This article is machine translated from english
What is the report builder?
Allows platform administrators to generate, customize, and share reports with platform/project data.
Provides clear, visual, tailored reports for colleagues or community
Pulls data from ideation projects, surveys, and visitor insights
Supports both PDF sharing and mobile-friendly phase reports
Types of reports
You can find reports in the Reporting tab in the back office, these are what we call platform reports. You can also create reports directly from an information phase, which we refer to as project or phase reports.
⚠️ Platform reports and project reports are separate. Platform reports can't be added to a project, and project reports can't appear in the Reporting tab.
Platform Reports:
Platform reports are available to admins only and provide an overview of platform-wide data, including:
Visitor and registration metrics
Demographics (age, gender, location)
Project-level activity
By default, Community Monitor reports are included here. To learn more about the Community Monitor feature, see our article:
Project Reports:
Project reports are created within a specific project, during a Share Information phase.
They can be made visible in the front office, allowing you to share results directly with users.
Different widgets in the report builder
Widgets are reusable blocks you drag into your report.
Content Widgets:
Text: gives you a box where you can freely write and edit some text
Image: gives you the ability to add an image to the report
2 column: gives you the ability to create 2 columns in your report
White space: gives you the ability to add a blank section within your report
Embed: gives you the ability to embed for example a video in your report
Data Widgets:
Survey Questions: you can visualize specific survey results in your report
Most reacted inputs: you can show the most reacted inputs in your report
Input: you can show a specific (manually selected) input in your report
Community Monitor Health Score: you can show the health score of your community monitor
Visitor timeline: you show the visitors timeline in your report
Participants timeline: you show the participants timeline in your report
Registration timeline: you show the registration timeline in your report
Traffic sources: you can show where users are coming from in your report
Demographics: you can show certain demographics in your report
Participation: you can show participation in your report
Methods used: you can show which methods are used in your report
Projects: you can show which projects are on the platform in your report
How to create and customize a report?
How to create a report
Access Report Builder
Platform-level: Reporting > Create a report
Project-level: create Share information phase > click Report > Create a report. Watch video below:
Choose Report Type
Blank page
Project template
Platform template
Add Report Title and start building
How to customize a report
Use the drag-and-drop interface for fast setup
Left-hand panel: Widgets & AI tabs
Right-hand panel: Editor for modifying selected elements
Data grouping
Use data grouping to break down survey results by different segments, helping you uncover patterns and insights across different groups of participants.
You can group your survey data by:
Registration fields (age, gender, location)
Survey answers (group responses to one question by how people answered another question)
Examples:
See how different age groups answered a specific question.
Compare results by gender to spot differences in opinions.
Analyze how people who answered "Yes" to Question 1 responded to Question 5.
This lets you answer questions like:
“Do younger participants rate our service differently than older ones?”
“How do people from different cities respond to our key questions?”
“Does answering ‘Yes’ to Question 3 correlate with higher satisfaction scores?”
💡 Grouping helps you find trends and correlations that might be hidden in the overall data.
ℹ️ Access to this feature depends on your plan.
How to add AI in your report?
AI tab summarizes open text survey questions or phase inputs
Select project + phase → AI summary appears → drag summary into report
⚠️ References shown in AI summary don’t carry over to the final report block.
How to export and share your report?
Attach PDF to a Share Information phase.
Go to a Share information phase > Report > Toggle Visible
or
Share PDF manually
Download as PDF via: Print > Save as PDF. Share file manually.
Troubleshooting: Report Builder
Contact support via the the chat bubble on the bottom right corner of your platform if:
The Weglot translation button is appearing on your reports
To get names and emails for voting data as it is not automatically included