Creating a Summary Report Tutorial

Summary Reports are Available to All Account Levels.

Filter tabs and  Mini-Cross tab elements in Summary Reports:  Available to Professional, SurveyGizmo, Enterprise, and Dedicated Accounts

SurveyGizmo is a great tool for gathering data from your customers, clients and other contacts. But having that information won't do you much good if you can't quickly and easily summarize it. That's where the Summary Report comes in.

Step 1: Navigate to the Analyze & Report tab

Click the Project tab--> Analyze & Report.  Here you'll see a list of existing reports (if you have any). To create a new Summary Report, click the Summary icon under Create a New Report.

Step 2: Name the report and select desired settings

Now you're ready to name your report. Type the desired name in the Report Title box. Keep in mind that you can generate filtered reports based on respondent answers (visit our Filtering Reports and Exports tutorial to learn more ), and you may want the report name to reflect a filter. For instance, if you want to generate a report of all the respondents from Colorado who took your survey, you might name it Customer Satisfaction Survey Colorado Customers.

You can Hide the Question Numbers from your survey on your report.

• The default is to automatically include question numbers in your report, but you can choose to hide them using this option.

You can also indicate whether you want to Group Custom Tables in your survey by row or column

• The default is to view by column, but you can change to row using this option. 

You can also adjust the Open-Ended Questions settings by clicking Include Essay & Open-Ended Questions?:

• The default is to not include any textbox, essay, or other open answer questions in the report so you can add them in manually. This is best when you have a lot of response data or open text questions.
• Including them in a list is best for a low number of responses or open text questions within the survey.

If you click "Include Open-Ended 'Other' Values" this will give you a list of all of the answers that were placed in your "Other" options (radio button and checkbox questions).

• The default is not to include them.
• If you add this, it will leave your graph intact and just add an additional "Other" section for all the answers filled in the "Other" field within the appropriate question type.

You can also include Geodata by clicking "Yes, Include GeoIP Data as charts":

• This will allow include basic information such as IP address, County, etc.

Click Create Report in the bottom right to move to the main report editor.

Once your report has been created, you can still change change the name of the report at anytime by clicking the pencil icon next to the title to switch to edit mode:

Step 3: Select the reporting elements to report on

Most of your question types will be included in the Summary report by default.  Question types that are excluded by default include: Textboxes (including Number, Email, Percent and Date), Essays, List of Textboxes, Continuous Sum, File Upload and Contact Groups. 

A. To add a question:

• Click Add Question/Chart/Item
• Select the Element Display Type (make sure it is compatible with the source question)
• Select a Source Question
• Optional: Give the element a Headline, Number, and/or Text

B. To remove a question/questions:

• Select the question by checking the checkbox next to the element
• Select Remove Items in dropdown menu at the bottom of the Edit tab 

Step 4: Set up a filter (optional) 

All summary reports default to include test data and completed responses.  Modify these status filters and further customize filtering by date, Response ID, Link type, or set up a logic rule for filtering.

Step 5: Customize your report style (optional)

Customize the Font, Masthead, and Colors or append or replace with custom CSS from the Style tab.

Step 6: Customize your report settings (optional)

Customize Chart Size, Statistics, Language and other Miscellaneous options, such as, Element Numbering, Response Counts, etc. from the Settings tab.

Step 7: Run/View your report

Once you have all your elements set up go to the Run/View Report tab and click Run Report Now.  A progress bar will appear to let you know the report is running.  Once it is done running, view your report in this same tab or export  to Excel, Word, PDF or print it out. 

Step 8: Publish/Share your report

A. Share via email: Send once, set up one-time send on a scheduled date and time or set up recurring deliveries

B. Share via URL or Javascript Embed:

• Click "Make an external link to this report (or embed it with javascript)" to create to create distribution link and embed code.  For the distribution link you can specify a normal or secure link, server location and use private domains or sub domains.  
• Under Permissions you can opt to protect your Distribution link.  Specify a single password to be shared or add separate logins and passwords for multiple users.  *Password protection is not compatible with JavaScript embed codes.

• Once your link is set up click Test this link...
• Viewers have the ability to export the report to Excel, Word and PDF

Related Articles:

Summary Reports: Remove Question Numbering Tutorial 

Filtering Reports and Exports Tutorial

Custom Tables in Summary Reports: Group by Row or Column Tutorial 

Updated: 05/22/12

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