About Getting Started as a Report Reader
When Enalyzer users have created a report, they can share their findings with fellow organization members through Shared Reports. Report readers see up-to-date statistics of the survey's responses. This article will teach you all the steps to read reports that have been shared with you, even if you are new to Enalyzer.
Setup Account
You can read reports that are shared with you, as long as you are member of the organization the survey is located in, and you have a PRO or Reader+ license. If you need access to the Enalyzer organization, ask the organization administrator to invite you. They can also make sure you get the license you need.
If you have received an email invitation to the Enalyzer organization, take the following steps:
- Click the link in the email in order to become a member of the organization.
- If you're not logged on, you will be prompted to log in or to create an account. If you don't have an Enalyzer account yet, create one. If you are logged on, click Continue to get access to the organization.
- You are now an organization member. Check in the top-right corner if you have a Reader+ or PRO license.
Find your reports
After you have accepted the invitation to join the organization, your Enalyzer account has access to both your personal account, and to one or more organizations. In order to find the reports that are shared with you, first make sure that you're working in the organization you've been invited to.
Look at the top right corner. If it says "personal account" under your name, then you are working in your personal account and you have to switch to the organization:
- Go to the homepage, if you are not there, click on the Enalyzer logo in the top right corner.
- Click on the organization icon and select the organization on the left side menu.
Reports can be shared from personal accounts as well. In this case, you can find the shared report in your personal account.
In order to access reports that have been shared with you, you have to:
- Go to the Reports section. To easily access this, go to the homepage. If you are not there, click on the Enalyzer logo in the top right corner. Then click on the Reports icon.
- In the left side menu, click Shared Reports.
- Find the relevant report in the list of reports that have been shared with you. Use the search icon to search for a specific report title.
Read your report
Your report might consist of multiple sections. Switch to other sections by clicking the arrow below the section name, at the top of your report.
With the buttons on the right above your top chart, you can switch between languages, and choose how to display the statistics: as charts, as a list of all report elements, as tables, or full screen; one chart at a time.
Report Filters
As a reader, you can filter your report data if editable filters have been setup for the report.
To edit report filters, you have to:
- Go to your report and click the filters button (
).
- Click the filter you wish to edit.
- Define the filter criteria by selecting the relevant values and click Update.
The report defaults to the pre-selected filter setting if the page is refreshed.
Download Reports
With Enalyzer you can download ready-to-present reports in PDF and PowerPoint. You can also export your results to Excel.
To download a report, you must first generate a download file. Download files will be saved within the Download section of the report. If you wish to download a file directly to your device, click on the file you wish to access and the file will immediately be downloaded to your computer.
-
To download PDF reports, you have to:
- Go to your report and select download on the side menu. If the menu is closed, click the menu icon (
) to open it first.
- Click on the "+" icon
- Select PDF as the file format.
- Select a layout.
- Under optional pages, you can choose to include charts, open answers, front page, and/or divider pages.
- Name your report file
- Finally, click download to generate the report. Once your file has been generated, it will appear under "Downloads". You can keep working on Enalyzer while you wait.
- When the report is ready, you can click on the file and it will automatically download to your device.
PDF reports are limited to downloading 1000 open answers.
- Go to your report and select download on the side menu. If the menu is closed, click the menu icon (
-
To download PowerPoint reports, you have to:
- Go to your report and select download on the side menu. If the menu is closed, click on the menu icon (
) to open it first.
- Click on the "+" icon
- Select PowerPoint as the file format.
- Under optional pages, you can choose to include a front page and/or divider pages.
- Name your report file
- Finally, click download. Once your file has been generated, it will appear under "Downloads". You can keep working on Enalyzer while you wait.
- When the report is ready, can click on the file under "Downloads" and it will automatically download to your device.
- Go to your report and select download on the side menu. If the menu is closed, click on the menu icon (
-
To download Excel reports, you have to:
- Go to your report and select download on the side menu. If the menu is closed, click on the menu icon (
) to open it first.
- Select Excel as the file format.
- Name your file.
- Finally, click Download. Once your file has been generated, it will appear under "Downloads". You can keep working on Enalyzer while you wait.
- When the report is ready, can click on the file under "Downloads" and it will automatically download to your device.
- Go to your report and select download on the side menu. If the menu is closed, click on the menu icon (