Survey Reporting

Once a survey has a completed response, there may be a need to filter the responses by different criteria or the need to export data to be organized into a different format, such as charts or graphs, to allow for reporting.

There are 2 methods to report on data from surveys from within the Surveys module.

Use Survey Filters to create live reports inside of the Surveys module to review surveys.
Use Export Survey Data to export a comma-delimited file (CSV) file with the selected data.

A report can also be built using our Report Writer, and once saved, can be run as desired or set up as a Scheduled Report.

Survey Filter

Report filters provide the ability to limit the set of responses in the reports based on custom filter criteria.

For example, if a survey contains a question asking users if they have a driver's license, a report filter could be created to only display the responses where the user answered “Yes” to this question.

You can use one of two types of report filters: Issuetrak type filters or managed filters. Issuetrak suggests you use only one of the above filter types at a time.

Issuetrak filters allow you to filter on characteristics of the issue that is related to the survey response submitted, such as priority, issue type, or department.
There are two types of managed filters: Date and Question.
- Date filters limit the responses to only the dates within the specified range. Question filters limit the responses based on answers to questions in the survey.
- Question filters vary depending on the type of question selected. Answers can be set to be equal to a response, contain a response, or, in the case of number and date questions, be greater than or less than a certain value.

One or more managed filters may be applied to a survey. All of the filters are combined using AND logic, meaning that all filters must evaluate to “True” in order for a response to be included in the results.

If a report has filters, the filters are applied to the overview report, the individual report, the text report, and the data export functionality.

When working with a report with many questions, you may want to run multiple reports with various combinations of filters. Rather than deleting filters, you can set any filter to active or inactive on the page that displays the main list of report filters.

If there is a filter on the report, and a export of survey results is performed, the exported report will be filtered. To view any filters for a report, select the report from the Survey Reporting screen, click on Report Overview, then click on Manage Filters.

Export Survey Data

The Export Data page enables a user to export the responses to a survey. The data is exported as a comma-delimited file (CSV), which can be opened with Excel.

There are three formats for exporting the data format.

Format	Description	Notes
User Responses	Exports one row of data, per entire response, with each of the questions displayed as a column.	The minimum user data displayed for each row is the username.
Individual Responses	Exports each individual response on its own row.	If a user selected more than one response for a multi-select question, each individual response appears on its own row. The minimum data displayed for each response is the text of the question, the text of the response, and the ID of the response.
SPSS Format	Exports each response as a row, with one column per possible answer to each question.

In addition, the Export Data page contains a series of optional fields, each preceded by a checkbox. Any field that is selected before exporting the data is included as a column of data in the CSV file.

The additional data fields that can be exported include both response and user data.

The optional response fields are:	The optional user fields are:
● Username	● First Name
● IP address	● Last Name
● Date started	● Email Address
● Time started	● Company
● Date completed
● Time completed

Survey Filter

Export Survey Data

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