Overview
Think of the Questionnaire Report as your project's personal data assistant - always on, always organized, and ready to tell you exactly who's engaged, who's pending, and who needs a nudge. Every questionnaire you've ever sent lives here: trackable, filterable, and exportable, turning raw responses into something you can actually act on.
Getting There
- Go to Reports from the main menu.
- Select Questionnaire Report to open the dashboard.
Dashboard at a Glance
At the top of the page, a quick-glance metric gives you the pulse of your outreach:
- Total Questionnaires Sent -.every questionnaire dispatched from the system, counted for you.
Filtering Your Results
No endless scrolling required. Narrow things down with:
- Project Name - the project linked to the questionnaire
- Sent On - a specific date or date range
Click Apply to filter, or Clear to reset and see everything again.
The Questionnaire Table
This is where the full detail lives. Each row shows:
| Column | What It Tells You |
|---|---|
| Project Name | The project linked to the questionnaire |
| Questionnaire Name | Its title |
| Questionnaire Status | Sent, Viewed, or Responded |
| Sender Name | Who sent it |
| Sent On | When it went out |
| Responded On | When the recipient opened or responded to it |
| Resent Count | How many times it's been resent |
| Total Questions | How many questions it includes |
Bulk Selection and Export
Use the checkboxes to select multiple questionnaires at once (or "Select All" when you're working through a large list), and apply actions like export in a single move.
Click Export to download the data as an Excel file - perfect for offline review, sharing with stakeholders, or deeper analysis.
Automating Your Reports
Set it up once, and let it run itself from there - no need to remember to check in manually.
- Click the Configure Report Automation icon on the Questionnaire Report screen.
- Under Send To, choose who should receive the report.
- Under Generate Report, pick how often it goes out:
- Daily (default) - fresh data every day. Set it for 6:00 PM, and it'll land by 6:59 PM.
- Weekly - a full week's worth of activity, delivered on the same day and time each week.
- Monthly - a big-picture snapshot, delivered on the same day and time each month.
- Set the Start Date & Time for the first report to go out.
- Click Save to activate it, or Cancel to discard your changes.
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