Meet the Presentation Builder | Point-In-Time & Lifecycle

Modified on Fri, 31 Oct at 7:55 AM

As an Admin or Creator user, once you launch a Point-In-Time or Lifecycle listening event, you can access the Presentation Builder in Advanced Reporting. This tool allows you to configure the downloadable presentation reporting users receive with a summary of their results (the Summary Presentation in Advanced Reporting).

The Presentation Builder enables you to create branded, impactful reports tailored to key stakeholders. It includes customizable templates, relevant insights, and access controls to help report users make informed, data-driven decisions.

This article walks through:

Access and Explore the Presentation Builder
Preview the Default Presentation
Explore the Slide Layout Editor

Access and Explore the Presentation Builder

You access the Presentation Builder for your listening event via the Report Editor option in Advanced Reporting.

The Available Presentations section always displays the default presentation, which is Perceptyx’s best practice presentation. The default presentation is always live, and cannot be deleted. You can use it as is or modify it to meet your specific requirements.

You can also create additional presentations for specific purposes or audiences (e.g., executive presentation, frontline manager summary, etc.). As you create additional presentations, they also appear in the Available Presentations section.

The following information and options display for each presentation:

Status: Live or Draft. When a presentation is live, any changes you make are immediately visible to report users. When a presentation is in draft mode, it will not be visible to report users, allowing you to safely make changes until you choose to publish them.

Note: The default presentation is always in Live status.

Title: The title of the presentation

Created By: The user who created the presentation

Number of Slides: The total number of slides in the presentation

Preview: Opens the presentation in preview mode in a separate browser tab

Edit: Opens the presentation in edit mode so you can make changes

Note: For Perceptyx-led projects, the Edit option is disabled for any presentations created by the Perceptyx team.

Actions: Displays the action options that are available for the presentation:
Go Live: Publish a draft presentation
Revert to Draft: Return a published presentation to Draft mode
Duplicate: Make a copy of a presentation as the basis for a new one
Permissions: Specify which statuses can view the presentation
Remove: Permanently delete the presentation

Note: Duplicate and Permissions are the only actions that apply to the default presentation. For any additional presentations you create, all the actions are applicable.

Log in to the Perceptyx Platform.
Navigate to the Analyze page.
Find the listening event you want to work with, then click Live Report (if the event is visible in the Report Eligible section) or display the Actions dropdown and select Live Report.

Advanced Reporting opens.

In the left panel, click Report Editor.

Preview the Default Presentation

The Perceptyx-curated default presentation offers best practice slides. Previewing the default presentation helps you determine which slides you may want to edit or remove, and whether you need to add other slides.

The default presentation contains the following slides:

Cover: The report cover page

Drivers of Engagement: Bar charts showing the top 5 questions driving engagement

Category Results: Bar charts showing results for all survey categories

Favorability Question Results: Bar charts showing results for all favorability questions in the survey

Single-Select Question: Results for all single select survey questions

Multi-Select Question: Results for all multi-select survey questions

Rank/Pageant Question: Results for all ranking survey questions

ENPs Results: Results for the NPS survey question

Comment Word Cloud: A word cloud of comment question responses

Trend Comparison (available only if trend mapping is completed before report becomes available): A side-by-side comparison of trend results

Note: Slide options are dependent on the types of questions included in your listening event, so your default presentation might not include every slide listed above.

Navigate to the Report Editor.
In the Available Presentations section, click Preview for the default presentation.

The preview opens in a separate browser tab.

Scroll down to view each slide.
To exit the preview, close the browser tab.

For details and step-by-step instructions for editing the default presentation, see the Use the Presentation Builder to Edit the Default Presentation or Create a New Presentation | Point-In-Time & Lifecycle article.

Explore the Slide Layout Editor

You can modify the default presentation or duplicate it to create a new presentation that you can then modify. You use the Slide Layout Editor to modify the slides in a presentation.

The Slide Layout Editor has six main components:

Slide Layout

Located on the left side of the screen, this pane provides a place where you can click to view individual slides, change their display order in the presentation, duplicate or remove slides, or add new slides.

Settings

Displays presentation-wide settings, including presentation name, slide backgrounds and margins, appearance, and comparisons.

Preview Presentation

Displays the entire presentation in preview mode.

Preview Slide

Displays the current slide in preview mode.

Slide Title Tab

Included for all slides, this tab provides options for specifying and formatting the slide title, subtitle, and description. The cover slide has a different set of formatting options.

Slide Settings Tab

Included for all slides, this tab allows you to customize the data shown, the comparisons used, and the display options. These settings are designed to be intuitive and remain consistent across all the slide types available in the slide library, ensuring a seamless user experience. The settings available will vary based on the slide type selected.