Report Home

The available controls on this page vary according to which subscription plan you have

What this feature is, why you should use it and when

Description of "Report Home" page controls

This section explains what the "Report Home" is and why you should use it

What: This feature allows you to view and manage your survey results.

Why: The 'Report Home' page you can create, view, edit and manage your survey reports.

We are about to describe you "Report Home" page controls

On this page you can find a tree containing three first-level folders by default: Main folder, Custom folder and Trash.

Main folder This folder includes survey folders containing default reports.
Note:

Custom folder Use this folder to save your new reports.

Trash This folder is a store for the deleted reports. It includes the following options:

  • Restore - allows you to restore a selected report.
  • Delete - allows you to remove a selected reportpermanently.
  • Publish - allows you to export a selected report to Excel, SPSS, or CSV formats.
  • Source - allows you to go to the list of surveys and highlights the survey your report has been created for.

    Original Location - this column shows folders the reports were located in before moving to trash.
    Date Deleted - this column shows a date when the report was removed to trash.

    Folder menu Contains the following options:

  • New Folder - allows you to create a new folder in the selected folder.
  • Rename - allows you to rename a selected folder
  • Move To - allows you to move a folder with its reports to a selected folder.
  • Delete - deletes a selected folder.
    Note that you can't rename, move or delete default folders (Survey, Custom, Trash). You are not allowes to move customized folders if they include nested folders.

    Report menu Contains the following options:

  • Move - allows you to move a specified report to the selected folder.
  • Delete - allows you to remove a selected report.
  • Magnifier icon - allows you to preview the report.
  • Edit - allows you to edit a selected report. Note you cannot edit the default report.
  • New Report - allows you to create a new report. For more details consult New Report help chapter.
  • Publish - allows you to print, email and export your report to Excel, SPSS, or CSV formats. For more details consult Publish Options help chapter.
  • Source - redirects you to the surveys home page and highlights the survey your report has been created for.

    Titles Select this check box to show report titles.

    Notes Select this check box to show report notes.

    The dropdown box, located atop the list of reports, allows sorting the reports in the following ways: 'Active First', 'Date Created Descending', 'Date Created Ascending', 'Descending by Name', 'Ascending by Name'.

    Active This column contains indicators of the report status (Yes or No).
    Note that indicator name is linked, clicking it will open the 'Publish Report' page where you can change the report status.

    Completed This column shows the number of respondents who completed your survey.

    Active Reports are in black and it means that you can run or preview them.

    Inactive Reports are in blue and it means that they are closed, you can't run or preview them.