Previous Report Builder: Formula KPI

Formula KPI widget allows you to display the results of formulas that you have set up. You can use this widget to have a quick visual representation of your formulas.



KPI stands for key performance indicator, a quantifiable measure of performance over time for a specific objective.

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

PDF: Formula KPI -  Example

Read the step-by-step guide below, or follow this video that takes you through creating the formula KPI widget:

This guide will teach you:

  1. Setting up the widget
  2. Widget logic rules

1. Setting up the widget

All you need to do is name the widget and then simply select which formulas you want to include.

Just click Add KPI, then select the formulas which you want to display. Click Add KPI to add as many formulas as you want to display.

PDF: Formula KPI- widget configuration

Choose how you would like to align your 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: Formula KPI- widget placement and size

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

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

PDF: Formula KPI- update preview

Take a look below at some different possibilities.

PDF: Formula KPI-kpi example

2. Widget logic rules

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

PDF: Formula KPI- add rules

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

What's next?

  • Conditional Rendering is a way of displaying elements based on a condition. It allows you to create simple conditions inside a widget and reduce the number of widgets and rules. With Conditional Rendering, you can render different UI markups based on certain conditions.
  • The custom results by respondent table is a dynamic type of widget that will add records automatically to the table once you have set it up. You can set the maximum number of records to show and set the table to sort records from low to high or high to low.
  • The PDF text widget allows you to write and display your content in your report. You can use it to give further information about questions, give feedback or explain a particular answer. This is an absolutely essential building block of your PDF report. 
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