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 Advanced-Reports Content

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 Advanced-Reports 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.

Visualizations

on the toolbar, insert is clicked, revealing a list of visualizations and content to be inserted

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

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.

Text area option on the insert menu

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 advanced reports

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.

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

Fill

Have the image fill the margin without stretching.

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.

The image is centered with the width but cut off because the height is too short

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

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 option for customizing your dividers.

Divider options 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.
insert buttons above and below every visualization

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

page break indicated between pages of the report

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 t=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.