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Report: Questionnaire Results by User

Important: This report has been superseded by the next-generation Questionnaire Results by User report.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 questionnaire results for the selected users.

Available to users with the following roles or permissions:

Manager, Report Manager, Administrator

How to Generate

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Click Superseded Reports, and then click Questionnaire Results by User (Questionnaire Reports).

Select the users you want included in the report (see Selecting Users for help).

All options available for this report are displayed on the left. Notice that the number of currently selected users is displayed after the Users option, which you can click anytime to change your user selection.

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

(Optional) To limit the selected users to only those assigned to specific documents or questionnaires, click Documents, and then select documents/questionnairs in the same way as you would for a document-based report (see Selecting Documents for help)..

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

To change the default report columns, click Show/Hide Columns, and then click to clear a check box.

By default, the user sort order in the report is ascending by last name. To change what the users 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 Archived Documents: Includes all archived documents with questionnaires and archived stand-alone questionnaires.

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

(Optional) To save the current user 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.