PDF: Custom Results By Respondent table

The custom results by respondent table 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.


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Here's how a table could look like in your report:

Custom Results by Respondent table -example

This guide will teach you:

  1. Setting up the widget
  2. Widget logic rules

1. Setting up the widget

1.1 Configure the data

1.2 Table set-up

1.3 Widget placement & size

1.4 Table Style

1.5 Table Properties

1.1 Configure the data

First, we will set up the data that will appear in the table. Each row we are setting up here will be displayed as a column in the table.

PDF Custom Results by respondent table set-up

  1. Give the column a name so respondents will know what data they are being shown.
  2. 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, a response to a particular question, the custom score, or a formula.
  3. 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.
  4. 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

You can add further specifications, for example you can choose to only include results that match certain conditions and limit the number of records shown in the table.

PDF Custom Results by Respondent table filter

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.

PDF: Custom Results By Respondent table-extra options

Name your widget for ease of reference and Limit how many records (rows) should be shown in the table.


TIP

formula tipThe 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 example for 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.

NOTE

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. 

Custom results by respondent table placement

  • 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.

PDF: Custom Results By Respondent table-table style

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.

PDF: Custom Results By Respondent table-colors

Click the Update preview button to see how the widget you've created looks like

PDF: Custom Results By Respondent table-preview widget

Take a look below at some different possibilities:

PDF Custom Results table placement

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

PDF: Custom Results By Respondent table-add widget logic rule

Once you've saved your logic rules, don't forget to save PDF and you're ready to add more widgets!

What's next?

  • Conditional Rendering is a way of displaying elements based on a condition. It allows you to create simple conditions inside a widget and reduce the number of widgets and rules. With Conditional Rendering, you can render different UI markups based on certain conditions.
  • Add the Formula KPI widget to display the results of formulas that you have set up. You can use this widget to have a quick visual representation of your formulas.  KPI stands for key performance indicator, a quantifiable measure of performance over time for a specific objective.
  • Add a Table to your PDF report to display results clearly and concisely to your respondents. Tables are an easy and fast way of showing any data in rows and columns.  Rather than writing your data in text, you can make it more understandable and easy to read with a Table. 





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