Satisfaction Report

Overview

This example shows how to generate professional customer satisfaction reports with Carbone, including:

• Dynamic charts
• Data-driven tables
• Professional formatting

Step-by-Step Guide

Follow these steps to create a customer satisfaction report template with Carbone:

1. Create the Layout Structure

Start by inserting a 3x2 table in your document. This table will help you:

• Organize data efficiently
• Control the position of elements
• Maintain consistent spacing

In the Table Design tab, choose a style (for example, banded rows, without a Header row).

2. Add Data and Chart

• In the first cell of the first row, insert the Carbone tag to display the department: {d.satisfaction[i].dept}. You can add numbering if needed.
• In the first cell of the second row, insert the Carbone tag for iteration: {d.satisfaction[i+1]}.
• In the second cell of the first row, insert the Carbone tag to display the value: {d.satisfaction[i].value}. Add the unit, such as % for percentage display, after the value.
• In the third cell of the first row, insert your preferred chart type, such as a stacked bar chart.

To configure the chart data in Excel:

• Use the automatically opened Excel window, or
• Right-click the chart and select "Edit Data in Excel"

Define your data series using Carbone tags. You do not need to define the iteration here; Carbone will use the iteration defined in the Word table template.

|               |  Series 1                   |
|---------------|----------------------------|
| Category 1    | {d.satisfaction[i].value}  |

3. Polish the Design

Make your report visually appealing by:

• Deleting the default chart title ("Series 1")
• Removing the default legend ("Series 1")
• Deleting the default vertical axis name ("Category 1")
• Dragging the plot area to the left to reduce the chart's left margin
• Right-clicking the axis, selecting "Format Axis," and setting the maximum bound to "100" in Axis Options (for percentage display)
• Right-clicking the axis again, choosing "Format Major Gridlines," and selecting "No Line"
• Right-clicking the chart, selecting "Format Chart Area" > "Chart Options," and choosing "No Fill" and "No Line" under Fill and Border
• Deleting the units of the horizontal axis
• Adjusting the chart size to fit the cell and make it more horizontal
• Clicking inside the cell with the chart, going to "Table Properties" > "Cell" tab, clicking "Options," unchecking "Same as the whole table," and setting the left margin to 0 cm

Further improve your report by:

• Adjusting borders and margins
• Aligning content consistently
• Setting appropriate spacing between elements
• Ensuring a professional, clean layout

The template will automatically populate with your data during report generation, creating a polished customer satisfaction document.

Coming Soon

This example will be available when Descendant Sort is released.

Related Examples

Check out these similar templates to learn more: