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Reports and Presentations

In addition to helping you explore your data to research trends, Rhiza for Research is a powerful tool for sharing your research with others in your company and with clients. Once you create a presentation, you can save it in the system. All of your data, visualizations, and customizations are preserved. Since the presentation is saved in the cloud, you can access it from anywhere as long as you have a supported browser and an internet connection. You can also generate and download a PowerPoint version of your presentation to share with others offline.

A report forms the basis for a presentation; different kinds of reports support different kinds of datasets and visualizations. The most common is the Research report, which we'll focus on in this topic. Presentations based on the Research report support a wide range of datasets and visualization types, with the ability to combine datasets in a single presentation to gain the deepest insights.

You can start one of these reports from the Reports tab in Rhiza for Research. The graphic below shows what the resulting presentation looks like.

An annotated graphic that shows the parts of the presentation workspace

Figure 14: The workspace for a Research-based presentation

Use the graphic above to help orient you to the workspace. (Click the thumbnail to enlarge the image.)

  1. Titles: Both the presentation and section titles can be customized. Simply click the current name and start typing your new name in the edit field that opens.
  2. Visualizations pane: All of your visualizations are in this area. You can use the presentation options (E) to add additional visualizations, add a section note, or create a template.
  3. Target Series pane: All data-related information is in this pane. Use it to specify the dataset, define your target series, and set the grouping you want to aggregate to.
  4. Sections pane: Presentations can be divided into multiple independent sections. Sections can have different datasets, different filters, and different visualizations. Each section is represented by a thumbnail in the left panel of the page.
  5. Presentation options: These presentation-level actions include the following: 
    • Add Notes: Add a note to the section; the note stays at the top of the Visualization pane and can be used to provide context for anyone who might use the presentation after it's created. For more information, see Adding notes to visualizations.
    • Add Viz: Add a new visualization to the presentation. For more information, see Adding and configuring visualizations.
    • Create Template: Preserve the dataset, visualizations, configurations, and layout for the section so that it can be used to quickly create a similar presentation. For more information, see Templates.
  6. Generate PowerPoint: Use this button to generate a PowerPoint version of your presentation. This button changes to Download PowerPoint once the PowerPoint has been generated.

Related information

Create and customize presentations

Create and use templates and express reports

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