Creating and Sharing Reports

All about Reports

Reports in Delighted Surveys are flexible, customizable, and 'delightfully' informative. With Reports you can:

Create, delete, and update as many reports you wish — without restriction
Curate reports by including at least five visualization types — from any of your surveys
Collaborate and share reports with colleagues — even if they don't have a Delighted account!

To begin, click "Reports" and open the Reports index.

If you haven't created a report just yet, explore the possibilities by clicking "View demo report".

There are 3 places to start a new report:

1. Reports index	Select "Create Report" from the Reports index and choose a survey from a Surveys list. This option will import all of the visualizations in the chosen survey
2. Results page	Click "Create report" from a survey’s Results page. This option also imports all of the visualizations found in the survey
3. Individual chart	Expand any individual chart or response and pick "Add to a report" to either: Create a report with just a single chart Add a specific visualization to any existing report For more info, see Adding visualizations to reports.

One click access for viewing, editing, sharing, and deleting your reports

Once created, Reports are stored in neat and tidy cards in your Reports index. The cards are your gateway to Report viewing, editing, sharing, and deletion.

To view, open, share, and edit your reports:

1: Click "Reports" → and then click the "ellipsis" menu on any Reports card
2: Pick "Edit details" → to change the name and the description of the report
3: Select "Delete" → to delete the report
4: Click "Share" on any Reports card → and share your report
5: Click directly on a "Report card" itself → to begin editing your report

Adding visualizations to reports

You can add at least five compelling alterations to report visualizations:

1	Add new default charts and graphs to existing reports
2	Create a new report with a single visualization
3	Insert a filtered visualization to a report
4	Include an individual response to a report
5	Add a question comparison to a report

1. Adding new default charts and graphs to existing reports

Add new default visualizations to existing reports with the Add new result button — seen at the bottom of every report. Include new visualizations from any survey in your account!

To add a visualization to an existing report:

1: Open the report from the "Reports" index
2: Scroll to the bottom of the report → and choose "Add new result"
3: Select the survey where your visualization is currently located → (ex. "NPS survey")
4: Click directly on the visualization you wish to add to your report — and blink, while your report is updated. (Note: Scroll up to verify. You can then edit and then move your new visualization to wherever you need it in the report.); Editing a visualization
After adding a visualization, you can make edits, add comments, add a description, add filters, change the visualization type, move it into a better position, and more. Simply click on the visualization and start making changes!

2. Creating a new report with a single visualization

To add a single visualization while creating a new, stand-alone report in the process:

1: Open any survey containing Results → from your Survey index
2: Hover over your chart until the "expand arrows" appear → then click the visualization's card
3: Pick "Add to a report" followed by "New report"
4: Notice that today's date ("New Report yyyy-mm-dd") becomes the default name for this type of report. You can rename it now, or at later time

3. Inserting a filtered visualization to a report

Most visualizations provide alternative, filtered layouts that can be insightful. In this example, we’ll change a traditional 11-point NPS layout into a Top 2 Box — which highlights just NPS Promoters.

To change a chart’s filtered layout:

1: Click open the target visualization → or tap its "editing" pencil
2: Pick an option from the filtering menu — ex. “Top 2 Box”
3: Select "Add to report"
4: Pick your target report
5: Scroll down to view the new graphic

4. Including an individual response to a report

Individual responses can add interest, context, testimonials, and deeper insights.

To append an individual response to an existing report:

1: Open your survey’s "Results" page
2: Click the "Responses" tab
3: Click on your targeted individual response card
4: Click "Add to a report"
5: Pick your target report
6: Scroll down to view the appended response card

5. Adding a question comparison to a report

Juxtapose one set of results with another to illuminate insights and suggest correlations.

To add a comparative visualization, return to your Results page and:

1: Open your primary question visualization → by clicking its "editing pencil"
2: Choose "Compare answers to another question"
3: Pick your comparable question → from the "Add comparison" list
4: Select "Add to report"
5: Pick your destination report
6: Scroll down to view the appended comparison

Adding introductory and descriptive text to Reports

Adding an introduction

An introductory message can give context to a report, lay down an overview of the findings, or simply add your name and other project details.

To add an introduction:

1: Open your report from your "Reports" index
2: Click the "Add an introduction" card
3: Enter an introduction → (ex. "Top online electronics destinations!”)
4: Click "Save"

Adding and editing section descriptions

Add descriptions below your visualizations to give context or to highlight specific insights. Descriptions are attached to the visualizations directly above them.

To add a section description:

1: Open your report
2: Click the "Add a description" tile
3: Enter your text → (ex. “2023 Results”)
4: Click "Save"

To edit section description text:

1: Reopen a report
2: Click the section's description tile → or tap its "editing pencil"
3: Make your edits
4: Click "Save"

Renaming, reorganizing and deleting Reports

1	Rename a report and add a description
2	Rename a report from your Reports index
3	Move your visualizations around
4	Delete sections, visualizations, and responses
5	Delete a Report

1. Renaming a report and adding a description

Default Reports retain the name of the host survey. Albeit, if you generate a new report, it may be given a name based on the date the report was created.

To change the name of a report and add an optional description:

1: Open any unnamed report → from the "Reports" index
2: Click the "name" drop-down menu → located at the top of the report
3: Pick "Edit details"
4: Enter the new name in the Report title box → (ex. “Online shopping results”)
5: Add an optional description in the Report description box → ex. “2023”
7: Click "Save"

2. Renaming a report from your Reports index

To rename a report from the Report card:

1: Click the "ellipses" in the bottom corner of a Report card
2: Pick "Edit details" → then follow steps 4-7 above.

3. Moving your visualizations around

Reordering visualizations and response cards (up or down) in a report is ridiculously easy.

To reorder sections — ex. visualizations and responses:

1: Reopen your report
2: Hover over the target visualization or individual response
3: Click the "move up" (or "move down") icons → to nudge the section into position

About moving section descriptions

Section descriptions move with their paired visualizations.

4. Deleting sections, visualizations, and responses

Curate your reports by deleting the unnecessary elements, including:

Introductions
Visualizations
Individual responses
Section descriptions

You will use the same steps to delete each element.

To delete:

1: Open your report from the "Reports" tab
2: Hover over the card you wish to delete; Visualizations and their related descriptions will be deleted at the same time.
3: Tap the "trash can" icon
4: Click "Yes, delete section" → and repeat as needed

5. Deleting a Report

Deleting will permanently remove the report from your Reports index — but that’s all it does! Your survey responses will not be deleted and you can always recreate the report later.

To delete a report:

1: Open your "Reports" index
2: Click the "ellipses" → from the bottom of the targeted Reports' index card
3: Select "Delete"
4: Click "Yes, delete report"
5: Close the "Delete report" window

Collaborating on Reports

Gather feedback about your reports from editors, colleagues, mentors, or stakeholders — even if they don’t have Delighted accounts!

Copy your collaborator's link from one of two places:

1: Open your report from the "Reports" tab
2: Click the "Collaborate" button → or any of the "comment" icons (which look like speech bubbles)
3: Copy the collaboration link from either spot

To invite your editors and reviewers:

1: Send the link to your collaborators → and have them enter it into their browsers
2: Instruct your editors to click any comment icon to the right of any visualization → and enter their suggestions; Entering names is optional → (ex. "Hilary"), otherwise a collaborator's name will appear as "Anonymous"

About gathering comments from your collaborators:

Have collaborators enter the link into their browser and open the report. Reviewers can comment by:

1: Clicking the "comment" icon on any of the questions, introductions, and section descriptions
2: Entering a comment
3: Clicking "Add comment"

To to read and resolve comments from reviewers — or to add your own thoughts:

1: Look for a blue "comment" icon with a pulsing red dot → appearing as new comments are added by others
2: Click the "comment" icon to read the suggestions
3: Add your own thoughts by entering your text → and click "Add comment"
4: Click "Resolve" → to remove a comment

Share copies of your report. The shared link can be used by anyone to access your report — even if your collaborators don’t have a Delighted Surveys account!

To share a Report:

1: Open your report from the 'Reports" tab
2: Click the "Share" button → seen in the upper corner of your report
3: Copy the link in the Share box
4: Share the link with your audience

Sharing reports from the Reports index

To share a report directly from the Reports index, click "Share" and then follow steps 3-5 above.