Overview: Template reporting

Introduction

Templates are a powerful tool for aggregating data. Data from multiple surveys can be aggregated together under a template and then used to create several useful reporting types to suit different applications.

Template report

The template report aggregates all the data found within the surveys that are based on the template. The data is then displayed in the familiar “dynamic”, “tables” and “text” reports (for more information on this please refer to our “Explained - Dynamic Report Page” document). One example use case for this would be a ‘team’ based survey for a company; these surveys can be aggregated together to get an ‘overall’ organisation report.

Note: The template report will only report on questions that are present in the template. If some surveys use additional questions, they will not be reported on here.

Benchmark report

The benchmark report is a special type of template report. It is displayed in the familiar “dynamic” report and loads ‘benchmark’ data in with the template data.

Activity report

The activity report details the surveys created from a template along with key data about the survey, giving an overview of the template’s activity. This can be a particularly useful report when a template is used by numerous colleagues or if a public wizard set-up allows non-app users to create surveys. Each survey will list the number of complete responses, the date the survey was created, the survey close date, the survey open date and whether the survey has its reviewed checkbox ticked. The survey prefill-questions will also be listed along with the answers given for each survey (eg. team leader, area or country). This data is displayed in a table format that can be sorted by column, filtered by date or search term and exported to CSV.

Report table

The report table displays surveys created from a template along with average data about each question in the survey. Prefill questions are listed along with the answers given for each survey. Other survey questions are listed with “mean” average results for the responses to each question (where that question has a numerical format answer) and survey sections are summarised.

This data is displayed in a table format that can be sorted by column, filtered by date or search term and exported to CSV.

Last updated: March 25, 2024
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