The Report Scheduler is a recurring and automated interface to automatically email you reports on a periodic basis. Typically this is used in a long running survey (transactional surveys) where you have a continuous data collection stream.
On one hand you have data being collected on an on-going basis, and on the other hand you can create a weekly schedule so that the data collected can automatically be emailed to your account. The Report Scheduler is meant for automatic delivery of the various reports that SurveyAnalytics produces.
Name This is the name that identifies this particular scheduler event. Please make this as descriptive as possible - Example - Weekly Excel Report etc.
Report
This is the kind of report that can be generated. Choose the best report that suits your needs.
Frequency
How often do you want the report emailed to you automatically.
Time/Date
When do you want the report to be generated and delivered to you.
Data Window
By default, the reports will take into account all the data that has been collected under your account. However, in most cases, running the report on the entire data-set is not needed. It makes sense to generate the report only on the data collected say in the last three months or so.
In cases where you only want to see the open-ended comments for a particular survey or simply see the scores generated in the last week, you can shorten the Data Window to be 1 week.
The following reports can be scheduled:
Excel : Raw Data + Analytics
This is the exact same Excel report that is generated by going to:
- Login » Surveys » Reports » Reports
Excel : Trend Report
This is the Trend Report that is generated by going to:
- Login » Surveys » Reports » Advanced Analysis » Trend Analysis
HTML - Real-Time Text Report
This the the Open-Ended Text report generated by going to :
- Login » Surveys » Reports » Reports » Open-Ended Text
HTML - Real-Time Summary Report
This the the Analytical Summary Report generated by going to :
- Login » Surveys » Reports » Reports » Real-Time Summary
CSV : Raw Data
This is the CSV file that is generated by going to:
- Login » Surveys » Reports » Export Data » Raw Data - CSV File
Custom Report : Refresh Custom Report
If you have custom reports created :
- Login » Surveys » Reports » Online Tools » Customized Reports
You can "Refresh" the data automatically by choosing this option.
The scheduled reports are automatically emailed to the email address specified in your account. If you are not receiving the emails please check the following:
SPAM/Junk Mail settings - Please check your email SPAM/Junk settings to make sure emails coming from SurveyAnalytics are not categorized as SPAM/Junk.
Please check with your IT department to make sure your organization is not blocking emails coming from SurveyAnalytics as SPAM.
You can verify that the report was run by click on the "Next Schedule" link for the scheduled report in question.
${imageID}. Screenshot
