Checkbox Survey Software Checkbox Survey Software
  • Features
    • Survey Creation
      Survey question types, logic, merging, and action options.
    • Survey Look & Feel
      Survey customization, branding, and mobile responsiveness.
    • Survey Distribution
      Email invitations, reminders, embed options, and custom links.
    • Security & Permissions
      Survey permissions, sharing options, SSO, and data security.
    • Results & Reporting
      Data export formats, charts & graphs, report filtering and API.
    • Automation & Integration
      Automatic emails & URL redirects, API, and JavaScript.
    • On-Premises Features
      Overview of on-premises version features and architecture.
    • Full Feature List
      Compare all features and limits for hosted and on-premises plans.
  • Pricing
    • Hosted Plans
      Individual, team and enterprise cloud-hosted plans.
    • On-Premises Software
      Perpetual software licenses, installed on your own servers.
    • White Label & OEM
      Learn about integrating Checkbox into your software for resale.
    • Discounts Programs
      Discounts for academic, government and non-profits.
  • About
    • Clients
      View a sampling of our global customers by industry.
    • Blog
      Company news, announcements, and industry articles.
    • Case Studies
      Learn how some of our clients use Checkbox to streamline operations.
  • Contact Us
  • Support
    • Version 7 Help Guides
      Searchable knowledge base for Checkbox Version 7.
    • Legacy (V6) Help Guides
      Searchable knowledge base for Checkbox Version 6.
    • API Docs
      Documentation for working with the Checkbox Version 7 API.
    • Technical Requirements
      Technical requirements for installing Checkbox on-premises.
    • Support Info & Policies
      Customer support hours, holidays, access information, and terms.
    • Support Login
      Login form for Checkbox on-premises support users.
  • 
    • Sales/General
      +1 (617) 231-8890
    • Support
      +1 (617) 231-8899
  • Sign In
    • US-hosted
      Sign in page for accounts hosted in the US.
    • Canada-hosted
      Sign in page for accounts hosted in Canada.
    • EU-hosted
      Sign in page for accounts hosted in the EU.
    • UK-hosted
      Sign in page for accounts hosted in the UK.
    • Australia-hosted
      Sign in page for accounts hosted in Australia.
    • Support Login
      Login for on-premises support customers.
  • Try it Free
    • Hosted Trial
      Create a 14-day cloud-hosted trial account. US, Canada, EU, UK, & Australia hosting options.
    • On-Premises Trial
      Download a 30-day on-premises trial to install on your own servers (not for PC/laptop installation).
    • Learn More
      Not sure which option to choose? Learn more about our versions.
Homepage / Doc / How to Group Open-Ended Questions in a Report

How to Group Open-Ended Questions in a Report

This documentation is for Legacy Checkbox Version 6. Please visit our Checkbox Version 7 Documentation page for current user guides.

 One of the more useful (and powerful) features of Checkbox Survey is the ability of grouping open-ended responses with other open-ended responses to quickly categorize and associate names with answers. This also saves the report viewer from tediously scrolling down the screen to view the potentially hundreds of responses line-by-line. Consider the following report as an example of a non-grouped report, specifically the responses that required the respondent to enter in free text:

Without Grouping:

Ungrouped Survey Responses

As you can see, most of the report page consists of the extensive lists that the first name, last name, email address, and other details generate. Also, it makes it difficult to identify, at a glance, who said what without opening up the individual response details page of the respondent. With grouping, you can not only shorten the load time of generating the page but make it easier to navigate and identify respondents with comments. See below as an example:

With Grouping:

Grouped Survey Responses

Notice that the comments can now be seen alongside the email and the name of the respondent. This certainly makes for an easier view for the administrator to quickly associate details with the respondent. Also, this cuts down the load time and the length of the web page dramatically.


We can do this by taking the following steps (note: this assumes you have already built a survey, collected responses, and generated a report).

1. Click on the Report you wish to edit and to group the responses.

 

2. Select the first open-ended text item that you wish to have grouped. In this case, it would be ‘First Name’ and then select the ‘Source Items’ tab.

Ungrouped Survey Responses

 

3. Select the other response items that you wish to group along with ‘First Name’ from the list of options in the ‘Available Items’ column. Once you have selected them all, select ‘Add Item’ and these options will be transferred to the ‘Source Items’ column.

Survey Source Item 1

SourceItem_3

 

4. Select ‘Save’ and the ‘Preview’ tab will now display all items you have grouped. Now, go to the ‘Behavior’ tab and select ‘Group Answers’ and ‘Save’.

Survey Preview 1

Survey Behavior

 

5. Now re-run your report and see how the response details are displayed. They should look like this:

Grouped Survey Responses

 

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.
April 5, 2021

Version 6 Help Guides

  • Getting Started
    • Quick Start: Full Guide (Legacy Version 6)
    • 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 (Legacy Version 6)
    • 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
General: 1-617-231-8890
Sales: 1-617-231-8891
Support: 1-617-231-8899
info@checkbox.com

  • Features
  • Pricing
  • On-Premises Software
  • Blog
  • Contact Us
  • Pay a Quote/Invoice
  • Support
  • Release Notes
  • API Documentation
  • Hosted SLA
  • Software License Agreement
  • Privacy Policy
©  2002 - Checkbox Survey, Inc.