Create a reporting or an export – Help center

Obtain the exact data you need by creating your own custom exports and reports.

Presentation

Accessible from the "Export" tab located in the left sidebar menu of the platform, the report and export generation tool facilitates the detailed analysis of your data.

This module allows you to create custom files, including only the raw or transformed data that interests you.

The differences between a report and an export:

Need

The data export generation module can be useful to you in the following cases:

Archiving a history of responses within a secure environment
History recovery and data catch-up (learn more)
Feeding another information system, CRM, HRIS, or BI to cross-reference response data with internal data
In-depth data exploration with third-party tools (such as PowerBI or Python)
Complex data manipulation with third-party tools (weighting, significance calculation, etc.)

The data report generation module can be useful to you in the following cases:

Automatic sharing of a synthetic and recurring view of KPIs
Creation of internal benchmarks
Internal communication with a synthetic review of KPIs (for executive committees, team meetings, etc.)
Measurement of the impact of action plans implemented between two periods

Generate a new export

In the "Export" tab of the platform, press the "Create a reporting / export" button.

The first step on the report and export page is to define your analysis perimeter. To do this, apply the filters that will then allow you to precisely select the data to include in your file. To master the use of filters in the platform, consult our dedicated article.

In the "1- Choose your model" section, select "Raw data" (.csv).

In the "2- Select data" section, within the "Available columns" insert, click on each system data, metadata, satisfaction item, key indicator, comment, and alert status that you wish to appear in your export. To validate the elements and add them to your selection within the "Selected columns" insert, you simply need to press the button with an arrow pointing to the right (→).

Conversely, to deselect elements, click on them and press the button with an arrow pointing to the left (←).

The columns available for exports are the following:

System Metadata = Client or consumer ID, experience or order ID, feedback date, source, channel, sending date, date of analysis or import date, etc.
Key Indicators = NPS, CSAT, CES, Overall satisfaction, Intent to repurchase, etc.
Satisfaction items = Advisor friendliness, Store cleanliness, Dispute management, etc.
Client Metadata = title, email address, phone number, loyalty status, etc.
Site Metadata = store, region, salesperson, advisor, etc.
Journey Metadata = abandonment, redirection to Google, completed survey, etc.
Alerts = treated, expired, in progress, treatment (#channel# (#treatment date#) by #user name#: #report/sent email#); if multiple treatments, each treatment is separated by a pipe (|)

To include all available data in one click, use the "Select all" button.

In the "3- Choose your options" section, by simply clicking on the "Semantic analysis (tonality / concepts)" option, you can make the themes, sub-themes, and polarities associated with a respondent's comment(s) appear in your export.

⚠️ Beforehand, it is necessary that semantic analysis is activated and configured on your account. You must also have integrated at least one comment in your selected columns.

💭 The option dedicated to semantic analysis is not accessible for reports.

In the "4- Recurring generation" section, you can program the recurrence of the export according to a regular frequency. To do this, you simply need to check "Yes", then choose the desired periodicity. The generation will occur at the defined period, between midnight and two in the morning.

Finally, simply click on the "Download now" button to launch the exportation of the file within your environment.

To save or reuse this configuration, log it by checking "Save & activate" and giving it a name.

💭 If you have activated the "For each new available document" notification in your user settings, you will be automatically notified by email when the file is ready to be downloaded.

If the export is saved, it will automatically appear in your export / report list from the "Export" tab.

Generate a new report

In the "Export" tab of the platform, press the "Create a reporting / export" button.

In the "1- Choose your model" section, select "Excel report" (.xlsx).

In the "2- Select data" section, within the "Available columns" insert, click on each key indicator and satisfaction item that you wish to appear in your report. To validate the elements and add them to your selection within the "Selected columns" insert, you simply need to press the button with an arrow pointing to the right (→).

Conversely, to deselect elements, click on them and press the button with an arrow pointing to the left (←).

The columns available for reports are the following:

Key Indicators = NPS, CSAT, CES, Overall satisfaction, Intent to repurchase, etc.
Satisfaction items = Advisor friendliness, Store cleanliness, Dispute management, etc.

To include all available data in one click, use the "Select all" button.

In the "3- Choose your options" section, you can enrich your report with different data:

Display aggregates = Details the composition of the scores by showing the distribution of answers for each key indicator and satisfaction item

Crossing axis = Segments each key indicator and satisfaction item according to a metadata

Comparison = Integrates an additional comparison period to analyze the results

In the "4- Recurring generation" section, you can program the recurrence of the report according to a regular frequency. To do this, you simply need to check "Yes", then choose the desired periodicity. The generation will occur at the defined period, between midnight and two in the morning.

Finally, simply click on the "Download now" button to launch the exportation of the file within your environment.

To save or reuse this configuration, log it by checking "Save & activate" and giving it a name.

💭 If you have activated the "For each new available document" notification in your user settings, you will be automatically notified by email when the file is ready to be downloaded.

If the report is saved, it will automatically appear in your export / report list from the "Export" tab.

Duplicate a report or an export

From the "Export" tab of the platform, it is very simple to copy an already existing report or export.

To do this, you simply need to place yourself on an already created report or export, then click on the "Edit" icon representing a pencil.

On the report/export configuration page, scroll to the bottom. In the text field, give a label to the new report/export then press the "Save as new" button.

The new report / export will automatically be added to your existing export / report list, from the "Export" tab.

For further assistance or to report a specific issue, please contact our Support team.

Related to

Export	Report

CSV file	XLSX file
Raw data	Transformed data
1 row = 1 respondent 1 column = 1 answer or 1 additional data	1 row = 1 key indicator or 1 satisfaction item 1 column = 1 number of respondents, 1 calculated score, or 1 evolution
Simple export with raw data Displays the details of each feedback from a respondent over the defined perimeter and filters	Formatted export with transformed data Displays the calculated and consolidated data over the defined perimeter and filters
Ideal format for file imports and for data integrations into third-party tools	Ideal format for the restitution of contextualized data
Semantic analysis option	Display by aggregates option Cross-referencing by metadata option Comparison between two periods option
Possibility to generate a recurring export (every day, every week, or every month)	Possibility to generate a recurring report (every day, every week, or every month)