If you’d like to view and/or share your survey results quickly and easily, the Standard Report (formerly known as the Quick Report in version 6) is a handy tool. The Standard Report, which can be found on the Report tab of your survey, is automatically generated by Checkbox and will include charts and graphs for all your survey questions. It can be viewed, exported to PDF, and shared via link.
When you click the Report tab for your survey, a Standard Report that includes charts for all your survey questions will be automatically generated. This report is created based on the question types in your survey and the default report settings located in Accounts Settings -> Reports. Your account’s System Administrator can change these settings at any time, which will affect all Standard Reports in your account.
*Important Note: If your report isn’t showing the latest edits to your survey or changes to chart types, click the Refresh icon (curved arrow button) on the View tab of the report to ensure you are seeing the latest updates.
While the Standard Report is automatically generated, you do have some options if you’d like to edit the charts in your report. From the Edit tab of your report you can:
You can supplement the Standard Report by adding additional charts such as Crosstabs, Average Score and Trend Line graphs. Unlike auto-generated charts, custom charts that you add to the Standard Report can be moved by dragging and dropping them into position and can be deleted.
*Note that, unlike Dashboards, Standard Reports only allow you to add charts from a single survey. If you’d like to report on multiple surveys in the same report, click the Copy icon from the Edit tab of your report and copy your Standard Report into a Dashboard.
Your Standard Report includes several settings that you can enable/disable for each survey’s report:
If you go to the Share tab for your Report, you will see a link that can be copied and pasted in order to share your report with other users. In order for someone to access the report, either a) the link has to be publicly accessible or b) the user must be logged in to Checkbox and be on the “Access List” for the report. Click the Report Permissions button to enable either of these sharing options.
To make your Report public, meaning anyone you share the link with (or that they subsequently forward the link to) will be able to view the report, click the Report Permissions button and then select “View Report” under Default Policy.
To share your Report with only certain users, click the Report Permissions button and then add your Contacts or Groups to the Access list. Depending on the options you select, you can choose to give your Contacts/Groups access to view, edit, and/or fully manage your report. Note that Contacts on the Access List will need to log into Checkbox when they click the report link.