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Homepage / Doc / How to Create a Custom Report

How to Create a Custom Report

You can create summary reports in Checkbox one of three ways – by using the Quick Report feature, by creating a semi-custom report with the Report Wizard, or by creating a fully Custom Report from scratch.

This guide focuses on the Custom Report feature, which allows you to build your report chart by chart, for the most control and customization options.

If you’re new to Checkbox or need to create a quicker summary report, we recommend taking a look at our Quick Report Guide.


Create a Blank Report

1. From the survey dashboard or survey editor, click the Analyze -> Reports -> Custom Report.

Create Custom Report


Select Your Report Type

1.  Give your report a name. This will only be shown to you as the admin.

Under Report Type, choose ‘Create a custom report’. This will allow you to build your report from scratch, by choosing each graph or chart you need.

Choose a Style Template from the drop-down list (optional). Choose if you’d like to display the title of the survey on your report.

Click Next to continue

Custom Report Options

 

2. Review & Finish

Because we are generating a report from scratch instead of using the automated “Report Wizard” option, we will skip over Item Options and Report Options and move right into the Review step.

Click the Previous button to return the previous step. Click the Finish button to save your report settings and be brought into the report editor.

 


Add Items (Charts & Graphs) to your Report

1. Select Item

The Report Editor layout is similar to the Survey Editor layout in that pages and items are listed on the left side of the window and items are edited and previewed on the right side of the window. From here you can add or make changes to report items.

Add your first item to Page 1 by selecting +Item on the page bar.

media_1359674510759

 

Select an item option from the Report Items menu or the Display Items menu. In this example, we added a Column Graph from the Report Items menu.

Select Next to continue.

 

2. Choose the Item Location

On the Location step, determine where you would like your item to be located on the page. Since this is the first item we are adding we will just leave the default location.

media_1359674634328_lg


Configure your Report Item

Configure your chart or graph by moving through each of the tabs in the report item editor, as described below.

NOTE: You do not need to click “Save” until you are finished with all tabs.

Source Items:

Source items are the questions from your survey that will be the data sources for your reports. Select one or more source items from the list of available items on the right and click Add Item to add it to your chart.

media_1359674836130

 

In this example, we selected item 1.1 (item 1 on page 1 of our survey) as the source item for our Column Graph.

If you selected more than one source item, you can set one as the Primary Source Item from the drop-down at the bottom of the window.

 

media_1359674934879

 

 

Behavior:

The options on the Behavior tab vary from report item to report item. For Summary Charts, your options are:

  • Use Aliases – If you created a question or answer text aliases in your survey, you can enable them here. Aliases act as alternate text and enabling them here will display your alias text in place of the original question or answer text.
  • Display Statistics – Will display statistics about the number of responses gathered.
  • Display Answers Summary- Will display the answers for the item as well as, depending on the question type, number of times selected, percentage of total responses that selected the answer or the score for each answer.
  • Select “Other” Options – If you enabled the “Other” option in the survey source item, allowing respondents to enter their own answer instead of selecting on of the ones you provided, you can determine how you want the “Other” answers to be displayed on your Summary Chart.

Behave

 

Appearance:

Use the Appearance tabs to customize your Summary Chart.

Under Graph Type Options you can adjust:

  • Chart type
  • Chart size
  • Color
  • Style

media_1359676524943

Under Border you can adjust:

  • Border frame style
  • Line style & width
  • Color

media_1359676566051

Under Margins you can adjust the space between the chart and the border.

media_1359676630127

Under Text you can adjust:

  • Text font
  • Title, legend & label font size
  • Color

media_1359676689658

Under Legend you can adjust:

  • Legend visibility
  • Legend layout
  • Legend alignment

media_1359676785993

Under Other Options you can adjust:

  • Data displayed
  • Answer option order
  • Opacity

 

Filters:

If you generated filters in the Filters Manager you can apply them here.

For more information on report filters, view the Report Filters Guide.


Create More Items or Run Your Report

When you are finished customizing your report item, select Save to return to the Report Editor. From here you can add more pages and items to your report, or run it by clicking Run Report at the top of the left-hand panel.

NOTE: The data displayed in the item preview is sample data. You must run your report to view actual live response data.
To edit an existing item, select it from the left-hand panel and use the editor tabs that expand on the right to make adjustments. Use the Item Actions menu at the top right-hand corner of the item editor to move, copy, or delete the item.

ItemAct

This section is currently under construction. Any documents that appear blank will be populated as soon as possible. If you have any questions or need assistance with something that is not currently documented please feel free to submit a support ticket and we will be glad to assist you.
February 5, 2018

Version 6 Help Guides

  • Getting Started
    • Quick Start: Full Guide
    • Quick Start: Create a Simple Survey
    • Quick Start: Apply a Style to your Survey
    • Quick Start: Basic Conditions
    • Quick Start: Distribute Your Survey
    • Quick Start: View Responses & Reports
    • Checkbox Browser and Hardware Requirements
    • Checkbox Online Survey Glossary
    • Checkbox 30-min Demo
  • Survey Creation & Settings
    • Guide to Checkbox Question Types
    • How to Set Response Limits
    • How to Validate Response Text
    • How to Create & Use Question Libraries
    • How to Create & Edit a Slider Question
    • How to Create and Edit a Rank Order Question
    • Using Question and Answer Aliases
  • Survey Style & Branding
    • How to Brand Your Survey with Style Templates
    • How to Create Custom Mobile Templates (Server Only)
  • Logic, Merging, Action Items
    • How to Add Conditions & Branching/Skip Logic
    • How to Merge/Pipe Text into Surveys & Invitations
    • How to Trigger an Automatic Email
  • Security & Permissions
    • How to Set Permissions on Your Surveys & Folders
    • Report Permissions Guide
    • Overview of Checkbox Permissions
    • How to Use Resume + Save and Exit
  • Advanced Survey Features
    • How to Create Hidden Items (Query String Variables)
    • How to Embed a Video in Your Survey
    • How to Create a Scored Survey
    • How to Create Multi-language Surveys
  • Creating & Managing Users
    • Managing User Roles
    • User Roles Cheat Sheet
    • How to allow Admin Users to See/Manage Other Users
    • How to Import Users into Checkbox
    • How to Create Custom User Profiles
    • How to Update User Profiles with Survey Responses
  • Survey Sending & Sharing
    • How to Share your Survey via Email
    • How to Add Recipients to an Existing Invitation
    • How to Schedule Invitation Reminders
    • Your Email Footer and CAN-SPAM
    • How to Embed a Survey in your Website
  • Responses, Reporting & Exporting
    • How to Export Your Survey Responses
    • How to Create a Quick Summary Report
    • How to Use the Report Wizard
    • How to Create a Custom Report
    • Guide to Checkbox Chart & Graph Types
    • How to Filter your Reports
    • How to Create a Cross-Tab Report
    • How to Display “Other” Responses in Reports
    • How to Create Multi-Question Charts
    • How to Group Open-Ended Questions in a Report
    • How to Give a User Access to Edit/Delete Responses
    • Help with Special or Multi-Language Characters in Excel
  • FAQs and Other Guides
    • Checkbox Survey & GDPR Compliance
    • Checkbox Survey Security
    • Survey Accessibility & 508 Compliance
    • Guide to Editing Live Online Surveys
    • 12 Tips for Creating your First Online Survey
    • 8 Tips for Maximizing Online Survey Responses
    • Sending Automatic Thank You Emails

 

Checkbox develops affordable, feature-rich survey software for organizations, teams, and individuals. Available as a cloud-hosted subscription or installable software. API, source code and integration options available.

Checkbox Survey Inc.
65 Chapel Street, Newton, MA 02458  USA
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Sales: 1-617-231-8891
Support: 1-617-231-8899
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