Creating & Viewing Ad Hoc Reports (Designer)

About Creating and Viewing Reports

Ad Hoc reports can be created and viewed within the Report tab. You can create new reports, view report outputs, preview the verbatims behind each response included in a report, export, and save reports.

Creating a Report

When you run Ad Hoc reports, you can select the report and visualization type, as well as additional customization options.

1. Make sure the Ad Hoc Report section of the Report tab is expanded. If it isn’t visible, click the arrow in the top-left corner of the page to expand it.
   
2. Click on the Reports tab.
3. Click the Report On dropdown and select the type of report you want to run. See Report Types for more information on each type of report.
4. If you selected Attribute in the previous step, select a structured attribute or attribute set to report on.
5. Select a visualization type for how you want to display your data. See Report Visualizations for more information on each visualization type.
6. If you selected a trend visualization in the previous step, define a time period by selecting the time unit from the drop-down, then typing in the number of units to trend over.
7. If desired, select up to 2 additional metrics to be used in the report. Only numeric attributes and satisfaction scores can be used as additional metrics.
   Qtip: To report on effort, add the CB Effort attribute as an additional metric. Note that there is no color formatting available for effort, since effort scores are calculated differently than sentiment scores.
8. Select the metric that will be used to sort report data.
9. Click the arrow next to the sort metric dropdown to determine whether data in your report will be sorted in ascending or descending order.
10. If you’re creating a report based on words, select a token type from the dropdown.
    • All words: Run a regular Words report.
    • Hashtag: Show only words or unspaced phrases prefixed with a hash symbol (#) usually used as metadata tags inside a verbatim.
11. Use the dropdown to select a model to report on.
12. Select a specific category to report on from the topics tree. Selecting a root category will create a report on the whole tree.
13. If you want to narrow your report by dates or other filters, you can add them in the Filters tab. See Filtering a Report for more information.
14. Click Run Now. The report will be displayed in the central pane.

Viewing a Report

Once a report has been run, you can view the results in the center panel. You can also view sub-reports or preview sentences from customer verbatims.

Sub-reports

After you run an ad hoc report, you can further examine related subcategories, words, relationships, or attributes. Right-click a report element to view and select a corresponding sub-report from the menu.

The following sub-reports are available:

• Topics Volume for sub-topics: View details for sub-topics, or topic leaves.
• Associated Words Report: View the most common associated words related to a topic, attribute, or word.
• Words Report: View the most common words related to a topic or an attribute.
• Attribute: Select an attribute from the list to see its most common values related to a topic, associated words, or a word. When reporting on business concepts attributes you can use this option to view related business concepts.

You can also select Create Filter to create a new filter based on the report element you selected.

When you view subcategories within reports, the path you took to get there is displayed at the top of the page. You can click these links to return to previous reports.

Previewing Sentences

Within your report you can preview the verbatims behind each included response. Use the preview button to open corresponding sentences in the preview panel on the right. The preview panel is collapsed when not in use. See Previewing Sentences for more information.