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Add new segmented Excel report (professional user)

After clicking the tile with the segmented Excel report on the Analyze page under the green Add new report button, the Create new report screen appears.

Report name

This screen shows the first stage for creating a new segmented Excel report.

The following data can be recorded on this screen:

  • The unique description of the segmented report. This report name will be displayed in the table on the Analyze page.
  • The language used for the questions and the collected responses of the respective survey. Only the data using the language selected here, will be included in the new report. If a survey is created in only one language, the Select survey language field will not be displayed.

When you have provided all the information on this screen, you can click the Next button at the bottom right to access the Select questions screen.

Questions

This screen shows the second stage for creating a new segmented Excel report.

On this screen you can select the questions from your survey whose results are to be included in the segmented Excel report.

  • If you wish to include all questions in the report, simply tick the Select all questions box. All survey questions on this screen will then be automatically ticked. The results of all these questions will then be included in the report. To exclude certain questions, you can remove the tick marks from these questions. The results of these questions will then not be presented in the report.
  • If you want to include all questions from one or more sections in the report, just tick the Select all questions of this section checkbox. All survey questions from the selected sections on this screen will then automatically be marked with a tick. The results of all these questions will then be included in the report. To exclude certain questions of a selected section, you can remove the tick from these questions. The results of these questions will then not be presented in the report.
  • If you only want to include some questions in the report, then you only have to place a tick in the box next to these questions. The report will then only show the results of these questions.

When you have provided all the information on this screen, you can click the Next button at the bottom right to access the Filter report screen.

Filter

This screen shows the third stage for creating a new segmented Excel report.

On this screen, you can specify the data you want to view in the new segmented Excel report. You can also reduce the size of the report by requesting only the data you are interested in using the adjustable filter conditions.

When you have provided all the information on this screen, you can click the Next button at the bottom right to access the Segments screen.

NoteIf you do not want to specify filters and want to have all data included in the new segmented report, you can skip this screen and click the Next button straight away.

Segments

This screen shows the fourth stage for creating a new segmented Excel report.

On this screen, you can define the required cross-references between the answers to different survey questions. Using the segments you have defined, you can, for example, compare the result of one school class with that of other school classes. Similarly, the result of one school class can be offset against the total result of a school (all school classes).

When you have provided all the information on this screen, you can click the Next button at the bottom right to access the Download screen.

Download

This screen shows the fifth stage for creating a new segmented Excel report.

Here you can download the created, segmented report in Excel format.

If you have run through all the stages and want to create the segmented Excel report, you can click the green Go to Analyze Page -> button at the bottom right of the screen. The report you created is added to the analysis overview.

Updated on June 9, 2021

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