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The following feature allows adding a Logo to the associated Report.

 

To add a logo to your report follow these steps:

  1. Click the Add Logo button on the Report Items page of your custom report;
  2. Click the Select Image button to locate image file you want to upload as a logo within your Media Library;
  3. Select the image.

     Click here for more details:
    1. Click the Ok button at the bottom right to upload logo;
    2. Select Enable image or Disable image to either enable or disable selected image in the report;
  4. Specify your logo alignment;
  5. Description allows you to add a short description to the Image;
  6. You can add any custom text using Mouse Over text option. Respondents will see it if they move their  mouse over the report logo;
  7. The On click open link option allows you to redirect survey respondents to your web site or any other page in the web after clicking the logo image;
  8. Click Save to save changes;
  9. Click Preview button to preview report with new logo.


Click the Save button to attach selected logo to your report.
Click Run Report to preview online report.



You can use only .jpg, .jpeg, .gif, .bmp, .png images in RGB color space.

Advanced Crosstab Graph

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The following feature allows modifying the Advanced Crosstab Graph.

To customize crosstab graph click the Edit Graph button on the Crosstab/Group Chart page, and then:

  1. Enter the title for your graph in the Name graph text box or use the default name.
  2. Use the Graph type drop-down box to select one of the graph types. It can be Horizontal Stacked Bar, Area, Line or Bar. Use the Width and Height text boxes to set the graph size.

    The graph width should be at least 100 and no more than 2000 pixels, the graph height should be at least 200 and no more than 2000 pixels.
  3. Scale in Select the totals option to scale the graph in units corresponding to the total amount of respondents. Select the percent option to scale the graph in percent.
  4. Graph legend
    • Select the Show legend in graph option to view the labels of the respondent groups in the graph in the report.
    • Select the Do not show legend in graph option if you do not want to view the labels of the respondent groups in the time series graph in the report.
  5. Enter the text for the vertical and horizontal axis titles in the Vertical axis title and Horizontal axis title text boxes. Select the Flip the graph option to exchange vertical and horizontal graph axes.

Click Save to save your settings.

Click Preview to see how your graph looks.

Click Back to return to the Advanced Crosstab page.

Crosstab Group Chart  

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Define Respondent Groups

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Respondent groups are used to group respondents by certain criteria and use these groups in Statistics tables and Crosstab/Group Chart.

To group your respondents you need to click on the Respondent Groups button on the Report Items page:

  1. Click the New group button to create a new group of respondents.
  2. Use the Group name text box to enter a name for your group.
  3. Use the Edit description text box to enter information about the group.
  4. Define group members using logic expressions. This means that your group will include only those respondents who met the logical criteria set in this step.

     Follow these recommendations to create the logical rule:
    Only these logic operators are allowed: 
    • Operator AND denotes that all the combined logic conditions are fulfilled.
    • Operator OR denotes that at least one of the combined logic conditions is fulfilled.
    • Operator NOT denotes that a logic condition is not fulfilled. You can put it at the beginning of a logic condition or after AND, OR operators.
    • You can use ANDORNOT operators in the same logic expression simultaneously. Use parentheses to make your logic unambiguous.

    Valid symbols in logic expressions

    Valid symbolsExamples
    Letters: Q, A, CQ1, Q1.C4, Q2.A3
    Numbers: 1-9, 10 - moreQ9, Q23.A5
    Dots: ...Q3.A5.C7
    Operators: AND(=&&), OR (=||), NOT (=!)Q3.A1 AND Q3.A3, Q7.A3.C1 ORQ7.A3.C2, NOT Q2.A1
    Parentheses: ()(Q1 AND Q3.A2) OR (Q5.A1 AND Q5.A3)

    Example

    Q1.A2 AND (Q3.A5 OR Q4.A1) means that your group will include only those respondents who selected both answer 2 in question 1, and either answer 5 in question 3 or answer 1 in question 4.

    The 3D Matrix and Rate Different along the scale of your choice question types are specified as Q1.A2.C3 (it means that answer 2 is selected in column 3 in question 1).

    It is also possible to define respondent groups based on the text responses.

     Click here for more details:

    You can apply Advanced Logic to text responses to the question of these types: Single line text with pre-format options, Multi-line text response, and Numeric Allocation as well as to Dropdown fields of the 3D Matrix type of question. List of available operators is shown below.

    OperatorDescriptionExample
    Logic ExpressionResults
    ==If text responses contain the exact line string indicated next to '==', then the logic transition is fulfilled.

    This operator can also be used to refer to the record within the dropdown box of the '3D Matrix' type of question in the Qx.Ay.Cz==N format, where N is the sequence number of the item within the dropdown box that is selected by the respondent. Please note that enumeration, in this case, starts from 0, so if you need to refer to the 1st answer in the 3D Matrix dropdown, use Qx.Ay.Cz==0 condition; to the 2nd - Qx.Ay.Cz==1 and so on.
    Q1.A2==CatFlower
    Big Cat
    Cathlene
    Cat
    <>If text responses do not contain the exact line string indicated next to '<>', then the logic transition is fulfilled.

    This operator can also be used to refer to the record within the dropdown box of the '3D Matrix' type of question in the Qx.Ay.Cz<>N format, where N is the sequence number of the item within the dropdown box that is not selected by the respondent.
    Q2.A3<>CatBig Cat
    Cathlene
    Cat
    ==LIKEIf text responses contain the line string indicated next to '==LIKE' regardless of its position in the text responses, then the logic transition is fulfilled.Q2.A3==LIKECatCat
    Big Cat
    Cathlene
    Beautiful Flower
    <>LIKEIf text responses do not contain the line string indicated next to '<>LIKE' regardless of its position in the text responses, then the logic transition is fulfilled.Q2.A3<>LIKECatCat Flower
    Big Cat
    Cathlene
    Beautiful Flower
    ==RLIKE

    If text responses contain the line string specified by regular expressions next to '==RLIKE' regardless of its position in the text responses, then the logic transition is fulfilled.

    ==RLIKERed(\s|\w)+CrossRed Bull
    Cross Roads
    Red fine Cross
    <>RLIKEIf text responses do not contain the line string specified by regular expressions next to '<>RLIKE' regardless of its position in the text responses, then the logic transition is fulfilled.<>RLIKERed(\s|\w)+CrossRed Bull
    Cross Roads
    Red fine Cross
    ==RMATCHES==RMATCHESxxx is the same as ==RLIKE^xxx$Q1.A1==RMATCHESRed(\s|\w)+CrossRed fine Cross
    Red fine Cross only
    <>RMATCHES<>RMATCHESxxx is the same as <>RLIKE^xxx$Q1.A1<>RMATCHESRed(\s|\w)+CrossRed fine Cross
    Red fine Cross only
  5. Click the Save button to save your group. Then you will see your group with the description in the list of groups.

  6. Click Edit next to the group you need to modify.

  7. Click Delete next to the group you need to delete.

  8. Click Back to return to the Report Items page.

 

If you have applied the Randomize answers option while creating your form/survey, you must deactivate it before defining the respondent groups. Otherwise, the values you set will be reset.

Delete Response

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To remove responses permanently from your account, follow the next steps:

  1. Go to the Reports page by clicking the Reports tab on top of the page or from the Form/Survey Information pane on the right.
  2. Select the Report from which you would like to delete responses.
  3. Click the Run Report button from the right pane.
  4. Click the Delete Respondent button on the Summary Report page

  5. Click the View email addresses or IDs link to see the list of all respondents who submitted responses. Click respondent's link (ID) to view their response.


  6. Check the responses you want to remove permanently.
    • Click Check All to select all responses.
    • If you change your mind, click Clear All to unselect all responses.
  7. Click Delete selected responses to remove them.

  • Deleted Responses cannot be restored, so please take extra caution when deleting them.
  • Responses exist in one copy, so if you delete them from one report, they will be removed from all reports created for this form/survey.
  • If you run the Standard Report and click Delete Respondent button there, you will see a list of all Completed responses and will be able to remove them. If you need to delete a specific group of responses or remove In Progress responses in bulk as well, you can delete responses from the Custom Report. Prior to deletion, you may include In Progress responses into such report on the Report Settings page, or set up an Advanced Filter to display only certain responses.

You can also remove responses individually by clicking the Delete Response button in the View by Respondent mode.

Edit and Delete Response buttons are shown only to authorized users. People who have a direct link to the response but are not logged into the application will not see these buttons. They will only be able to convert it to PDF.

Edit Question and Answers

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You can edit labels of the report items, filter responses, set values for statistics, insert time series tables and graphs, select statistical quantities.

To edit your report questions and answers you need to click the Edit button next to the item from the Report Items page:

 

You will be redirected to the Edit single question page. It possible to edit following items on this page:

  1. Edit question text.  Use this text box to enter a short definition of the item. It will be used instead of the original question text in online report, export, PDF and/or crosstab/group chart tables.
    Appoint values and labels to the Rate items along a scale and 3D Matrix question types.

    • Answers. Select this option to edit label for each answer line.
    • Scale items. Select this radio option to assign different numerical values and labels to the scale items.
  2. Edit label for each line. Use the text boxes to create short descriptions or definitions for each answer choice or scale item. This text will be used instead of the [original] answer text or scale item in online report, export, PDF, crosstab tables.

    • Values. You can assign different numerical values to the answer choices and scale items. These values will replace corresponding answer choices when you export your report to SPSS or ExcelThe values are set up by default. If you edit them you can reset them to default by clicking Reset to Default (only applies to the Rate items along a scale and 3D Matrix question types).
    • Hide. To hide particular answer options within the summary report select this option.
    • Exclude from calculation. Select this option next to the answer choice you want to exclude from calculations within the summary report.

      • If the option responses as % of total submitted surveys is selected on Report Settings page, the No Response item is added to the scale items for adding labels and assigning values.
      • If Hide option is selected, hidden answer choices will be excluded from the calculations.
    • Filter on. Select these check boxes to turn your filters on or remove selection to turn your filters off.

    • Click the Filter button to filter responses for a particular question, so only those filtered responses appear in this report.

      The Other field will not be displayed for filtering Pick One or 'Other' or Check all that apply types of questions

      You can filter your report based on the text responses entered into the open-ended text fields including the Other field of the Pick One or Other and Check All that Apply question types by clicking on the Filter link next to the corresponding text field. For the next steps, please consult the Filtering Results help chapter.

  3. Time Series. Click this button to add tables to the report, according to the survey submit dates. For details consult the Time Series help chapter.

  4. Statistics. Click this button to select the statistical quantities to use in the report. For details consult the Statistical Reporting help chapter.

  5. Edit Graph. Click this button to work with your question graph.

    • Show numbers. Select this option to display the number of respondents in a table or graph.
    • Show percent. Select this option to display percentage of respondents in a question table or graph.

Click Save to save all the changes.
Click Preview to see how your report item looks.
Click Back to return to the Report Items page.

Edit Scales

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This feature allows assigning values to the form/survey questions with scales to perform statistical reporting.

To edit the scales in the report questions you need to click the Edit Scales button from the Ribbon Toolbar on the Report Items page:

 

Label Use the text boxes to create short descriptions or definitions for each scale item. This text will be used instead of the original scale item text in online report, export, PDF, crosstab/group chart tables.

Values You can assign different numerical values to the answer choices and scale items. These values will replace corresponding answer choices when you export your report to SPSS or Excel.
The values are set up by default. If you edit these values, you can reset them to default by clicking Retrieve defaults:

If the option responses as % of total submitted surveys is selected on Report Settings page, the No Response item is added to the scale items for adding labels and assigning values.

 

Click Save to save your settings.

Click Back to return to the Report Items page.

Insert Text and Images

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The Insert Text and Images allows you to create a custom look for your report by inserting images and internal comments.

To create custom item with text and images follow theses steps:

  1. Click Text, Image, Formula button on the functional ribbon at the top of the Report Items page or select  Text and Images option from the Insert dropdown menu on the same page.
  2. You will be redirected to the Text&Image page. Use the Enter your text text box to input custom text. You can use this this text as a section header within your report.

    • You can use only .jpg, .jpeg, .gif, .bmp, .png image in RGB colorspace and its size should be under 300 kB.
    • Click the Remove button to remove the uploaded image.
  3. Click the Create Formula button to create formula for calculating custom statistical quantities and then click on Insert to the right of the formula to put it into the text box above. Formula values will be calculated automatically and will be displayed within the online report.

     Follow these recommendations when creating a formula:
    1. Use the Formula name text box to enter the name for your formula.
    2. Use the Formula expression text box to manually enter formula expression you need. For example [ Q1.A2.C3 ] stands for the number of respondents who selected answer 2 in column 3 of question 1. You can use the following logic and arithmetic operators as well: AND, OR, NOT, +, -, *, /, ( ), |.|. Thus you can create custom statistical quantities using complex expressions.

      If any of the mathematical operators are used in formula, question and answer references have to be enclosed in square brackets. For example, [ Q1.A2.C2 OR Q1.A3.C2 ]*100-[ Q1.A2.C2 OR Q1.A3.C2 ]/0.34.

      It is important, that all of the formula's objects must be separated from other symbols(brackets, arithmetic operators) with spaces from each side. 

      For example, this spelling is correct - [ Q1.A2.C2 OR Q1.A3.C2 ]*100-[ Q1.A2.C2 OR Q1.A3.C2 ]/0.34.

    3. If you have respondent groups defined previously (for details consult Respondent Groups help chapter) you can use them to create formulas. For example: ( G1 + G2 )/[ Q4.A1 ].
    4. Click the Save button to save you formula.
    5. Click on the Insert next to the formula to insert it into the text box above in the cursor position to display it along with the custom text within the online report.
    6. Click on the Edit next to the formula for amendments.
    7. Click on the Delete next to the formula to remove it.

     

    You can not use logic operators if creating formula using predefined groups. Logic can be applied to questions as described above.
  4. To upload an image file click Choose file button and double click on the image you would like to add. You can insert images of the .JPG, .JPEG, .GIF, .BMP, .PNG types and their size should not exceed 300 Kb.

    • Use the Description text field to create an alternative text about the image if it is not loaded.
    • Insert a link to your web site or any web-page to redirect report view if click the image.
    • Specify image alignment (left, center, right) using the Align drop-down box to.
    • Click the Save to upload your image and save changes.

 

Click Save to save your changes.
Click Preview to see how your Text and Images item looks.
Click Back to return to the Report Items page.

Link Answers

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The following feature allows you to display answers to different open ended questions side by side within the report.

 

It is convenient when you would like to link an email address of the respondent with comments that he/she provided or need to compare numbers from different questions in a tabular format.

To specify drill down questions go to the Report Settings page, select the Links Answers option and click Specify, and then:

  1. Use the Available Questions field to select the question you need and click right arrow button to move it to the Selected Questions field.
  2. Select the question in the Selected Questions field and click the left arrow button to move it back to the Available Questions field.

 

The responses of the Single line text with pre-format options and Numeric Allocation question types are available only. You can select up to 3 questions at a time.

 

Click Save to save your changes.

Click Back to return to the Report Settings page.

Question Graph

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The Question Graph feature allows viewing a report question graph by clicking the graph icon next to the question on the Report Items page.


You may customize your question graph by adjusting the following options:

Graph type Allows you to select various types of diagrams or disable graph per each report item so your report displays pure data only without graphical representation.

To display your survey results more precisely and extensively, different graph types calculate percentages in different ways for multichoice types of question (Check All That Apply and List Box):

  • Bar graph provides the percentage of the number of times an answer option was chosen, from the number of respondents for the question in general.
  • Pie chart calculates the percentage of answer options from the total number of answers selected for this question (total=100%). Please note that calculated results may be truncated and total may be equal to 99%.

Graph Appearance

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Width Indicate width of your graph in pixels.
Height Indicate height of your graph in pixels.
Graph Alignment You can align the graph above, below, right, left or just inside the graph table area.

Scale and Captions

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totals Select this option to scale the diagram in units corresponding to the total amount of respondents having selected certain answer choice.
percent Use this option to scale the diagram in percent.
Show Captions as Legend Captions will be displayed below the graph, designated with different colors.
Show Captions as Labels Captions will be displayed next to each graph element.

Graph Options

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Show question in title Select this option to display the question text in the title of the diagram.
Rank in order Arranges all items in descending order.
Zoom in Select this option show the area with the informative data only.

This option is applicable when scaling the diagram in percent.

Show axis labels You can give names to the graph axis instead of the default names.
Show values next to bars This option shows the value of each graph bar next to it.
Show threshold values If you have a threshold value for the collected data and want to compare collected results with this value, select this option and indicate threshold value. Thus you will see how the collected data differs from the data you expect to see.

Customize Colors

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Here you can customize your graph colors for better data appearance. Next to each answer choice click the color-picker icon to select its color within the graph. You can select predefined colors, indicate the color you need in hexadecimal format or switch to the advanced mode to indicate color in RGB or HSB format. If you want to save picked color, just retrieve the hexadecimal code for this color and then use it within the other questions and graphs.

Pie Charts have additional options that make your graphs more informative and professional:
Show Legend - this option shows which color of the pie chart corresponds to the selected answer choice.
Exploded - this option is used if you want to single out particular answer choice from a pie.

 Example:

Export to PowerPoint

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  1. Move mouse over graph when preview the report.
  2. Right click.
  3. Select Copy.
  4. Open the PowerPoint document.
  5. Right click on the PowerPoint page.
  6. Select Paste to paste the picture.

Report Footer

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The current feature allows adding additional information to the bottom part of the report.

 

To add a footer to your report select the Footer option from the More Actions drop-down box on the Report Items page, and then:

  1. Enter the text of the footer in the text field.
    • Click Spell Check to check the spelling.
    • Click Clear if you want to remove all the text from the text field.
  2. Select a radio button to specify text alignment (left, center, or right).
  3. Click Save to save your footer.

 

Click Back to return to the Report Items page.

Report Header 

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The current feature allows adding additional information to the top part of the report.

 

To add a header to your report you need to select the Header option from the More Actions drop-down box on the Report Items page, and then:

  1. Enter the text of the header in the text field.
    • Click Spell Check to check the spelling.
    • Click Clear if you want to remove all the text from the text field.
  2. Select a radio button to specify text alignment (left, center, or right).
  3. Click Save to save your header.

 

Click Back to return to the Report Items page.

Share Calculation 

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This feature allows the creation of a table or graph to show results of share calculation in online report and PDF.

 

Select the Share Calculation option from the Insert dropdown menu on the Report Items page and then:

  1. Name the Share Calculation item.
  2. Use the Description text box to enter the description of a table or chart.
  3. Select the responses share calculation will be based on.
  4. Use the Select brand of interest drop-down box to choose one of the items data will be calculated for. This list corresponds to the items selected for the table row responses.
  5. Select groups of respondents that will be used as a control group and as a test group for calculating table data. Click the Apply button to create data set based on the selected respondent groups. Click the delete button next to the set you need to delete.
    Click the Edit Groups button to create new or edit existing group.
  6. Input logical expression to create a sample for table or chart, then click Apply.

    Use Use Qx.Ay format, where x is a question number;y is an answer choice number and AND, OR logical operators.

  7. Select the AverageLift or Share to define values the calculation will be based on.
  8. Select the Table to display information as a table.
    Select the Chart to display information as a graph.

 Calculation Formulas:
 Values calculated for control and test groups:
NameFormulaDescription
Average Responses are summed up according to the corresponding group and answer line and the amount is divided by the number of respondents.
ShareAverage/Total Average*100Average is divided by Total Average and the amount is multiplied by 100.
Lift(Share% of Test1 - Share% of Control1)/Share% of Control1Share of group Control1 is subtracted from share of group Test1 and the amount is divided by share of group Control1.
 Share calculation table and chart in online report:

 

Click Save to save all the settings.

Click Preview to see how your report looks like.

Click Back to return to the Report Items page.

Show Text Responses

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This feature allows providing the report viewers with the responses which have been entered in the fields of open ended questions.

 

When you collect survey responses, these responses may contain big-sized text responses. In this case survey report display them in shorten way, but using this option you can expand text responses if necessary. This is oftenly used when you need to export your survey results to the PDF.

To use this feature go the reports Report page and then:

  1. Select existing custom report or create new one and go to the Report Items page.
  2. Select the Show text responses check boxes for all the text responses you need to expand in online report. Select the Show all text responses check box to expand all text responses at once.
  3. Click Save to save your settings.
  4. Go to the Publish page.
  5. Select the Print report option and click Next to go to the page where you can convert your report with expanded text responses to PDF format. For details consult the Print Report help chapter.

 

 

 To convert your survey results to PDF format in online report you need to select the Convert to PDF option and Convert individual responses to PDF check boxes on the Report Settings page.

Significances

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This feature allows you to create a table or graph to show results of significance testing in online report.

 

To add a Significances to your report select the Significances option from the Insert dropdown menu on the Report Items page.

  1. Use the Name table/chart text box to enter the name of a table or chart.
  2. Provide the Description of a table or chart.
  3. In the Available Responses text box select the responses the significances calculation will be based on.
  4. Use the Select "brand of interest" drop-down box to choose one of items significances will be calculated for. This list corresponds to the items selected for the row responses.
  5. Select groups of respondents that will be used as a control group and as a test group for calculating table data. Click the Apply button to create data set based on the selected respondent groups. Click the delete button next to the set you need to delete.
    Click the Edit Groups button to create new or edit existing group.
  6. Input logical expression to create a sample for table or chart, then click Apply. (For example: Q1.A2 AND (Q3.A5 OR Q4.A1)).
  7. Select one of the following options to calculate significances: Number, PercentResponse rateDifferenceLiftZscoreProbability,Significance.
  8. Select the Table option to display calculated data as a table.
  9. Select the Chart option to display data as a graph.

 

 Calculation Formulas
 Values calculated for either control or test group separately:
NameFormulaDescription
Number (n) Any numberEquals to the number of respondents belonging to this group who selected this answer choice.
Percent (%)Number / general number of respondents in group * 100%Equals to Number divided by the general number of respondents in this group and multiplied by 100%.
Response rateNumber / general number of respondents in groupEquals to Number divided by the general number of respondents in this group.
 Values calculated for both test and control groups:
NameFormulaDescription
DifferenceResponse rate (T1) - Response rate (C1)Subtract Response rate of control group (C1) from Response rate of test group (T1).
Lift(Percent of T1 - Percent of C1)/ Percents of C1
  1. Subtract Percent of control group (?1) from Percent of test group (T1).
  2. Divide the value obtained in step 1 by Percent of control group.
ZscoreABS(difference/SQRT((Response rate of T1*(1- Response rate of T1) /n of T1)+ (Response rate of C1*(1- Response rate of C1)/n of C1)))
  1. Subtract Response rate of test group (T1) from 1 and divide it by the number of respondents of test group and multiply it by Response rate of test group.
  2. Subtract Response rate of control group (C1) from 1 and divide it by the number of respondents of control group and multiply it by Response rate of control group.
  3. Evaluate square root of the sum of values obtained in steps 1 and 2.
  4. Divide Difference of test and control groups by the value obtained in step 3.
  5. Evaluate absolute value for the result obtained in step 4.
ProbabilityABS(2*NORMSDIST(Zscore)-1)
  1. Evaluate the standard normal cumulative distribution function for Zscore of test and control groups and multiply it by 2.
  2. Subtract 1 from the value obtained in step 1.
  3. Evaluate absolute value for the result obtained in step 2.
SignificanceIF(Zscore >1.96,"S1",IF(Zscore >1.645,"S2",IF(Zscore >1.283,"S3","")))Status indicators:
  • S1 Highly significant indication of difference in response rates.
  • S2 Significant indication of difference in response rates although not conclusive.
  • S3 Slight indication of difference in response rates.
  • Blank No significant indication of difference in response rates.

 

 

Click Save to save your changes.
Click Preview to see how your report looks.
Click Back to return to the Name Report page.
Click Next to go to the Report Layout page.

Statistics Table

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The Statistics table allows comparing your survey responses of different respondent groups and display compared data using statistical quantities such as mean, median and others.

 

To create Statistics table select the Statistics table option from the Insert dropdown menu on the Report Items page and then:

  1. In the Item Name line type a name for your Statistics table, so that you will be able to identify it later.
  2. Click the Add Respondent Group button to create new respondent groups or select the pre-defined groups from the Available Groups field. You can use the whole question or just some answer choices to create a Statistics table.
  3. Row Responses The responses which you will use as headings for rows in your Statistics table are displayed in this text box. Select any element you do not want to appear in the Statistics table and click << Remove button to remove it out of the table.
  4. Column Responses The responses which you will use as headings for columns in your Statistics table are displayed in this text box. Select any element you do not want to appear in the Statistics table and click the << Remove button to remove it out of the table.
  5. Select statistics to show . The statistical functions to be calculated and displayed for responses of the selected questions which can all be applied at once.

Click the Save button to save your Statistics table.

Click Back to return to the Report Items page.