Adding Reporting Groups

When you create a survey, you can customize its reports based on how you want to filter and analyze the data. The survey automatically includes an overall report, which displays reporting data for all survey respondents. However, you can also add more reporting groups, such as a department reporting group to view survey data for each department in your organization.

You can add reporting groups to the survey via the respondents file (which you can upload on the Distribute tab) or via questions on the Build tab. If you use the respondents file, it will include the correct choice for each reporting group for each respondent. If you use questions on the Build tab, respondents must select their correct reporting group option during the survey (i.e., they must "self-select" their reporting group).

Learn to:

• Add a reporting group via the respondents file
• Add a reporting group via the Build tab
• Edit a reporting group on a trending survey

Add a Reporting Group via the Respondents File

To add reporting groups via a respondents file, create a separate column for each reporting group, and then enter the correct value for each respondent. The name you choose for the column heading will appear as the name of the reporting group on the survey reports.

Respondents file

1. In the Respondents section of the Distribute tab, click Upload Respondents File.

2. In the Upload Respondents File window, click Choose File to select the CSV file with the list of respondents, and then click Upload.

   
   Upload Respondents File window

Add a Reporting Group via the Build Tab

1. In the Questions section of the Build tab, select Add Reporting Group Question from the Options drop-down list on the first page of the survey.

   
   Options drop-down list

2. Use the Reporting Group Type drop-down list to select a reporting group to add.

   Note: If you select Other, type a name for the reporting group in the Custom Reporting Group Type field.

   
   Reporting Group question

3. In the Question field, type the reporting group question for respondents to answer on the survey.
4. Use the Options area to provide the selection choices for the reporting group, which respondents will select from on the survey. If you add multiple choices at once, each one must occupy a separate line.
5. Order the reporting group choices as you want them to appear on the survey. Use a choice's grab symbol to drag and drop it where you want it, or use the Sort drop-down list to reorder the choices alphabetically.
6. Click Save.

Edit a Reporting Group on a Trending Survey

When creating a trending survey, the reporting groups from the comparison survey you selected also appear for your survey. You can edit these existing reporting groups or add new reporting groups without issue. However, if you delete an existing reporting group from a trending survey, Gallup Access will not be able to compare your survey data and will disable the trending feature for your survey.