Survey Reports

Survey Reports in Taskstream allow for administrators to view and compare survey results data and export the results to excel.

The begin, click TS Coordinator. Under the Surveys section, click Survey Reports.

The Surveys section showing links for Form & Survey Builder, Launch & Manage Surveys, and a highlighted Survey Reports link with its description ‘View and compare survey results.’

Click Create New Survey Report.

A Create New Survey Report button.

*Note: In order to create a new survey report, you must have a form that was used in a launched survey.

Select a form, respondents, and submissions, or submissions by date. Click Continue.

The report setup panel showing a dropdown for selecting the report form, radio buttons for selecting respondents with ‘All respondents’ chosen, and date‑filter options with ‘Include all submissions’ selected above Cancel and Continue buttons.

Select the Case(s) to include in the report (case=survey using the specific form) Click Continue.

The select case(s) of 'Standard I Task Information' panel showing a checked survey entry labeled ‘My new survey’ with details for creator, launch date, and launched by, displayed above buttons of change your search criteria and continue.

The following screen displays the survey results compiled.

The Survey Results - Compiled Results page showing Main Results with form name, report‑generated date, survey case information, and a dropdown for selecting result views next to an Update button.

View Responses for All Respondents

One of the alternative views for the Survey Results report is to show View Responses for All Respondents. The level of detail in this report is essentially the same as the main report detail view, but showing all responses to all survey elements at the same time.

The results page showing an open dropdown under Show with the option ‘View all responses for all respondents’ highlighted.

Click Update to change to this view.

Each row of this report reflects the response of a single individual to a specific case (survey launch) of the selected form.

Each row also identifies the date submitted and the method of response (via email or as response to shared URL).

The response table showing columns for Name, Date Submitted, Method of Response, and Case, with rows listing respondent names, submission dates, methods, and case numbers.

If surveys were set to be anonymous, you are not able to view the names of the respondents. In this case, individuals are identified as respondent 1, 2, etc.

The remaining columns in this view reflect ALL of the elements of the selected form.

Due to the possible large volume of data in this report, we recommend that you export to excel. To do this, click Export Excel on the top right corner.

The Print View and Export to Excel options.

Use the breadcrumbs at the top of the page to return to the main results list.

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