Help Center
Reports & Exports
Executive PDFs and PowerPoints, stakeholder links, spreadsheets tuned for decks, AI insight cards, SPSS-ready datasets, telemetry-aware API keys.
What this guide helps you do
Package findings into executive reports, stakeholder-ready files, or raw exports for deeper work.
Before you start
- Choose the audience for the report.
- Confirm filters and date ranges.
- Decide whether the audience needs summary, slides, PDF, or raw data.
What you will do
- Choose report scope
- Generate and stress-test narratives
- Curate visuals
- Export responsibly
- Share with traceability
You are done when
- The report has a clear story.
- Charts and quotes support the conclusion.
- The right export format is shared with the right people.
Overview
Reports package analytics for humans: AI-grounded narratives, charts, verbatim quotes, two-sentence briefs when attention is short. Exporter paths cover segmented CSV/Excel, question-only subsets, immersive crosstab workbooks mirrored from Advanced Analytics, Power BI-friendly layouts, downloadable PDF proofs, editable PowerPoint storyboards for leadership reviews, standalone AI insight tiles you can reuse in Slack or email summaries, alongside SPSS-oriented datasets whenever downstream statistics teams require labeled sav-friendly structures. Telemetry on API/export keys lets admins track who pulled which slice when integrations feed external warehouses.
When to use this feature
Step-by-step guide
Choose report scope
Select survey, layered view, quotas, demographics, labelled distribution sources, time windows, completeness rules.
Generate and stress-test narratives
Produce AI-assisted executive arcs, reconcile them with verbatims, flag gaps before signature.
Curate visuals
Lock charts referencing active layers, annotate sample sizes, cite sources powering each KPI.
Export responsibly
Pick PDF/PowerPoint/CSV/Excel/SPSS/export cards; apply redaction presets for PHI or government programs.
Share with traceability
Use share links keyed to roles when possible so access revokes cleanly.
Evidence chain
Every artifact should cite the layer, timeframe, quotas, labelled sources powering the numbers.
Screens / UI explanation
Export dialogs inherit filters everywhere else in analytics.
Layer metadata accompanies official Excel drops for auditors.
Best practices
Document filter sets inside slide footers.
Pair AI summaries with verbatim receipts.
Match download format with downstream tool requirements.
Tips
Create two exports—tabular for analysts vs slide-sized charts for CX reviews.
Automate nightly CSV drops through Integrations rather than emailing raw files.
Common issues
Exported data has fewer rows than expected.
Layers, quotas, duplication rules, completeness filters quietly exclude rows.
PowerPoint mismatches bilingual expectations.
Duplicate deck templates per locale or regenerate after translation review.
FAQ
Can I export weighted tables?
Yes—activate the weighted Smart Data Layer before invoking Excel or API exports aligned to that overlay.