How to use Data Stories in your report
Data Stories provide a dedicated section in your report for custom analysis and reporting of your survey data. Instead of manually piecing findings together across multiple tabs and pages, you can create custom charts, tables, and written commentary, all in one place.
You can create your own fully custom Data Stories or start with pre-built templates from the Conjointly team. Either way, you can edit their content, formatting, and calculations to fit your research goals.
Find and read Data Stories in your report
Open your report’s Insights tab and go to the Data Stories section. You will see the pre-built Data Stories that are added automatically based on your survey set-up. You can add other Data Stories at any time. To create a fully custom story, open any story and replace its content in the editor.
Data Stories are built on respondent-level data, so if your team has disabled exports of personally identifiable information, the Data Stories section is hidden for all team members and shared report viewers.
Manage Data Stories
Primary owners and co-owners of a report can organise and edit its Data Stories. A report can hold up to 50 Data Stories.
- Add a story by clicking any story in the Data Stories section, then clicking in the footer of the Insights tab and choosing from the pre-built Data Stories.
- Rename a story by clicking its title.
- Duplicate a story with the copy button. The duplicate keeps any edits made to the original.
- Delete a story with the delete button. A report always keeps at least one story.
- Reorder stories by dragging them into position.
These changes save with the rest of the report. Click or press Ctrl + S (Cmd + S on a Mac) to keep them.
Edit a Data Story
Each story is built from its own .qmd source file, which combines Markdown text with R code. Primary owners and co-owners can edit the .qmd, while users with view-only access can open it but not make changes.
- Click and make your changes in the editor.
- Click or press Ctrl + S (Cmd + S on a Mac). Your edit is saved immediately and is visible to everyone with access to the report. No separate report save is needed.
- Click again to close the editor. This saves any remaining changes and rebuilds the story with your edits.
A .qmd file cannot be empty or larger than 10 MB.
If an edit causes an error, a Data Story build failed notice appears. Click to see the error. If the story has built successfully before, the last successful version stays on screen until the .qmd is fixed. Otherwise, the error is shown in place of the story.
Frequently asked questions
How do Data Stories update when my data changes?
Data Stories follow the segment selected in your report. When you select a different segment, they recalculate to show results for that segment, which may take a moment.
New responses are included the next time the report loads. Changes to respondents or weights, such as excluding a respondent or editing a weighting scheme, are reflected once you save the report.
Will editing a Data Story change my results?
No. A Data Story only reads your report data, so your edits never touch any other tab or setting in your report.
Can I export a Data Story?
Yes. Click at the top of the story to download it as an .html file or .qmd file. Data Stories are not currently included in Conjointly’s other export formats. To reuse a single table, click above it and paste it wherever you need it.
Related guides
- Pre-built Data Stories for what each story shows and when it is available.
- Segmentation for subgroup analysis and crosstabs for comparing groups of respondents.
- Analysing time series for tracking trends across waves.
- AI summary of open-ended text responses for summarising free-text answers.
If a Data Story does not appear as expected in your report, please contact Conjointly support.