Standard Reports screen
Reporting > Reports > Standard Reports
Use the Standard Reports screen to define the reports end users see. To make a report available, associate it with with a subtab in Navigation. Each report can be used by a single subtab only. If you need to show the same data on different subtabs, create a separate report for each subtab. For more information about using tabs and subtabs to organize reports for your users, see Navigation.
Each standard report can display one or more report modules, and each dashboard report can contain one or more dashboard modules. Reports that show custom reports and embedded apps do not have modules. For a detailed list of the modules each report type includes, see Report type reference below.
Properties
- Name
-
A unique name for the report.
- ReportType
-
Defines the layout of the report, and determines which report modules are included in the report. Though you can only use one report on a tab, you might create two report modules for some reports, with each module assigned to different roles, and with each module showing a different set of fields. When users open the report, they see the report module you associated with their role. Alternatively, you might create two different reports, and associate each report with a different subtab.
Each role can be associated with one report of each type. For a list of report types and their associated report modules, see Report type reference below.
- Member roles
-
The user roles you move to the right-side box have permission to use this standard report.
- View Details Link
- On Theme Explorer reports, this property determines which Theme Explorer dashboard opens when the user clicks View details. For more information, see Theme Explorer standard report.
- Previous responses based on
- For responses Form reports, this property determines which Responses List report columns are used in the list of related customer responses. To use this feature, you must enable customer tracking, as described in Customer tracking.
- Permission context
- Optionally, if permission contexts have been configured, select one to expand the data usually available to users assigned to the report. For more information, see Permission contexts.
- Results per Page
- The number of records (between 1 nd 100) shown on each page of Responses List and Invitations reports. The default is 25.
- System report dashboards
- Report modules moved to the right-side box are associated with the parent report.
Report type reference
When you create a report, any associated modules or objects you created are added to the report automatically. For example, if you create an Action Planner List report, any Action Planner Driver fields and Action Planner Outcome field modules you created are included in that report. This association happens when you assign roles to the report.
The following table lists all of the modules and other objects associated with each report type, and lists the setup screens used to configure these modules and objects:
| Report type name | Associated modules and objects | Setup screens |
|---|---|---|
| Action Planner List |
Action Planner Driver fields Action Planner Outcome field | Reporting > Reports > Standard Report Modules |
| Action Planner Plot |
Action Planner Driver fields Action Planner Outcome field | Reporting > Reports > Standard Report Modules |
| Analytics |
Advanced Analytics Questions Dropdown (Analytics) | |
| Ask Now | Ask Now Test | Configured on a series of screens. For more information, see Ask Now. |
| Ask Now Monitor Results | N/A | This report does not need to be configured. |
| Cross Tab | Segment Groups | Reporting > Report Helpers > Profiler or Segment Groups |
| Dashboard |
N/A |
Warning: Do not use this report type, which is deprecated.
|
| Documents | Documents page | Documents |
| Documents Client Info | Client Info page | Documents |
| Documents Tutorial | Tutorial page | Documents |
| Imported Records | Searchable fields (completed surveys) | Reporting > Reports > Standard Report Modules |
| Invitations Form |
N/A |
Warning: Do not create this report type on the Standard Reports screen. Instead, use Admin Suite, as described in Invitations reports.
|
| Invitations List |
Searchable fields (invitations) |
Warning: Do not create this report type on the Standard Reports screen. Instead, use Admin Suite, as described in Invitations reports.
|
| Invitations Ranker |
Invitation Ranker Questions Dropdown Searchable fields (invitations) | Reporting > Reports > Standard Report Modules |
| Problems Compare |
Searchable fields (completed surveys) |
Warning: Do not use this report type, which is deprecated.
|
| Problems Benchmarks |
Searchable fields (completed surveys) |
Warning: Do not use this report type, which is deprecated.
|
| Problems Snapshot |
Searchable fields (completed surveys) |
Warning: Do not use this report type, which is deprecated.
|
| Problems Table |
Searchable fields (completed surveys) Segment Groups |
Warning: Do not use this report type, which is deprecated.
|
| Profiler Benchmarks |
Ask Now (Sat., Resp. Form, Prof, Rank) Searchable fields (completed surveys) Segment Groups | |
| Profiler Graph |
Ask Now (Sat., Resp. Form, Prof, Rank) Searchable fields (completed surveys) Segment Groups | |
| Profiler Table |
Ask Now (Sat., Resp. Form, Prof, Rank) Searchable fields (completed surveys) Segment Groups | |
| Ranker |
Ask Now (Sat., Resp. Form, Prof, Rank) Searchable fields (completed surveys | Reporting > Reports > Standard Report Modules |
| Responses Contact Report | Case Management Forms | Reporting > Action > Case Management Forms |
| Responses Filter |
Ask Now (Sat., Resp. Form, Prof, Rank) Comment fields Responses Form customer name Responses Form Personal section Responses Form Problem section Responses Form Profile section Responses Form Respond email Responses Form survey score Responses Form Survey Subject Satisfaction (Sat., Score Filter) |
Warning: Do not create this report type on the Standard Reports screen. Instead, use Admin Suite, as described in Responses reports.
|
| Responses Form |
Ask Now (Sat., Resp. Form, Prof, Rank) Comment fields Satisfaction (Sat., Score Filter) Searchable fields (completed surveys) |
Warning: Do not create this report type on the Standard Reports screen. Instead, use Admin Suite, as described in Responses reports.
|
| Satisfaction Benchmarks |
Ask Now (Sat., Resp. Form, Prof, Rank) Satisfaction (Sat., Score Filter) Searchable fields (completed surveys) |
Warning: Do not create this report type on the Standard Reports screen. Instead, use Admin Suite, as described in Satisfaction reports.
|
| Satisfaction Compare |
Ask Now (Sat., Resp. Form, Prof, Rank) Satisfaction (Sat., Score Filter) Searchable fields (completed surveys) |
Warning: Do not create this report type on the Standard Reports screen. Instead, use Admin Suite, as described in Satisfaction reports.
|
| Satisfaction Distribution |
Ask Now (Sat., Resp. Form, Prof, Rank) Satisfaction (Sat., Score Filter) Searchable fields (completed surveys) |
Warning: Do not create this report type on the Standard Reports screen. Instead, use Admin Suite, as described in Satisfaction reports.
|
| Satisfaction Graph |
Ask Now (Sat., Resp. Form, Prof, Rank) Satisfaction (Sat., Score Filter) Searchable fields (completed surveys) |
Warning: Do not create this report type on the Standard Reports screen. Instead, use Admin Suite, as described in Satisfaction reports.
|
| Satisfaction Snapshot |
Ask Now (Sat., Resp. Form, Prof, Rank) Satisfaction (Sat., Score Filter) Searchable fields (completed surveys) |
Warning: Do not create this report type on the Standard Reports screen. Instead, use Admin Suite, as described in Satisfaction reports.
|
| Satisfaction Table |
Ask Now (Sat., Resp. Form, Prof, Rank) Satisfaction (Sat., Score Filter) Searchable fields (completed surveys) |
Warning: Do not create this report type on the Standard Reports screen. Instead, use Admin Suite, as described in Satisfaction reports.
|
| Social Configure Sources |
N/A | Feedback > Social Media > Social Feedback |
| Social Rivals Competitor List |
Rival listUnit rivals | Configured on various screens. For more information, see Advanced Social Feedback configuration. |
| Social Rivals Overview | Social feedback | Configured on various screens. For more information, see Advanced Social Feedback configuration. |
| Social Rivals Responses List | Social feedback | Configured on various screens. For more information, see Advanced Social Feedback configuration. |
| Static Reports |
N/A |
Note: Do not use this report type, which is deprecated.
|
| Static Reports 2 |
N/A |
Note: Do not use this report type, which is deprecated.
|
| Stats Feed File | N/A | This report does not need to be configured. |
| Stats Invitations | N/A | This report does not need to be configured. |
| TA Sentiment Impact | Custom report | Configured on a series of screens. For more information, see Configuring sentiment. |
| TA Topic Investigator |
Topic Investigator Topics |
Warning: Do not use this report type, which is deprecated. Instead, use the TA Topic/Theme Summary and Responses Feed modules available in Admin Suite.
|
| TA Topic Investigator Charts | Topics |
Warning: Do not use this report type, which is deprecated. Instead, use the TA Topic/Theme Summary and Responses Feed modules available in Admin Suite.
|
