Questionnaire

Overview of the Questionnaire Report in IntoAEC

The Questionnaire Report in IntoAEC helps users track sent questionnaires, monitor their statuses, and manage responses. It provides filtering options, a summary dashboard, and a detailed table for better organization. Additionally, users can export questionnaire data for record-keeping and further analysis.

Accessing the Questionnaire Report 

• Navigate to the Reports section from the main menu.

• Select Questionnaire Report to open the questionnaire tracking dashboard.

Using Filters to Refine Search Results

Users can apply filters to narrow down questionnaire reports:

• Project Name – Select the project associated with the questionnaire.

• Sent On – Choose a date or date range when the questionnaire was sent.

Actions:

• Click "Apply" to filter results.

• Click "Clear" to reset filters and display all questionnaires.

Understanding Dashboard Insights

The dashboard at the top provides key metrics:

• Total Questionnaires Sent – Displays the number of questionnaires sent from the system.

Viewing Questionnaire Details in the Table

The Questionnaire Report Table provides a structured overview of all questionnaires with the following details:

• The project name associated with the questionnaire.

• The questionnaire name that was sent.

• The status of the questionnaire (e.g., responded, viewed, sent etc).

• The sender name of the user who sent it.

• The sent date indicating when it was dispatched.

• The viewed date showing when the recipient opened it.

• The resent count, displaying how many times the questionnaire was resent.

• The total number of questions included in the questionnaire.

Bulk Selection and Exporting Data

Users can manage multiple questionnaires at once using bulk selection and export features:

• Bulk Selection – Users can select multiple questionnaires by checking the corresponding checkboxes in the report list. Bulk actions, such as exporting, can then be applied to the selected records.

• Exporting Data – Clicking the Export button allows users to download the questionnaire details in Excel format for offline use or further analysis.

How to Configure Questionnaire Report Automation in IntoAEC

Set it up once and let IntoAEC handle the rest.
Follow these steps to automate Questionnaire Reports using the Configure Report Automation icon:

Click the "Configure Report Automation" Icon

Locate and click the icon to open the Questionnaire Report Automation popup.

Select the Recipients

Use the "Send To" dropdown to choose the users who should receive the automated questionnaire reports.

Set the Report Delivery Option

From the "Generate Report" dropdown, select how often you want the questionnaire reports to be sent:

• Daily (Default option) - The report will be generated within one hour of the selected time.
  For example, if the time is set to 6:00 PM, the report will be generated between 6:00 PM and 6:59 PM.

• Weekly – A report covering the current week will be sent at the same time and day the following week.

• Monthly – A summary of the current month will be generated and sent on the same day and time next month.
  

Set the Start Date and Time

• Select the Start Date and Start Time for the report automation.
  Once you select the date and time, the automation will begin at the chosen schedule and will run according to the selected frequency.
• Note: Please make sure to select a Start Time for the reports to be generated. 

Save or Cancel

• Click Save to activate your questionnaire report automation settings, or click Cancel to discard changes.

The Questionnaire Report in IntoAEC provides a structured and efficient way to track, filter, and export questionnaire data. By leveraging intuitive filtering, dashboard insights, and export capabilities, users can easily manage questionnaire records and monitor their engagement status.