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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

                                          Run a Report

                                          Sogolytics’s powerful reporting options offer you a range of choices in analyzing your data. Reports are easy to run and offer many customization features so you can crunch a few numbers quickly or prepare for a polished presentation.

                                          To run most reports, you’ll need just a few common steps:

                                          1. Select your project and click on Report.
                                          2. On the Report menu bar, click on your preferred report type.
                                          3. Choose the questions you wish to include in the report. If you prefer, you can also check ‘All Questions’. Click Continue to proceed through the wizard.
                                          4. If you like, you may choose to reorder the questions. This can help to present your information in a certain way.
                                          5. On the ‘Select Report Properties’ step, depending on the report type, you can choose to:
                                            • Display participant email address
                                            • Display participant IP address
                                            • Include participation date
                                            • Include participation time
                                            • Display percent to decimals
                                            • Exclude all ‘Did Not Answer’
                                            • Include incomplete responses in the report
                                            • Include responses answered up to question
                                          6. Next, you may choose to apply a filter to your report based on desired conditions by selecting a filter from the dropdown list or by clicking on Create New to build a new filter.
                                          7. Click on Generate Now to generate the report.

                                          You will see Generate Now throughout the wizard. Click this button at any time in the process to skip ahead past customization and create the report instantly.