Within Social Pinpoint, Users can select the report type they would like to view and set a date range for the report.

To change the report type and date range for a report:

1. Select the relevant report type from the dropdown menu at the top-left of the page. In some instances such as a Team or Project report, a second dropdown will appear with the option of selecting the specific Team or Project entity.
2. Select the desired date range from the dropdown menu at the top-right of the page. Date ranges can be selected from the date picker, including ‘Today’, ‘Yesterday’, ‘Last 7 Days’, ‘Last 30 Days’, and ‘All Time’ (from when the project was first published), or a custom date range can be selected.

All information and data contained in a report will be filtered based on the selected date range.

The results of your participation activities are displayed in the Results section of the Reports area. This section displays a list of all participation activities that have been added to the project since it was published along with the following data:

• Question/Title - Displays the Title or Question used in the participation activity.
• Tool Type - Indicates the type of participation activity used (e.g. social map, quick poll, visioner, form).
• ID - Provides a unique identifier for the activity for reference.
• Status - Indicates whether the activity has been marked as ‘active’ (taking Contributions) or ‘inactive’ (not taking Contributions).
• Page Name - Indicates the name of the page that the activity is located on.
• Date Created - Indicates the date the tool was published.
• Open Date - Indicates the date the activity was originally opened for participation as defined by a User in the Block Settings.
• Close Date - Indicates the date the activity was closed as defined by a User in the Block Settings.
• Total Contributions - Indicates the total number of Contributions for the activity since the project was published.
• Contributions in Period - Indicates the total number of Contributions for the activity within the specified reporting date range. To view the data of each individual activity, select the View results link below the Question/Title field. This will open a data table containing all the participation data (Contributions) submitted for the activity.

To go back to the Results report, select the Back to Results button at the top-left of the page.

Participation data showing the individual Contributions for a single participation activity can also be exported. To export participation data:

1. Navigate to the Results section of the Reports area
2. Click the link to View Results for the desired participation activity
3. Click the Export button at the top-right of the page and select the desired file type.

Participation data can be exported as a .xlsx or .csv format.

Reports and data can be easily exported from the Platform by clicking the Export button at the top-right of the Reports page. This will open a dropdown and allow the User to select the available file formats.

Each visualisation shown in the Reporting area of the Dashboard can be independently interacted with using the visualisation interface. This allows you zoom data, annotate charts and graphs, export data and even export images for use in presentations and reports.

The visualisation interface can be accessed by clicking the ‘Down Arrow’ at the right of the target visualisation and includes the following functions:

• Toggle Metrics On/Off - For some visualisations such as the Overview graph, separate reporting metrics can be turned on or off to provide a better view of the date.Where available, metrics can be toggled on or off, by clicking on the metric name.
• Zoom Graph - For some visualisations such as the Overview graph, data can be zoomed to specific date selections by using the slider controls to set the start and end date. Alternatively, the User can click and drag a selection on the graph area. To reset the view, select the ‘show all’ link at the top right of the graph area.
• Save - Charts can be saved from the Platform for inclusion in other media. To download an image of the graph, select the ‘down arrow’ icon at the right of the graph area, choose the ‘download as’ link from the dropdown menu and select the desired file format (.jpg, .png, .svg, and .pdf).
• Export - The time series data shown in the graph can be exported to a variety of data formats.
  To export the data, select the ‘down arrow’ icon at the right of the graph area, choose the ‘save as’ link from the dropdown menu and select the desired file format (.csv, .xlsx, or .json).
• Annotate - Charts can be annotated by a User to make notes on the graph including free drawing, shapes and text. To make annotations on the graph select the ‘down arrow’ icon at the right of the graph area, choose the ‘annotate’ link from the dropdown menu, select the desired annotation method (shape or text).Please note that annotations do not get saved in the application, and can only be captured by saving the graph as an image file.

Data can be filtered and sorted in the Reports area to perform basic analysis and prepare data for the export. These operations provide basic analytical tools that can be used to refine the dataset prior to export (exported data will reflect any filtering and sorting operations of the data table).

Filtering involves selecting specific data attributes from the data set and removing any data that does not meet those requirements. Filtering can be performed by selecting a predefined attributed from the ‘filters’ menu.

Filters use an ‘or’ operator, meaning that if more than one filter is applied, the data must only meet one of the criteria to appear in the filtered dataset.

Sorting involves rearranging the dataset based on either the numerical or alphabetical order of a data attribute. Sorting can be applied as ascending (‘smallest to largest’ number, or ‘A to Z’), or descending (‘largest to smallest’ number, or ‘Z to A’).

For example, participation data could be sorted to show the date each Contribution was submitted. Selecting the ‘Date Submitted’ column will sort the data to show the earliest Contribution first. Selecting the heading a second time will sort the data to show the latest Contribution first. Selecting the heading a third time will reset the display order of the data.