Showing posts with label report. Show all posts
Showing posts with label report. Show all posts

Thursday, December 9, 2010

Customizing your feedback form report table

The data management tool in the form builder displays the entire data collected through your feedback form in a result table. In this table all the fields of the form are displayed by default(as columns).
If you wish to customize this table so only certain fields (certain columns) will appear you can do so using the "new report" or "filter" options.

Following are steps to customize your result table in the data management tool:
1-Press on the 'filter' icon in the 'data' section of the upper toolbar or on the 'new report' icon in the 'report & chart' section of the upper toolbar.
2-Use the filter terms to select the fields you would like to see in the result table and make sure that all of their 'show' checkboxes is turned on.

3-Press on 'apply'.
4-The result table will update and show only the fields you chose in the filter terms.

default results table - before the filter is applied


customized results table - after the filter is applied

Thursday, November 4, 2010

Creating a public report or chart based on your feedback form data

Some users want to make the data accumulated in their feedback form public. They either want to send people a link to their report/chart, or embed it in their web site for all to see.
Using the form builder you can externalize your feedback form data, in a similar way you externalize your form. Whether it be the result table or a chart it is possible to make them public.

Steps to share you public report or chart:

1- Enter the form builder “data management” report

2- Get the data you wish to make public ready:
if you want to show all the data make sure that you choose the “*” option in the “rows in page” list box (situated on the bottom of the 'filter' window) – this will show all results in 1 page.
If you want to show only a part of the data use the filter to slice it before you save the report/chart.

3- once the data in the result table/chart is ready press on “save” in the 'report & chart' section of the upper toolbar.

4- Give your saved filter/chart a name. Be sure to turn on the “share” checkbox since you cannot make the data/chart public without it. Turn on the “create shortcut” checkbox as well – this will create a direct shortcut to this filter/chart from the data center.

5- Press on “share”. (also situated in the 'report & chart' section of the upper toolbar). If you wish to send someone a link to your data/chart simply copy the “share url”.
If you wish to embed the data/chart in your website simply enter the width and height of the iframe and copy the generated code in the “iframe url”.