Satisfaction Report

Generate Customer Satisfaction Reports with Carbone

Download Template

Download data sample

Template type document docx simple
Carbone min. v4.24.0+
Features chart bargraph
Target 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: