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System admins can generate reports containing user information for a survey.

Creating a report for a survey

To create a report for a survey:

1. Click the report icon (Image Removed).
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   The Surveys screen appears. 
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2. In the Report title (required) field, enter the title for the report. 
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3. In the Specific report details section, from the Select a survey drop down, select an existing survey.
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4. [Optional] To generate the report for a specific user, in the Select a user field, enter a user's name.

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   If you do not select a specific user, all users who have completed the survey are added to the report by default.

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5. [Optional] Select Include users who have not completed the survey in report to include users who have not completed the survey.
6. [Optional] Select Include deactivated users to include deactivated users. 

7. Click the Start date and End date fields to select the date range for the report. 
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8. [Optional] In the Select fields to include in the report section, deselect fields and survey questions to exclude from the report.  

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   For example, you may want to exclude some

   /wiki/spaces/Fuse/pages/841973932

   custom fields from the report, such as Role, Date of birth, and Age.

    

   
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9. [Optional] In the Filter the report (optional) section:

   1. Click the Select field dropdown to enter a /wiki/spaces/Fuse/pages/841973932.
      An empty field appears.
   2. In the empty field, type a corresponding custom profile option. For example, if you selected the Location custom profile field, you could type London.
   3. If necessary, click Add field to create more filters.

   4. Select a profile field by which to filter the users in the report. For example, if you select the Location filter and enter London, the report will only include users in London. 
      

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      Filter the report (optional) is enabled by default. If this is not in use, you must click the Delete icon (Image Modified) to disable it, before submitting the survey. 
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10. In the How often would you like to run this report? section, follow the steps below to configure a schedule to run the report:
    1. Click the Run dropdown to select one of the following options:
       • Once: Run the report once. 
       • Daily: Run the report on a daily basis. 
       • Weekly: Run the report on a weekly basis. 

       • Monthly: Run the report on a monthly basis. 
         

    2. If you have selected Daily, Weekly, or Monthly, click the Occurrences dropdown to select how often to generate the report within the cycle.

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        For example, if you have selected Daily, and select 5 from the Occurrences dropdown, the report will be generated 5 times per day.

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11. In the Who can access this report section? area, select one of the following options:
    
    • Only me: Only you can access the report. 
    • All users: All users on the Fuse instance can access the report. 
    • Manually add users: Manually add one or more users who can access the report. 
    • Assign by admin group: Select an admin group that can access the report. 
12. [Optional] In the Forwarding (optional) section, in the Upload to which community\communities field, enter one or more communities to forward the report to. 
    
13. Select one of the following:
    • Don't notify anyone: Don't notify any users in the selected community when the report is generated. 
    • Notify all community members: Notify all users in the selected community when the report is generated.
    • Notify specific users: Notify specific users in the selected community when the report is generated. 

14. In the top-right corner of the screen, click Submit.
    The Reporting (Legacy) screen appears. 
    

15. In the Reports (#) section, click the Download icon (Image Removed) to icon to download the report. 
    
    The report downloads . 

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    and you will also receive an email containing a link to the CSV file.

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