Report Rules

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

Description of "Report Rules" page controls

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

What: This feature allows you to set rules for you report.

Why: This feature is used to customize your summary and individual reports.

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

To set you report rules you need to either click on the 'Report Layout' page or click the 'Reports > Rules' link, and then you will see the following controls:

Completed surveys only Select this option to include only completed survey responses to your report.

Abandoned Select this option to include partially completed survey responses to your report.
Note:

• Partially completed responses are saved upon clicking Next button for a survey. If your survey has only one page or Next button has not been clicked, partial responses will not be saved.
• Partially completed responses to the regular surveys, that have not been distributed via our email system, can be saved and included into a report if 'Ignore response and do nothing' or 'Override with response values' rules have been set on the Survey Rules page.

responses as % of all answered the question Select this option to use a percentage calculation based on the total number of respondents for the particular survey question. The total number of question respondents is regarded as 100 percent. This option is selected by default.

responses as % of total submitted surveys Select this option to use a percentage calculation based on the total number of survey respondents. The total number of survey respondents is regarded as 100 percent.
Note: 'No Response' item is added to the following question types: 'Pick one', 'Check all', 'Dropdown box', and 'List box'. It contains the number of respondents who did not answer the question as well as the percentage calculation. The 'No Response' column is added to the 'Rate different items along the scale of your choice' question type including the number of respondents who did not select any scale in the particular row (answer) as well as the percentage calculation.

Totals If this option is selected, the report will contain information on total number of respondents per each survey question.

Unanswered questions in summary report If this option is selected, the report summary will include questions with no responses.

Unanswered questions in report by respondent If this option is selected, the report by respondent will show all questions including skipped ones.

Individual responses button Adds an ability to switch between 'summary' mode and 'by respondent' mode.

Hide respondent IDs/email Select this option to hide a column containing respondent emails or other identifiers while exporting your survey results to Excel, PDF or in the 'by respondent' mode.

Show navigation Select this option to show the list of report questions and elements in the beginning of the summary report.

Filter option Select this option to add an ability to filter data when viewing summary report. Consult the ' Remote Filter' help chapter for details.

Export to Excel option Select this option to add an ability to export your survey results in Excel file (.xls) when viewing summary report.

Convert to PDF option Select this option to use the advanced feature that allows you to convert your report in the PDF format when viewing summary report.

Convert individual responses to PDF Select this check box to use the advanced feature that allows you to convert individual responses to the PDF format for your regular survey report by respondent.

Mask respondent passwords This option is used if your regular survey is password protected and you do not need password information appears within your report.

Require profile code If your survey is linked to common-password survey, select this option to ask for the profile code to view your report. You can not use this option simultaneously with the protecting your report with password.

Links Answers Select this option and click the Specify button to indicate the way the information about responses to specific questions will be displayed in online report. Select the 'Default' option to display the online report in a standard mode.

Click Save to save all the changes.
Click Run Report to see how your report looks.
Click Next to go to the 'Publish Options' page.
Click Back to return to the 'Report Layout' page.