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Navigating the Reports Page

Overview

The Reports section is your go-to for transforming raw survey data into impactful, easy-to-understand visual reports. It allows you to organize and present key insights in a centralized format, making it easier to share findings with colleagues and stakeholders.

With flexible customization options, you can tailor the appearance of your reports to suit specific needs, highlight crucial trends, and emphasize data points that are most relevant to your audience.

Additionally, the Reports page offers powerful sharing features, enabling you to distribute selected parts of your survey data with external viewers — without the need for them to create an account on the Potloc platform.

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Key Features of the Reports Page

Create Visual Reports Easily

Build visual representations of your survey data with various customizable blocks, including charts, tables, and graphs. This layout flexibility helps you present your findings in a visually engaging manner.

Tailor Report Layouts

Organize your reports according to your specific needs. You can group insights by topic, adjust chart types, and even apply filters to focus on particular segments of your respondent pool.

Adapt the look and feel of your report to match branding guidelines with our Dashboard branding feature.

Share Reports Externally

Use the report sharing features to grant stakeholders access to view specific sections of your report without requiring them to have a full Potloc account. This functionality ensures smooth collaboration and streamlined communication with your team or external partners.

You can also generate a public-link and password protect it prior to sharing your report to ensure only intended recipients get access.