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Report Building: Step 4 - Configure Report Content
Report Building: Step 4 - Configure Report Content
Mar y Sol Esparza avatar
Written by Mar y Sol Esparza
Updated over 5 years ago

Sections:

The first step is to add as many "New Sections" as you would like. Keep in mind each section will result in a tab at the top of the report. Use as many sections or as few as needed to organize your data.

You can then select your choice of widgets to add from the right panel.
(See Specific Widget Guidance Below)
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Constant fields across widgets:

There are 3 sections that are constant across widgets Title, Help text, and Set Restrictions. 

1: Titles appear as a heading on each widget in the dashboard.
2: Help Text will appear below the title.

3. Restricting Widget Data (Optional):

If no checkboxes are selected, by default all data associated with the selected questions will be included. To restrict the data, use the checkboxes to select which values you want to include. 

Note: filtering down from the edit widget screen applies only to that widget.(Example: the widget above would be restricted only to responses about Math)

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Specific Widget Guidance:

I. Quantitative Widgets show trends across multiple responses and questions that address similar goals or constructs. Use it to explore quantitative goal data between different sub-groups

  1. Heatmap

  2. Topic Highlight

  3. Comparison Chart

  4. Multiple Choice

II. Other Types: 

  1. Open Response Widget: displays open responses ordered by date (descending) and includes a search function to easily search and tag key phrases.

  2. All Table Widget: displays all responses for the selected data sources with corresponding attributes, multiple choice items, and top-level goal averages. 

III. Needs assessment widgets pull data specifically from Needs Assessment forms for 2 purposes: 

  1. Summarizing- Include "Success and needs" and "Possible Leaders" widgets

  2. Identifying Interests-  Utilize: "Group List" and "Interest" widget

Though this guide explains some common ways of organizing and visualizing data in KickUp, report building is an art and not just a science. We encourage you to consider your own data and goals and to experiment with the different widgets and features of section 4. "Configure Report Content".

What's next? 

Learn about the steps that follow report creation below:

  1. Creating a Report

  2. Selecting Data Sources 

  3. Filtering Data

  4. Configuring Report Content

  5. Anonymize Report

  6. Sharing Reports

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