Creating a Report from Scratch

Learn how to create a new report in Studio from scratch by choosing a hub, selecting a data source, adding surveys, custom data sources, adding formatters.

To create a new report in Studio from scratch, follow these steps:

1: Initial Setup

1. Go to the Studio Reports list.

2. Click the New report button in the top right corner of the page to open the report wizard.

3. In the report wizard, select Start from Scratch.

4. Give your report a name (this can be changed later).

5. Choose a hub for the report.

6. Click the Next step button to continue.

Initial report creation setup

2: Configuring your Report

2.1: Selecting a Data Source

The next step in creating a report in Studio is to select a default source of data from the selected hub. You can also add and manage additional data sources once the report has been created, see here for information on how to do this.

2.1.1: Adding a Survey Data Source

To add a survey to your report, follow these steps:

1. Click the check-box next to the survey you want to include. You can select multiple surveys.

2. Click the + Add button to add the selected survey to your report.

Adding data sources to the report

2.1.2: Adding a Custom Data Source

To add a custom data source to your report, follow these steps

1. Click Custom to enter the custom data tab.

2. Click the check-box next to the custom data you want to add to your report. You can make multiple selections.

3. Click Add to add the selected custom data to your report.

Adding custom data sources to the report

Note

Remember to select the Default Data Source from the "Default Data Source" drop-down. This can be either a survey or custom data.

2.2: Adding Formatters

Formatters located in the hub you selected earlier can be added to your new report in Studio. To do this, follow these steps:

1. Click on Formatters next to 'Data Sources' to view the available formatters.

2. Click the check-box next to the formatter you want to add to your report. You can make multiple selections.

3. Click Add to add the selected formatters to your report.

3: Finishing Up

When you have finished making your selections, click the Create report button.

Report setup complete