Skip to main content

Sharing & Export

Export reports as PDFs and create presentation slides

PDF Export Options

Generate PDF reports for sharing outside the platform.

Exporting to PDF

  1. Open your report

  2. Click Export or Download PDF

  3. Select options

  4. Download the file

PDF Contents

PDFs include:

  • Executive summary

  • Key findings

  • Charts and visualizations

  • Quotes and highlights

  • Persona descriptions

Customization

Choose what to include:

  • Specific sections

  • Chart types

  • Detail level

  • Branding

Slide Generation

Create presentation-ready slides from your report.

Slides Editor

Accessing Slides

  1. Navigate to Analysis tab

  2. Click Slides tab

  3. View generated slides

  4. Edit as needed

Slide Tab Interface

Area

Purpose

Filmstrip

Thumbnail navigation

Main canvas

Current slide view

Editing panel

Content controls

Graph config

Chart options

Slide Form (Create/Edit)

Creating Slides

  1. Click Add Slide

  2. Choose layout

  3. Add content

  4. Configure styling

Editing Slides

Click any slide to edit:

  • Modify text

  • Change charts

  • Adjust layout

  • Update styling

Slide Graph Editor

Adding Charts

  1. Insert chart placeholder

  2. Select data source

  3. Choose chart type

  4. Configure options

Chart Configuration

Option

Description

Data source

Which question

Chart type

Bar, pie, etc.

Breakdown

Segment by dimension

Colors

Custom palette

Slide Content Editor

Text Editing

  • Rich text formatting

  • Bullet points

  • Headings

  • Inline styling

Quote Insertion

  • Insert respondent quotes

  • Auto-format styling

  • Link to source

Image Placement

  • Add stimulus images

  • Insert external graphics

  • Resize and position

Slide Layout Renderer

Available Layouts

Layout

Description

Title

Title and subtitle

Content

Title with body text

Two Column

Side-by-side content

Chart Focus

Full-width chart

Quote

Highlight quote

Customizing Layouts

  • Adjust spacing

  • Change proportions

  • Add/remove elements

Filmstrip Panel

Navigating Slides

  • Scroll through thumbnails

  • Click to jump to slide

  • Drag to reorder

Slide Management

  • Duplicate slides

  • Delete slides

  • Insert new slides

Draggable Slides

Reordering

Drag slides in the filmstrip:

  1. Click and hold slide

  2. Drag to new position

  3. Release to place

Grouping

Organize related slides:

  • Create sections

  • Add dividers

  • Group by topic

Graph Config Panel

Data Selection

Choose data source:

  • Specific question

  • Aggregated data

  • Filtered subset

Display Options

Option

Choices

Type

Bar, pie, spider, etc.

Labels

Show/hide

Legend

Position

Colors

Theme or custom

Slide Miniature Preview

Preview Features

  • Real-time preview

  • Shows actual data

  • Reflects styling

Using Previews

  • Quick visual check

  • Identify issues

  • Compare slides

Data Source Selector

Available Sources

Source

Use For

Question

Specific question data

Theme

Theme breakdown

Persona

Persona comparison

Custom

Filtered dataset

Report Filter Builder

Creating Filters

Build filters for slides:

  1. Click Add Filter

  2. Select dimension

  3. Choose values

  4. Apply to slide

Filter Types

  • Status filters

  • Demographic filters

  • Response filters

  • Quality filters

Best Practices

Effective Slides

Guideline

Reason

One idea per slide

Clear communication

Limit text

Visual focus

Use quotes

Human connection

Simple charts

Easy comprehension

Export Checklist

  • All charts render correctly

  • Text is readable

  • Quotes are accurate

  • Branding applied

  • File size acceptable

💡 Tip: Preview your PDF before sharing. Charts and formatting may render differently than on screen.

Did this answer your question?