Generate survey reports in Learn365

Introduction

This article describes how to generate, read, and download reports for global and course-level surveys via the Learn365 Admin Center > select a catalog > Reports.

Course-level surveys and global surveys

Learn365 supports two types of survey:

• Course-level surveys: created in the Content section of the course configuration panel. Each survey is tied to a specific course context and can optionally be shared to other courses or catalogs.
• Global surveys: created by LMS admins in the Learn365 Admin Center > All catalogs > Learning configuration > Surveys. When the Enable global surveys toggle is turned on in a course's settings, all published global surveys are linked to that course.

You can generate reports for both types of survey on the Reports page.

Generate a survey report

Required role: catalog admin.

1. Go to the Learn365 Admin Center > select a catalog > Reports. The Reports page opens.

2. Select Download reports > Survey report. The Survey reports panel opens.

3. From the Search courses drop-down, select the courses from the current catalog for which you want to run the report. Select All courses or specific courses.

4. Select the Survey type filter. The value you select here will determine which surveys will be available from the Survey drop-down list.

• All. All available global and course-level surveys.
• Global. Only global surveys.
• Course-level. Only course-level surveys.

5. From the Survey drop-down, select the published survey for which you want to run the report. Course-level surveys have (Course-level survey) appended to their titles.

6. In the Include training, select one of the following: Active, Deleted, or All.

• Active. This is the default value. The report will include information about active courses.
• Deleted. The report will include information about deleted (archived) courses. These are courses shown when you switch to the deleted training view on the Training Management page.
• All. The report will include information about both Active and Deleted courses.

The value you select here will determine the values available in the Search courses drop-down list.

7. Select the relevant Start date and End date to generate a report that includes information from surveys related to courses that were completed within the specified date range. If you leave these fields blank, the report includes survey information from the date the courses were published up to and including the date the report is generated.

7. When you're ready, select Export to Excel to generate the report.

8. When the report is generated, it is downloaded to your device as an Excel file. The report is displayed in the language defined for the catalog via the Locale setting in the Learn365 Admin Center > select a catalog > Catalog settings > LMS Configuration > Regional Settings. For more information, see this article.

Explanation of survey reports

Survey reports include the following columns:

• Course name.  The name of the e-learning course or instructor-led training.
• Learner name. The name of the learner who completed the survey. Displayed for course-level surveys where Collect learner identity is set to On. This field is blank for anonymous surveys.
• Learner email. The email address of the learner who completed the survey, if available. Displayed for course-level surveys where Collect learner identity is set to On. This field is blank for anonymous surveys.
• Submission date. The date the learner completed the survey. 
• [Survey questions]. The rest of the columns display the questions from the survey and learner responses.