Create a Survey Report

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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 needs. The Survey Report is a report showing the results of a selected survey. To create a Survey Report, follow the instructions below:

To Create a Survey Report:

  1. Create a Custom Report

  2. On the Custom Reports screen, select the New report button.
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  3. The Create a new Report page is where you can choose your Report Name, Format and Type
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    Enter the Report Name and choose your preferred Report Format for viewing the data.
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    Note: Some report formats have a limit on how many emails you can report on. Limits - PDF(.pdf): 60 emails, Excel(.xls): 200 emails.

    Choosing .pdf, .csv or .xls, as the Report Format will reveal additional Scheduling and Email Options (see below).

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  1. Choose the Survey report radio button under Report Type and click Next to continue.
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  1.  On the Choose Parameters screen, select Edit Selection, Next to the Survey heading, and choose the survey you want to report on. 
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    Make edits to the parameters where necessary, then click Next.  
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    • 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).  

  1. Choose whether to Filter People by Saved Search (or not).
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    • 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: Ticking the 'Allow change options when running report' check box will enable you to choose, or overwrite, your filters when running your report. 

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  1. Review your Survey report and then select Save. (Alternatively select Save & Run to run the report straight away.)
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    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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