Creating and Managing Reports

Creating and Managing Reports

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.

Creating New Reports

  1. Click the Create New Report button.
  2. Type the Report Name select a Folder, and then click Create.
    a blank report appears:
  3. To have a report generated from a specific survey, click Choose 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 a layout from one of the four options provided.
  5. Select questions that you want to use 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 on the reporting home page.
  2. Type 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. Select the boxes next to the surveys that you want to move.
  2. Click the Move button.
  3. Find and click the destination folder.

More Information

  • 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.
  • To rename a folder, click the folder (in column on left-hand side), then click the down arrow that appears to the right of the folder name, and then click Rename Folder.