Analytics – Published Reports

Report publishing enables you to configure a view in the Analytics section, then save that view and – if you choose – share it with colleagues or other stakeholders.

Use published reports to:

• Share research data with clients and partners without giving them access to your research console and decide what is shown and what is not
• Include real-time reports in your own branded portal
• Effortlessly store and refer back to common filters
• Export only the data you need

In order to create and publish reports, you’ll need the relevant permission.

Note: When Report Publishing was first launched, any user with permission to “view responses” was automatically granted permission to “create and publish reports”. Permissions can be managed from the edit user screen.

Here are the basic steps to creating and publishing a report, although the order isn’t too important.

Step 1: Define your filter(s)

Nothing special here – just filter your data as normal. When you save the report, the filters are saved too. For example, this filter returns all households captured during April with access to running water and electricity.

Step 2: Choose which fields to display

If you’d like to hide any fields, switch to the grid or chart tab and navigate through each section toggling which questions should be included in the report. If you hide a column, the data will be excluded from the grid, export, map and charts.

If you hide all the fields in a section, the section won’t display at all if you decide to make the report public.

If your submissions have GPS coordinates, you can configure what information is shown when the submission’s pin is clicked on the map view.

Step 3: Name your report and decide with whom and how you’d like to share it

When you’re ready to save your report, click on the “Report Settings” tab.

Give your report a descriptive name – this will appear in the drop down menu and above the report if you decide to make it public. You can access a previously saved report by selecting it from the drop down menu. Hit the save button next to the drop down at any time to overwrite any changes you’ve made, or select “New Report” to use the current report as a base.

You can choose from three options when saving your report:

• A private report is only visible to you (other console users with permission to view responses for the study can access the data your report might include but won’t see your report in their drop down list).
• An internal report is visible to you and other console users with permissions to view data for the study. Other console users with permission to create and publish reports can modify (and potentially delete) your report.
• A public report is accessible to anyone who you share the report URL with. You can optionally configure a password to restrict access and share the password with the users who you’d like to grant access to.

Public Reports

When accessed via the report URL, all report data and settings are read-only. You can unpublish a report at any time by changing it to “private” or “internal”. You can also delete the report.

For public reports, there are a few more options you can configure:

• A logo to appear above the report, next to the report name.
• Which tabs to display. You might for example only want to show the charts tab and none of the others.
• What filtering capabilities to allow. If you don’t select any, the filter bar will be hidden completely.

Share the report URL with anyone who needs access to the report. It will display based on the various settings you’ve configured. If you’ve password-protected the report, you’ll need to share that with them too.

Deleting a report

You can delete a report at any time. No data is deleted – just the report’s configuration.