Plum Insight Documentation




Create new reports, and run and share existing reports using the Report Manager. Reports that you create or that have been shared with you appear in the Report Manager. Users can perform different actions on their reports depending on their permissions for a given report. It is possible to sort the report list by name or last save date.

Clicking on the “New Report” button prompts users to provide a name and select a survey for their report. Users can run reports immediately after creating them. Insight's report manager allows users to apply filtering rules based on response data or other non-response data, such as the type of visit, date and time, or other factors. The icon to the left of the report name indicates whether the report contains data on a single survey ( or multiple surveys . Shared reports are denoted with their own icon. Hovering over the icon provides additional details about which survey(s) contribute data to the report and, in the case of shared reports, who shared the report.

Users have access to several action items for reports: .

  • View Report: Opens a page that displays a report based on the selected survey(s) and applied filters.
  • View Visits: Opens a page displaying detailed information on all visits to the selected survey(s) and applied filters.
  • Edit Filters: Opens the filter editor so users can adjust the filter(s) applied to that report.
  • Share Report: Opens a dialog window where users can select and share the report with other users in their company.
  • Clone Report: Clones the report to a new name.
  • Delete Report: Deletes the report (Note: this does not destroy any survey data).

NOTE: Not all users are allowed to share reports. Administrators can change user permissions to (dis)allow sharing (see: Account Manager - User Permissions). Shared reports only show the actions available for that report. The report owner sets the permissions that others can use when interacting with a shared report. Only report owners can alter or delete a report.

Viewing a Report

The View Report page displays a series of charts compiled from the survey(s) results. By default, new reports do not have any question or visit filters applied to their data. When a user adds question and/or visit filters to a report, Insight updates the charts to reflect the filtered results.

A View Report page:

From this interface users can rename reports, edit filters, view individual visit data, show a printer-friendly version of the report, or save a copy of the report. Not all question types have the same chart display options. See the table below for the options for each question type.

When viewing data for an individual question, users have the option to toggle between the chart styles available for that question type.

Note: Reports store the chart type that was displayed when the report was saved. The printer-friendly view shows charts based on the currently-selected chart type, not the stored chart type.

Available Charts

When you run a report each question type has a default chart type. Some question types also have a set of additional chart types that users can use to view their data. There are two different groups of charts: Summary Charts and Trends.

The available list of charts includes:

  • Pie Chart: Provides a view of relevant data that is grouped and aggregated into a pie chart.
  • Bar Chart: Provides a view of relevant data that is grouped and aggregated into a bar chart
  • Line Chart: Displays a trend view of your data with one line per data group and one data point per period (hour, day, week, month).
  • Stacked Bar Chart: Displays a trend view of your data with one stacked color in each bar per data group and one bar per period (hour, day, week, month)
  • Stats Line Chart: Displays a line chart that depicts the running average of the data values with one data point per period (hour, day, week, month)

Each survey question type has a default chart type as well as zero to four additional chart options.

The following table provides a list of questions types and their respective default chart type as well as their other supported chart types.

Question Type Default Chart Available Charts
Multiple Choice Bar Bar, Pie, Line, Stacked Bar
Multiselect Bar Bar, Pie, Lin, Stacked Bar
Scale Stats Line Bar, Pie, Line, Stacked Bar, Stats Line
Yes / No Pie Bar, Pie, Line, Stacked Bar
Multilingual Pie Bar, Pie, Line, Stacked Bar
Date Stats Line Stats Line
Time Stats Line Stats Line
Currency Stats Line Stats Line
Number Stats Line Stats Line
Transfer Bar Bar, Pie, Line, Stacked Bar
SOAP Webservice Bar Bar, Pie, Line, Stacked Bar
Subdialog Bar Bar, Pie, Line, Stacked Bar
Digits Stats Line Stats Line
Metadata Filter <hidden> Stats Line
Metadata Store <hidden> Bar, Pie, Line, Stacked Bar
Comment <hidden> None
Full Name <hidden> None
Address <hidden> None
Prompt <hidden> None

Edit Filters

By default, Insight includes all visits in a report. Users can apply filters to their reports to restrict which visits are or are not included in the report.

To add or edit filters for an existing report, click the Edit Filters icon in the report manager or the Edit Filters button when viewing a report.

Editing filters is a two step process. First, users must create filters for their reports. Filters are based on responses to specific questions in a survey.

For example, you might have a yes/no question in your survey and you only want to see the response data for end users who selected 'yes' for that question.

Second, users have the ability to edit filters related to the visit itself. These filters revolve around the process of taking the survey, not the actual responses that end users provide to the survey questions.

For example, you may only need the to see survey responses for the past week, or you want to filter our visits that came from a set of test phone numbers.

Question Filters

Question filters are one of Insight's most advanced options for analyzing survey results. Question filters allow users to specify the rules that are applied to response data for reporting purposes.

The question filters page presents users with a paginated list of options for filtering results based on question type. By default, no question filters are enabled.

The Edit Question Filters page looks like this:

To enable a question filter, check the box next to the question text, on the left hand side. Question type dictates the range of filter options users can apply to their response data.

For example, with multiple choice or multi-select questions users have granular filtering control and are able to select each response to be included in the report based on the options and responses provided for that question.

When more than one question filter is enabled, they are combined in one of two ways, which is controlled via the Combine Question Filters section. This gives users the option to apply ALL of the selected filters or ANY of the selected filters to the response data.

Visit Filters

Visit filters are used to customize a report based on non-response data for a particular visit. This includes the date range, medium (phone or web), whether or not the user completed the survey, and the phone number used to take the survey.

Note: Some of the date range options are are relative values. For example, selecting data from “Last Month” every time the report is run displayed data from the last month relative to the day the report was run.

The Edit Visit Filters page looks like this:

After selecting the appropriate visit filters, click the View Report button to see an updated report with the question and visit filters applied. Click the Save button on the 'view report' page to save these filters for future use.

Survey Visits

The Survey Visits page lets users 'look under the hood' at the raw data that comprises their reports. This pages allows users to search for and view specific survey visit data and to export the raw data and audio comments for analysis outside of Insight's general reporting tool.

This page displays the type of visit (phone or web), the source IP or caller ID, the visit start time, and time to completion of each end-user who took to complete the survey.

The Survey Visits page looks like this:

The table of matching visits is presented as a paginated and searchable list where each individual visit occupies a single row. Click on the 'view' icon (magnifying glass) to open a new window that displays the answers to individual questions provided by that specific end-user. Survey owners have the ability to delete visits; this is a manual process done one at a time.

To export audio files containing end user comments, click on the Export Audio button to download a ZIP containing those files.

To export the survey's raw visit data, click on the Export CSV button to download that data in CSV format. This CSV file correlates the survey questions with the responses provided for each visit.

NOTE: This data is also available for csv export via API, here.

Printer Friendly View

Users have the option to create a printer friendly version of reports. To do so, navigate to the View Report page and choose to create a print friendly version. The printer friendly view removes all branding and images that are not directly related to the report.

Insight uses the saved chart preference for each question to determine how to present charts for each question. To change the saved chart, access that question in the survey report, change the chart type, save the report, and return to the printer friendly option on the View Report page.

Insight combines all of the pages of the report into a single page view so that users do not have to change print each page manually. Users can also use the built-in functionality of their web browser to print out or save their report to a local drive for future reference.

Single vs Multi-Survey Reports

Most of the time, users run single survey reports. This presents the respondent data for one survey and applies any question or visit filters associated with it.

However, there are situations where users want to gather data from different groups using surveys that cater to each group. This situation also poses a problem for analyzing multiple, different data sets without exporting data from Insight. To combat this issue, Insight allows users to combine respondent data from multiple surveys into a single report.

When the structure of two (or more) surveys parallel each other, (e.g. Page 1, Question 2 in both surveys is of the same question type, such as multiple choice) Insight is able to merge the data from those questions in the report, essentially treating them as a single question.

When creating a multi-survey report, users have the option to allow Insight's reporting engine to automatically merge questions that it determines are good candidate for merging.

Any question(s) that cannot be merged appear in the report and are show as separate charts accompanies by their unique question type and text

Merging Questions

When running a multi-survey report, users must first provide a name for the final output report and select the surveys to include in the merger. By default, Insight automatically determines which survey questions should be merged.

However, there may be cases where users want to merge two or more surveys, but also want to see the data for specific, individual questions within the report. For example, a user may want to merge Survey A and Survey B, but they want to see the individual data for question 3 for both A and B, even though these are the same question type and would be merged in a multi-survey report. In this situations, users can toggle overriding Insight's default merge behavior by clicking the 'Unmerge'/'Merge' button.

Questions of different question types cannot be merged. Any questions that are of the same question type can be merged, and any questions of the same question type that have the same question text and answer choices, as may be the case with multiple choice or multiselect questions, will be merged automatically.

Translating Unix timestamps

By default, all start and end times are recorded as Unix timestamps. This is a universal standard that accommodates all time zones. If you'd like to translate Unix timestamps into a more readable format, here's how:

  1. Open your report in Excel
  2. Create a new column for your readable date, put in this formula: =(((A1/60)/60-5)/24)+DATE(1970,1,1) where A1 is the column with the Unix timestamp, and -4 is the offset for GMT. For example, EST is -5 hours off from GMT, so this formula would provide the date in EST timezone. For GMT timezone, the formula would be

    For PST, the formula would be

  3. Once you hit enter, you will notice a numeric value. Make sure you format that cell as a “Date” and you may pick which date format you prefer.
reporting.txt · Last modified: 2018/06/27 11:08 by admin