This article contains information on accessing Custom Reporting in Spotlight, including navigating to reporting, creating an audience report, selecting data access sets, and choosing content platform data.
Once you have uploaded your Survey Data, you are now ready to analyze that content using Custom Reporting in Spotlight.
Steps to Access Custom Reporting in Spotlight
Here's a clear presentation of the steps to access Custom Reporting in Spotlight:
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Navigate to Custom Reporting:
- Visit Spotlight and select Customer Reporting from the left navigation panel.
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Create a New Report:
- Select Create a Report:
- Name your report and select Audience Report.
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Select Data Access Set:
- Within Custom Reporting, you can run reports on specific surveys, the entire survey platform, or the survey platform combined with other integrated data sets.
- First, select you Data Access Set that contains the data you want to include in your report.
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Choose Audience Type:
- Select Content Platform from the Audience Type. This allows you to run a report on the entire Survey Platform, such as Qualtrics or Glint.
- Sources are determined in System Settings when uploading each CSV. See directions on uploading your survey here
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Set Date Range:
- Select the Date Range for your report and click Create Report.
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Analyze Your Report:
- Once your report is completed, analyze the results.
- Aware's Generative AI Summaries can help summarize your survey results, breaking them down into Positive, Neutral, and Negative highlights.
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