Report Design: Survey Reports | GideonSoft Support
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Report Design: Survey Reports

Designing Surveys

This report type is designed specifically to display aggregated or individual responses from a survey, and make a report available on the Reports page.

  • The report is based on Survey Analytics, but more configuration options are available.
  • All surveys are accessible from Survey Analytics, but Survey Reports can be assigned to users that don’t have permissions to view Analytics.
  • You can control which filters the user has access to. For example, instructors may need to see only a summary, but managers may need to see individual responses.

Creating a Survey Report

There are two ways to create a survey report. On the Survey design page, or the Report design page.

On the Survey Design page …

Once a survey has been created and saved, click on Edit Options (it will say View Options if there are any sessions saved). Scroll down to Survey Reports, any reports that have already been created for the survey will be displayed. Click Add Survey Report.

  • Report Title … This will be pre-populated with the survey name, but it can be changed as needed. This will be displayed on the Reports page and on the report header.
  • Report Subtitle (optional) … This will be displayed under the Title on the report header.
  • Who will be able to access this report? … Select one or more roles and/or permission sets for people who should have access to the report.
  • Display Mode …
    • Summary (default)
    • Individual Sessions
    • Summary and Sessions
  • Available Filters … Enable drop downs within the report for the viewer to select and filter the data displayed. They include:
    • Assessors
    • Targets
    • Dates
    • Pre-Questions (or Tags)
  • Click Save.

Note: These options are available to edit even after sessions exist for the survey and other items on the survey are read-only.

On the Report Design page …

When you create a new report, choose the type Survey Report. You’ll see a familiar report designer experience as you would with other report types (Name, access, Notes, Profile Report options, start and end dates). The Report Title and the Survey are the only required fields.

  • General Options
    • Report Title
    • Subtitle (optional)
    • Report Icon … Displayed on the left side of the header.
        • Bar chart (default)
        • Line chart
        • Pie chart
        • Area chart
        • Document
        • Observation
        • Flag
        • Info
        • No Icon
      • Background Color … sets a custom header background color (defaults to dark blue)
      • Text Color … sets a custom header text color (defaults to white)
  • Report Options
      • Survey … Select the survey to base the report on from the drop down.
      • Display Mode …
        • Summary (default)
        • Individual Sessions
        • Summary and Sessions
      • Available Filters … Toggle drop down filters to be displayed at the top of the report for the viewer to filter the data displayed. They include:
        • Assessor Filter
        • Target Filter
        • Date Filter
        • Tag (or Pre-Question) Filter
  • Hide items with no responses
    • Text to display when no sessions exist … By default, “No surveys were found to analyze.” will be displayed.
  • Question Customization … Once a survey has been selected, the questions will be listed in this section. Click to open and customize the display for each question (visibility and display type):
    • Default
    • Display as chart
    • Display as table

Open a question and expand the Question Settings panel. Each report will be displayed and you can toggle the visibility as well as the default summary display type.

 

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Version(s): GideonSoft 2020 Release 2 and later

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