What is the report builder?
Goal: Guide users in generating, customizing, and sharing 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
Platform Reports:
Available to admins only.
Includes platform-wide data (visitors, registrations, demographics, projects).
Project Reports:
Created within a specific project.
Includes front-office visibility for sharing 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 ‘information sharing’ phase > click Report tab > Create a report.
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
Group survey data by:
Registration fields (age, gender, location)
Survey answers
Available on specific pricing plans only.
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?
Options:
Attach PDF to a Share Information phase.
Share information phase > Report > Toggle ‘Visible’
Share PDF manually
Download as PDF via: Print > Save as PDF. Share file manually.
Troubleshooting: Report Builder
Weglot button overlay issue: Contact support via the intercom chat bubble in the backoffice of your platform.
Vote Data Access: Names/emails aren’t included by default, you can request them manually via support via the intercom chat bubble in the backoffice of your platform.