How to: Create a Web Survey Report
The Web Survey report type allows you to view the results of your Web Survey. You can run the report on a specific survey or a specific time frame.
Note: Web Surveys must be enabled on an account prior to use. Please reach out to Teletask staff to enable this feature.
- Log-in to: https://hms.teletask.com/, your email address is your username.
- Click on Reports
in the top menu bar.
- Select Web Survey
from Reports section.
- Use the drop-down menu next to Web Survey to pick your survey from the list.
- Select a Date Range for responses.
- If the Survey is being tracked by contact info, decide if you would like to view the Responses by Contact or Responses by Question.
Note: Surveys are anonymous, this option will not be available and all results will display Responses by Questions.- If using Responses by Contact, decide what columns you want to include in the report by selecting Change Report Columns..
- Press the Generate Report button
to view the results.
Responses by Contact
Note: To see more questions, scroll to the right or download the results into a .csv file.
Responses by Question- Click the response Link to view an image file that was attached.
Once the results are generated, you can export them as a .csv Excel fileor choose to print them
.
Schedule Reports
To schedule a daily, weekly, or monthly report, select Schedule Report.
- In the Schedule Report dialog box, enter the Report Name.
- Select the Schedule to be either Daily, Weekly, or Monthly.
- Enter the Start Date & Time, the report's schedule will be based off of this date.
- Add the End Date for the report.
- Check the boxes to Select Users that you want to receive a copy of the report via email.
Note: In order to view the report, the selected users will need to log-in to their accounts to verify their identity.- Click Save
to finalize your selections. The report will run on the provided Start Date & Time.
Related Articles
How to: Create a Web Survey
Web Surveys are used to request feedback from existing clients/contacts. They are completely customize-able with answer options such as check boxes, multiple choice, and open ended questions. We also offer the ability for clients to Upload up to 10 ...How to: Send a Web Survey through Chat
Web Surveys are used to request feedback from existing clients/contacts. They are completely customize-able with answer options such as check boxes, multiple choice, and open ended questions. We also offer the ability for clients to Upload up to 10 ...How to: Create an Automated Report
The Automated report type allows you to view your Scheduled Reports and Automated Email Reports. You can view your report history or edit your existing reports. Scheduled Reports These are On Demand or Scheduler reports that you have chosen to ...How to: Archive a Web Survey
How To: Archive a Web Survey When a web survey is no longer needed, it can be removed from the Teletask web portal through archiving. We do not offer a delete function for web surveys for auditing purposes. Once a survey is archived, any existing ...How to: Create a Scheduler Report
The Scheduler report type allows you to view scheduled appointments for a specified time period. You can run the report on a specific clinic or a specific resource. Click Reports in the top menu bar. Choose Scheduler as your report type Specify the ...