Skip to main content

Account Results Settings

Within Results Settings, under the Account tab, the CES Administrator can configure account-level settings for results and reporting features.

Access Results Settings

To access Results Settings:

  1. Navigate to Account > Reporting (section) > Results Settings.

Project Results Tab

The Results Settings page showing role‑based report options with toggles for Detailed Report, Detailed Report with Comments, Short Report, Short Report with Comments, Feedback, and Raw Data Report across administrator and instructor roles.

  1. Report Theme

    1. Click on Report Theme to create a theme for all reporting within the Project Results, Instructor Results and Report Builder 2.0 areas. NOTE: the theme will only appear on reporting for Course Evaluation results. It will not appear on results for General Surveys.

      The Report Theme panel showing an Upload Logo section with a Browse button, the uploaded logo file name, a Remove option, a Highlight Color field displaying a color value, and Close and Save changes buttons.

  2. Report Types

    1. Under each role, CES Administrator, Administrator, Instructor, and Teaching Assistant, is a list of available report types.
    2. Click on the desired report type to view the report settings dialog.
    3. Allow CES Administrators, Administrators, Instructors, and Teaching Assistants access to specific report types by selecting Enabled, as well as select/deselect report criteria.
    4. Click Save changes.

      1. Detailed Report: A quantitative Detailed Report in PDF format.
      2. Detailed Report w/Comments: A quantitative Detailed Report including write-in questions and comments in PDF format. If disabled, access to results for write-in questions and additional comments for single selection questions is restricted.
      3. Short Report: A quantitative one page report in PDF format.
      4. Short Report w/Comments: A quantitative one page report including write-in comments in PDF format.
      5. Feedback: Feedback results between instructors and administrators.
      6. Raw Data Report: A quantitative Excel raw data file.

        NOTE: Enabling or disabling report types listed here will only affect Course Evaluation project results. Disabling specific report types under Results Settings will not affect the reports that are available in General Survey Projects. The report types that are available by default in General Survey Project are Detailed Report, Detailed Report + Comments, and Raw Data report.

    5. Click on any of the reports to enable/disable that report as well as configure the report based on your preferences. For example, below are the settings for Short Report, where you can enable/disable the Short Report and configure which fields you wish to appear in the Short Report:

      The Short Report panel showing checkboxes for Enabled, Response Rate, Response Option Frequencies, Response Option Percents, Question Means, Question Medians, and Question Standard Deviation, along with Close and Save changes buttons.

  3. Raw Data Report

    1. Directly control which additional system fields are included in the Raw Data files for CES Administrators, Administrators, Instructors, and Teaching Assistants.
    2. Select the metadata field(s) available to users under that role in raw data files within the system.
    3. If you make changes to the data included in the Raw Data File you will need to click Reset Reports to reflect the changes in subsequent reports.

      The Raw Data Report panel showing a Reset Reports button, an Enabled checkbox, and hierarchy‑level and course field checkboxes including Path, Name, Id, Code, Title, and UniqueId.

Enabling the Report Type allows the CES Administrator, Administrator, Instructor or Teaching Assistant to select the report format for download.

The Course Results table showing rows for course sections with columns for Code, Title, Unique ID, and Hierarchy Level. The View menu opened on one row showing options for Detailed Report, Detailed Report + Comments, Short Report, Short Report + Comments, Raw Data, and Feedback.

Restrict Results

The Results Settings page showing the Restrict Results tab with role‑based settings for EvaluationKIT Administrators, Administrators, Instructors, and Teaching Assistants. Each role section showing fields for ignoring courses based on minimum response rate, minimum respondents, and minimum enrollments, along with a Save button.

  1. This feature operates on AND logic, meaning a course must satisfy every individual criterion simultaneously to be included in reporting.  Using the restrictions for Instructors in the screenshot above as an example: if a course has only 2 students and one completes the survey, the response rate reaches 50%. However, despite meeting the percentage threshold, the course remains hidden from instructors because both the total respondents and the overall enrollments fall below the required minimum of 3. All conditions must be met for the data to become visible.

  2. As a note, when using the CES Cross-Listing feature, enrollments may affect which data is available to specific users with Restrict Results settings. For example, if the parent course has 2 responses and you have a Restrict Results setting that a course needs to have 4 or more responses to appear in reporting, then this course will not appear in reporting even if the combined number of responses in the parent and child(ren) exceeds 4.

  3. If you do not want to use the restriction, enter a 0.

Course Results

The Course Results settings page showing an Enable Courses Reporting checkbox, a dropdown to choose Course Code or other identifier, a Course format field, an option to include course title and instructors in Course reports, and a Save button.

  1. Course Results allows you to automatically aggregate course sections up to the course level for reporting purposes.
  2. Courses are defined as a grouping of course sections. For example, if you are offering 5 sections of one course (BIO101), based on your course identifiers, you can group the data from those sections into one course to view an aggregated report for all of those course sections within Project Results By Course tab.

    Note: The course information within your Course Code or Course Unique ID must be standardized across course sections for Course Results to work correctly.

    The Project Course Results page showing tabs for By Hierarchy Level, By Course, By Course Section, and By Instructor. The Search Courses section showing fields for Course Code, Title, and Hierarchy Level with Search and Reset buttons.

  3. Setup

    Once you enable Course Results, you must define how to aggregate courses based on either the course codes or course unique identifiers.

    1. Use hashtags to represent the static components of the course code/unique id and question marks to represent the course section, or the variable characters

      1. Example: BIO101_01 = ######_??
      2. Where BIO101 is the static component of the course code and 01 represents the variable component, or course section, that will change between course sections.
      1. The course title must be the same across sections. If there is more than one instructor across course sections, all instructors will be listed at the top of the reports.You can select the option to include the course title and instructors in Course reports as well.

Report Builder

NOTE: Both Report Builder and Report Builder 2.0 are available in customer accounts created prior to November 4, 2018, while only Report Builder 2.0 is available in customer accounts created on/after November 4, 2018. In the case of accounts created on/after November 4, 2018, Report Builder 2.0 will simply say Report Builder in the user interface.

This tab allows you to enable/disable Report Builder and/or Report Builder 2.0 for the different roles at your organization.

The Results Settings page showing the Report Builder tab with access checkboxes for EvaluationKIT Administrators, Administrators, Instructors, and Teaching Assistants under Report Builder and Report Builder 2.0, each section showing a Save button.

Report Builder 2.0

  1. Turn on and off access to Report Builder for CES Administrators, Administrators, Instructors and/or Teaching Assistants.
  2. If your account has both Report Builder and Report Builder 2.0, Report Builder 2.0 will be disabled for all roles by default, then the CES Administrator can control exactly when their institution moves to Report Builder 2.0, and to which end-user role(s).
  3. Report Builder 2.0 can be used for any project, new and old, however, we recommend enabling Report Builder 2.0 and disabling Report Builder when timing makes sense for your institution.

Instructor Means

The Instructor Means tab showing access checkboxes for EvaluationKIT Administrators and Administrators, along with a Save button.

  1. Turn on and off access to Instructor Means Reporting for CES Administrators and/or Administrators.
  2. Student Alert

    The Student Alert tab showing access checkboxes for Administrators and Instructors, along with a Save button.

    1. Allow Administrators and / or Instructors to access Student Alert reporting.
Was this article helpful?
1 out of 1 found this helpful

Articles in this section

See more
How to Contact Support
There are many ways to reach out! Click the icon above for our support options.
Watermark Academy
Click the icon above to access the Watermark Academy for consultation, training, and implementation companion courses.
Customer Community
Can’t find the answer? Ask fellow users how they’re making the most of Watermark in our Community!