Add a table to the PDF report to display results clearly and concisely to your respondents. Your table could look like this:
Check out our video taking you through the table widget set-up, or read the step-by-step guide that follows below.
This guide will cover the following sections:
1 Setting up the widget
After naming your table, choose which table style you would like to use.
Here you can see an example of each of the four table styles.
1.1 Set table properties
Next it's time to choose the table properties. This is your opportunity to customize the table colors and size of the table. Choose the table width as a percentage of the width of the page.
Click on the pencil icon if you want to change any of the table colors - either the primary color or header text color. By default, the colors are the same as your survey colors. If you select a banded table, you will also be able to select the secondary color.
Tip: To make advanced design changes to the table, use custom CSS.
1.2 Configure table data
Now getting into the table content... set up the table by adding rows and columns, as many as you need, and either typing your own text in each row or column, or use variables from the drop-down menu.
- Specify the number of columns you need in your table. Ensure you enter the right number of columns because if you add columns later, you will lose the data that you have entered for each column.
- For each part of your table, decide if you will be giving it a label, which you can type here, or see number 3 about adding a variable.
- Add a variable to display customized data from the responses. You could choose to show an answer given to a question, the score from a question or question block or many other variables. Scroll through the drop-down list to find the variable you want.
- Click Add Row to add more rows and repeat the steps above.
Tip: You could also choose a ready-made table by making only one row and column, and choosing one of the variables at the bottom of the drop-down list, such as question block custom score ranking table or formula result ranking table. This is an example of the question block custom score ranking table, which has a text section added before the table to explain what is shown:
Now if you want the table to be displayed to all respondents, you're done! Just make sure to click save PDF and continue adding other widgets.
Tip: Add a text widget before the table as a title for the table.
1.3 Widget placement
Choose how you would like to align your table widget. You can choose to align it to one side and have explanatory text or another widget on the other side, or center it.
- Left - widget will be aligned to the left side of the page, in a column layout
- Center - widget will be presented centered across the entire page from the left to the right (full width)
- Right - widget will be aligned to the right side of the page, in a column layout
If you would like a widget to appear side-by-side the table, make sure to set the table aligned on one side of the page, and another widget on the opposite side. For example, choose to align the text widget to the left, and the table to the right.
You may need to reduce the width of the table so that there will be a gap between the table and the widget next to it.
Take a look below at some different placement possibilities.
2 Widget logic rules
If you want to only show this widget under certain conditions, it's time to set the widget logic rules. Click add rule and now select which condition from the drop-down menu should be used to decide when to show the widget.
Once you've chosen the initial condition, you can specify exactly what conditions need to be met, for example the answer on question must be greater than a certain number. If you need a more complex condition, click on the white circle with a purple + sign to add criteria that will be in addition to the other criteria (AND), or instead of (OR).
Tip: If you have set up outcomes, you can choose an outcome as the criteria for showing the widget. Choose outcome from the drop-down menu and then select what the outcome should or should not equal so that the widget will be shown. You can set the outcome as the only criteria, or as an additional criteria as shown below. In this example, we clicked the purple + button and added that the widget should be shown if both the response on intro field criteria AND the outcome criteria is fulfilled.
Once you've saved your logic rules, don't forget to save PDF and you're ready to add more widgets!
3 Other available widgets
Why not check out our other widget guides and learn how to add other types of content to your PDF?