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How to Create Summary Reports

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Making it easier for users to find and share data stories is Displayr's bread and butter, and with the new Research Agent feature, you can use AI to actually analyze and create your report! This provides more robust reporting on top of generating basic summary tables. If you are looking to just generate a report of very basic tables and pie charts, you can use the Report > Summary Report automation. However, the Research Agent feature will produce a far superior first draft of a report compared to this legacy feature.

Requirements

  • A Displayr document with a data set containing observations or respondent-level data. If you have tables already calculated/aggregated, go to How to Import Excel Tables into Displayr for how to import those and use them to create tables on the page and subsequently visualizations.

Method 1 - Short report

  1. From the Report tree, click + Add to report or just the + sign and select Report > Summary Report.
  2. OPTIONAL: If you have more than one data set in the Data Sources tree, you'll be prompted to select the data set to use.
  3. Select Short report and click Next.
  4. Select your desired Report layout.SummaryReport.png
  5. OPTIONAL: Untick Include text summary of interesting results.
  6. Click Create Report.
  7. New pages will appear in the Report tree containing a summary of the data:mceclip1.png

Method 2 - Detailed report

  1. From the Report tree, click + Add to report or just the + sign and select Report > Summary Report.
  2. OPTIONAL: If you have more than one data set in the Data Sources tree, you'll be prompted to select the data set to use.
  3. Select Detailed report breaking down each variable set by a list of key variable sets, and click Next.
  4. Select the Key variable sets you want to profile all other variables against.
  5. Click Next.
  6. Select your desired Report layout.
  7. OPTIONAL: Untick Include text summary of interesting results.
  8. Click Create Report.
  9. New pages and folders will appear in the Report tree containing a summary of the data:mceclip2.png

Note

If you saved a template for a legacy visualization (i.e., a visualization with "with Tests" in its name) as the default style, that template will be used in the summary report visualizations, where applicable.

Next

Creating Summary Tables and Crosstabs

How to Create Summary Plots

How to Create Summary Tables

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