Creating a report
To get started with the Visualizer, you need an active inquiry. You can check whether the inquiry you want to create a report for is active in the Designer, under the 'Inquiry Details' tab. If it is not activated, make sure to do so before you create your report in the Visualizer.
It could be that you are not able to activate an inquiry yourself because you are not granted the rights to do this. Check with others in your organisations who can do this for you if this is not done yet.
Then you can click on the Visualizer in the red part of the menu on the left of your screen. To create a new report, click ‘Create Report’.
Select the inquiry you want to turn into a report by clicking the dark blue ‘Create Report’ button on the right of the specific inquiry.
Select the questions you want to include in your report. Usually, you will not need to change anything on this page, as questions with responses are automatically ticked. However, if you want to create a report of only a few questions out of a larger list, you can indicate this here already. If you think that you might want to include or exclude some questions at a later stage, it is best to keep them in at this point and delete them or hide them later. At this point, description texts are not automatically included, as they have no responses. It is possible to include these in the report, by ticking the checkbox in front of it. You can see the question ID of each question, the status it is in (Active or Inactive), the number of respondents and the corresponding percentage, the question type (open text, bipole, tripole, etc.) the name of the questions and the question text. On the top of the screen, you can also see the inquiry ID, the amount of questions and the total amount of responses for this inquiry that will be used in this report. Inactive questions mean that you have created the questions but deleted it afterwards. Click ‘Create a new report’ at the top right of your screen next.
You now arrive at your report dashboard. You see a list of your questions. On this screen, you can adjust the overall settings of your report and can click on individual questions to change their settings. This screen provides an easy overview of your report to be. You can set some default options to quickly create a report, determine who gets to see the report and can see all questions included in the report. You can look at your report by clicking the light blue eye button on the top of your screen.
To change the overall report settings, you can edit the ‘Report Settings’ on the top of your screen.
- Name: Give your report a name here.
- Explanation: Describe your report here.
- Report language: If you have an inquiry that exists in multiple languages, you can select the language used for this particular report here. Selecting a language will automatically show the questions in that particular language.
- Report ID: This is the specific number of your report. If you ever run into technical issues with your report, we will ask you to tell us this number.
- Questions: The number of questions.
- Participants: The number of respondents.
- Inquiry ID: Internal ID number of your inquiry. If you ever run into technical issues with your inquiry, we will ask you to tell us this number.
- Reload Inquiry Answers: A report is always a snapshot of the results at a certain time. If you have created a report but afterwards more results come in, you can easily reload the results by clicking on this button. When clicking ‘Reload Inquiry Answers’ you can select the questions you want to update. If there is new data, the questions will automatically be selected. It is possible to only reload answers for specific questions.
- Link: If you want to share your report with others, this is where you create your link. It always starts with visualizer.sprockler.com/open/… and then anything you fill in. You can custom create your own URL.
- Password: If you want to protect your report with a password, you can create one here. The report only becomes password-protected if you put your status on ‘Password protected’ right next to it.
- Status: Select the status of your report, is it open for anyone who types in the link you created. ‘Password protected’ asks visitors of the website for a password and ‘Hidden’ means it is not visible for anyone, except the people who have access to inquiry in the Visualizer by logging into Sprockler. ‘Open & published’ means it is accessible for all.
- Default colour scheme: Our default colour scheme is that of Sprockler, but you can choose another colour scheme or build in your own colour scheme and put that as the default colour scheme for the whole report. Please contact us if you would like to import your own colour scheme.
- Colour scheme editor: You can define a specific colour scheme for this report and change colours of the dots manually. Click on the dot you wish to change and drag the black circle in the coloured field to the colour you want or enter the hexadecimal colour in the box. For inspiration, the link in the top right corner gives some suggestions for hexadecimal colours to use.
- CSS editor: You can edit the overall report style, like font, colours and lines around blocks. This feature requires some coding knowledge. You can find out more about how CSS works and what codes you can use by clicking on the links in the top right corner.
Interaction: NB: Notice that the 'Interaction' tab is coloured orange until you set a 'Default colour classifier'.
- Default colour classifier: Similarly, you can set a default colour classifier for your whole report. For example, if through the whole report you want to see the difference between two countries. The dots of all answers to the questions will thus have colours according to this question. It is also possible to have a different classifier per question, one on country and one for example on age or gender.
- Default stories (click on dot): With default stories, we mean the story that is displayed in the left column, if you click on a dot in a report. By selecting items in this list, you can set a default story pop-up text for the whole report. Of course, you can also differentiate the story text per question, so that for some questions it is different, but questions that you have not altered will automatically receive the question you have selected here as story text when you click on the dot. All open questions can be used as default story questions. NB: You can (de-)select multiple items by holding the Ctrl (Windows), or Command (Mac) button.
- Default pop-up answers (mouse over dot): Default pop-up answers are the answers that become visible when you move your cursor over the dot. This can be helpful, for example, if you quickly want to distinguish between dots. It is possible to change this per question. All open questions and single choice questions can be used as default pop-up answers. NB: You can (de-)select multiple items by holding the Ctrl (Windows), or Command (Mac) button.
- Date filter: In case you want to look at only one part of the results, you can filter what appears in the report. Through the date filter, you can show only the results collected from a certain period onwards or between certain dates in the report.
- Participants Filter: You can also filter based on certain questions. Click on filter report and select the question that you want to filter on to the left of the question. Next, select the option you want to show or hide. It is possible to set multiple filters. When you have selected your filters, click ‘Activate filter’ at the bottom. To switch off all filters, click ‘Deactivate filters’.
- Filter status: This shows you whether the report you are in is operating with a filter or not.