How Do I Create a Report?

Reports are a clean and professional way to present data. All audio files, video clips, charts and word clouds from any of your Phonic surveys can be added to a report and shared with a link in seconds!

To create a report, navigate to “Reports” in the left side-bar menu, and then click the “+ New Report” tile. You can currently add 3 types of data to a report. 

  1. Markdown. Add your own notes.
  2. Audio Responses. Add audio responses from any of your surveys.
  3. Graphs. Add any graph or data visualization from any of your surveys.

To add any of these elements, navigate to the “Add Survey Data” button in the bottom left corner. From here, you can add your data of interest (see below).

Adding Notes Using Markdown

You can change font properties by using Markdown.

Use # at the beginning of your text to create headings, as typed below. Note that the number of # indicates the heading style (e.g., Heading 1, Heading 2, Heading 3, etc.)

# This will appear as Heading Style 1.
## This will appear as Heading Style 2.
### This will appear as Heading Style 3.
_This will appear italicized_
* Use two asterisks on either side of your text to bold it.*

For a full guide of what you can do in Markdown click here.

Markdown also supports some HTML. Font style and colour can be changed using HTML. See some examples below.

<p style="font-family: Arial">This will appear as Arial font text</p>

<p style="color: red;">This will appear as red text</p>

<font face="Comic Sans MS" size="80px" color="red">This will appear as Comic Sans MS font in red.</font>

Adding Responses

Step 1: Bookmark Audio Responses 

A response must be bookmarked in order to be added to a report. To bookmark an audio response, open the survey and go to the Questions tab. Click on the audio response question that will be added to the report. Here you will see all of the responses to this question. On the left hand side of each response there is a bookmark icon. Click the icon so that the bookmark changes from white to grey.

Screen Shot 2021-07-16 at 3.41.42 PM

Now that this audio response has been bookmarked, it can be added to a report. Only bookmarked responses will appear in Reports.

Step 2: Adding Responses to a Report

To add an audio response to a report, click the “Add Survey Data” button in the Reports tab, then click “Response”. All surveys with bookmarked responses will appear here (see below).

When you click on the survey of interest, all of the bookmarked responses for that survey will appear. Select the data that you want to add to your report. Then, click “Paste Data”.

The audio data will now appear in the Report as shown below. Note that in order for audio data to be visible to anyone with the report link, it must be made public. This can be done by clicking   in the top right corner.

Screen Shot 2021-07-16 at 3.05.35 PM

Another Way to Add Audio

Another way to add an audio response to a report is to click theon the audio response directly in the survey. Navigate to the Survey tab and click on the survey. Then, click on the audio question of interest. Use theon the right-hand side to add the audio response to a report.

Adding Graphs

To add a graph to a report, navigate to the Survey tab and click on the survey of interest. Then, click on the question that you want to add a graph for. Move from the “Responses” tab to the “Analysis” tab. Here, you will find all of the data visualization solutions that Phonic automatically generates! This includes response frequencies (for multiple choice questions, sliders, dropdowns, etc.), demographic information, and word clouds (for audio response questions). To add a graph to a report, click the  in the top right corner, and select the report that you want it to be added to.

Editing and Sharing Your Report

Editing a report is flexible, such that elements can always be added and reports can be re-organized. To re-organize a report, click on a block and drag it to the desired location. 

Reports are shared through a link. Anyone who has this link can view the report but cannot make any changes. This link will reflect any saved changes, so there is no need to re-share a new link! Note that Reports are dynamic documents. You can print the webpage as a PDF, however, once downloaded as a PDF you will be unable to listen to any audio responses.