Create a Report by Uploading a Custom Dataset
4 mins read - Created on Feb 19, 2025Uploading a custom dataset lets you analyze your own data in Kimola and generate a structured report. This is useful when your data comes from sources like surveys, call-center transcripts, CRM exports, or manually collected feedback.
This guide explains how to create a report by uploading a custom dataset in Kimola.
Sign in to your Kimola account and go to the Dashboard Home page.
Step 1: Upload Your Custom Dataset
On the dashboard home page, locate the Create your report section.
From here, start by using Upload your custom dataset:
- Drag and drop your dataset file into the upload your custom area, or
- Click upload your custom and select your file from your computer
Kimola supports Excel (.xlsx) and CSV (.csv) file formats.
Once uploaded, Kimola will automatically move you to the dataset configuration screen.
Preparing your dataset correctly helps ensure accurate analysis results.
• Header row required
The first row must contain column names so Kimola can recognize each field.
• Text column required
This column should include the content to be analyzed (e.g., reviews, comments, survey answers).
• Date column (optional)
Enables time-based analysis and trend visuals when available.
• URL column (optional)
Allows direct access to the original source from the report.
• Additional columns (optional)
Extra fields such as product or region become available as filters inside the report.
Step 2: Select Relevant Columns
After upload, map your dataset columns:
- Select the column containing the main text for analysis
- Optionally select date and URL columns if available
This step ensures Kimola analyzes the correct data.
Step 3: Select Interpretations (Optional)
Interpretations are optional, AI-powered analysis outputs in Kimola. Using GPT integration, they generate higher-level insights from your data, such as buyer personas, executive summaries, key pain points, and usage motivations.
Selecting interpretations allows you to enrich your report with descriptive and insight-based outputs, in addition to standard analysis results like sentiment or themes.
You can skip this step if no interpretations are needed.
Selected interpretations appear under My List on the left side, allowing you to review and adjust them before creating the report.
During the trial period, each account includes 5 GPT credits. These credits are used when generating interpretation outputs, so it’s recommended to apply them thoughtfully based on your analysis needs.
Step 4: Configure Report Settings
Before creating your report, review and complete the following settings. All required fields must be filled in to proceed.
Report Title
Enter a clear and descriptive name for your report. This field is required. Kimola does not allow report creation without a title. Using a meaningful name helps you easily identify the report later in the Reports list, especially when working with multiple datasets or analyses.
Report Output Language
Select the language in which you want the report outputs to be generated. This setting determines the language of analysis results such as sentiment labels, topic names, interpretations, and summaries.
Required Queries
The Required Query section shows how many analysis queries will be consumed to generate this report.
Queries represent the processing units Kimola uses to analyze your data.
Each selected classifier or interpretation consumes queries based on the number of records in the dataset.
In this section, you can see:
- The total number of queries required to create the report
- A breakdown of queries used by each selected model (for example, sentiment or automatic classifiers)
- Your current query usage compared to your plan’s total query limit
This overview helps you understand the cost of running the analysis and manage your query usage effectively before creating the report.
Create the Report
After reviewing all settings and query usage, click Create Report to start the analysis. Kimola will process the dataset using the selected configurations and generate your report based on the available data.
Once completed, your report will be available in the Reports section, where you can review insights, apply filters, and export results.
