Create a Survey Report

When you Create a Custom Report, there are several report types to choose from. Each different report type will help you target the specific data which suits your marketing needs. The Survey Report is a general report that shows the results of a selected survey. To create a Survey Report, follow the instructions below:

To Create a Survey Report:

  1. Go Reports and click Custom Reports.
  2. In Custom Reports, click New Report.
  3. Enter the Report Name and choose your preferred Report Format for viewing the data.

    Note: Choosing .pdf, .csv or .xls, as the Report Format will reveal Scheduling and Email Options for your report. (see below).

  4. Choose the Survey report radio button under Report Type and click Next.
  5. Click Edit Selection and choose the survey you want to report on and complete the additional options, then click Next.

    Report includes – Choose to include Grid, Chart or both in your report.
    Options – Allow change when running report: Refers to changing the selected survey and grid/chart options when running the report.
    Include anonymous – Selecting this includes answers from anonymous people that completed the survey (i.e. not People).
  6. Choose to filter by Saved Search(or not) and click Next.

    Filter People – This allows you to run your report on a specific group of employees, excluding those not in your selected saved search. Use the checkbox to enable the filter and then and click Edit Selection to choose a Saved Search.
    Note: Checking ‘Allow change when running the report’ check box will enable you to choose, or choose to overwrite, your filters when running your report.
  7. Review your Custom Report and then click Save. (Alternatively click Save & Run to run the report straight away.)

    Note: The Review page is a complete summary of all information entered during the Create a Report Wizard. Review this information carefully to ensure your report accurately targets the data you would like to capture.

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