Reporting FAQ

This article applies to Pro, Team, and Legacy editions.

How Do I Create a Report in Centercode?

Centercode offers simple methods for getting your collected data out of the platform. From their respective management pages, you can create high-level overviews as PDF graphs and charts via Macro Reports, or build more targeted Custom Reports. Read more about creating reports.

What Is a Macro Report?

Macro Reports quickly output an entire form's worth of processed results. They let you build a report containing many related elements by instructing the Reporting system to create a full report on the form of your choice from surveys, tasks, and feedback types. Read more about Macro Reports.

What Is a Custom Report?

Custom Reports (also called Element Reports) let you select individual criteria for each chart, spreadsheet, or export. Elements can span multiple forms and data sets, giving you precise control over what you see.

How Do I Distribute Reports to Other Members of My Team?

Distributing a report sends a complete package in your choice of formats — PDF, XLSX, and HTML — via email. You can send a one-off distribution to specific email addresses, or set up an automatic, scheduled distribution to entire project teams or a custom list of recipients. Read more about distributing reports.

How Do I Export Survey or Feedback Data via Spreadsheet?

Use Quick Form Export to export raw data from surveys and feedback into a spreadsheet without needing in-depth knowledge of the Reporting engine. Read more about Quick Form Export.

How Do I See Files in My Report?

User Profiles, Test Platforms, Surveys, and Feedback Types include a hover-over Export Files (paperclip) icon for exporting any files attached to the form.

How Do I Bulk Export Files Attached to Forms?

File attachments in Centercode can be uploaded in two places: File Attachment elements on any form type (User Profiles, Test Platforms, Surveys, and Feedback Types), and Feedback Replies.

To export files, hover over the form in its management page and click the Export Files (paperclip) icon. The platform displays a progress dialog — you can wait or come back later to retrieve the ZIP.

When ready, the ZIP is organized by form type: user-based forms (surveys, profiles, platforms) are organized by Project Name / Form Name / Username; feedback-based forms are organized by Project Name / Feedback Form Name / Ticket ID.

How Do I Create a Filter for My Report?

Filters narrow your report results to specific criteria, such as "Active users." Reports support two filtering methods: per-element filters set individually on each report element, and report-level filters that apply across all elements using a given data source. Read more about building filters and views.

How Do I Configure a Report-Level Filter?

1. Navigate to the Modify this report section of the report.

2. Scroll down to the Filter section.

3. Click the New icon to create a report-level filter for a data source.

4. Set your filter parameters and click Create filter.

Once a report-level filter is applied, all report elements using that data source will use it. You can't mix and match — elements using that source will all follow the same filter.

Can I Integrate My Reports with Other Software Like Tableau?

Yes, through Enhanced Integrations. Centercode's Data Packages let you create and share custom data sets for consumption by third-party systems like Tableau, Domo, or Google Sheets. This capability requires Centercode's Enhanced Integrations package. Read more about integrating reports with third-party tools.

Can I Report Across Projects?

Yes, with an Enterprise license. Cross Project Labels are unifying labels created by Community Admins to identify similar resources across projects that use different terminology. For example, feedback types named Issues, Problem Reports, and Bugs across separate projects can all be labeled "Bug Reports" to enable cross-project reporting. Read more about Cross Project Labels.

How Can I Embed Centercode Reports in Other Tools?

After defining and submitting your report, look for the Enable script embedding option on the following page. This generates an embed code for each report element that can be placed in any system capable of converting HTML. The embedded report element stays as current as the report's refresh interval.

To embed a report element:

1. Configure and submit a custom or Macro Report.

2. On the Create Report page, scroll down and click Create embed code.

3. Click Submit to load and complete the report.

4. Click the interactive mode pencil on the report.

5. Click the modify pencil on the report element you want to embed.

6. Click the </> icon.

7. Copy the embed code and add it to your external system.

How Can I Share Reports with Participants or Outside of the Platform?

In the settings for an individual report, use the Create embed code option. This generates an embed code for each report element that can be placed outside the platform or embedded within Centercode content available to your participants.

What Should I Expect from Report Performance?

Running a report involves two steps. First, data collection — the system scours your data to pull back everything you've requested. This is particularly intensive for community-level reports or projects with large user bases or long histories, and can take seconds to several minutes. Second, visualization — the system arranges the data, generates charts, graphs, and word clouds, and builds PDF and Excel versions. This step is usually faster, but takes longer with many report elements or users.

How Long Should Reports Take to Complete?

Most reports take a few seconds to several minutes for data collection, then up to several minutes for visualization. If your report is taking too long, reach out to support via the in-site chat and the team will investigate.

Why Is My Report Missing Data?

Your data most likely isn't missing — your filter or view criteria just doesn't match any results yet. A filter narrows the scope of data you want to see. If you'd like to see all results, try No filter. Make sure your View items are relevant to your filter; otherwise, you'll see blank results even with data present.

My Macro Report Shows It Was Refreshed, but It's Still Loading. What Should I Do?

If your Macro Report is over 30 days old and Report Management shows a recent refresh but the report still shows Loading, you may need to re-create the report.

My Spreadsheet Report Shows It Was Refreshed, but It's Still Loading. What Should I Do?

Spreadsheet reports display results within your browser. If the report shows as refreshed but stays on Loading, it may have too many results to render on screen. Switch the report style to File Export to generate only the report files rather than the in-site visualization.