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Report: Questionnaire Results by Document

Description

Shows all users' questionnaire results for the selected documents.

Available to users with the following roles or permissions:

Document owner, report manager, document control administrator, company / user

How to Generate

  1. Click REPORTS.
  2. Click Management, click Questionnaire Reports, and then click Questionnaire Results by Document.
  1. Select documents to include in the report (see Selecting Documents for help).
  1. Do one of the following:
  1. In the Detail Options area, select any of the following:

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

  1. In the Output Format area, click Standard or Microsoft Excel Raw.
  1. The Document Arrangement area controls what document information is included in the report and the document sort order. Do any of the following:
  1. (Optional) To save the current document selections and option settings for future use, click Save Report, type a name and description, click Save and Close, and then click OK.

Note: To access a saved report, click REPORTS, and then, under Personal, click Saved Reports.

  1. Click View Report.

If you chose the Standard output format, the report opens in a separate browser window where you can view, print, and save the document to disk in several different formats. You can also click a link to open a document.

If you selected Microsoft Excel Raw, a separate browser window opens along with a Windows or Mac system prompt. After opening or saving the file, close the browser window. The exported Excel file contains the following two worksheets: Summary, Question Overview. If Include User Results is selected, two additional worksheets—Assigned Usersand User Details—are included.