The Reports screen produces a document from the results of a closed survey. Generation takes three steps.
1. Choose a survey #
Only surveys with results are offered.
2. Choose the report type #
The module produces PDF and PPTX documents for circulation, and CSV exports for working the data elsewhere.
3. Set the options #
- Include comments — the free-text verbatims.
- Include sector benchmarks — reference values, where they exist.
- Include the department heatmap — the department × theme cross.
- Include trends vs previous cycle — available for a recurring survey with at least two cycles.
- Filter by department — to produce a document for one team only.
Retrieving the document #
After Generate the report, the document joins the Generated reports list and turns Ready once it is available for download. The history keeps earlier reports.
Two limits worth remembering #
- A report filtered to one department is still subject to the confidentiality threshold: below it, that department’s results will not come out.
- Every generation is written to the activity log as an export.
