PDF: Custom Results By Respondent table
This feature is included in the ReportR plan. Contact us for more information.
The custom results by respondent table widget is a dynamic type of widget which 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.
Start by setting up how the table will appear, then we will choose which information the table should display.
Table style - choose to have a plain table or certain rows or columns shaded.
Table width - 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.
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.
- Limit how many records (rows) should be shown in the table.
Tip: If you want to only display records from a particular company department, you can set the logic widget rules (info below). If you have an into field in your questionnaire which asks for the company department, e.g. sales, marketing, finance, you can set the logic rules to display the widget only if the response to the intro field is for example, the finance 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.|
If you want to only show this widget under certain conditions, you'll need to set the widget logic rules. Click add rule and now select which condition from the drop-down menu should be used to decide when to show the widget.
Once you've chosen the initial condition, you can specify exactly what conditions need to be met, for example the answer on question must be greater than a certain number. If you need a more complex condition, click on the white circle with a purple + sign to add criteria that will be in addition to the other criteria (AND), or instead of (OR).
Tip: If you have set up outcomes, you can choose an outcome as the criteria for showing the widget. Choose outcome from the drop-down menu and then select what the outcome should or should not equal so that the widget will be shown. You can set the outcome as the only criteria, or as an additional criteria as shown below. In this example, we clicked the purple + button and added that the widget should be shown if both the response on intro field criteria AND the outcome criteria is fulfilled.
Once you've saved your logic rules, don't forget to save PDF and you're ready to add more widgets!
Why not check out our other widget guides and learn how to add other types of content to your PDF?