Response Summary and Summary Content reports can use a Microsoft Word document as the base
document that
defines title pages, headers, footers, styles and where the content will be placed using "merge
symbols".
The content of the merge symbols will be built internally by the WSC application and the
then
injected into the template at the point where the merge symbols appear.
Styles for fonts and colours can be adjusted for an array of reporting
elements such as Question Text and Answer Text.
Elements such as text or images can also be included in the
template.
System base templates are available for download to make changes to and then
upload back into the
platform. If further changes to the template are needed the process can be repeated.
Creating a Custom Response Summary Report Template
- 1. From the survey designer, navigate to Analysis --> Reports & Exports. Use
the Create Report
icon to create a new survey report.
- 2. Select the Response Summary in the Report Type section.
- 3. In the Summary Response Details section, click on the Summary
Template dropdown box. Select the
Standard Report Summary Template and then click the Download
Template button.
- 4. The system summary template will be downloaded as a Microsoft Word docx
file.
- 5. Make any desired changes to the template and save the document. The template document can then
be uploaded back into the platform by using the Upload Template
button. Submit the report to save your changes. The report with the applied template can then be
downloaded from the Reports & Exports browse when it has finished generating.
Creating a Custom Template for the Summary Content Question type
- 1. From the survey designer, navigate to Design --> Content. Add a
Summary Content question to the survey.
- 2. Click and enable the checkbox labelled "Allow Respondent to Print Summary Page".
- 3. Using templates with the Summary Content question type follows the same process as the Response Summary report. You can use a previously uploaded custom template or download and edit and upload the system
template as needed. Use the Save Content button to save your changes.
- 4. Respondents will be able to download the Summary Content report by clicking on
the Print Summary icon during the survey response process.
