Reporting Center FAQ

 

The Reporting Center introduces a more streamlined and centralized way to access and download reports in the ClearlyRated dashboard.

FAQ's

General

Q: What is the Reporting Center?

A centralized hub under Insights that brings all ClearlyRated reports into one experience. You select your project, surveys, date range, and filters, then download exactly what you need. It replaces the need to navigate multiple sections to find and trigger reports.

Q: Is the Legacy View going away?
Q: Has the core reporting logic changed?
Q: Does the Reporting Center change the Dashboard experience?

Filters

Q: How do filters work together?
Q: Are filters dependent on each other?
Q: What does the Date Range filter apply to?
Q: What happens if no surveys match my filters?
Q: What is the difference between Segments and Split By?

Downloading Reports

Q: Can I download multiple reports at once?
Q: Are permissions changing?

Email Me a Copy

Q: How does "Email Me a Copy" work?
Q: Can I send a report directly to a client or colleague?

New Features

Q: What is the Overview Dashboard Report?
Q: Is anything else new in the Reporting Center?