It's been about eight months since we released the Standard Report. We've been gathering feedback and thought it was time for an upgrade to the user interface!
We know that changes to the interface can be inconvenient; we hope this article helps to get you up to speed so you can go on about your business.
New Chart Type Option
A while back we added a bunch of new chart types, but they were pretty hard to find. We've added a Chart Type link available on each report element so you can easily change the chart used to display the data in your questions.
Individual Report Element Layout Options
If you wish to make changes to the display of an individual report element click Layout & Options to the right of the chart.
Global/Overall Report Options
Many of the report options that were available in the left panel have been moved. They can be accessed under Overall Options in the upper-right corner. This includes all of the options for Layout, Answer Options, Charts, Grid-Type Questions and DIY Tables, Language, and Crosstab, .
The Bulk Edit Elements option has also moved to the upper-right corner of the report. Use this to quickly add, delete, and reorder questions, bulk remove, or change the chart type for a number of questions at once.
Changing the Report Name
There are two options for changing the report name. The easiest option is to click directly on the existing report name and edit the text there. You can also update the name via Overall Options.
Insert Tool
The Insert button has shifted to the right a bit.
Filter & Compare Segments
The filtering and segmentation tools are in the same location in the left sidebar but they look a bit different.
Combine Results
If you wish to combine the results from multiple surveys into one report you can do so just above the report to the right.
Sharing and Downloading the Report
The options to share and download the report are still in the upper-right corner above the report (the share option that was in the left sidebar has been removed).
Report Style
Don't miss the report styling tools at the bottom of the left sidebar.
Responses
The option to add responses to your report has been changed a bit. Responses can be added to your report via the Insert button available between any two elements on the right. Click Insert and select Response Table to insert the survey responses into the report.
Collapsing the Sidebar
When you're not using the sidebar you can click Collapse Sidebar at the bottom to give your data more real estate.
