This topic provides guidance on when to use modern reporting for some or all of your reporting requirements, and highlights the unique capabilities of modern reports. It also notes the features that are currently only available in standard reports.
Modern reporting represents the next generation of reporting and analytics on the Alida platform. It offers immediate benefits in terms of features, performance, and usability.
Modern reports includes most, but not all of the features available in standard reports. Features that address the most common use cases have been prioritized, with more coming. You may find that modern reporting already includes the features you rely on, and also includes useful enhancements not available in standard reports that you want to take advantage of.
New features and capabilities in modern reporting
The following features set modern reports apart from standard reports:
- Improved performance. Modern reports have significantly improved performance and can handle much larger data sets compared to standard reports. If you are reporting on complex surveys with a large number of responses, you will see noticeable improvements in speed and responsiveness as you work with the report.
-
Improved user
experience. Modern reports have an updated user interface, and a modern
look and feel with streamlined workflows. The user experience has been
improved, and you will find it quicker and easier to complete your reporting
tasks.
You have the ability to expand, collapse, and rearrange report tiles, and build filters. Modern reports also included new data preparation features, including the ability to recode single choice responses to numbers, and to select from a variety of calculations (average, min, max, standard deviation, etc.) to apply to Number questions.
-
Generative AI
integration. Enhanced generative AI features are integrated into modern
reports that extract nuanced topics and provide human-quality sentiment
analysis for open-ended survey responses. The results are displayed in a
crosstab, and you can drill-down to see the responses and the associated
sentiment. This enables you to see what a particular segment is saying about a
topic of interest, and quickly gain insights from large volumes of text
responses.
The AI Assistant for reporting is available as a beta release. It provides a conversational chat window for working with modern reports.
-
Streamlined data
visualization. Crosstabs with banners and nested banners provide an
intuitive and powerful way to view and compare results. You will find it easier
to perform your data analysis because you no longer need to switch between
different views.
Define a custom theme template using your organization's brand colors for your community, with the ability to override the theme for individual reports, if necessary. Quickly select from predefined chart types to display your data in meaningful ways.
Charts and visualizations can also be created using the AI Assistant for reporting (beta), which enable customization of individual chart elements.
- Comprehensive reports. Qualitative and quantitative responses are combined and can be analyzed in the same report. You can discover insights faster when you can view data side-by-side, and drill-down into sentiment analysis data to view individual open-ended responses. You can also apply weighting and significance testing to your reports.
- TURF analysis. TURF analysis is available in modern reports for Multiple Choice and MaxDiff questions. Use TURF analysis to determine the best combination of answer options or attributes to reach the most customers.
Determining your reporting needs
Review the statements in the diagram below to determine if modern reports meet your reporting needs today.
The sections below provide detailed information about each of the numbered items in the diagram to help you decide whether modern reports will meet your needs today, or if you need to continue using standard reports for some or all of your reporting requirements at this time.
1. What question types are you reporting on?
Are only supported question types used for data collection?
Modern reporting supports the majority of question types available in Surveys. These represent the most commonly used question types, and a majority of surveys only use these question types.
The following question types are supported in modern reporting:
- Single Choice
- Single Choice Grid
- Multiple Choice
- Multiple Choice Grid
- Rating
- Usability Task
- Card Sort
- Tree Test
- Net Promoter Score℠(NPS®)1
- Choice-Based Conjoint
- Short Answer
- Long Answer
- Number
- Allocation
- Rank Order
- Image Upload
- MaxDiff
The following question types are not currently supported in modern reporting:
- Date
- Highlighter
- Video Feedback
If you use question types that are not supported in your survey and you want to report on these questions, you need to use standard reports.
If you have unsupported question types in your survey, but you are not interested in reporting on any of them, you have the option to use modern reports. The unsupported questions will be added to the new report automatically with a message indicating that they are not supported yet, and you can remove these tiles from the report.
2. What kinds of data preparation do you need?
Are filters and banners sufficient for data preparation?
Filters
Filtering in modern reporting is similar to filtering in standard reporting. However, modern reports have two important filtering enhancements:
- You can add filter criteria based on text values. This enables you to filter for responses that contain a particular word or phrase.
- You can add filter criteria based on Date questions or Date profile variables. This allows you to filter on birth date, and other date-based criteria.
If you need to filter questions based on questions from another survey, this feature is currently only supported in standard reports.
Banners
Banners in modern reports match and extend the functionality of subgroups in standard reports.
Modern reporting includes the following enhancements to banners:
- Multiple banners can be viewed side-by-side in the same crosstab. This makes it easier to compare them and view differences. For example, you can add a Gender banner with a Demographic banner next to it. Subgroups in standard reports cannot be combined in this way. In standard reports you need to select subgroups one at a time, which makes comparison difficult.
- Banners can be nested, allowing for more granular analysis. For example, you can nest a Demographic banner within the Gender banner to view results for very specific segments such as Male users that are 65+.
- The user interface for creating banners enables you to quickly add banners and nested banners, drag-and-drop to reorder them, and preview the layout of the crosstabs. This contrasts with standard reports which require that you remove and re-add subgroups if you want to reorder them.
If you need to add banners based on questions from another survey, this feature is currently only supported for subgroups in standard reports.
Incorporating external data sources
In modern reports, you can enrich your report data by incorporating profile variables.
The ability to add questions from another survey, which is available in standard reports, is not currently supported in modern reports.
Post-processing questions
Modern reporting includes a new, frequently requested recode type. The Convert to Numbers recode allows you to convert categorical values to numbers.
The conversion performed by this recode type is not possible in standard reports. Survey authors must set the value in the survey using survey logic or scripting to capture the numeric values needed for reporting.
Modern reports supports merging and merging and appending answers, renaming and reorganizing answers, and showing or hiding answers.
3. How do you want to visualize the results?
When you create a new modern report, your results are displayed as charts wherever possible. One or more default chart type is selected for each data tile based on the type of data being displayed. For example, Net Promoter Score℠ data tiles display a Gauge chart for the Net Promoter Score℠ value and a Bar chart for the NPS® category. You can change the chart type for NPS® category to a Column chart or any of the other available options.
You can also define a custom theme template with your organization's brand colors for your community. The custom theme will be applied to the charts in all new reports. You can also define a custom theme at the report level that overrides the custom theme template for your community.
In modern reports, you can also display your results in tables and crosstabs. Tables provide a simple view of summary data, such as the average or other metrics for a Number question. Crosstabs summarize more complex information, such as the results of a customer satisfaction survey segmented by gender and demographic.
Banners are used to segment the results in crosstabs, and banners can be displayed either side-by-side or as nested banners (for example, with the demographic answers nested under each of the gender answers).
Multiple banners side-by-side:
Nested banners:
In standard reports, the subgroup feature that is equivalent to banners restricts you to selecting one subgroup at a time, making it difficult to make comparisons between subgroups.
Modern reports also provide you with the capability to view all the information for your analysis in a single report. The following types of information are displayed within modern reports:
- For Open End questions you can view the original response text for Open End questions, Net Promoter Score℠ follow-up responses, and Choice question Other/Specify answers.
- Sentiment analysis summary results and responses. Summary results are displayed in a crosstab organized by the topics that the AI has identified in the responses. You can also view the text of each response analyzed and see the topics identified and the sentiment assigned.
In standard reports, you must export response data to view it, and sentiment analysis requires that you create a separate report.
Modern reports also provide a significantly improved user experience. You can add text tiles to your report to provide context, explanatory information, or links to other resources.
Additionally, you can expand and collapse tiles, and move them around to present information in the order you want. You can navigate your report efficiently, and rearrange report tiles, using the table of contents.
4. How do you want to share your findings?
You can share modern reports by creating share links with unique URLs. Users can view and export data from the shared reports. You can optionally add passcodes to further restrict access to the reports you share. For more information on sharing reports, see Share a modern report.
Modern reports can also be exported and downloaded as a Microsoft Excel file. The export contains summary information for each crosstab displayed in the report. It includes sentiment analysis results when applicable.
Your Excel export can be shared with your stakeholders, incorporated into other documents or reports, or further processed in third-party analysis tools, outside of the Alida platform.
Participant response text for Open End questions, Net Promoter Score℠ follow-up responses, and Choice question Other/Specify answers can be exported to a CSV file.
Standard reports have additional export options that are not currently available in modern reports. You must use standard reports if you want to export summary data to a Microsoft PowerPoint file or export response text in SPSS format.