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Using Insight builder to create data insights
Using Insight builder to create data insights

How to create and share interesting data insights in a dynamic report

McKenzie avatar
Written by McKenzie
Updated over a week ago

Insight builder helps you to analyze your survey or project data in illustrative charts and graphs that are easy-on-the-eye, and can be shared in dynamic reports or on your website.

To get started, on the Home page, click Reporting on the menu panel and then select Insight Builder

This will take you to the Data Insights page. Here you can choose what type of insight you'd like to build. 

There are three types of insights:

Comparison Builder

Comparison builder allows you to compare answers to two questions and display the data collected via Side-by-Side Pie chart, Cross-Tab Bar graph, or Cross-Tab Pie chart. 

Choose two questions to compare via the drop down menus for Question 1 and Question 2. 

Select the type of chart/graph you'd like to use, and comparison builder will the generate the graphs.

Side-by-Side Pie:

The Flip Questions button near the top right will flip the order of the questions (from left to right.)

Cross-tab Bar

Cross-tab Pie

If you are not happy with how the data is presented, just try another graph! Simply click the Back to Options button in the top right of the insight.

To the right of each insight, you will see a gear icon. Click it and a drop down menu will appear. This is where you can:
Add to Report - Add the insight to an existing report
Save as Image - Save the image to your computer
Get Embed Code - Embed the image into your website or presentation

Interactive Cross-Tab Builder

This insight will be interactive within your report. Stakeholders reading the report can click on each segment to view statistics about each answer and see how they correlate to another question. 

To create this type of insight, first select two different questions to compare. You can modify the text in the Customize text shown text entry box to the right of the insight. Remember to save any changes you make by clicking the green Save as new insight button for a new insight or the blue Save changes button if this is an existing insight.

(The image above is shown in a narrow browser window for a larger display of the image. Questions will appear side by side in a standard browser window.)

Statistics about each set of answer segments will be auto-filled by default in the box; however, you can customize the text shown to fit your needs. The text to be displayed will be visible in the Insight Preview below.

As with the Comparison Builder, the gear icon to the bottom right of the insight allows you to Add to Report, Save as Image or Get Embed Code.

Note: The gear will temporarily disappear if you have modified the text. You must click the blue "Save Changes" button for the gear to re-appear.

Map Insights (Heat Mapping)

Our Heat Mapping insight can visually illustrate two responses to a single question received from different geographic areas, analyzing responses by area.

To create a Map Insight, select a question from the desired project in the drop-down.

You may choose colors other than the default black, like blue for a positive response and red for a negative response.

The different colors can serve to illustrate overlap. For the above example, both red and blue responses from the same area will show as purple.

The Point radius slider can be adjusted to change the size of the circles on the map.

This feature can be useful for making informed decisions for a larger area.

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