General

Creating an Insights Report
First click Insights on the left hand side menu.  You should see the following: Step 1 - Click 'Create New Report' Step 2 - Give it a nam...
Tue, 17 Nov, 2020 at 10:45 AM
Saving a report
To save a report create a report name in text box 1 Press Save anytime to save or update the report.  Report name survey  data selected  Date range ...
Tue, 17 Nov, 2020 at 2:19 PM
Load a saved Report
How to open an existing report Click on the the Insights tab on the left hand menu Click on the report you would like to view The report will automa...
Wed, 6 Feb, 2019 at 1:44 PM
Sharing an Insight Report
To share an Insights report  Click the Settings icon (#6 in the image above)  This opens  Click Share The name of report is taken from the na...
Tue, 17 Nov, 2020 at 2:18 PM
The Average Value
For line charts, it's possible to convert all the line chart values into a single Average Value. The line chart needs to have a date component set in G...
Tue, 17 Nov, 2020 at 10:51 AM
NPS question not showing as a NPS score (or chart)
The standard NPS question is as follows: 'How likely is it that you would recommend our company to a friend or colleague?' If you make chang...
Tue, 13 Jul, 2021 at 3:11 PM
Understanding percentage % in charts
If you are trying to report on, for example, response rates, you can use the % icon in the charts to determine this. Example use case  Here we have ...
Tue, 17 Nov, 2020 at 2:27 PM
Engagement and Billing Charts (Previously Usage)
As of 09/02/22 Usage charts have been retired. The single Usage chart is replaced with:  The Engagement Chart & the Nudge Engagement (which is only av...
Thu, 10 Feb, 2022 at 10:25 AM
Dashboard overview
The dashboard displays a summary of survey activity.  It can be broken down by current day, month and year to date.  The graphs are broken down as f...
Tue, 13 Jul, 2021 at 3:15 PM
Filters
When applied filters provide a filtered perspective of the data and they can work in combination. Top level filters by default are: Campaign Name Date ...
Wed, 15 Jul, 2020 at 12:06 PM