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Create a survey report

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CheckMarket’s ReportBuilder is a powerful tool that allows you to create highly customized reports and dashboards and then share them with others.

We highly recommend reading our short getting started guide before jumping in. With all that power comes some complexity and it is worth spending a few minutes to orient yourself first.

  1. Go to your survey.
  2. Click on Analyze.
  3. Click on ReportBuilder.
  4. Click on Create report.
  5. You will be presented with three choices:
    1. Blank report: You start with an empty report, and can add elements yourself.
    2. Standard report: this option automatically creates an element for each question in the survey using best practice settings based on the question type. This is a good starting off point. You can modify the report and its elements after it is created.
    3. Copy report: You can make a copy of an existing report for this survey (this option is only shown when a report is present in this survey)
  6. Click on the desired option.
  7. Enter a Report title.
  8. Click on Create report.

Your report is now being created. If you have selected the Standard report, it may take a bit longer to load the report the very first time, as the system needs to gather all the data.

Once the report is created, you can dig in deeper and edit each element, move elements around, add new elements, set filters, and finally share your report. The steps to follow are explained in separate articles per topic.

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