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Project Basics
  • Getting Started!
    • Building CX Surveys
    • CX Metrics
      • CX Dashboard
        • CX Dashboard Settings
          • Analyze your drivers
            • Good to know
              • Getting Started!
                • Assessment Question types
                  • Score and more
                    • Quiz participation
                      • Get Results
                      • Introduction to Poll
                        • Build your Poll
                          • Launch your Poll
                            • Analyze your Poll
                              • Build Project
                                • Project Style
                                  • Launch Project
                                    • Analyze Project
                                      • Account Settings
                                        • Good to Know

                                          Save and Generate Reports

                                          Once you have your report just the way you want it, including customized colors, graphs, filters, and properties, it makes sense to save it just as it is: perfect. Sogolytics’ saved reports make quick retrieval easy.

                                          Wherever you are in the platform, it’s always easy to access Saved Reports!

                                          • Within the Report module, you’ll find Saved Reports on the right end of the Report menu bar.
                                          • From anywhere in the platform, access Saved Reports by clicking on the Resource Hub icon in the top right corner of your screen.

                                          Save Project Report

                                          Follow these simple steps to save a report. We’ll use a Bar Graph as an example.

                                          1. Select your project and click on Report.
                                          2. On the Report menu bar, select your preferred report.
                                          3. Choose the questions to be included in the report.
                                          4. Rearrange the questions as needed.
                                          5. Modify your report properties, if you wish.
                                          6. Based on your needs, select and apply a filter, or create one on the spot.
                                          7. Click on Generate.
                                          8. Review your report and make any necessary changes to the appearance.
                                          9. Click on Save icon at the top right corner of the page. Enter the name for saving the report, then click Save.
                                          10. A confirmation message will be displayed with the report name, and it will be now available in the Saved Reports section.

                                          Generate Saved Report

                                          1. On the Report menu bar, click on Saved Reports.
                                          2. Review all reports saved for this project. To see other projects’ saved reports, click ‘Show all saved reports’.
                                          3. Select the report of your choice and click Generate Report.

                                          Based on your display resolution or browser zoom, you may see a 3-dot icon on the far right of the Report menu bar. Click here to access Saved Reports, Emailed Reports, and Filter Manager.