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Creating Reports for Surveys

You can create survey reports that combine gathered survey data by org unit. Reports can be customized to meet all your needs to release the results of the data collected. You can create multiple survey reports.

Adding a Report

  1. From within a survey, click the Reports Setup tab.
  2. Click the Add Report button.

    add report button

  3. Type a Report Name.
  4. Choose one of the following Report Types:
    1. Summary Report options:
      • Show aggregate data: displays the data collected for multiple choice questions, true and false, Likert, multi-select, and matching question types.
      • Show text responses: displays the data collected for long answers, short answers and fill-in-the-blanks question types.
    2. Individual Attempts options:
      • Hide user information: will not display the user’s first and last name when the Individual Attempts report is viewed.
        New survey report details
  5. Set your Release options. Here you can set up the when and to whom this survey report is released.
    • Select Immediately or select a date from the drop-down lists or calendar icon.
    • Check the users and roles that you want to release the report to.
  6. Click Save.

    new report

Viewing Survey Reports

  1. From the Manage Surveys page, click the drop-down arrow, then click Reports.

    reports link

  2. To view a report, click on the report name (you must have already created one or more survey reports; see instructions above for details).

    Click report link

  3. Check the From or To fields and enter the appropriate dates if you want to restrict your report to a certain time frame.
  4. Click Generate HTML Report to view the report in your browser, or Generate CSV Report to save the report as a CSV file on your computer.

    generate report