Enalyzer Help Center

Report versions

On this page you'll find:

 


ABOUT REPORTS VERSIONS

Report versions are saved filter settings that ensure the right insight gets to the right people. For example, an Annual Employee Satisfaction report that only shows data for 2018 or for a specific department. Furthermore, if you have any images, videos, or buttons, you change them for each version.

You can create versions using two methods: manually or by bulk. You can set up report filters manually or bulk upload a CSV file to create multiple versions.

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CREATE VERSIONS MANUALLY

You cannot edit data series filters when creating versions manually.

  1. Go to your report and click readers on the side menu.
  2. Click on the dropdown menu and select versions.
  3. Click on the add version icon (add-chart.PNG)*.
  4. Select manually.
  5. Name your version, e.g. Annual Employee Satisfaction: Sales Department.
  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.
  8. If you would like to add another filter, repeat steps 6 and 7.
  9. If you have an image, video, or button URL you would like to replace, click on the select element dropdown and make your changes.
  10. When you're done adding all your filters, click the create button.

* This feature is only available in organizations and for Professional plans. Check out our plans.

 

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CREATE VERSIONS IN BULK

Create several versions at once with a CSV file and save time.

STEP 1: ADD FILTERS AND DATA SERIES

Before you upload the CSV file, you have to set up your report since the headers in the CSV file depend on the report setup. When creating filters and data series, make sure the filters are open.

STEP 2: 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.

tip.png The CSV file must be encoded in UTF-8.

→ Download sample CSV

STEP 3: BULK CREATE VERSIONS

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

  1. Go to your report and click on readers.
  2. Select versions from the dropdown menu and click create version.
  3. Select the bulk upload method.
  4. Upload your CSV file.
  5. Map the fields by linking the fields from your CSV file on the right to the open filters in your report on the left.
  6. After mapping, click next.
  7. Review the uploaded information and click create.
  8. You have now created your versions.

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VERSION SPECIFIC CONTENT

If your report has a video, image, or a button link in a text element, you are able to replace any of these for a  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 depending on the reader. 

To replace version content, you have to:

  1. Go to your report and click readers on the side menu.
  2. Click on the dropdown menu and select versions.
  3. Click on the add version icon (add-chart.PNG)*.
  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.

* This feature is only available in organizations and for Professional plans. Check out our plans.

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SHARE VERSIONS MANUALLY

To share your report version with organization members, you have to:

  1. Go to your report and click readers.
  2. Click on the dropdown menu and select versions.
  3. Click on the version you want to share.
  4. Click on reader access and then on the add readers icon (add-chart.PNG).
  5. Select the organization members you want to share the version with and click add readers.

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SHARE VERSIONS IN BULK

If you already know who is supposed to get what, i.e. that the Annual Employee Report showing the sales department needs to be shared with the Sales Manager, etc. then sharing versions in bulk with a CSV file is the way to go.

STEP 1: CREATE THE CSV FILE

Your CSV needs to include two headers:

Version ID
It refers to the unique version ID for the version you are sharing. If you bulk created the versions and added version IDs to the CSV, you already have them!

Nevertheless, to find version IDs you have to:

  1. Go to your report and click on readers.
  2. Select versions from the dropdown.
  3. Click on the version to view the ID.

Personal IDs
It refers to the personal IDs of the organization members you're going to share the versions with. To find the personal IDs you have to:

  1. Log into Enalyzer and select the relevant organization.
  2. Click on the user menu at the top right and select organization.
  3. Select members on the side menu.
  4. Click on a member to view their personal ID.

→ Download sample CSV with only mandatory header

STEP 2: BULK SHARE VERSIONS

  1. Go to your report and select readers on the side menu.
  2. Click the add readers button.
  3. Click on share versions.
  4. Import your CSV file.
  5. Map fields: personal ID to personal ID and version ID to version ID.
  6. Click next.
  7. Review the imported information and click share.

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