Checkbox 6 Report Wizard Guide
Checkbox 6 Report Wizard Guide This document walks you through the steps of generating a new visual report using the Checkbox Report Wizard. CONTENTS: • • •
Open Report Wizard Generate Report View & Run Report From Survey Dashboard Open Report Wizard
From the Checkbox Survey Manager, select the survey you wish to generate a report for to expand the survey's dashboard on the right. Next, expand the Results drop-down from the dashboard menu and select Summary Reports.
Select the + Report button to open the Report Wizard.
Checkbox 6 Report Wizard Guide - 1
Generate Report
Step 1: Name 1. 2.
3.
Provide a Name for your report (required). Select a Report Type (required): In this guide we selected Report Wizard. The Report Wizard option automatically populates the resulting report with one report item for each reportable item in your survey. For example, if you have 10 reportable survey items in your survey, you will have a 10-item report after completing the wizard. Charts can be modified or deleted within the Report Editor once the report has been created. The Blank Report option generates a report with no pre-populated report items. You must add the items manually, much like adding items to a new survey. Apply an existing Style Template from the drop-down list. You can also display the title of the survey on your report (configured under Survey Editor >>Settings>>Custom Text).
Click Next to continue.
Checkbox 6 Report Wizard Guide - 2
Step 2: Item Options When the Report Type is set to Report Wizard on Step 1, you will see a list of reportable survey items and associated chart types on the Item Options page. If you selected Blank Report on the first step you will instead be skipped to the final step. On the Item Options step you should see the default chart type/survey item type pairs shown above. According to this configuration, the results for all Radio Button questions in your survey will be displayed as Pie Charts in your report, the results for all Checkbox questions will be displayed as Column Graphs, and so on. To change the default report item type, expand the drop-down list and select another option. You can also change the chart type in the Report Editor after completing the Report Wizard. Select Next to continue. Select Previous to return to the Step 1.
Checkbox 6 Report Wizard Guide - 3
Step 3: Report Options 1.
2.
3.
An alias acts as alternate question text. Aliases are created in survey item editors and can be enabled when generating reports and exports. If you included aliases in your survey, you can enable them in your report by checking the Use Aliases option. Doing so will replace question text with alias (alternate) text in the report. Check this box to place all report items on the same report page. When you run the report, you will be able to scroll through the entire report without having to navigate to another page. If this box is left unchecked, the report pages will mimic those in your survey. For example, if you generate a report for a three-page survey with three radio button questions on each page, the report will also contain three pages with three report items on each page. Set the maximum number of item options (answer choices) allowed in a chart before switching to a summary table display. This features is useful when displaying results for a question with several answer options. For example, let's say you have a Radio Button question in your survey with 20 possible answer choices and you've set Radio Button question responses to display as pie charts in your report. If you don't want to squeeze all 20 options into a pie chart, you can set a maximum value here that will tell Checkbox to automatically display this particular question as a summary table instead of a pie chart once that value is reached.
Checkbox 6 Report Wizard Guide - 4
Click Next to review your report settings. Select Previous to return to Step 2. NOTE: After a report is created, report pages and item locations can be changed in the Report Editor.
Step 4: Review Review your report settings. Click Finish to save your report settings. Click Previous to return to Step 3.
Checkbox 6 Report Wizard Guide - 5
Step 5: Finish When you have reached this step, your report has been created. At this point you can: 1. 2. 3. 4.
Edit your new report. Run your new report to view live data. Create another report. Close the Report Wizard and return to the Survey Manager Dashboard.
In this example we selected Edit Report.
Checkbox 6 Report Wizard Guide - 6
The Report Editor layout is similar to the Survey Editor layout. Pages and items are listed on the left side of the window. Add items and pages using the +Page and +Item buttons.
Items are previewed and edited on the right side of the window using the editor tabs.
Checkbox 6 Report Wizard Guide - 7
Select the Run Report button to open a live report in a new browser tab/window. For more information on report items, view the Custom Report Guide here >> For more information on report properties and permissions, view the Report Settings Guide here >> [COMING SOON] For more information on report filters, view the Report Filters guide here >> [COMING SOON] Thank you for viewing this Checkbox User Guide. Click here to return to Checkbox Resources >> ©2013 Checkbox Survey, Inc.
Checkbox 6 Report Wizard Guide - 8
Open Report Wizard Generate Report View & Run Report From Survey Dashboard Open Report Wizard
From the Checkbox Survey Manager, select the survey you wish to generate a report for to expand the survey's dashboard on the right. Next, expand the Results drop-down from the dashboard menu and select Summary Reports.
Select the + Report button to open the Report Wizard.
Checkbox 6 Report Wizard Guide - 1
Generate Report
Step 1: Name 1. 2.
3.
Provide a Name for your report (required). Select a Report Type (required): In this guide we selected Report Wizard. The Report Wizard option automatically populates the resulting report with one report item for each reportable item in your survey. For example, if you have 10 reportable survey items in your survey, you will have a 10-item report after completing the wizard. Charts can be modified or deleted within the Report Editor once the report has been created. The Blank Report option generates a report with no pre-populated report items. You must add the items manually, much like adding items to a new survey. Apply an existing Style Template from the drop-down list. You can also display the title of the survey on your report (configured under Survey Editor >>Settings>>Custom Text).
Click Next to continue.
Checkbox 6 Report Wizard Guide - 2
Step 2: Item Options When the Report Type is set to Report Wizard on Step 1, you will see a list of reportable survey items and associated chart types on the Item Options page. If you selected Blank Report on the first step you will instead be skipped to the final step. On the Item Options step you should see the default chart type/survey item type pairs shown above. According to this configuration, the results for all Radio Button questions in your survey will be displayed as Pie Charts in your report, the results for all Checkbox questions will be displayed as Column Graphs, and so on. To change the default report item type, expand the drop-down list and select another option. You can also change the chart type in the Report Editor after completing the Report Wizard. Select Next to continue. Select Previous to return to the Step 1.
Checkbox 6 Report Wizard Guide - 3
Step 3: Report Options 1.
2.
3.
An alias acts as alternate question text. Aliases are created in survey item editors and can be enabled when generating reports and exports. If you included aliases in your survey, you can enable them in your report by checking the Use Aliases option. Doing so will replace question text with alias (alternate) text in the report. Check this box to place all report items on the same report page. When you run the report, you will be able to scroll through the entire report without having to navigate to another page. If this box is left unchecked, the report pages will mimic those in your survey. For example, if you generate a report for a three-page survey with three radio button questions on each page, the report will also contain three pages with three report items on each page. Set the maximum number of item options (answer choices) allowed in a chart before switching to a summary table display. This features is useful when displaying results for a question with several answer options. For example, let's say you have a Radio Button question in your survey with 20 possible answer choices and you've set Radio Button question responses to display as pie charts in your report. If you don't want to squeeze all 20 options into a pie chart, you can set a maximum value here that will tell Checkbox to automatically display this particular question as a summary table instead of a pie chart once that value is reached.
Checkbox 6 Report Wizard Guide - 4
Click Next to review your report settings. Select Previous to return to Step 2. NOTE: After a report is created, report pages and item locations can be changed in the Report Editor.
Step 4: Review Review your report settings. Click Finish to save your report settings. Click Previous to return to Step 3.
Checkbox 6 Report Wizard Guide - 5
Step 5: Finish When you have reached this step, your report has been created. At this point you can: 1. 2. 3. 4.
Edit your new report. Run your new report to view live data. Create another report. Close the Report Wizard and return to the Survey Manager Dashboard.
In this example we selected Edit Report.
Checkbox 6 Report Wizard Guide - 6
The Report Editor layout is similar to the Survey Editor layout. Pages and items are listed on the left side of the window. Add items and pages using the +Page and +Item buttons.
Items are previewed and edited on the right side of the window using the editor tabs.
Checkbox 6 Report Wizard Guide - 7
Select the Run Report button to open a live report in a new browser tab/window. For more information on report items, view the Custom Report Guide here >> For more information on report properties and permissions, view the Report Settings Guide here >> [COMING SOON] For more information on report filters, view the Report Filters guide here >> [COMING SOON] Thank you for viewing this Checkbox User Guide. Click here to return to Checkbox Resources >> ©2013 Checkbox Survey, Inc.
Checkbox 6 Report Wizard Guide - 8
