices, while each “slice” of the pie shows the proportional number of times a choice was selected.

Creating a Pie Chart

1. Click Insert in the report template toolbar or in the report template body.
   
2. Select Visualization.
3. Choose Chart.
4. Select Pie Chart.
5. Click Add Metric.
   
6. Click your newly added metric.
   
7. Choose the field you’d like to display.

Compatible Fields

The following field types can be added to Pie Charts:

• Number Set
• Text Set
• Date
• Multi-Answer Text Set.

This means that Numeric, Open Text, and Text Value fields cannot be used in Pie Charts.

Customizing Pie Charts

To learn more about editing the title, configuring the metric, breaking out data by additional fields, display logic, or other general style settings shared by other visualizations, see the Visualization Overview.

For information on customizing Pie Charts, read Pie Chart Customization. Please note that the linked page is for a similar feature in the Survey Platform, and only the linked section is applicable.

To learn about visualization-level filters, see visualization-level filters.

Breakdown Bar Visualization

Breakdown Bar visualizations show your data in a linear graphic that is divided into pieces. The entire bar is the total number of choices, while each piece of the bar shows the proportional number of times a choice was selected. These display information similarly to Pie Charts, but with a different look.

Creating a Breakdown Bar

1. Click Insert in the report template toolbar or in the report template body.
   
2. Select Visualization.
3. Choose Chart.
4. Select Breakdown Bar.
5. Click Add Metric.
   
6. Click your newly added metric.
   
7. Select the field you’d like to display.

Compatible Fields

The following field types can be added to Breakdown Bars:

• Number Set
• Text Set
• Date
• Multi-Answer Text Set.

This means that Numeric, Open Text, and Text Value fields cannot be used in Breakdown Bars.

Customizing Breakdown Bars

To learn more about editing the title, configuring the metric, breaking out data by additional fields, display logic, or other general style settings shared by other visualizations, see the Visualization Overview.

For information on customizing Breakdown Bars, read Breakdown Bar Customization. Please note that the linked page is for a similar feature in the Survey Platform, and only the linked section is applicable.

To learn about visualization-level filters, see visualization-level filters.

Gauge Chart Visualization

Gauge Charts can help you quickly determine how a given field is performing versus how it is expected to perform. With a Gauge Chart, the visualization displays your chosen metric along a scale that displays color according to where your metric falls on the expected scale. The arrow below the value ranges will show you where your current metric falls on the scale.

Creating a Gauge Chart

1. Click Insert in the report template toolbar or in the report template body.
   
2. Select Visualization.
3. Choose Chart.
4. Select Gauge Chart.
5. Click Add Metric.
   
6. Click the newly added metric.
   
7. Select the field to display.
8. Choose the metric that is displayed.
   Qtip: By default, this is Choice Count. However, Gauge Charts typically display other metrics, like Mean or Top Box / Bottom Box. For more information about metrics, see the Visualizations Overview.

Compatible Fields

Gauge Charts are compatible with Numeric and Number Set field types.

Gauge Chart Customization

To learn more about editing the title, configuring the metric, breaking out data by additional fields, display logic, or other general style settings shared by other visualizations, see the Visualization Overview.

For information on customizing Gauge Charts, read Gauge Chart Customization. Please note that the linked page is for a similar feature in the Survey Platform, and only the linked section is applicable.

To learn about visualization-level filters, see visualization-level filters.

Engagement Summary Visualization

The Engagement Summary visualization is used to analyze the favorability of a selected field. You can also add comparisons into your Engagement Summary visualization to compare against historical data or industry benchmarks. This visualization lets you rebuild the Engagement Summary widget from your dashboard in a report.

Creating an Engagement Summary Visualization

1. Click Insert in the report template toolbar or in the report template body.
   
2. Select Visualization.
3. Choose Chart.
4. Select Engagement Summary.

From here, the Engagement Summary visualization has the same setup and customization options as the widget, with some exceptions.

Differences from the Widget

For the most part, the Engagement Summary is the same in dashboards and reports, with a few exceptions.

• The scale’s color is taken from the reports Global Settings, particularly the Favorability Scale.
• A few customization options are not available. The horizontal bar format and the compact view are not available in reports.

Participation Summary Visualization

The Participation Summary visualization gives you an overview of how many of your participants have taken your survey.

Creating a Participation Summary Visualization

1. Click Insert in the report template toolbar or in the report template body.
   
2. Select Visualization.
3. Choose Chart.
4. Select Participation Summary.

Differences from the Widget

For the most part, the Participation Summary is set the same in reports and dashboards, with a few exceptions.

• Reduced customization options – you can only use the circle visualization type and the visualization will always display the response count and percentage.
• The scale’s color is taken from the reports Global Settings, particularly the Favorability Scale.

Data Table Visualization

The Data Table visualization allows you to view basic information about a selected field. You can also break out this information by other fields, such as metadata.

Creating a Data Table

1. Click Insert in the menu or on the report page.
   
2. Hover over Visualization.
3. Hover over Table.
4. Select Data Table.
5. Click Add Metric.
   
6. Click on your new field.
7. Select the field you’d like to report on.

Qtip: If you report on a date field, you can decide how periods of time are grouped.

Compatible Fields

The following field types can be added to Data Tables:

• Numeric
• Number Set
• Text Set
• Date
• Multi-Answer Text Set

This means the only field type not compatible with Data Tables are Open Text fields.

Customizing a Data Table

To learn more about editing the title, configuring the metric, breaking out data by additional fields, display logic, or other general style settings shared by other visualizations, see the Visualization Overview.

To learn more about customization unique to Data Tables, see Data Table Customization. Please note that the linked support page is for a similar feature in the Survey Platform, and only the linked section is relevant.

To learn about visualization-level filters, see visualization-level filters.

Statistics Table Visualization

Statistics Tables help you see key statistics about a chosen field, such as mean and standard deviation.

Creating a Statistics Table

1. Click Insert in the menu or on the report page.
   
2. Hover over Visualization.
3. Hover over Table.
4. Select Statistics Table.
5. Under Field, choose the field you want to display statistics for.
   

Compatible Fields

Statistics Tables are compatible with Number Set and Numeric field types.

Choosing Which Statistics to Display

The Statistics Table can display the following statistics:

• Minimum
• Maximum
• Mean
• Standard Deviation
• Variance
• Responses
• Sum
• Top Box
• Bottom Box

Unlike its counterpart in the Survey Platform, Report Templates cannot display median.

Learn more about these options and how to hide or display them at Statistics Table Customization Options. Please note that the linked support page is for a similar feature in the Survey Platform, and only the linked section is relevant.

Additional Customization Options

For customizing display logic, breaking out visualizations by other data (such as department), and style settings shared by other visualizations, see Visualization Overview.

Results Table Visualization

The Results Table visualization displays data in a list format. It breaks out each response as a separate row, and allows you to customize what columns of collected data to include. The Results Table is best if you want to see individual responses or open-ended feedback; if you want to display data on response counts or statistics, use the Statistics Table or a Data Table.

Creating a Results Table

1. Click Insert in the menu or on the report page.
   
2. Hover over Visualization.
3. Hover over Table.
4. Select Results Table.
5. Click Add Field and select the field you want to report on.
   
6. Add additional fields to add more columns of data to the table.

Compatible Fields

Technically, all field types are compatible with the Results Table. However, we find they are especially useful for Open Text.

Customizing Results Tables

For more details on adding additional fields, styling you can apply, and other customization options, see Results Table Customization Options. Please note that the linked support page is for a similar feature in the Survey Platform, and only the linked section is relevant.

Question List Visualization

The Question List visualization is a way to rebuild the Question List widget from your dashboard to your report template.

Creating a Question List in a Report

1. Click Insert in the menu or on the report page.
   
2. Hover over Visualization.
3. Hover over Table.
4. Select Question List.

From there, the Question List visualization has the same options as the dashboard widget, with some exceptions.

Differences from the Widget

For the most part, the Question List is set the same in reports and dashboards, with a few exceptions.

• The scale’s color is taken from the reports Global Settings, particularly the Favorability Scale.
• There are no additional visualization options, and thus no percentile option. The Question list is a horizontal bar by default.
• When you select the impact measure, you can also select to Show R Value. This is the R Value of the Impact.
  

Scorecard Visualization

The Scorecard visualization is a way to rebuild the Scorecard widget from your dashboard to your report.

Creating a Scorecard Visualization

1. Click Insert in the menu or on the report page.
   
2. Hover over Visualization.
3. Hover over Table.
4. Select Scorecard.

From there, the Scorecard visualization has the same options as the dashboard widget, with some exceptions.

Differences from the Widget

For the most part, the Scorecard is set the same in reports and dashboards, with a few exceptions.

• Reduced display options – you can show response counts, show the mean, and show all percents, but you cannot show action planning or disable column sorting.
• The scale’s color is taken from the reports Global Settings, particularly the Favorability Scale.
• No significance testing.
• You cannot change the visualization type to histogram – Scorecards are horizontal bars by default.

Word Cloud Visualization

Word Cloud visualizations allow you to view the words repeated most often in your open-ended text results. The most frequent words appear in a cluster, with the font size increasing the more often that word was included in a response.

Despite sharing a name with the dashboard Word Cloud widget, the look and feel of this visualization are more similar to the World Cloud in Advanced-Reports of the CoreXM platform.

Creating a Word Cloud

1. Click Insert in the menu or on the report page.
   
2. Hover over Visualization.
3. Hover over Other.
4. Select Word Cloud.
5. Under Select a field, add one of your open-ended feedback questions.
   

Compatible fields

Only Open Text fields are compatible with Word Clouds.

Customizing a Word Cloud

To learn more about editing the title, configuring the metric, breaking out data by additional fields, display logic, or other general style settings shared by other visualizations, see the Visualization Overview.

To learn more about customization unique to Word Clouds, such as colors, stop words, and word rotation, see Word Cloud Customization Options. Please note that the linked support page is for a similar feature in the Survey Platform, and only the linked section is relevant.

To learn about visualization-level filters, see visualization-level filters.