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Report: Questionnaire Results by Document

Important: This report has been superseded by the next-generation Questionnaire Results by Document report. Because this report will be removed from PolicyTech in a future release, we strongly recommend using the next-generation reports instead. See Transitioning to Next-Generation Reports for help.

Description

Shows all users' questionnaire results for the selected documents or questionnaires.

Available to users with the following roles or permissions:

Document Owner, Report Manager, Administrator

How to Generate

Click Reports.
Click Superseded Reports, and then click Questionnaire Results by Document (Questionnaire Reports).

Select documents or questionnaires to include in the report (see Selecting Documents for help), and then click OK.

All options available for this report are displayed on the left. Notice that the number of currently selected documents/questionnaires is displayed after the Documents option, which you can click anytime to change your document/questionnaire selection.

Note: If you change your document/questionnaire selection after clicking View Report, click View Report again to refresh the report contents.

(Optional) Click Arrangement and do any of the following:

To change the default report columns, click Show/Hide Columns, and then select Date Approved.

By default, the document/questionnaire sort order in the report is ascending by title. To change what the documents/questionnaires are sorted by, click a different column heading. Click the same column heading again to reverse the sort order.

(Optional) Click Detail Options, and then select any of the following:

Include Questionnaire Details: Includes details on each questionnaire question.

Include User Results: Include scoring details for each user who has taken the questionnaire so far.

Note: If a user took a document questionnaire more than once by clicking Retake Questionnaire, that user's name will appear more than once in the User Results list.

Include Graphs: Adds a graph to the report's Summary area.The graph shows the number of users who scored within each of five different score ranges.

(Optional) Click Output Format, and then click Standard or Microsoft Excel Raw.

(Optional) To save the current document/questionnaire selections and option settings for future use, click , type a name and description, click Save and Close, and then click OK.

Note: To access a saved report, click Reports, and then click My Saved Reports.

Click View Report.

If you chose the Standard output format, the report opens in the viewing pane to the right where you can view the report, search within it, send it to another PolicyTech user, print all or part of it, and save it to disk in several different formats (see Working with a Finished Legacy Report for details). If the report contains links, click a document or questionnaire link to open that document/questionnaire in PolicyTech or click a user name to open another report specific to that user.

If you selected Microsoft Excel Raw, follow the prompts to download and open the Excel file. The exported Excel file contains the following two worksheets: Summary, Question Overview. If Include User Results is selected, two additional worksheets—Assigned Users and User Details—are included.