As an Admin or Creator user, you can access the Presentation Builder in Advanced Reporting after launching a self-led Point-In-Time or Lifecycle listening event to configure the downloadable summary presentation that reporting users receive. For an overview of the Presentation Builder, see the Meet the Presentation Builder | Point-In-Time & Lifecycle article.
The Perceptyx-curated default presentation includes best-practice slides and is ready to use as-is, but you can customize it as needed by rebranding, reordering slides, adjusting settings, and adding or removing content.
Because the default presentation is always in Live status, changes are immediately visible to reporting users. We recommend editing while the event is still live and before granting reporting access. Survey data is required to preview data-driven slides, and your event must meet the minimum response threshold.
Note: For more information on managing reporting access, see the Add & Manage Users | Point-In-Time article.
Important: When editing the default presentation, we recommend duplicating and renaming any slide before making changes. This allows you to easily revert to the original if needed.
You can also create new presentations, if needed, by duplicating and modifying the default presentation. The default will still be available to reporting users with access permissions.
This article walks through:
- Configure Presentation Settings
- Brand the Presentation
- Configure Slide Title Settings
- Configure Slide Settings
- Move, Add, and Delete Slides
- Modify Permissions
- Create a New Presentation
Configure Presentation Settings
Presentation settings are settings that apply to every slide in the presentation, except for the cover slide. The Presentation Settings dialog box contains four tabs with options for the presentation name, slide backgrounds and margins, appearance, and comparisons.
You can preview your changes at any time by closing the Presentation Settings dialog box and then clicking Preview Presentation (top right) in the Slide Layout Editor.
Access Presentation Settings
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 to open the Report Editor.
In the Available Presentations section, click Edit for the default presentation.
The Slide Layout Editor opens.
Click Settings (top right) to display the Presentation Settings dialog box.
Presentation Name
The presentation name is the name users see when they download the presentation. You can keep the default name or specify a different name in the Presentation Name tab.
Click the Presentation Name tab, if necessary.
Type a name for the presentation in the Presentation Name box.
Navigate to another tab or click Done to close the dialog box.
Note: Your changes automatically save as you make changes in the Presentation Name dialog box.
Slide Backgrounds and Margins
You use the Slide Backgrounds and Margins tab to optionally add a background image to all the presentation slides except the cover slide (you can add an image for the cover separately). You can also specify the image size and position.
Recommended Image Size: 1920 x 1080 (minimum size is 1200 x 675) and under 2MB
Click the Slide Backgrounds and Margins tab.
Click Upload Image, navigate to the image location, then double-click the image file name to upload.
The uploaded image displays in the Background Image section.
Display the Size dropdown, then select a size option (Fill, Original, Fit Horizontally, or Fit Vertically).
Display the Image Position dropdown, then select a position option (Left, Right, Center, Top, and Bottom combinations).
Navigate to another tab or click Done to close the dialog box.
Appearance
The Appearance tab contains settings for slide title and subtitle appearance, footer appearance, page numbers, and item results.
Slide Title Appearance
Slide title appearance options include the title color, font weight, and font size. You can also specify whether a logo (if uploaded) should show in the header. For details about uploading a logo, see the Branding the Presentation section of this article.
Click the Appearance tab.
Click the arrow to display the Slide Title Appearance options, if necessary.
To specify a new color, type or paste the hex value in the Title Color box.
Note: You can also use an RGB or HSL value, or a color picker by clicking the color square to the right of the Title Color box and specifying the appropriate value or choosing a color.
To specify the font weight, display the Title Font Weight dropdown, then select an option (Bold or Normal).
To specify a different font size, drag the Font Size for Titles slider left (for a smaller size) or right (for a larger size).
If you want the logo to display in the header of each slide, enable the Show Logo on Header toggle.
Slide Subtitle Appearance
Slide subtitle appearance options include the font color and size.
Click the arrow to display the Slide Subtitle Appearance options.
To specify a new color, type or paste the hex value in the Subtitle Font Color box.
Note: You can also use an RGB or HSL value, or a color picker by clicking the color square to the right of the Subtitle Font Color box and specifying the appropriate value or choosing a color.
To specify a different font size, drag the Subtitle Font Size slider left (for a smaller size) or right (for a larger size).
Footer Appearance
Footer appearance options include what displays in the footer, as well as the footer text color and font size.
The default, Username/Filter, is dynamic and highlights what data is used in the presentation. Perceptyx recommends this option as a best practice; however, you can choose to use static text or no text at all.
Click the arrow to display the Footer Appearance options.
If you want to use a different display option, display the What to Display dropdown, then select None or Static Text.
Note: If you select the Static Text option, type your preferred text in the Footer Text box.
To specify a new color, type or paste the hex value in the Footer Text Color box.
Note: You can also use an RGB or HSL value, or a color picker by clicking the color square to the right of the Footer Text Color box and specifying the appropriate value or choosing a color.
To specify a different font size, drag the Footer Text Size slider left (for a smaller size) or right (for a larger size).
Page Number
Page number options include whether to display page numbers, as well as page number color and location.
Click the arrow to display the Page Number options.
Enable or disable the Hide Page Numbers toggle to hide or show page numbers, respectively.
To specify a new color, type or paste the hex value in the Page Number Color box.
Note: You can also use an RGB or HSL value, or a color picker by clicking the color square to the right of the Page Number Color box and specifying the appropriate value or choosing a color.
To specify the page number location, display the Where to Display Page Number dropdown, then select an option.
Item Results
Item results options affect how items display on each slide. For example, whether items displayed as bar charts have flat or rounded edges, which item attributes are shown, and which precision values are used. As a best practice, Perceptyx recommends not overriding precision values.
Click the arrow to display the Item Results options.
To change the appearance of bar charts, display the Bar Chart Edges dropdown, then select an option.
To specify which item attributes to show, display the Show These Item Attributes dropdown, select the checkbox for each attribute you want to show, then click outside the dropdown to close it.
Note: The attributes you select will display on the appropriate slides only if they are turned on in the slide settings. For more information, see the Configure Slide Settings section of this article.
To specify different precision values, enable the Override Precision Values toggle, then type your preferred values in the Percentage Precision, Mean Score Precision, and Response Rate Score Precision boxes.
Note: Perceptyx recommends using the preset precision values.
Navigate to another tab or click Done to close the dialog box.
Comparisons
Configuring comparisons in the Presentation Settings allows you to select the relevant data for each individual slide as you edit the default presentation.
The Comparisons tab contains settings for group titles and comparison order. Group Titles are the titles used to identify the focus group or view in the results and the total company results.
The Comparison Order settings specify the order in which trend values and benchmark comparisons are shown. These settings are available only if trending and benchmarks have been set up for your listening event.
Group Titles
Click the Comparisons tab.
Click the arrow to display the Group Titles options.
To change titles, type new titles in the Focus Group/View and/or Total Company boxes.
Comparison Order
If trend mapping and benchmarks are set up for your listening event, the Comparison Order settings let you decide the order in which trend data and benchmark comparisons appear on your slides.
For example:
On one slide, you might want to show the trend plus three benchmark comparisons.
On another slide, you might only want to show one benchmark, with no trend.
By setting the order ahead of time, you'll know exactly which items to include on each slide (like Benchmark 1, Benchmark 2, or Benchmark 3).
This makes editing slides easier, since you can quickly choose the right comparisons based on the order you've defined.
Click the arrow to display the Comparison Order options.
To specify a trend option, display the Trend 1 dropdown, then select an option.
Note: The number of available Trend options depends on how many listening events the current event is mapped to for trending, up to a maximum of 3.
If needed, type a new title in the Trend 1 Display Title box.
For each benchmark you want to use, specify its display order by selecting it from the Benchmark 1, Benchmark 2, or Benchmark 3 dropdown.
If needed, type new titles in the corresponding Benchmark Display Title boxes.
Navigate to another tab or click Done to close the dialog box.
Brand the Presentation
The Cover slide provides options for branding the presentation. Options include changing and formatting the title, uploading a logo and background image, content distribution, and more.
Sizing recommendations:
Logo - 720px x 190px
Background image - 1920 x 1080 (minimum size 1200 x 675) and under 2MB
The branding process can be broken down into four steps:
Duplicate the default cover slide.
Modify the slide title selections.
Modify the slide settings selections.
Delete the original slide.
Note: Changes save automatically after 10 seconds. As you make changes or selections, an Auto Save Pending message appears at the top of the screen and updates to Changes Saved when complete. You can also click on the Auto Save Pending message to save more quickly.
Step 1: Duplicate the Default Cover Slide
Duplicating the Cover slide lets you experiment with options while still being able to revert to original settings if needed.
Navigate to the Report Editor.
In the Available Presentations section, click Edit for the default presentation.
The Slide Layout Editor opens.
In the Slide Layout pane, navigate to the Cover slide, then click the Duplicate Slide icon.
The duplicate slide is added beneath the original slide and is selected.
Step 2: Modify the Slide Title Selections
To avoid confusion between the original slide and your duplicate, you should immediately give the duplicate slide a new title. You can also optionally change other settings in the Slide Title tab, including the Group Title and dynamic placeholder options.
In the Slide Title tab, type a new title in the Title box, then click outside the box.
The duplicate slide is renamed. You can use this slide to make your changes. When you are comfortable with the final version of the slide, you can delete the original slide.
If you want to change the group title, type a new title in the Group Title box.
Note: The default Group Title is Prepared for: [[placeholder]], where [[placeholder]] is replaced by the value you select in the Placeholder Value dropdown list.
There are two placeholder options:
Focus Group with View Description (default)
If no filter is applied, the placeholder shows the user’s name.
If a filter is applied, it shows the user’s name on the first line and the filter name on the second.
View Description (Focus Group if empty)
If no filter is applied, the placeholder shows the user’s name.
If a filter is applied, it shows only the filter description without the user’s name.
You can fully edit the Group Title text, including moving or removing [[placeholder]]. If you remove it, the title becomes static and displays only what you type.
If you don’t want the report to show the day the report is generated, clear the Show Date Report Generated checkbox and edit the report date field to leave it blank or enter the date you want displayed. If you want the date the report is generated to show, leave the checkbox selected.
If needed, select a different Title and Date Alignment option.
If needed, use the sliders to adjust the font sizes for the text items.
Click Preview Slide (top right).
A preview of the slide opens in a separate browser tab.
Close the browser tab to exit the preview.
Adjust your changes and preview as needed until you are satisfied with the changes on the Slide Title tab.
Step 3: Modify the Slide Settings Selections
In the Slide Settings tab, you can optionally upload a custom background image and/or logo and specify formatting for the content box (the column in which text appears on the Cover slide).
Click the Slide Settings tab to display its options.
If you want to use a custom background image:
Display the Use Themed or Custom Images dropdown, then select Use Custom Logo and Background Image.
Click Upload Image, navigate to the location where your image is stored, then double-click the name of the image file.
The image is uploaded.
If needed, change the image position by displaying the Image Position dropdown and selecting a different option.
3. If you want to use a custom logo:
- Click the Logo dropdown to display logo options.
- Click Upload Image, navigate to the location where your logo image is stored, then double-click the name of the image file.
- If needed, display the Logo Boundary Line Position dropdown, then select a different option.
4. If you want to modify formatting for the content box:
- Click the Content Box dropdown to display its options.
- To change how text is distributed in the box, display the Report Information dropdown and select a different option.
- To change the column position, display the Column Position dropdown and select a different option.
- To change the column width, drag the Box Size slider to a different percentage.
- To change the box background color or text color, type the HEX code for the desired color in the applicable Color box.
Note: You can click Restore Default, if necessary, to return to the original color.
Click Preview Slide (top right).
A preview of the slide opens in a separate browser tab.
Close the browser tab to exit the preview.
Adjust your changes and preview as needed until you are satisfied with the changes on the Slide Settings tab.
Step 4: Delete the Original Slide
When you are satisfied with the customizations you’ve made on the duplicate slide, you can delete the original slide.
In the Slide Layout Editor, click the Delete icon for the original slide.
A confirmation message appears.
Click Remove.
Configure Slide Title Settings
Like the Cover slide, the other slides in the default presentation have slide title settings; however, they are a bit different. The following title slide settings are available:
Title: Specifies the title that appears at the top of the slide.
Subtitle: Specifies the subtitle that appears below the title, if applicable.
Use Dynamic Title (only when the What to Show setting is set to List of Categories with Questions): Specifies that the category will print as the slide title.
Slide Description: Specifies an optional description to display on the slide. This option includes a robust set of formatting selections.
Description Position: Specifies the position of the description, if used, on the slide.
In the Slide Layout Editor, click the slide you want to work with, then click the Duplicate icon to create a copy of the slide.
Click the duplicate slide and display the Slide Title tab.
Click the Title box, then type a new title for the slide.
To add or change the subtitle, click the Subtitle box, then type a new subtitle.
Select the Use Dynamic Title checkbox, if available, to use the category as the title when the presentation is printed.
To add or change the slide description, enter the text in the Slide Description box. Optionally use the formatting options to customize the look.
In the Description Position section, click Top or Bottom.
Click Preview Slide to preview the slide, then continue to edit, if necessary.
If you want to configure slide settings, click the Slide Settings tab (see the Configure Slide Settings topic below).
If you are done modifying the slide, you can delete the original slide.
Configure Slide Settings
You use the options in the Slide Settings tab to adjust a variety of settings for slides. These settings are generally grouped into three categories:
Data Shown
Comparisons
Display Options
Note: Not all slides have all three categories of settings, and the options in each category can vary from slide to slide, based on the type of information being reported.
Data Shown
The following options are most commonly included in the Data Shown category:
What to Show: Specifies the data to be displayed, such as a list of questions, a list of categories, or a combination of both.
Only Show These Categories: Specifies the data categories to be displayed. If you don’t select any categories, all available categories will be displayed.
Sort Order: Specifies the order in which the data will be sorted (e.g., order asked in the listening event, favorability high to low, etc.).
Driver for Category (available only for PDA Drivers sort order): If you choose PDA Drivers for the sort order, this option becomes available and enables you to specify which driver categories to display.
Show Delta Options (available only for delta sort orders): If you choose a delta sort order (largest difference between positive and negative), this option becomes available and enables you to specify whether to show all data, only positive changes, or only negative changes.
Number to Show: Specifies whether to show all items from the listening event, or just the Top N items based on the sort order selected (e.g., Top N of 5 and sort order “Fav low to high” shows the top 5 items with highest favorable scores).
Top N: Use when Number to Show is set to “Top N Items” to specify how many questions to show.
In the Slide Layout Editor, click the slide you want to work with.
Click the Slide Settings tab.
Display the What to Show dropdown, then select an option.
If you want to specify particular categories to show, display the Only Show These Categories dropdown, then select the checkbox for each category you want to display. Leave this option blank if you want to show all categories.
Display the Sort Order dropdown, then select a sort option.
If available, display the Driver for Category dropdown, then select a category.
If available, display the Show Delta Options dropdown, then select an option (all data, only positive changes, or only negative changes).
Display the Number to Show dropdown, then select Top N or All Items.
Drag the Top N slider to specify the number of items to show
Click Preview Slide (top right) to see what your changes look like in the presentation, then continue to edit the slide as needed.
Comparisons
You can choose up to three comparisons to show in a slide, based on the type of data available for your listening event. Comparisons display in side-by-side columns.
The following options are most commonly included in the dropdowns for the Comparisons category:
No: No comparison.
Current View/Filter: The view or filter defined for the reporting user.
Trend: Trend comparison to a previous listening event. If multiple events are mapped for trending, options are listed as Trend 1, Trend 2, and Trend 3.
My Team (Direct Reports): A comparison to results for the reporting user’s direct reports when a hierarchy is used to define the view or filter.
Overall Comparison: A comparison to results for the company overall.
Benchmark: A comparison to an available benchmark. If multiple benchmarks are available, options are listed as Benchmark 1, Benchmark 2, and Benchmark 3.
Mean Score: A comparison to the mean score.
Note: Trend and Benchmark comparisons are listed as Trend 1, Trend 2, Trend 3, Benchmark 1, Benchmark 2, Benchmark 3. These names correspond to the comparisons you defined in the Comparison Order section of the Presentation Settings.
In the Slide Settings tab, click the arrow to display the Comparisons options.
Display and select options for the 1st Comparison Column, 2nd Comparison Column, and 3rd Comparison Column dropdowns and select your desired options.
Note: Select No for a column if you want to show fewer than three comparisons. If you don’t want to show any comparisons, select No for all three.
Preview the slide, then continue to edit as needed.
Display Options
Display options provide control over the display of specific elements on a slide. The following options are most commonly included in the Display Options category:
Questions Per Page: Specifies the number of questions shown on the slide; if data spans multiple slides, this value specifies the number of questions shown on each slide.
Note: If information is running off the page or into the footer, reduce the number of questions per page.
Show the N-Size for Each Question: Displays the number of respondents who answered each question.
Show Comparison Score As: Specifies whether comparisons show as Score, Delta, or Score (Delta).
Colorize Deltas: Specifies colorization of deltas.
Print Driver Group Information (available for PDA Driver or Priority Focus Area sort orders only): Specifies whether driver group information is included when the presentation is printed.
Show Attributes: Specifies whether to show attributes, as applicable, for responses (e.g., Top or Bottom 5 Favorability, Significant Trend Up or Down, etc.). The attributes available to show are determined by the item(s) you specify in the Presentation Settings (the Item Results option on the Appearance tab).
In the Slide Settings tab, click the arrow to display the Display options.
Slide the Questions Per Page slider to specify a different value, if applicable.
Display and select options for the dropdowns as appropriate for your requirements.
Click Preview Slide to preview the slide, then continue to edit, if necessary.
If you are done modifying the slide, you can delete the original slide.
Move, Add, and Delete Slides
You can further customize the default presentation by rearranging the slides and by adding and deleting slides.
Move a Slide
You can move slides up or down in the Slide Layout Editor by clicking the up or down arrows.
In the Slide Layout Editor, navigate to the slide you want to move.
Click the Up arrow to move the slide up one position or click the Down arrow to move the slide down one position.
Click the appropriate arrow as many times as needed to move the slide to the desired position.
Add a Slide
If you want to present different information in your slides than what is available in the default presentation, you can add slides from the pre-configured Presentation Builder Slide Library. This library offers a variety of slide templates designed for specific use cases, along with important settings to configure, all to help simplify your selection process.
You can view descriptions, use cases, and settings for the available slides in the Presentation Builder Slide Library Overview Deck. After reviewing the options and making your choice, be sure to note the slide title so you can easily add it to your presentation. Added slides automatically inherit the configured presentation settings.
At the top of the Slide Layout Editor, click Add Slide.
The Presentation Builder Slide Library opens.
Navigate to the slide you want to add or find it by typing a key word or phrase in the Filter Slide List box.
Click the slide you want to add, then click Add Slide.
Update the Slide Title and Slide Settings options as needed.
Move the slide to the desired location.
Delete a Slide
You can easily delete slides from the presentation. Be aware that deletions are permanent.
In the Slide Layout Editor, click the slide you want to delete, then click the Delete icon.
A confirmation message appears.
Click Remove.
Modify Permissions
Permissions define who is able to access the presentation. You manage these settings in the Permissions dialog box.
By default, all available statuses are selected and have access. You can:
Exclude specific statuses: Uncheck the box next to any status you want to exclude.
Allow only certain statuses: Click Deselect All, then check only the statuses you want to include.
Filter the list: Use the Filter Permission List box to quickly find a specific status.
Open the Report Editor.
Display the Actions dropdown for the default presentation, then select Permissions to display the Permissions dialog box.
Clear the checkbox for any status(es) you want to exclude from accessing the presentation or click the Deselect All checkbox and then select the checkbox for each status you want to include.
To find a specific status quickly, type its name in the Filter Permission List box. The list updates as you type.
When you are done, click Apply to save your changes.
Create a New Presentation
If you need to share listening event results with a different audience or tailor the content for specific stakeholders, you can create a new presentation.
The process can be broken down into four steps:
Duplicate a presentation (the default presentation for your first one).
Modify the presentation as needed. Just like the default presentation, you can:
Add or remove slides
Rearrange slide order
Adjust settings for the presentation or individual slides
Specify permissions to control who can access the new presentation in Advanced Reporting.
Preview and publish the presentation so it's available to your selected users.
For presentations outside of the default version, there are additional actions you can take, such as reverting to draft and removing presentations from the builder.
Step 1: Duplicate the Default Presentation
Initially, the default presentation is the only one available. You can create a new presentation by duplicating and modifying the default presentation. After you create a new presentation, you can use it as the basis for other new presentations or still duplicate the default presentation.
Open the Report Editor.
Display the Actions dropdown for the default presentation, then select Duplicate.
The Duplicate Presentation dialog box appears.
Type a name for the presentation in the Presentation Name box, then click Create Presentation.
The duplicate presentation is created and displayed in the Available Presentations area in Draft status.
Step 2: Modify the Presentation
Just as you can edit the default presentation, you can edit your new duplicate presentation. You can:
Configure presentation settings
Brand the presentation
Configure slide title settings
Configure slide settings
Move, add, and delete slides
In the Available Presentations section of the Report Editor, click Edit for the new presentation.
The Slide Layout Editor opens.
Make your changes as needed. For detailed instructions, refer to the appropriate sections of this article.
When you’re done, click Go Back (top left) to return to the Report Editor.
Step 3: Specify Permissions
As with the default presentation, you can specify who can access the new presentation via permissions.
Display the Actions dropdown for the presentation, then select Permissions to display the Permissions dialog box.
Clear the checkbox for any status(es) you want to exclude from accessing the presentation or click the Deselect All checkbox and then select the checkbox for each status you want to include.
To find a specific status quickly, type its name in the Filter Permission List box. The list updates as you type.
When you are done, click Apply to save your changes.
Step 4: Preview and Publish the Presentation
Unlike the default presentation, which is always in Live status, new presentations remain in Draft status until you publish them. Although you likely previewed the new presentation along the way, it’s recommended that you preview the entire presentation prior to publishing.
In the Report Editor, click Preview for your new presentation to open a preview in a separate browser tab.
Scroll down to review each slide.
When you are done, close the preview browser window.
Make any additional changes, if needed, then preview again, until you are satisfied with the content.
To publish, display the Actions dropdown for the presentation, then select Go Live.
The status changes from Draft to Live.
Revert to Draft
For presentations other than the default presentation, you can change the status back to Draft if you need to make changes, and then republish. When in Draft status, users will not be able to view or download the report.
Note: If you click the Edit option for a live presentation, you are prompted to revert to draft; however, doing so is optional. If you choose to edit a live presentation, the changes are immediately visible to reporting users when the changes are saved.
Display the Actions dropdown for the presentation, then select Revert to Draft.
The status changes from Live back to Draft.
Remove a Presentation
If needed, you can remove a presentation from the Presentation Builder. Removal is a permanent action; it cannot be undone.
Display the Actions dropdown for the presentation, then select Remove.
A confirmation message appears.
Click Remove.
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