Reports is a great tool for creating custom, shareable summary reports about the results of your exchange. This tab also allows you to do a raw data download to work with however you see fit.
In this article:
Generating and Sharing a Summary Report
Generating a Summary Report is fast, easy and is a great way to close the loop with your participants while keeping them engaged. It’s also a great place to share your next steps and the link to a follow-up exchange.
To generate a report click the ‘New’ button, give the report a name (don’t worry, you can change it later if you want), and click ‘Create.’
Congratulations, you’re done! If you want to stick with the default text, all you need to do is scroll to the bottom of the page and click ‘Save’ and you can begin sharing your report.
You can also customize (or remove) report sections to focus on the topics you want. Learn more below:
Header
The Header is where you can choose whether or not to include your organization’s logo. Simply leave the box checked to include it or uncheck it to go logoless.
Your organization’s logo is attached to your customer file. If you haven’t set that up yet, don’t worry. All you need to do is send us the logo and we will do the rest. Click here to learn more.
Title
By default, your report title is the question you asked in your exchange and the month and year the exchange was run. You’re free to change that to whatever you like, though!
You have 3,000 characters to play with, which is a lot.
Overview
The overview is where you can explain the purpose of the exchange. Keep in mind that your summary report may be viewed by people other than your participants, so introducing them to the goals you were trying to achieve can provide useful context for interpreting the results.
You have 3,000 characters to work with. If you want to provide resources for in-depth reading consider adding hyperlinks to keep your summary report from being too overwhelming.
Exchange Details
Use the checkboxes in the Exchange Details section to include a percentage breakdown of the languages your participants engaged in (if multiple languages were supported in your exchange) and/or the survey questions you asked.
Thoughts
Including a Thoughts section allows viewers of your summary report to explore all the thoughts that were shared in the exchange, see their average star rating, and a breakdown of the number of ratings for each thought.
You can include up to a 3,000 character description for this section, if you like.
The ‘Settings’ button in the top right corner of the section lets you choose which Thoughts report to include in your Summary Report (if you've saved custom reports in the Thoughts tab) and gives you the option to include or leave out any comments you’ve made on thoughts.
You can also remove this section altogether by unclicking the checkbox labeled ‘Include this section in this report.’
Bars
Including a Bars section allows viewers to graphically explore the Themes (grouped thoughts) in your exchange as well as the thoughts within each and how they were rated.
You can include up to a 3,000 character description for this section, if you like.
The ‘Settings’ button in the top right corner of the section lets you choose which theme set to display (if you have created more than one). You can also choose whether or not to include comments you have made on thoughts or themes.
You can also remove this section altogether by unclicking the checkbox labeled ‘Include this section in this report.’
Tiles
Including a Tiles section allows viewers to explore the Themes (grouped thoughts) in your exchange as well as the thoughts within each and how they were rated.
You can include up to a 3,000 character description for this section, if you like.
The ‘Settings’ button in the top right corner of the section lets you choose which theme set to display (if you have created more than one). You can also choose whether or not to include comments you have made on thoughts or themes.
You can also remove this section altogether by unclicking the checkbox labeled ‘Include this section in this report.’
Closing
The ‘Closing’ section is where you can thank your participants for taking the time to share and rate ideas as well as outline your next steps.
This is a great place to keep viewers informed about the timeline for making a decision, to outline the actions you are taking as the result of your exchange, or even to share the link to your next exchange. Running a follow-up exchange is a common and useful way to dig into unexpected results or learn more about a particular topic that came up when you initially reached out to participants.
You have 3,000 characters to work with. If you want to provide resources for in-depth reading consider adding hyperlinks to keep your summary report from being too overwhelming.
Downloading Your Data
The ‘Data Download’ function allows leaders to generate an excel file containing raw data from the exchange. Clicking the ‘Generate’ button produces a ZIP file that includes three spreadsheets containing:
- Exchange Data - Every thought in the exchange, its average star rating, rank, moderation status, and a list of the themes that thought was included in.
- Participant Stats - A count and percentage breakdown of responses to the Survey Questions (if any) you included in your exchange.
- Summary - The date the exchange was launched, the date the exchange was closed, the status of the exchange, and a count of participants, thoughts and ratings.
If you have any questions or need a hand using Reports (or any other feature), don’t hesitate to reach out to us a help@thoughtexchange.com.
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