There are two ways to report on survey response on accessplanit:
- The Legacy 'Custom Forms' report wizard
- A report in Report Writer
There are positives and negatives for each option, so it's worth weighing these up first:
Legacy - Pro | Legacy - Con | Report Writer - Pro | Report Writer - Con |
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- It is ready to run, it doesn't need to be built
| | - The output is customisable as you have access to the raw survey data
| - There is a lot of work involved in setting up the report
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- It includes a lot of calculations and is powerful
| - It can't be scheduled to send automatically from accessplanit
| - It can be scheduled to automatically send out from accessplanit
| - Only available for users with the Report Writer module
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- It is interactive, so you can have overviews as well as being able to click into each course and delegate
| - Exporting free text responses can't be done with certain file formats
| - You can add more filter options
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How to use the Custom Forms report wizard
- Navigate to the Reports, then the Legacy DataGrid.
- Right click on the Report named Custom Forms and click View.
- Select the type of report, you date range of submissions you want to include, whether you want percentage or score-based results, and then select the exact survey you wish to generate the report for.
- You can then apply filters to the report based on Course Template, Dates, Venue, and Trainers.
- Select which Account Groups you wish to run the report for.
- Do the same for Accounts.
- Click Finish to run the report.
Using Report Writer to report on survey submissions
Here are a few use cases where Report Writer has been used:
- Showing a summary table of response rates and times in the same report as the questions and answers
- Showing free text responses along with percentages and scores in the same report
- Showing multiple full survey submissions in the same report, for easier side by side comparisons
- Linking more information about each delegate as a user into the report, such as Email Address, Account, Account Group, etc.
- Multiple graphs based on the survey results
- Showing results from multiple different surveys in the same report
Please get in touch with our Helpdesk team if you would like to learn more about setting up a report in Report Writer to show survey responses.
Raise a ticket: https://accessplanit.atlassian.net/servicedesk/customer/portal/2
Gives us a call: +44 (0)1524 389 841