Create Report Versions

Organizations

About Report Versions

Report Versions are saved filter settings and they have two significant advantages:

1. You can use them to create different versions of one report instead of creating several reports that clutter your reports library.
2. You can share report versions instead of the whole report, which means you can ensure the right insight get to the right people. For example, an Annual Employee Satisfaction report that only shows the Sales department responses should only be seen by the Sales manager. Furthermore, any media or button links can be made unique to each version.

You can create versions using two methods: manually or bulk.

Create Versions Manually

To create Report Versions manually (one by one), you have to:

1. Go to your report and select readers on the side menu. If the menu is closed, click on the menu icon () to open it first.
2. Click on the dropdown menu and select versions. 
3. Click on the add version icon (). 
4. Select manually. 
5. Name your version.

   Report version names are limited to 50 characters.

6. Click on the add filter dropdown and select a variable.
7. Once you select a variable, you can define the values using the dropdown. Repeat steps 6 and 7 until you've added all the necessary filters.
8. If you have an image, video, or button URL you would like to replace, click on the select element dropdown and make your changes.
9. When you're done adding all your filters, click the create button.

You cannot edit data series filters when creating versions manually.

Create Versions in Bulk

You can create several versions at once by plotting all the information in a CSV file and uploading it to Enalyzer. This will save you loads of time and it only requires a few steps.

ADD FILTERS AND DATA SERIES

Before you upload or even create the CSV file, you have to set up your report. The headers of your CSV file will reference your report's filters and data series, which means you have to add them before getting started.

When adding filters and data series, make sure you have given filter access to readers.

CREATE YOUR CSV FILE

Your CSV file can contain the following headers:

Version ID (optional)
Each version needs a unique ID. If you do not include this in your CSV file, an ID will be generated.

Version name (optional)
If you do not include this in your CSV file, the version name will be the same as the version ID.

Filters (mandatory)
Add a heading to your CSV file for each filter you want to edit. If you do not include this in your CSV file but you have a filter, the versions will not be created. 

Data series filters (optional)
Add a heading to your CSV for each data series filter you want to edit. If you do not include this in your CSV file but you have data series, the version will take the default selection.

The CSV file must be encoded in UTF-8.

Download sample CSV

BULK CREATE VERSIONS

Now that you have your CSV file, all you have to do is upload it and create your versions. All you have to do is:

1. Go to your report and select readers on the side menu. If the menu is closed, click on the menu icon () to open it first.
2. Click on the dropdown menu and select versions. 
3. Click on the add version icon (). 
4. Select the bulk upload method.
5. Upload your CSV file.
6. Map the fields by linking the fields from your CSV file on the right to the open filters in your report on the left.
7. Once you're done mapping the fields, click next. 
8. Review the uploaded information and click create.
9. Your version will be created immediately.

Version Specific Content

If your report has a video, image, or button link in a text element, you are able to replace any of these for every individual version. In other words, your versions can have their own images, videos, and buttons depending on your needs. For example, if you have a button link that directs to an action plan, you can replace the link for every version, and create versions for different managers. 

To replace version content, you have to:

1. Go to your report and select readers on the side menu. If the menu is closed, click on the menu icon () to open it first.
2. Click on the dropdown menu and select versions. 
3. Click on the add version icon ().
4. Select manually.
5. Click on select element under version specific content and select the element you would like to replace.
   • Image: to replace an image, upload the new image.
   • Video: to replace a video, insert a new YouTube or Vimeo URL.
   • Button: to replace the button link, insert a new one.
6. When you're done defining your version settings, click the create button.

View Versions

Report Versions are a great way to keep things tidy under one report instead of creating several reports and having them clutter your report library. To view your versions, all you have to do is:

1. Go to your report and select content on the side menu. If the menu is closed, click on the menu icon () to open it first.
2. Click on the filters button and click on the versions tab at the top.
3. Select the version you'd like to see.