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Project Basics
  • Getting Started!
    • CX Dashboard
      • CX Metrics
        • Analyze your drivers
        • Getting Started!
          • Assessment Question types
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              • Quiz participation
                • Get Results
                • Introduction to Poll
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                          • Project Style
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                                • Account Settings
                                  • Good to Know

                                    Modify and Delete Reports

                                    Even though your saved report is perfect now, you might end up wanting to make some changes at some point in the future. No problem! Rather than starting from scratch, you can modify your existing saved report.

                                    Modify Saved Report

                                    1. Select your project and click on Report.
                                    2. On the Report menu bar, click on Saved Reports.
                                    3. Select any Saved Report and click on Modify Report.
                                    4. You will be taken to the first step of the report generation wizard, where you can follow all the steps for selecting a question, re-ordering questions, modifying properties and applying filters. Make your required changes at the appropriate point in the process.
                                    5. After you click on Generate, the report created will include your new changes
                                    6. You can save this report by clicking on Save icon.

                                    Delete Saved Report

                                    1. Select your project and click on Report.
                                    2. On the Report menu bar, click on Saved Reports.
                                    3. Select the appropriate report by clicking the checkbox to the left, then click on Delete Report(s). Or, you can use the ‘Select’ dropdown to choose your project and find the associated reports available.

                                    You can even email multiple reports to a recipient through Saved Reports.

                                    Export Details

                                    To export the full list of Saved Reports, click on the Export Details button to download the data in MS Excel.

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