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Reporting

This chapter covers running and configuring reports in Kinetic Survey.

Running Reports

There are three locations to run reports on survey data from, the Survey Author Console, the Reports tab, and the Global Reporting form. 

Example of the Reports tab:

reports tab basic.JPG

From the reports tab, you can select any report available for your survey template, and click on the ‘Run Report’ button. By default, the report will run for all instances of only the selected survey template.  Many of the reports have further qualifications that are listed in the Report Description field.

Advanced Run

The Advanced Run dialog allows you to add more qualifications to your reports in two ways.  First, there are five fields that you can quickly setup with field names and simple qualifications.  Secondly, you can click on the ‘Advanced Qualification’ button to setup your own more sophisticated qualification.

You also have the ability to save a qualification, and use it over again or use it as a basis for a longer qualification.  The ‘Show Embedded’ button lets you see the preset qualification for the report.

advanced search.JPG

Global Reporting

The Global Reporting link takes you to the same form as the Advanced Run button with one major difference, it is not tied to a specific survey template.  This means that you can report across multiple survey templates if you choose.  For example, if you have two similar survey templates for two departments, you could combine the results into one report if the questions/answer types were similar.

The way to make sure survey templates are similar enough to report across is to clone them.  If that is not possible, make sure that the answer types are compatible, and that the Field Map numbers are the same (Advanced tab of the question dialog).  The field map numbers relate to the answer viewer on the completed survey form.

Activity - Reporting

Complete Activity Eight, looking at various reports.