x

Creating and Managing Reports

Home > Reporting > Reporting Beta > Creating and Managing Reports
Reporting

Step-By-Step

The Reporting Beta home page includes a list of all reports you’ve made, with options to Create, Move, and Delete reports. To return to this page while working on a report, click the Home icon next to Report Options.

Create New Report
To create a new report:

  1. Click the green Create New Report button.
  2. Enter the Report Name and Select a Folder.
  3. You will be presented with a blank report. To have a report generated from a specific survey, click Select a Survey at the top left. Or, if you already have a survey selected, click Generate Report at the top right.
  4. Once you’ve chosen the source survey, Select Layout from one of the four options provided.
  5. Select Questions to be used in the report.
  6. Click Generate Report.
Creating and Managing Folders
Reports can be saved into folders to help with organization. To create a new folder:

  1. Click the Create New Folder button at the bottom left corner of the reporting home page.
  2. Enter a Folder Name in the window that appears, and click OK.
  3. Optionally, click the drop-down arrow next to your new folder to Rename or Delete it.

To move reports between folders:

  1. Check the boxes next to the surveys you would like to move.
  2. Click the Move button.
  3. Find and click on the destination folder.

More Information

QTips
  • To create a folder within another folder, simply click the Create New Folder button while you are inside another folder.
  • Only empty folders can be deleted – if the delete option is not available, move the existing reports to another folder.