Analysis detail

The analysis detail is where you build an analysis. An analysis is made of one or more table blocks, and each block is a table you configure on its own: you choose where its data comes from, how the results are broken down, and which extra statistics to show. You open this view from the Analysis list: open the … menu on an analysis row and choose View.

Header

The header stays at the top of the view while you work.

• Back — returns to the analysis list.
• The analysis title, with a pencil icon next to it. Select the pencil to rename the analysis.
• Below the title, the source survey name and its launch date (for example, Customer Satisfaction Survey - Launched on 6/16/26).
• Export data — at the top right, exports the analysis data.

Table blocks

An analysis is built from one or more table blocks. Each block has its own title with a pencil icon to rename it (for example, Numeric scale questions result), and a row of actions:

• Clone — duplicate the block.
• Up — move the block up.
• Down — move the block down.
• Delete — remove the block.

Caution

Deleting a table block removes it from the analysis. This action cannot be undone.

Configuring a table

Each table block has its own settings. Set them in this order to choose what the table shows.

Get data from

Get data from chooses the data source for the table. Open the dropdown to pick one:

• Numeric scale questions
• Participation
• NPS questions
• Sentiment analysis (text questions)
• Choice questions (first option)
• Choice questions (second option)

Below it, a second dropdown narrows the scope of that source (for example, All questions result).

See results by

See results by chooses how the results are grouped and broken down. Open the dropdown to pick one:

• Age
• Manager (direct hierarchy)
• Manager (full hierarchy)
• Questions
• Start date

Next to it, … and segment also by lets you cross-segment the results by a second dimension. Combine the two dropdowns to build a cross-tabulation: the choice in See results by sets the main breakdown, and the choice in … and segment also by splits each group further.

Data

The Data row has four toggles. Each one adds an extra statistic or column to the table:

• Show standard deviation
• Show confidence
• Show sample size
• Show heatmap

Turn on the ones you want. Leave them off to keep the table simple.

Results table

The results table shows the data for your settings. The rows are the questions (or whatever you chose in See results by), and the Values column shows the computed value for each row (for example, 7.3 or 8.7).

A (not set) row can appear for responses that have no value for the chosen grouping.

Adding a table

To add another table block to the analysis, select Add table at the bottom of the view. The new block appears below the existing ones, ready for you to configure.