How To: Reporting on Surveys

Owned by Rachael Oldfield (Unlicensed)
Last updated: 15 Mar, 2021 by Alice Pearson
3 min read

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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  (tick)Legacy - Con  (error)Report Writer - Pro  (tick)Report Writer - Con  (error)
  • It is ready to run, it doesn't need to be built
  • It can't be customised
  • 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
  • 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
  • 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

How to use the Custom Forms report wizard

  1. Navigate to the Reports, then the Legacy DataGrid.



  2. Right click on the Report named Custom Forms and click View.



  3. 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.



  4. You can then apply filters to the report based on Course Template, Dates, Venue, and Trainers.

  5. Select which Account Groups you wish to run the report for.



  6. Do the same for Accounts.
  7. 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

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