ReportR: Formula KPI


This feature is included in the ReportR plan. Contact us for more information.


Add the Formula KPI widget to display the results of formulas that you have set up. 


Tip: Don't forget to insert text before the formula KPI widget so respondents will know what numbers they are looking at!


This is how the formula KPI will be displayed in the PDF report:


ReportR - Formula KPI Example


All you need to do is name the section, then choose which formulas to include - that's easy!


Just click Add KPI, then select the formulas which you want to display.


ReportR - select KPI formulas


If you want to only show this widget under certain conditions, you'll need 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.


PDF Formula KPI Logic


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).


ReportR spiderchart - widget logic rules


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.


PDF Text widget with outcome criteria


Once you've saved your logic rules, don't forget to save PDF and you're ready to add more widgets!


Why not check out our other widget guides and learn how to add other types of content to your PDF?

  1. Text
  2. Page Break
  3. Question block KPI
  4. Table
  5. Spider chart
  6. Column Chart
  7. Pie Chart
  8. Image