---
title: "Report setup"
url: "https://helpdesk.telmarhelixa.com/en/article/report-setup"
language: "en"
last_updated: "2026-10-27T15:09:33.655Z"
---

# 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.

## **Select Surveys modal**

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.

## **Trending surveys**

-   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.

## **Start the analysis**

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