PDF: KPI

The KPI widget allows you to add a circle or battery to display KPI progress which will fill up based on an individual data point. KPI widgets are a fun and easy way of showing scores.


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This example shows how the widget can display KPI progress either on a circle or battery charge:


ReportR KPI circle and battery


Here's what we'll cover in this guide:

  1. Setting up the widget
  2. Widget logic rules
  3. Other available widgets


1 Setting up the widget

So let's get you putting together the KPI widget...


1.1 Configure the data


  1. Label - enter the text to be shown beneath the KPI circle or battery.
  2. KPI value - here's where you can choose where the data for the KPI widget should be taken from. You can either type in a number or click Variables to access the drop-down menu of variables that you can use. Variables take the data entered during the survey and display it in the chart.
  3. Maximum value - this is set at 100 by default as the KPI will usually be shown as a percentage. If you require a different maximum value, simply enter it here.
  4. Color - click the pencil icon to choose the color of the circle or fill the color of the battery.

Tip: To make advanced design changes to this widget, use custom CSS.


If you want to display a few KPI charts, just click Add KPI and add as many as you require. Follow the steps outlined above to set up each one as you wish.


1.2 KPI settings

ReportR KPI settings


Name your widget for ease of reference. Show KPI values as percentage - by default, this is toggled on, but you can toggle to turn off displaying as a percentage.


1.3 Widget placement and size

Choose how you would like to align your KPI widget. You can choose to align it to one side and have explanatory text or another widget on the other side or center it.


PDF Gauge chart placement

  • 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 circle, make sure to set the widget aligned on one side of the page and the circle on the other. For example, choose to align the text widget to the left and align a circle widget to the right.


KPI type - click to select if you want the KPI progress displayed as a battery filling up or showing a proportion of a circle.


kpi type


Click the Update preview button to see how the widget you've created looks like


preview button


Take a look below at some different layout possibilities:


kpi widget example


Now, if you want to show the widget to all respondents, you're done! Just make sure to click, save PDF, and continue adding widgets. Check out section 3 to see all available widgets. 


2 Widget logic rules

If you want to only show this widget under certain conditions, it's time to set the widget logic rules. If you want to show a general widget that is visualized every time a PDF report is generated, you can choose not to include a widget logic rule. Learn more about Widget Logic


add widget logic rule


Once you've saved your logic rules, don't forget to save your 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?

Here is a full list of widgets like text, image, table, and more!


V
Vincent is the author of this solution article.

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