Medallia Web reporting

How to use and manage Medallia Web reporting features

Medallia Web reporting includes these set of features and tools to view Medallia Experience Cloud reports in a web browser:

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  1. Navigation
  2. Toolbar
  3. User settings

Medallia Experience Cloud displays reports in navigation containers called tabs and subtabs, which you can name and arrange as you see fit. Tabs define the top-level of report navigation, and contain one or more subtabs. Each subtab contains a report. If a tab has more than one subtab, users see the names of the tab and its subtabs when viewing reports. If a tab has only one subtab, users see only the name of the tab when viewing the report.

This image shows how tabs and subtabs appear to users in the Medallia Web reporting. Here, the user has navigated to the Recent Responses subtab of the Overview tab:

Web navigation. User has navigated to the Recent Responses subtab of the Overview tab.

Subtabs exist independently from the reports they contain, which allows you to prepare and publish reports on that subtab separately. When you are ready to make all of the content of a subtab available to users, publish that subtab.

For more information, see Navigation.

Toolbar

Medallia Web reporting locates a toolbar at the the top-right of the screen and gathers several tools to work with reports in the web. Depending on your role and permissions, these tools may include:

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  1. Switch to latest reporting/ Switch back to Classic reporting — Whether to view reports using Medallia Alchemy Experience Reporting or Classic design. For more information, see Medallia Alchemy Experience reporting.

  2. Edit — Turns the editor mode on to use the Report editor.

  3. Notification center — Shows all of a user's notifications. For more information, see Subscriptions and notifications.

  4. Program lists — Lists the existing Ad Hoc surveys results.

  5. Action plans — Create and manage Action plans.

  6. Export — Exports offline copies of reports or action plans. For more information, see Export reports, modules, and action plans.

  7. Bookmark — Allows to bookmark a particular screen to access faster in the future.

If the Application switcher is enabled, the tool bar looks like this:

Toolbar includes the Application switcher.

User settings

User settings configure specific preferences for the selected user, such as its role, language, accessibility, etc. User settings include:

  • User role — One or more roles the logged user has assigned. For more information, see Roles.

  • Admin — Tools available for roles with certain Administrative permissions, including:

    • Admin Suite — Launches Medallia Admin Suite.

    • ChangeLog — Lists the changes made in Experience Cloud, such as created, modified, and deleted entities. For more information, see Change Log.

    • Tickets — Opens the Event tickets screen.

    • Setup configuration — Opens Medallia Setup screens. For more information, see Medallia Experience Cloud administration.

    • Invite — Only for Internal Admin role.

    • Switch account — Switch to another user account without having to sign into that account with its credentials. For more information, see Switch account.

    • EDR Summary — Opens the EDR Summary report.

    • Feature Flags debug — Only for Internal Admin role.

  • Language — Language users see Medallia Web reporting in.

  • Try our Mobile app — QR code to download Medallia Mobile using your Experience Cloud credentials.

  • Manage notifications — Manage Subscriptions and notifications.

  • Accessibility — Configure the color of blocks of text and its background to easily interact with content and data visualization of Medallia Alchemy Experience Reporting reports. For more information, see Accessibility.

  • Log out — Logs you out from Experience Cloud.

  • Build stats — Details on the build running in that particular Experience Cloud instance, including the version details of the different applications that compose Experience Cloud.

User settings menu include User Role, Admin, Language, Report an Issue, Try our Mobile App, Manage Notifications, Accessibility, Log Out, and Build Stats.