You can download the Survey Response Summary PDF report in the Survey Analysis section of our reporting tools. This report is often distributed among internal and external stakeholders and made available to the community. Admins can customize aspects of this report to control the amount of information shared and remove personal details to maintain the participant's right to privacy.
To customize your survey response report:
Go to Reporting > Survey Analysis in the main menu.
Choose the relevant project, survey, and date range and select Update. Choose any analysis option you wish to apply.
Expand the Download Report menu and, under Survey Responses Report, select Customize.
Choose which Registration Questions and Survey Questions to include and configure your Page Layout.
When you’re ready, select Download PDF and the report will generate and be sent to your admin email.
Registration Questions
In the Registration Questions tab, you can check the box to Include registration questions and choose which information to include from your Signup form. Please note the following:
Checking the Include registration questions box will auto-select all registration questions. You can uncheck each question that you want to exclude. In most scenarios, you will not need to include all the information participants provide when registering.
The questions you include will only apply to registered participants who completed your survey. If your survey was unverified or anonymous, no information will be included.
Some examples of registration questions that may be relevant to your report are age, location, and connection questions, such as their interests or relationship to your organization.
Survey Questions
In the Survey Questions tab, admins can choose which survey questions to include in the report. You can:
Check Include open questions to include question types such as single line, email, essay.
Check or uncheck specific questions to include or exclude them from your report.
Check the box to Include screen name for open questions if your report needs this information.
Check Include deleted questions to include questions deleted from your survey, which are excluded by default.
Page Layout
You can use the Page Layout tab to configure some visual aspects of your report.
For each section, the Example PDF Preview will tell you where the content you add will go in the report, but there is no way to preview the exact content or save your progress. If you exit the Customize Survey Report screen, the content will disappear; you may want to document the content you add elsewhere.
You can edit the following:
Custom Logo: By default, the Custom Logo will use the site logo. To change this, you can enter a new logo URL. The position of the logo is fixed and cannot be changed, but you can uncheck the Enable logo in title page box to remove it.
Cover Note: Include custom text as a cover note to introduce your report. The Cover Note text box has a maximum character limit of 850 and cannot accommodate images or custom code. If you do not add a Cover Note, this page will not be included in your downloaded report.
Header & Footer: Include custom text for a header and footer to be included on all pages except for the title page. The Header and Footer have a maximum character limit of 70 and the position of the text is fixed. If you do not add them, the Footer will remain blank, but the Header will default to the survey’s title and time frame. You can also check or uncheck the box to Enable logo in header.
Conclusion: Include custom text as a conclusion to introduce your report. The Conclusion text box has a maximum character limit of 850 and cannot accommodate images or custom code. If you do not add a Conclusion, this page will not be included in your downloaded report.
