Rapid Reports

How to use Rapid Reports in KnowledgeHound

Ian Brown avatar
Written by Ian Brown
Updated over a week ago

Rapid Reports allows for bulk analysis of as many variables from a dataset as a user would like. This product is perfect for analyzing a lot of data all at once.

In this article:

Working with Variables and Response Options

Every variable from your dataset is listed on the left side of the report-builder page and can be moved into your report in 2 ways:

  1. Drag-and-drop individual or multiple variables into either section

  2. Select the checkbox on individual or multiple variables and then select either section

Once your variables are in your report, they can be dragged to be in any order.

Each variable can be expanded and customized as needed in your report (nets, means, etc.) just like you see on the analysis page.

Removing a variable, using a variable as a filter, or creating custom response nets can be done from the expanded variable card by selecting the three dots on the top-right corner of any variable card.

To establish the presentation of grid variables (variables with two dimensions), the option and response default position placeholder can be dragged to either the segmentation or report variable section. If the placeholders are in separate sections (which is the default behavior) then dimensions will be on separate axes of the chart, which is most helpful for a visual chart. If they are both in the report variable section then both dimensions will be on the same axis, which is most helpful for the spreadsheet view.

Segmentation Variables

To establish the ways in which you compare your data, you can add up to two segmentation variables. For example, adding an age variable to the segmentation section allows you to see how people of various ages responded to any question you'd like.

Adding a second segmentation variable will nest that variable in the same section, creating more detailed comparisons. For example, adding gender to the same report will create populations that are specific ages+genders.

If your dataset has a default comparison, such as a retailer or a quarter variable, it will be found in the segmentation variable by default. It can be removed manually.

Time-series variables, such as a quarter variable, will cause your report to automatically be shown in the line chart view. Line charts can support a single segmentation variable, but any other chart type can display two.

Report Variables

To establish which variables you would like to analyze as a part of your report, you can add as many variables from your dataset as you would like to the report variables section.

Preview and Options

Depending on the size of your window, a preview of your report will be visible either on the right side of the page along with options or by clicking the preview button above the options section.

The preview of a chart is intended to show how one particular visualization will look. The variables shown in the preview depend on what report variable you have selected at that time.

Options will be on the right side of the page and, depending on the size of your window, are shown either as a toolbar above your preview or on their own. These options will affect every visualization in your report, not just the one you are previewing at that time. For more information on what each of these options does, visit this article or watch this video.

Generating a Report

When your report is ready to go, you can click the Generate Report button at the top-right corner of the page. This will then begin creating both Excel and PowerPoint files containing the visualizations, which can be downloaded from your list of reports.

In PowerPoint, each visualization is presented individually on a slide along with detailed sourcing information and the options chosen. If your organization has uploaded a custom PPT Template, the presentation will match that style. Each visualization is native and can be analyzed further in Excel.

In Excel, sourcing information and your selected options are shown at the top of the page, followed by a table of contents. All visualizations will be shown as tables stacked vertically on the same sheet. The information above each table will show the name of the variable being analyzed, the sample size of the table, and the confidence interval of any stat testing being run.

Here's a helpful video highlighting the simplicity of generating a report.

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