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Inserting Content into Report Templates (EX)

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Qtip: This page describes functionality available to Engagement, Lifecycle, and Ad Hoc Employee Research projects. For more details on each, see Types of Employee Experience Projects.

About Inserting Content into Report Templates

You will build your report template by inserting various types of content, such as data visualizations, images, page breaks, headers and footers.

Adding Content

To add content into your report template:

  1. Click Insert either in the report template toolbar or in the report template body itself.
    image of the insert button in the toolbar and the report body

    Qtip: The menus that open are mostly the same. The only difference is that you can add Page Headers and Footers from the toolbar menu only.
  2. Choose the type of content you would like to insert. You may choose from the following:
    • Questions, Survey Metadata, Categories, and Visualizations: inserts a data visualization, such as a chart or table, for analyzing your response data.
    • Text: inserts either a Text Area where you can type text for your report viewers to read or add a Filter Summary which will show you the dashboard filters that are applied when you export your report.
    • Image: Inserts an image into your report template. You can choose an image from your Library or provide the URL of an image hosted online.
    • Blank Space: Inserts a blank space into your report template.
    • Divider: Inserts a horizontal or vertical line into your report template.
    • Page Break: Inserts a page break into your report template.
    • Page Header: Add a header to your report template.
      Qtip: This option is available in the Insert menu from the toolbar only.
    • Page Footer: Add a footer to your report template.
      Qtip: This option is available in the Insert menu from the toolbar only.

Visualizations

The bulk of your report template will be made of data visualizations. You can choose to either insert a specific visualization type and then choose what data is displayed, or choose what data to display, and then pick a fitting visualization.

image of the insert menu with the visualization options highlighted
For more information about visualizations, read the Visualizations Overview. For information on any given visualization, check our our List of Report Template Visualizations.

Text

After selecting Text, you can choose to insert either a Text Area or a Filter Summary.
image of the insert menu with the text options

Text Area

Once a Text Area is added to your report template, double click it to start editing.
image of a text box that's been inserted into a report

While editing your Text Area, a Rich Content Editor will be added to your report template. Here, you can design the text that goes in your Text Area.
image of the rich content editor in a report template

Using the Rich Content Editor, you can do the following:
image of the customization options available in the rich content editor. The description of each option is below

  1. Choose the style of the text. You can save styles in this menu for easy formatting in future reports.
  2. Choose your font.
  3. Select the font size.
  4. Apply bolding, italics, and underlines to text.
  5. Choose the text color.
  6. Add numbered and bulleted lists.
  7. Select the text alignment.
  8. This option will strip the formatting of any selected text.
  9. The {a} icon is used to insert Piped Text.

Filter Summary

The Filter Summary option will add a text box into your report template that you cannot edit or modify.
image of a filter summary inserted into a report

When you export your report, this text box will display the dashboard filters that are applied to your dashboard. This does not include the dashboard org hierarchy filter. If you’d like to show org hierarchy information, add a text area and insert piped text for the hierarchy name and/or unit.

piped text options within a report

Qtip: Only filters that have been adjusted to filter for a specific field value will be included. Any filters set to display all data for the field will not be included in the filter summary.

image of a filter summary visualization after a report has been exported
If no filters are applied when the template is exported, the filter summary will say No filter is applied.
image of a filter summary on an exported report when no filters have been applied

Image

You can insert an image into your report template. To get started, select Image in the Insert menu. After inserting the image placeholder into your report template, click on it to configure your image.
image of the options available for inserting an image

To select and format your image:

  1. If your image is hosted on a website, paste the URL in the Image URL box.
  2. If your image is in your Library, or you’d like to upload an image to your Library to use in your template, click the library icon.
  3. Choose the Image Position. You can choose one of the following:
    • Fit: The image reverts to its natural dimensions within the margins. If you need to resize an image without stretching it, this is the best option.
    • Fill: The image fills the margins without distorting it.
    • Stretch: The image will stretch to fit the margins
    • Tile: The image will repeat until it fits the page dimensions. This option looks especially nice for minimalist images or patterns. If the image is larger than the space you’re trying to fit it into, the image will not repeat.
    • Center: This option will center your image in the image box.

Blank Space

The Blank Space option will insert an empty placeholder into your report template. No data or other content can go in a blank space.

Qtip: Blank Spaces can sometimes be hard to see in your report. To make blank spaces more easily identifiable, enable Highlight Blank Spaces in the View menu. Your blank spaces will still be blank when you export your report.

image of the highlight blank spaces option. a blank space is now highlighted in the report

Divider

The Divider option will insert a line into your report to be used as a physical division between other pieces of content in your report.
image of a divider that's been inserted in a report

Once inserted, you can edit the following aspects of the divider:
image of the customization options for a divider. You can change it's orientation, color, and width

  1. Choose the Divider Type which will determine the divider’s orientation.
  2. Select a color for the divider.
  3. Enter a width (in pixels) for the divider. The maximum is 10 and the minimum is 1.

Page Breaks & Deleting Pages

Pages are created automatically when you add visualizations and insert other content. Once a page runs out of room, a new one is automatically created. However, you can also manually insert pages. Inserting a Page Break will move all content below the page break to a new page.

To insert a page break, select Insert and then Page Break.
image of the page break option in the insert menu

Qtip: You can’t add a page break to a page if the page is completely empty.

After a page break has been added to your report template, it’ll be found in between your pages in the report template editor. Hover your mouse over the page break and click the red X to remove the page break.
image of a page break in a report. the red x is next to the page break for removing it

Qtip: Removing a page break will not remove the entire page if there is content on it. You must manually remove the visualizations on a page before it will disappear.
Qtip: If a page is entirely blank, it will not be included when you export the report to PDF. This is true whether there’s two page breaks with nothing between them (or just a blank space), or if the page is blank because display logic has hidden all the visualizations.

Page Header & Footer

Attention: These options are only available through the Insert menu in the report template toolbar.

Clicking Page Header or Page Footer will open the report editor for your header or footer. You can configure the following options:
image of the customization options for a header or footer

  1. The alignment of the header/footer text.
  2. The header/footer text itself. Type the text in the box. Use the options at the top of the box to choose the font type, size, and color. To insert piped text, click the ( {a} ) button.
  3. The alignment of page numbers, or no page numbers at all.
  4. The alignment of the time zone, or no time zone at all.
  5. The report logo alignment. If an option other than None is selected, the following additional options will appear.
    continuation of the options available for customizing a header or footer
  6. The logo height in inches.
  7. Choose either Use Brand Logo to use your brand’s logo or Use Custom Logo to use a different logo. If using a custom logo, the logo must have an associated URL which you will paste in the box that reads Enter image URL.
    Qtip: If the Use Brand Logo option is grayed out for you, then your brand does not have a logo. Reach out to Account Executive about getting one.
    Qtip: If the image you want to use as a logo is saved in your Library, you can copy the image’s URL and use it here.