Category: Filter

New Feature: Publish a Set of Reports Using Memorized Filters

5/24/2016

We just released a SurveyGold application update that enables new productivity-enhancing features.

The Publish Word action in the Analyze Results tab now has the ability to produce a set of reports based upon memorized filters. The View Results tab now has the ability to automatically create a set of memorized filters based upon the response choices for a particular question.

This combination of features makes it quick and easy to produce a set of reports whereby each report contains only those respondents who answered a question in a particular way.

This feature is useful when conducting assessments (e.g., 360 degree employee reviews) or when reports need to be produced based upon demographic data (e.g., respondent zip code).

Learn how it works in this mercifully brief tutorial.

Watch the Turorial

How to Acquire the Update

To acquire SurveyGold this application update:

Select About in the SurveyGold application tool bar.
Perform the Update SurveyGold action.

A software update dialog appears and the process begins by downloading the software directly from SurveyGold online services. After the software update files are downloaded to your computer, the process automatically installs the software updates. Normally, this entire process only takes a moment. Your data is not affected in any way as a result of software updates.

How To Enter Survey Responses That Occurred in the Past

9/3/2014

Normally, when survey responses are recorded in the Conduct Survey tab of the SurveyGold application, the current "date of entry" is recorded in the response record. However, SurveyGold also provides the optional ability to specify a specific date (e.g., a date in the past) for which the response occurred. This feature (enabled via the "Confirm response date upon Conclude Survey" SurveyGold preference setting) provides the ability to accurately record time-sensitive responses long after the survey was conducted while reflecting the date and time the past that the response actually occurred.

Furthermore, SurveyGold provides the ability to view a subset of all respondents to a given survey based upon any response to any question or a response date range or both. This "filter" feature allows you the ability to view respondents from a particular time period. It is then possible to create graphs and reports based upon the respondents in the filtered set of respondents.

Three Tips for Getting the Most out of Your Survey Results

12/5/2012

Here are a few tips for working with the survey results collected in your SurveyGold application.

For a Long-Running Survey Use a Date Range Filter Rather than Creating a New Survey

One of the most common inquiries I receive pertains to how to manage long-running surveys. Specifically, many SurveyGold users are conducted assessments surveys over time so that can measure, for example, last year's results with this year's results.

The solution that many SurveyGold users employ is to use the Copy Survey command in the Setup Survey tab to create a copy of last year's survey and just change the name slightly so that it becomes this year's survey. However, my recommendation is that you do not create a new survey, but continue to collect responses using the existing survey. Then you can use the date range filter feature in the View Results tab to view only the respondents from a particular time period such as last year. The benefit of this is that you can easily create a filter for last year and another filter for this year and then compare the two sets of respondents as multiple series in a single graph. This is not possible if you create two separate surveys and is only possible by using the date range filter from the entire set of long-running survey results.

Check out our SurveyGold Tutorial channel for a brief show-and-tell video explaining how the filter feature works.

View the Tutorial on our YouTube Channel

If you are unable to access YouTube, the tutorial is also available on our website.

View the Tutorial on our Website

Use a Chart Title to Eliminate Verbose Question Text in a Graph or Report

It is often necessary to write a lengthy question in order to convey the intent of the question to the respondent. Later after the results have been collected and you begin to view results in graphs and/or reports, the lengthy question text results in visual clutter in those graphs and reports.

The solution to this problem is not go back and change the question text from verbose to succinct. Rather, in this case I recommend that you use the chart title feature of SurveyGold that provides the ability for you to specify a more succinct chart title without changing the question text itself.

You can change the chart title associated with a question in one of two ways:

In Setup Survey, via the Chart Title tab in the question properties sheet
In View Results, by right-clicking while viewing a particular question and selecting Change Chart Title from the popup menu

Keep Question Response Choices as Terse as Possible

Keep in mind that any SurveyGold survey question that has choices (in other words, it is not a fill-in-the-blank question) appears as a graph in the View Results and Analyze Results graphs and reports. So, it helps to keep question response choices as terse as possible so as to avoid crowded or truncated graph labels and legends.

Even if you have a situation where you cannot avoid creating lengthy question response choices, it is possible for you to influence the way that the choices appear in a graph:

From the SurveyGold application main menu select the View Results tab.
Select your survey from the list.
Select a question that you know has lengthy question response choices and select View Results.
When the pie graph appears, right-click and select Change Legend Font Size.
When the dialog appears, change the legend font size from "Auto" to "8" and select OK.
When the pie graph appears, right-click and select Change Label Font Size.
When the dialog appears, change the legend font size from "Auto" to "8" and select OK.

This makes the legend and label fonts as small as possible which makes the text that appears in the graph which makes the legends and text as small as possible thereby avoiding truncation of the response text or legend text in the graph.

New Feature: Publish a Set of Reports Using Memorized Filters

How to Acquire the Update

How To Enter Survey Responses That Occurred in the Past

Three Tips for Getting the Most out of Your Survey Results

For a Long-Running Survey Use a Date Range Filter Rather than Creating a New Survey

Use a Chart Title to Eliminate Verbose Question Text in a Graph or Report

Keep Question Response Choices as Terse as Possible

Chuck Boudreau

Archives

Categories

New Feature: Publish a Set of Reports Using Memorized Filters

​How to Acquire the Update

How To Enter Survey Responses That Occurred in the Past

Three Tips for Getting the Most out of Your Survey Results

For a Long-Running Survey Use a Date Range Filter Rather than Creating a New Survey

Use a Chart Title to Eliminate Verbose Question Text in a Graph or Report

Keep Question Response Choices as Terse as Possible

Chuck Boudreau

Archives

Categories

How to Acquire the Update