Filter for Complete or Partial Responses Only

By default, the SurveyMethods Results Summary, Quick Report Generator, and Custom Report Builder reports will show data from all users who began the survey, whether they completed and submitted it or not. As respondents complete the survey we save their response data and the response is considered a “Partial” response until the respondent clicks the […]

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Convert a Report to PowerPoint

SurveyMethods allows you to convert reports generated with the Quick Report Generator to PowerPoint for further editing. This feature is not available on the Results Summary, Individual Results, or Custom Report Builder reports. Those reports can be converted to PDF (all reports) or converted to Word (all except for Individual Results) To use this feature, […]

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Convert a Report to a Word Document

SurveyMethods makes it easy to export your Results Summary, Quick Report Generator and Custom Report Builder reports to a Word document. This allows you complete flexibility to analyze your survey results in SurveyMethods, and then export the charts and tables to Word for final formatting. This also allows you to take advantage of additional customization […]

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Filter Survey Results Based on Custom Field Values

SurveyMethods allows you to attach up to five custom field values to each survey response or respondent. The custom fields can be identifying information about the respondent, such as first name, last name, or a unique number like a help desk ticket ID, or it can be information about respondents that you want to use […]

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Filter Survey Results Based on Date/Time Submitted

SurveyMethods makes it easy to filter your survey results based on the date and time the survey was taken. For example, you may want to view survey responses during a specific month, or before and after a certain event. The SurveyMethods criteria function makes this easy to accomplish. The methodology varies slightly based on the […]

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Filter Survey Results Based on Responses to Questions

SurveyMethods makes it easy to filter your survey results based on responses to questions. The methodology varies slightly based on the report type you are using so we’ve included instructions below for each type of report. For all of these reports, you will first need to make sure you are logged in to your SurveyMethods […]

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Add or Update Custom Field Values on Existing Responses

Occasionally you may need to add custom field values to an existing response, perhaps because a respondent completed the survey using the web URL instead of the email invitation, or perhaps you launched the first round without custom field values and later launched with custom field values. You want to update the original set of […]

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Email a PDF Copy of a Report

SurveyMethods allows you to easily email a PDF copy of your Results Summary, Individual Results reports, or Quick Report Generator reports to colleagues, clients or other stakeholders. This saves you time versus exporting the result to PDF and emailing it separately. To email a PDF of your report follow the steps below for the report […]

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