Report setup

Creating a new report or quick report

In the Explore workspace, click New Report. In "My Drive" or a Shared Drive, click New to choose a new report or a new quick report.
The Start report modal has two sections:
- Name your report: custom name plus a description of the report's contents or purpose.
- Select drive: My Drive or a Shared Drive. Reports in a Shared Drive are shared reports, accessible to everyone with access to that drive.
Click Start to go to the Select Surveys modal. The naming step can be skipped with Skip, which goes straight to survey selection with no custom title or description.

All surveys available to the account are listed. To find one:

Search: type a query and press Enter. A survey is shown if its title matches.
Advanced filters: the search setting button to the right of the search field filters by provider, language, survey type or year. Save applies the filters.
Filter chips: active filters show as black chips; the cancel button on a chip removes that filter.
Sort: dropdown to the right of the search field.
Info icon: hover for survey details, including trendable status, mappable status and the full survey title.

Up to 10 surveys can be trended at once.
As surveys are chosen, the provider and trendable chips grey out. Explore cannot trend across different providers or combine non-trendable surveys.
When the limit of 10 is reached, or when a single survey has been chosen for a standard (non-trended) survey, the remaining surveys are greyed out.

Click Save to begin the analysis. New reports open in the Data Module (see Explore - Top Bar and Left Bar).