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.
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