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.’

Note: If your Exchange has Participation Groups enabled, you need to also choose whether the report is for a particular group or all groups.

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 participation groups, 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.

Slides automatically generates a summary presentation covering some of the most popular analysis features in the Discover Dashboard. 

By default, Slides displays key information about:

• Overview statistics
• Wordcloud
• Top Thoughts
• Themes
• Differences

You can update Slides in real-time with the click of a button, and choose which slides you’d like to show or hide. Customization is available for:

• Survey Questions - select survey questions
• Top Thoughts - choose thoughts to include or leave out.
• Themes - choose the Theme Set you want to display and the example thoughts within various Themes.
• Top thoughts by theme - choose thoughts for a given theme
• Differences - choose the comparison groups you want to show.
• Wrap-up - customize the wrap-up message with a text editor

Note: Customization features are disabled while an exchange is open. For full access to customization features, an exchange must be closed.

Once you’re satisfied with the data displayed on your slides, you can export a PowerPoint file (hidden slides will not be included) and customize the layout however you like. Alternatively, you can run your presentation directly from the Discover Dashboard by clicking the Present button.

Leader Insight Reports are a handy new addition to the Reports tab of the Discover Dashboard that provide leaders with a quick glance summary of many of the important analysis metrics from their Exchanges as well as quick links back to the Discover Dashboard to dig deeper. The Leader Insight Report is an efficient hub that gives you a lot of what the Discover Dashboard has to offer all in one place.

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.