Reporting

Survey reports show what respondents answered and who completed a survey. WinnerWare builds each report from the controls in the survey: every control becomes a column, and every completed interview becomes a row.

Overview

All survey reports are in the shared Reports area of the admin. The Reports area gives every report the same layout: a filter bar, a Show button, the report table, and an Export button. The survey reports are in the Surveys category, at Reports -> Surveys.

Report	What it shows
Interview data	One row for each completed interview, with a column for each control in the survey.
Interview data by team	Completed interviews grouped by team, with a subtotal row for each team and a total row. Needs Surveys With Teams.
Users with completed interviews	The users who completed the selected survey a matching number of times.
Users with no interviews	The enabled users who did not complete the selected survey.

Key Features

• Survey reports in the Reports -> Surveys menu.
• A Date range filter and a survey selector on every survey report, plus filters for each report.
• One column for each survey control, with custom column titles.
• Survey Control Group summary columns: total, average, and Liquid.
• Report cell colors from Predefined List options and from Typing Test and Desktop Simulator score rules.
• Liquid value overrides that show a label or score instead of the raw answer.
• Export to CSV, and to Excel (.xlsx) when the Reports (OpenXml) feature is on.
• A permission for each report.

How It Works

Columns and answers

Each control in the survey becomes a report column. The column heading is the control title, or the Report column title when Use custom report column title is selected on the control.

Control type	What appears in the column
Predefined List	The selected option label or labels, or the Liquid override result
Text Value	The typed text
Numeric Value	The number, in the control's Display Format
Typing Test	Speed and accuracy results
Desktop Simulator	The simulator score

When a respondent did not see a control, because a visibility rule hid it, because Randomly show did not select it, or because its page was skipped, the cell is empty. The columns stay aligned for every row.

Survey Control Groups in reports

Survey Control Groups put related controls next to each other and add summary columns after them. WinnerWare calculates the summary columns for each row.

Total column

When Show Total is on, the report adds a column with the sum of the numeric values (or option weights, for Predefined List controls) of the controls in the group.

Example: three numeric controls with the values 4, 3, and 5 give a total of 12.

Average column

When Show Average is on, the report adds a column with the average of the same values, rounded to two decimal places.

Example: the same three controls give an average of 4.00.

Liquid column

When Enable Liquid Syntax is on, the report runs the group's Liquid template once for each row and shows the result.

Variable	Type	Description
Inputs	List of content items	Every control answer in the completed interview, not only the controls in this group. You can filter the list by ContentItemId or read properties from each item.

Example: label a score range

{% assign total = 0 %}
{% for input in Inputs %}
  {% assign val = input.NumericValueSurveyControlPart.Value | default: 0 %}
  {% assign total = total | plus: val %}
{% endfor %}
{% if total >= 15 %}High Performer{% elsif total >= 8 %}On Track{% else %}Needs Support{% endif %}

The Liquid column always shows text. If you need a number, make the template output only the number.

Column order and titles

• The controls of a group appear together. The group appears at the position of its first control in the survey.
• In each group, the control columns come first, then Total, then Average, then the Liquid column.
• Each summary column uses its title from the group (Title for the Total column, Title for the Average column, or Title for the Liquid column). The group editor requires these titles. If a group has no title for a column, for example a group that was imported, the report uses the group name followed by "Total", "Average", or "Custom".

Cell values and colors

Numeric answers and the Total and Average columns are formatted as numbers. All other answers are shown as text.

• Predefined List answers use the colors of the selected option.
• Typing Test and Desktop Simulator score cells use the colors from their score rules.
• Summary cells (Total, Average, and Liquid) do not have colors.

Liquid value overrides

A Predefined List control can use Override report value to replace the selected option label with a Liquid result. The override changes:

• The text in the control's report cell.
• The value that the group's Total and Average columns use.

Variable	Description
total	Sum of the weights of the selected options for this control
average	Average of the weights of the selected options for this control

Example: show a tier instead of a raw score

{% if total >= 4.5 %}Outstanding{% elsif total >= 3 %}Meets Expectations{% else %}Below Expectations{% endif %}

The override result is always text. When a group calculates a total or average, WinnerWare tries to read the override result as a number. If it cannot (for example, the result is "Outstanding"), that control adds zero to the group total and average.

Configuration

Enable reporting

1. Go to Configuration -> Features and enable Surveys (CloudSolutions.Surveys). This also turns on the Reports feature (CrestApps.OrchardCore.Reports).
2. For the Interview data by team report, also enable Surveys With Teams (CloudSolutions.Surveys.Teams).
3. For Excel export, make sure that Reports (OpenXml) (CrestApps.OrchardCore.Reports.OpenXml) is on.

Report permissions

Each report has its own permission. Grant them under Security -> Roles.

Report	Permission
Interview data	Run Interview Data Report
Interview data by team	Run Interview Data Report by Team
Users with completed interviews	Run a Count of Interview Completions by Users Report
Users with no interviews	Run Users with no Interviews Report

A report appears in the Reports menu only for users who have its permission.

Filters

Every survey report has a Date range filter and a survey selector (Select a Survey). You must select a survey before a report shows data. The other filters depend on the report:

Filter	Reports	What it does
Date range	All	Keeps only interviews completed in the range.
Select a Survey	All	The survey to report on.
Interviewee (Any Interviewee)	Interview data, Interview data by team	Keeps only the interviews of one respondent.
Search value (Enter search value here)	Interview data	Keeps only interviews where a Text Value answer is exactly equal to the text you enter.
Team (Any Team)	Interview data by team	Keeps only one team. The list shows the teams that you can access.
Total Completions	Users with completed interviews	The number of completions to match (see below). This filter is required.

Usage

Run a report

1. Go to Reports -> Surveys and select a report.
2. Select the survey, set the Date range, and set any other filters.
3. Click Show.
4. To download the report, click Export and select Export CSV or Export Excel (.xlsx). When only one format is available, the page shows one button for that format.

If no interviews match, the report shows No data found for the selected filters.

Interview data

The Interview data report has one row for each completed interview. The first columns are Completed By (the respondent's name, empty for anonymous interviews) and Completed At. Then there is one column for each control, followed by the group summary columns.

Interview data by team

The Interview data by team report is like Interview data, with a Team Name column. It groups the interviews by team, adds a subtotal row with averages for each team, and adds a Total row with the averages for all teams. Control groups and Liquid columns work in the same way.

Users with completed interviews

This report lists the names of the enabled users who completed the selected survey a matching number of times in the date range. Set Total Completions to one of these:

Option	Matches users who completed the survey
1 to 5	Exactly that many times
At least one to At least five	That many times or more

The list also has At most options. At this time, these options return the same users as the matching At least option, so do not use them to find users with few completions.

Users with no interviews

This report lists the enabled users who did not complete the selected survey in the date range. Use it to follow up on required surveys.

Export

Export uses the report that is on the screen: a header row with the column names and one row for each interview. The Excel export also keeps the report cell background and font colors.

Ask an AI assistant about the results

An AI assistant can read the Interview data report and summarize it for you. See AI Prompting.

Operational Notes

• Reports count only completed interviews.
• A report uses the survey structure to build its columns. If you rename a control, its column heading changes in the report.
• Interview cleanup (Settings -> Interviews) can delete completed interviews. Deleted interviews no longer appear in reports.
• Give report permissions only to roles that are allowed to see survey answers.

Related Documentation

• Surveys
• Charts
• Survey Data Collection