Viewing Personalized Feedback Report

Saving a Personalized Feedback Report as a PDF


Viewing Personalized Feedback Report


Reports or "Personalized Feedback Reports" (PFRs) can be viewed one of two ways.

From the Cases Page:

  1. First, by going to the 'Cases' page and selecting the case you wish to view. 
  2. Next, click on the 'Surveys' tab and then locate the Sessions section beneath the Invitations section.
  3. Click the 'Reports' button to open the PFR you would like to view.  

From the Surveys Page:

  1. Alternatively, PFRs can be viewed by going to the Surveys main page by clicking Surveys in the left hand navigation menu.
  2. Click on the survey you are interested in and then going to the 'Sessions' tab. 
  3. Here you will find a detailed list of all of the completed surveys for the particular survey. Use the search engine or sort to find the Report you are interested in.
  4. Then click the 'Reports' button to view the PFR.


Additionally, using either approach outlined above, full session details of the completed survey can also be accessed from the same location. To view these details, click elsewhere in the row rather than clicking on the 'Report' button. This will bring you to the session detail page which includes the responses to every survey question as well as calculated values. 


Please see the video tutorial below for a walk-through of how to access PFRs and other details.




Saving a Personalized Feedback Report as a PDF


To save a report as a PDF, you will need to do so by either using the print/save as PDF feature of your web browser or through a 'Save to PDF' program that may be installed on your computer.

You may want to check in with the IT help desk at your organization to see if they recommend a specific program and if they can walk you through the process of installing/using it.


How to save a report as PDF in a Chrome/Firefox browser:

  1. Open the report you would like to save.
  2. Press Ctrl + P or click the three dot/line menu in the top right corner of your browser window and click Print. This opens the Print dialog window shown below.
  3. In the Destination option select Save as PDF and then click Save in the bottom right corner of the window.
  4. Save the file as you would normally.



How to save a report as PDF in a Safari browser:

  1. Open the report you would like to save.
  2. Press Cmd + P or click File along the top of your Mac device and click Export as PDF.
  3. Save the file as you would normally.