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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 Results Settings.

Project Results Tab

  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.

  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. Below are the settings for Short Report:

  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.

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

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

  1. 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.

Course Results

  1. 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.

  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.
    2. You can select the option to include the course title and instructors in Course reports as well.
      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.


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.

Report Builder

  1. Turn on and off access to Report Builder for CES Administrators, Administrators and/or Instructors.
  2. Instructor Means

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

    1. Allow Administrators and / or Instructors to access Student Alert reporting.

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.
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