How to: Schedule and Edit Reoccurring Web Survey Reports

How to: Schedule and Edit Reoccurring Web Survey Reports

The Web Survey report type allows you to view the survey questions and results for a specific time period. The report is based on a particular Web Survey. The scheduling option allows you to schedule a report to run automatically on a regular bases.

Schedule a Web Survey Report

  1. Click Reports  in the top menu bar.

  2. Select Web Survey  as your report type.


  3. Choose which Web Survey that you want to run the report for.

    Note: The Web Survey selected cannot be changed once the scheduled report is created.



  4. Optional: Limit the report results by participants that belong to a particular Clinic Name or choose All clinics to include all participants.



  5. Press Schedule Report .

  6. In the Schedule Report dialog box, enter the Report Name.



  7. Select the Schedule to run for the previous day (each day) as Daily, previous week (once a week) as Weekly, or previous month (once a month) as Monthly.



  8. Enter the Start Date & Time, which will be the bases for the report's generation schedule.



  9. Add the End Date for the report. If left blank, the report will automatically end one year after the start date.



  10. Pick any Users you’d like to receive an Email of the report results. Reports are automatically available under the Automated Reports tab.



  11. Click Save   to finalize your selections. The report will run on the provided Start Date & Time. 


View Automated Web Survey Report History

  1. Select Reports in the top gray bar and choose Automated.



  2. To view the results of a report, select History under the Action heading.



  3. Download the file using the Download Link for a specific day's report.



Edit Automated Web Survey Reports

  1. Select Reports in the top gray bar and choose Automated.



  2. To edit the results of a report, select Edit under the Action heading.



  3. Make any needed changes. Press the Save button to finalize the changes for future reports.

Delete Automated Web Survey Reports

  1. Select Reports in the top gray bar and choose Automated.



  2. To Delete the results of a report, select Delete under the Action heading.



  3. Confirm the deletion of the report by pressing the Yes button.

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