Reports
Choose a help page in this topic.
- Reports overviewFind and review recorded Guide and Form results, their attribution, evidence, and available actions.
- Report inboxFind accessible Reports with search, filters, page sorting, and First page/Previous/Next navigation.
- Save and manage Report viewsSave personal Report filters and search, rename or delete views, and recover unavailable selections.
- Who can see a ReportUnderstand Report permissions, workspace scope, Form folder review, consent, and missing-result recovery.
- Report subjects and recorded-by detailsCheck a Report's About subject, recorder, source, relationship labels, and historical attribution.
- Void an incorrect ReportMark a recorded result invalid with a reason, understand retained evidence, and safely create a replacement.
- Answer evidence and mediaReview captured Guide answers, saved answer order, visited-field coverage, and evidence or interpretation labels.
- Preview and download Report evidenceInspect media and text previews, distinguish playable audio from originals, and save captured evidence files.
- Report Events and evidence drill-downReview Guide activity, sort events, interpret page and popup durations, and inspect captured evidence entries.
- Aggregate ReportsCreate private snapshots of Guide or Form Reports and review their results, people, and trends.
- Create an Aggregate ReportChoose a source, people, dates, and AI preference, preview matching Reports, and start background generation.
- Aggregate people and matchingChoose individuals or organization clients, understand About versus Recorded by, and review saved membership.
- Aggregate date ranges and timezonesSet calendar periods and custom dates, check timezone boundaries, and understand why Refresh keeps the saved reporting window.
- Refresh, stop, and manage aggregate generationCheck source changes, generate replacements, stop work, retry failures, and rename or delete private snapshots.
- Find and access your aggregatesSearch private aggregates, check personal and workspace licensing, and distinguish saved snapshot access from current source permissions.
- Read aggregate resultsExplore saved fields, choice distributions, number statistics, and the tables behind aggregate charts.
- Understand aggregate counts and percentagesDistinguish Reports, people, repeated answers, missing responses, and choice denominators.
- Read an aggregate TimelineBrowse periods and choices, interpret percentages and number trends, and check timezone and coverage limits.
- Inspect aggregate source responsesRead saved answer previews, expand retained responses, and open current source Reports with the right access.
- AI Report summariesGenerate a whole-Report AI summary, understand manual funding, and recover from skipped or unavailable results.
- Automatic Report summaries and creditsControl future automatic Report summaries and understand source-workspace funding, the 500-credit threshold, and skipped attempts.
- AI summary evidence and referencesCheck summary citations, context limits, combined Guide + Form evidence, and UTC submission dates.
- Communication interpretations in ReportsReview non-authoritative interpretations of Guide responses, saved session preferences, recorder credits, and exhausted retries.
- Aggregate AI summaries and evidenceReview answer, field, and overall summaries, understand readable evidence, and verify claims against saved answers.
- Aggregate AI credits and recoveryCheck source-workspace funding, distinguish partial and failed AI, and decide when to Refresh or contact support.
- Export and share ReportsDownload CSV, PDF, or JSON Report copies, choose a format, and recover preparation or saving failures.
- Report PDF contents and reuseDownload a readable Report PDF, reuse an accessible copy, and understand image, media, and layout limits.
- Report delivery history and Send to meRecord a PDF delivery to yourself, interpret Recorded status, and retry eligible failed delivery entries.