PDF: Custom Results By Respondent table
The custom results by respondent table widget is a dynamic type of widget that will add records automatically to the table once you have set it up. You can set the maximum number of records to show and set the table to sort records from low to high or high to low.
Here's how a table could look like in your report:
This guide will take you through the steps:
1 Setting up the widget
1.1 Configure the data
Now we will set up the data to appear in the table. Each row we are setting up here will be displayed as a column in the table!
- Give the column a name so respondents will know what data they are being shown.
- Use the drop-down arrow to select the value which you want to show in the table. This could be the date and time of the response, response to a particular question, custom score, or formula.
- Use the drop-down arrow to choose how to sort the results. No sorting is the default option, but you can choose to sort results from highest to lowest or vice versa.
- Add or remove columns from the table. Adding another column will bring up the same 3 options, so repeat steps 1-3 to choose what to display in the next column.
1.2 Table set-up
Now you can add further specifications. You can choose to only include results that match certain conditions and limit the number of records shown in the table.
Apply custom filter - click the + sign to add a filter to your table. Only records that match this filter will be displayed in the table. The default filter type is based on answers to a particular question. If you'd like to change this, click the arrow to access the drop-down menu of all available filter options, such as intro field, date, language, and quiz score.
Name your widget for ease of reference and Limit how many records (rows) should be shown in the table.
Tip: The custom filter is useful if you want to always show the table, but only want data shown if it matches certain criteria. If you want to only display this widget for, let's say, a particular company department, you can set the logic widget rules. The conditions for the custom filter and the widget logic rules don't need to be the same. Eg, set a custom filter to only display rows of data for those who answered the English version of the survey, and the widget logic rules could state that the entire widget should only be displayed to those in a particular company department.
If you want a quick preview to check how everything will be displayed to the respondent, make sure to collect a new response. Then, simply click Save and Test PDF at the top of the page.
1.3 Widget placement & size
Choose how you would like to align your custom table. You can choose to align it to one side and have explanatory text or another widget on the other side or center it.
- Left - widget will be aligned to the left side of the page, in a column layout
- Center - widget will be presented centered across the entire page from the left to the right (full width)
- Right - widget will be aligned to the right side of the page, in a column layout
If you would like a widget to appear side-by-side the table, make sure to set the widget aligned on one side of the page, and the table on the other. For example, choose to align the text widget to the left, and align your table to the right.
1.4 Table Style
Start by setting up how the table will appear, then we will choose which information the table should display.
1.5 Table Properties
Use the arrows to increase or decrease the table width across the page of the PDF report. Click the pencil icon to select the primary color of the table and the header text color.
Click the Update preview button to see how the widget you've created looks like
Take a look below at some different possibilities:
2 Widget logic rules
If you want to only show this widget under certain conditions, you'll need to set the widget logic rules. You can create logic rules so that widgets are only displayed when certain criteria are met. If you want to show a general widget that is visualized every time a PDF report is generated, you can choose not to include a widget logic rule. Learn more about Widget Logic.
Once you've saved your logic rules, don't forget to save PDF and you're ready to add more widgets!