USER GUIDE - mResearch · ‘Update Sequence’ if you have deleted or added questions and would like to view the questions in their new order. Type Question types can be changed

USER GUIDE

Kincentric

© 2010-2019 Kincentric mResearch_UserGuide_9.05.2019 pg. 2

Table of Contents

ACCESSING MRESEARCH ............................................................................................................................................4

MAIN MENU ..............................................................................................................................................................5

DESIGN SURVEY .........................................................................................................................................................6 CREATE NEW SURVEY..................................................................................................................................................7 MANAGE QUESTIONS AND LAYOUT .............................................................................................................................. 10

Question Response – Radio .......................................................................................................................................... 14 Question Response – Check .......................................................................................................................................... 17 Question Response – Drop Down ................................................................................................................................. 18 Question Response – Text Box ...................................................................................................................................... 20 Question Response – Open ........................................................................................................................................... 21 Question Response - Required ...................................................................................................................................... 22 Include on Survey .......................................................................................................................................................... 22 Include on Report ......................................................................................................................................................... 23 Filter.............................................................................................................................................................................. 23 Report Options ............................................................................................................................................................. 24 Report Options continued............................................................................................................................................. 26 Delete ........................................................................................................................................................................... 27 PDF Proof ...................................................................................................................................................................... 28

MANAGING SURVEYS ................................................................................................................................................ 29 MANAGE SURVEY IMAGES .......................................................................................................................................... 31 SURVEY SCALES ....................................................................................................................................................... 32

Creating Standard Scales .............................................................................................................................................. 33 THE SURVEY EVENT .................................................................................................................................................. 36 MANAGE DISTRIBUTION LISTS ..................................................................................................................................... 37

Import Distribution List ................................................................................................................................................. 37 CREATE NEW SURVEY EVENT ...................................................................................................................................... 39

Select Administration Type ........................................................................................................................................... 40

ADMINISTER SURVEY ............................................................................................................................................... 41 Unique URL ................................................................................................................................................................... 41

NEW SURVEY EVENT ................................................................................................................................................ 42 Generic with Distribution Group ................................................................................................................................... 42 Generic without Distribution Group ............................................................................................................................. 43 Edit Email Invitations .................................................................................................................................................... 44

MANAGE SURVEY EVENTS .......................................................................................................................................... 48 Schedule/Launch Survey Event ..................................................................................................................................... 48 Schedule/Launch Survey Event Set Start and End Date................................................................................................ 49 Schedule/Launch Survey Event Launch Administration................................................................................................ 50 Schedule/Launch Survey Event Resend Emails ............................................................................................................. 51 Schedule/Launch Survey Event Schedule Administration ............................................................................................. 52 Schedule/Launch Survey Event Send Additional Notifications ..................................................................................... 53 Manage Existing Survey Events .................................................................................................................................... 54 View Participants Survey URL ....................................................................................................................................... 56 Reopen a participant’s survey ...................................................................................................................................... 56 Resend a participant’s survey invitation ...................................................................................................................... 57 Reset participants survey ............................................................................................................................................. 57 Export participants to Excel .......................................................................................................................................... 57


Bulk Actions: Reset Survey, Reopen Survey, Resend Survey Invitations ....................................................................... 57 Create Event Reporting Group...................................................................................................................................... 59

REPORTS .................................................................................................................................................................. 60 GROUPS ................................................................................................................................................................ 61

Standard Group ............................................................................................................................................................ 62 Syntax Group ................................................................................................................................................................ 64 Meta Group .................................................................................................................................................................. 66 Editing an Existing Standard, Syntax or Meta Group ................................................................................................... 68 Sorting Groups .............................................................................................................................................................. 69 Searching for Groups .................................................................................................................................................... 70 Deleting Groups ............................................................................................................................................................ 71 Setting Trend Relationships Between Groups .............................................................................................................. 72 View Your Group’s Data ............................................................................................................................................... 73 Generate a Quick Report for a Group ........................................................................................................................... 74 Quick Reports for Groups: Bars–Horizontal ................................................................................................................. 75 Quick Reports for Groups: Bars–Vertical ...................................................................................................................... 76 Quick Reports for Groups: Bars & Comments .............................................................................................................. 77 Quick Reports for Groups: Comments .......................................................................................................................... 78 Quick Reports for Groups: Pie Chart ............................................................................................................................. 79 Quick Reports for Groups: Stacked Bars– Collapsed Scales ......................................................................................... 80 Quick Reports for Groups: Tabular – Collapsed Scales ................................................................................................ 81 Export Quick Report for a Group .................................................................................................................................. 82

MANAGE REPORTS ................................................................................................................................................... 84 Add a New Report ........................................................................................................................................................ 84 Creating Reports ........................................................................................................................................................... 85 Searching For Groups ................................................................................................................................................... 87 Generating a Report ..................................................................................................................................................... 88 Accessing or Updating an Existing Report .................................................................................................................... 89 Report Document ......................................................................................................................................................... 90


Accessing mResearch You can access the mResearch login page by clicking on the Client Login link found on

www.modernsurvey.com and then choosing "mResearch" from the list of tools or by following the link

supplied to you in an email from your Modern Survey Solution Expert.

To login, enter your user name and password, and then click ‘Login.’

If you do not know your user name and/or password please contact [email protected]

mailto:[email protected]


Main Menu

Once your credentials are validated, you will be navigated to the mResearch Main Menu page. From this

screen you can access the three main areas of the tool: Design Survey, Administer Survey, and Report

Results. Advanced users will have access to Extras and Users.

To navigate to a specific area, click on the blue arrow within the card.

1. Design is the area of the tool where a new survey is created or modifications are made to an

existing survey.

2. Administer is where a new survey event is created and launched.

3. Report is the area of the tool where Report Groups are created and Reports are generated.

4. Extras is an advanced area of mResearch where advanced features and customized modules can be

accessed.

5. Users is an advanced area of the tool where user accounts are managed.

6. Help provides documentation and our support contact information.


Design Survey

From the Main Menu you can create a new survey or access an existing survey by hovering over Design

then clicking Surveys on the top menu or click the arrow icon from within the Design card.


Design Survey Create New Survey To create a new survey click New Survey from the Design section on the top navigation menu.


Design Survey Create New Survey continued From the Design New Survey screen you can:

Select a Survey Template

The survey template will determine the layout of your survey. There are four standard templates from

which to choose:

• Matrix – Descending. Survey questions are left aligned; response options are displayed to the

right of the survey question in a grid format wherever consecutive questions use the same scale.

Response options are arranged from highest sort value to lowest sort value.

• Matrix. Survey questions are ascending left aligned; response options are displayed to the right of

the survey question in a grid format wherever consecutive questions use the same scale. Response

options are arranged from low sort value to highest sort value.

• Language Router (Matrix Desc). This template recognizes if your survey is in more than one

language and allows you to set language preferences. Survey questions are formatted like the

Matrix – Descending template.

• Language Router (Matrix). This template recognizes if your survey is in more than one language

and allows you to set language preferences. Survey questions are formatted like the Matrix

template.

Enter Survey Name

Enter a name for the new survey. This name be will used for your reference and will be displayed at the

top of the survey form.

Click ‘Continue’ for the next steps in creating a new survey.


Design Survey Create New Survey continued

Select Survey Image

The survey image is the graphic that is displayed on the survey. For instructions on how to upload a new

image see the Manage Survey Images section of this user guide.

Survey Question Types

Select the types of questions that will be used on the survey and type in the number of each question type

you would like to appear. These can be edited later if needed.

• Radio Button Questions: A Radio Button question means that those taking the survey can

choose only one answer option for that question.

• Check Box Questions: A Check Box question means that those taking the survey can choose

more than one answer for that survey question.

• Drop Down Questions: A Drop Down question means that answers for that survey question will

be displayed in a drop down menu. This is ideal when there is a long list of possible answers.

• Slider Questions: A Slider question means that those taking the survey can use a wand that

slides across an array of questions. This is a mobile friendly question type.

• Text Box Questions: A Text Box question is defined as a question that asks the participant to

type in their answer. These are generally single-word answers and not intended for long-text

comments.

• Open-Ended Questions: An Open-Ended Question is appropriate when participants are asked to

type in narrative responses to a question.

There is a counter at the bottom of the screen that displays the number of additional questions that are

available to add. This maximum number is based on your account maximum.

Once completed, click ‘Save’ to move forward to Manage Questions and Layout.


Design Survey Manage Questions and Layout From the Manage Questions and Layout section of Design Survey you can enter survey question text

and response options as needed.

Notice that Survey Name, Survey Template, and Survey Image appear in an editable format. Should you

choose to change any of these; it can be done from this screen at any time. Survey Intro Text

Begin designing your survey by entering the text that you would like to appear on the first page of the

survey in the Survey Intro Text box.


Design Survey Manage Questions and Layout continued

First Section Header Text

1. Section Text is optional and is displayed prior to a question or set of questions.

2. Insert Break: To enter additional text between questions or pages click the ‘Insert Break’ button.

This will expand the section to show the additional-text box.

3. Breaks: From here you can choose whether or not this creates a section break on the survey page

or an entire page break. 4. Section Header Text/Description Text: You have the option to enter section or page header

text (which will be displayed before the next question on the survey web form and you can enter

additional text in the Description Text (optional) box.


Design Survey Manage Questions and Layout continued Sequence

To change the sequence of any questions, type in the new sequence number(s) and click ‘Save’. Click

‘Update Sequence’ if you have deleted or added questions and would like to view the questions in their

new order.

Type

Question types can be changed by clicking on the dropdown menu listed ‘Type.’ Listed here are: Radio,

Check, Dropdown, Slider, Open, and Textbox.


Design Survey Manage Questions and Layout continued

Question Text

Type (or copy and paste) survey questions into the space provided.

To Add Additional questions to the survey form, click ‘Add More Questions’ at the top or bottom of the

page.


Design Survey Manage Questions and Layout Question Response – Radio Radio button questions limit the number of responses a survey

taker may select to one. Radio button questions are typically used

for demographic questions or for Likert or range style scales (e.g.,

Agree, Satisfaction, etc.). All response options are displayed on the

web survey form.

You can select from a pre-existing scale in the Question Response

column, or you can click ‘Customize’ to enter your own scale or set of response options.

For a complete list of standard scales and corresponding response options, see the Survey Scales section

of the user guide.

To make changes to response options click ‘Customize.’ On the Manage Question Response Options

page, you can add or edit response options, as well as change the response option sort order, value, opt

out, textbox follow-up and branching settings.

Set Sort Order

To change the order in which response options are sorted on the web survey form, click one of the three

options (Ascending, Descending, and Random). You may also manually change the order of the sort by

typing in the sort you would like in each box under the ‘Sort’ column.


Design Survey Manage Questions and Layout Question Response – Radio continued Set Data Values

Data values are the literal values that enter the database when a response is selected. Data values for

each response option default to the order in which the response option was added (or the default for a

pre-existing scale). To change the data value of a response option, type in the value you would like in

each box under the ‘Value”.

Opt Out

Set a response option to ‘Opt Out’ when you don’t require the response data value to be included in the

average, standard deviation and Valid N calculations (e.g., ‘Don’t Know’ or ‘N/A’ responses).

Textbox Follow-up

To display a textbox to the right of a response option, click the ‘Text Box Follow-up’ check-box for that

response option. This is typically used for ‘Other’ responses.


Design Survey Manage Questions and Layout Question Response – Radio continued Branching

To branch to a subsequent question based on a specific response option, select from the Branching drop

down menu the question to branch forward to for that response. If you do not select a branching option,

the branching defaults to the next question in sequence.

Deleting a Response Option

To delete a response option, click the corresponding check box(es) in the Delete column and click ‘Save.’

To Delete All responses, click ‘Delete All’ and then click ‘Save.’

Advanced Scale Setup To create a collapsed scale (e.g., ‘Percent Favorable’, ‘Percent Neutral, and ‘Percent Unfavorable’) enter a

collapsed scale label and a corresponding list of comma-separated values you wish to collapse. The

collapsed scale will be used for reporting purposes only.

Pre-selected response options from the ‘Custom Scale’ will automatically populate the Advanced Scale.

These can be changed if desired.

Once all changes have been made to the Manage Question Response Options page, click ‘Save’ to

move back to the Manage Questions and Layout page.


Design Survey Manage Questions and Layout Question Response – Check Check box questions allow a survey taker to choose from one or more responses. All response options

are displayed on the web survey form.



out.

Set Sort Order




Set Data Values





Opt Out


average, standard deviation and valid n calculations (e.g., ‘Don’t Know’ or ‘N/A’ responses).


To delete a response option, click the corresponding check box(es) in the Delete column and click ‘Save.’

To Delete All responses, click ‘Delete All’ and then click ‘Save’




Design Survey Manage Questions and Layout Question Response – Drop Down

Drop down questions limit the number the responses a survey taker may select to one. Drop down

questions are typically used for demographic questions or for questions with many response options. Pre-

defined scales may also be used for this question type. All response options are displayed in a dropdown

menu on the web survey form.



out, branching settings.

Set Sort Order




Set Data Values





Opt Out


average, standard deviation and valid n calculations (e.g., ‘Don’t Know’ or ‘N/A’ responses).


Design Survey Manage Questions and Layout Question Response – Drop Down continued

Branching

To branch to a subsequent question based on a specific response option, select from the Branching drop

down menu the question to branch forward to for that response. If you do not select a branching option,

the branching defaults to the next question in sequence.


To delete a response option, click the corresponding check box/es in the Delete column and click ‘Save.’

To Delete All responses, click ‘Delete All’ and then click ‘Save.’

Advanced Scale Setup To create a collapsed scale (e.g., ‘Percent Favorable’, ‘Percent Neutral, and ‘Percent Unfavorable’) enter a

collapsed scale label and a comma-separated list of values you wish to collapse (smallest number must be

listed first). The collapsed scale will be used for reporting purposes only.

Pre-selected response options from the ‘Custom Scale’ will automatically populate the Advanced Scale.

These can be changed if desired.




Design Survey Manage Questions and Layout Question Response – Text Box

A Text Box question is a question type that asks a survey taker to type in an answer. These are generally

single-word answers and not intended for long-text comments.

You may also enter branching logic for a text box question by clicking

‘Customize.’

Branching

To set branching, select from the dropdown menu ‘Select Value’ listed

under the Branching column.

This does not apply to the following question types:

• Add Response Option

• Set Sort Order

• Value

• Opt Out

• Textbox Follow-up

• Deleting a Response Option

• Advanced Scale Setup

Once all changes have been made to the Manage Question Response

Options page, click ‘Save’ to move back to the Manage Questions and

Layout page.


Design Survey Manage Questions and Layout Question Response – Open

An Open-ended question is appropriate when survey takers are asked to enter written comments in

response to question. It is appropriate to use the open-ended question to solicit long written narratives.

There is no limit to the number of characters a survey taker may enter.

You may also enter branching logic for an open-ended question by clicking ‘Customize.’

Branching

To set branching, select from the dropdown menu ‘Select Value’ listed under the Branching column.

This does not apply to the following question types:

• Add Response Option

• Set Sort Order

• Value

• Opt Out

• Textbox Follow-up

• Deleting a Response Option

• Advanced Scale Setup




Design Survey Manage Questions and Layout Question Response - Required

In the Manage Questions and Layout of Design Survey questions can be set as required (participant

cannot move forward in the survey until this question has been answered) by checking the box under the

Required column.

Design Survey Manage Questions and Layout Include on Survey In the Manage Questions and Layout of Design Survey the practitioner can set a question to be

included on the survey by checking the box under the Include on Survey column.

In most cases, all questions will be included on a survey. A situation when you would choose to not

include a question on a survey is when you have pre-loaded demographic data for survey respondents

with a distribution group.


Design Survey Manage Questions and Layout Include on Report In the Manage Questions and Layout of Design Survey the user can set a question to be included on

the report by checking the box under the Include on Report column. Questions can be set to include or

not-include on reports at any point during the design, administration and reporting phases of a project.

Design Survey Manage Questions and Layout Filter

In the Manage Questions and Layout of Design Survey you can set a question as a reporting Filter.

Questions checked as filters are available as reporting filters when defining standard reporting groups in

Reporting Manage Groups Standard Groups.

Questions can be set as filters at any point during the design, administration and reporting phases of a

project.


Design Survey Manage Questions and Layout Report Options

From the Manage Questions and Layout section of Design Survey click on Report Options graph.

Report Question Text

You have the option to edit the text of a question to appear differently when displayed on a report.

To change the text that appears on the report for a survey question, check the ‘Enable Editing’ box to the

right. This will allow you to view the original question text and make any desired changes.


Associate Question with Dimension

You have the option to associate a question with a survey dimension. A will allow you to group your

questions into topics or categories when reporting. Reference the Create a Dimension section for

instructions on creating dimensions.

Highlight the dimension you would like to associate this question with from the list of dimensions. You can

associate one question with more than one dimension by holding down the CTRL button while selecting.

Create a Dimension

You have the option to associate a question with a survey dimension which will allow you to group your

questions into topics or categories when reporting.

To create dimensions, click the Dimensions tab next to the Questions & Layouts tab at the top of the page.

Enter the topics in the Add Dimensions box and click Add. You can enter multiple at one time by hitting

Enter on your keyboard then clicking Add. The dimensions will appear at the bottom of the page.

Sequence: This defines the order in which you want the dimensions to appear in the reports.

Dimension Text: Define or change the dimension label.

Norm Code: Primarily used by Kincentric to map this dimension with normative data.

Is Index: This feature is used primarily by Kincentric and allows us to identify if this question should be

reportable within our other platforms when the data is exported from mResearch. If you are a general

user you should leave this unchecked.

Delete: Remove the dimension.


Design Survey Manage Questions and Layout Report Options continued

Report Sorting

You have the option to change the sort position of a question when it is displayed on reports. To change

this order check the ‘Enable Editing’ box to the right. This will allow you to choose from a drop down menu

of items numbers.

Abbreviated Item Text

Add abbreviated text to identify this item. You can use this text in different reports and analysis

Export Column Header Text

When exporting the data to Excel, you can define a specific column header name.

Syntax Variable

Create a variable name to use for syntax group definitions (e.g., “q5,” “gender,” “location,” or “tenure”).

Calculate Mean & Standard Deviation Scores

Disable this setting for each question if your project does not require mean (average) or standard

deviation scores. This will optimize processing speed for reports.

Click ‘Save’ to submit changes.


Design Survey Manage Questions and Layout Delete

In the Manage Questions and Layout of Design Survey the user can delete survey questions by

selecting one or more questions under the Delete column and then clicking ‘Save.’


Design Survey Manage Questions and Layout PDF Proof

In the Manage Questions and Layout of Design Survey, click on PDF Proof at the top of the page to

view the survey in an Adobe PDF format that displays all on-screen survey copy, page & section breaks,

survey questions & responses, and all programming. Use this feature to review all survey copy and

programming before launching a survey.


Design Survey Managing Surveys

Once a survey has been created in the Manage Questions and Layout section remember to save your

changes.

Survey ID

For each survey that is created a Survey ID is automatically generated. This number appears to the left of

the survey name on the Manage Surveys page. This unique number will always be associated with a

survey - even if the survey name is changed.


Design Survey Managing Surveys continued

Search for a Survey

From the Manage Surveys screen you can also search for a survey that has already been created by

typing all or part of the survey name into the search bar at the top of the screen. Click Search to view the

search results.

Date Created

The Date Created indicates the date and time the survey was originally created.

Date Last Modified

The Date Last Modified indicates the most recent date and time that any modifications were made to the

survey.

Copy Survey

This feature allows the user to make a copy of an existing survey. Click the Copy icon to the right of the

survey name. A new survey will appear labeled ‘Copy 1 of...”. To make changes to this copied survey click

the survey name and you will be navigated to the Manage Questions and Layout page for that survey.

From here any changes can be made.

Be sure to save all changes made to the copy of your survey.


Design Survey Manage Survey Images Images can be used to enhance the look and feel of a survey you have created. From Images in the top

navigation menu.

Upload a New Survey Image

Click the ‘Upload Image’ button to import a new image.

Upload Survey Image

Enter the name and location of the image file, or browse to the location of the file and select it. Ensure

your image meets the following criteria; 1) Format is .png. 2) Image has a transparent background. 3)

Image should fit within 350 pixels wide by 50 pixels high. 4) Maximum size of the image file is 200KB and

optimally less than 2KB.

Select Survey

If you would like to apply an image to a survey, select a survey from the drop down. The selected survey

will be updated to use this image after saving this page.

An existing image can also be saved to a specific survey while in the Manage Questions and Layout of

Design Survey.

Upload a New Survey Image

Click the ‘Upload File’ button to import a new image.


Design Survey Survey Scales

Depending upon your license level, the Survey Scales accessible from your account will vary. The

following scales are included in all accounts:

Agree Strongly disagree Higher Much lower

Disagree Slightly lower

Neither agree nor disagree About the same

Agree Slightly higher

Strongly agree Much higher

Best One of the worst Often Never

Below average Seldom

Average Sometimes

Above average Often

One of the best Very often

Extent Not at all Satisfaction Very dissatisfied

Very little Dissatisfied

To a moderate extent Neither satisfied nor dissatisfied

To a large extent Satisfied

To a very large extent Very satisfied

Good Very poor

Poor

Fair

Good

Very good


Design Survey Creating Standard Scales

Click ‘Scale Templates’ from the top navigation menu.

On this screen you can create a standard scale by clicking ‘Create New Template.’


Design Survey Creating Standard Scales continued Customize the scale in the same way you'd customize an item in the survey designer. Add a scale name

and scale header text, enter your response options in the box to the right, separated by a hard return,

and click ‘Add.’

Click ‘Save’ when you are finished.

Once a scale is made standard it is available on the drop down of available scales in the survey designer

and any time the scale is used three or more time in a row the scale options will appear in a block. After a

standard scale is used in an administration it can no longer be revised or deleted.


Administer Survey

There are several steps to successfully administer a survey. Details around each step will be found in this

section of the user guide. Please note that navigation within the Administer Survey section of the tool

may vary depending upon the type of Administration.

Preparing to administer a survey

To better prepare for the administration of a survey, knowing the following things will save time in the

process.

Who is being asked to take the survey?

• Is a distribution list required?

How do you intend to administer the survey?

• Email to a distribution group with a unique URL

• Email to a distribution group with a generic URL

• Post a survey link with a generic URL (no distribution group)

• A combination of administration methods

What copy do you require for survey invitation emails?

• Email copy

• Email subject copy

From whom should the survey invitation email come?

• If this person is an individual, determine the first name, last name and email address

• If this person is an entity (e.g., Human Resources), a physical email address will need to be

created

• This individual or entity will also receive all email bounce backs (from incorrect email addresses

or out of office replies)

When a survey taker replies to an invitation email, to whom should it go?

• What is the email of this individual?

Key survey dates that are helpful to know when setting up with survey administration

include:

• Start/launch date and time

• Reminder email date and time (if applicable)

• Close date and time


Administer Survey The Survey Event Once a survey has been designed, the next step is to administer the survey. To administer a survey, you

will need to create a new survey event.

A survey event is the launch or administration of a specific survey. Every event requires the following

elements:

• A survey (that is complete and saved in the survey designer)

• A survey audience

• A start date and end date

You have the option to utilize one survey in multiple events, which enables some of the following

administration options:

• Administer the same survey over time to the same or different audiences (e.g., a monthly pulse

survey to your employee or customer base)

• Administer a survey utilizing different methods at the same time (e.g., half of the company via

email, the other half via kiosk)

• Organize the survey population into multiple distribution groups, administer the survey at the

same time, and then report by those distribution groups

• Create a test event for review prior to administration

To create a New Survey Event, hover over Administer on the top navigation menu and select

Distribution Lists.


Administer Survey

Manage Distribution Lists Import Distribution List

Creating a New Distribution List

mResearch allows users to import a distribution list from an Excel file. You will need to set up the

distribution list in Excel prior to uploading.

Download the Distribution List Excel Template.

On Sheet1, type or paste Last Name, First Name, Email address, Phone Number, contact Preference

(Email or Phone) and up to two custom demographic numeric values per individual on the distribution list.

You can import up to 6,000 employee data records per distribution list. Save the Excel file in a location on

your local computer or network.

*Do not change the name of the individual tabs in the file, i.e., Sheet1, Sheet2, and Sheet3. These must

not be altered.

Phone Number Column – Do not use.


Administer Survey

Manage Distribution List Import Distribution List continued

Once a distribution group has been set up in Excel and saved to your local computer, it can be imported

into mResearch.

Click New Distribution List from the Administer section on the top navigation menu.

On the next screen, enter a name for the distribution group you are about to import and click ‘Continue to

upload.’

Uploading a Distribution List

To upload a distribution list, enter the name and location of the MS Excel file, or browse to the location of

the file. Click ‘Import Distribution.’

Once the file has been successfully imported the following screen will be displayed. (It may take several

minutes for large files to be imported.)


Administer Survey

Create New Survey Event

Hover over Administer on the top navigation menu and select New Event.

On the Create Survey Event screen, enter a new event name and select from the drop down menu

labeled ‘Select Survey’ to select a specific survey (as previously designed) for this new event.

Please Note: Any changes made to a survey (in Design Survey) will result in changes to the

survey event content after an event is initialized. Changes to surveys should be made carefully

so as not to affect data integrity.

Click ‘Next’ to continue.

* Add an administration to an existing survey event does not apply to creating a new survey event.

For instructions on adding an additional administration component to an existing survey event please

contact your solutions expert.


Administer Survey

New Survey Event Select Administration Type

Once the survey event has been created continue on by choosing the Administration Type.

Select 'Unique' to send unique URL links to each member of your distribution group via email notification.

Select a distribution group and click ‘Next.’ Proceed to the Administer Survey New Survey Event

Unique URL section.

Select 'Generic (w/ distribution group)' to send an anonymous URL link to your distribution group via

email notification. Select a distribution group and click ‘Next.’ Proceed to the Administer Survey New

Survey Event Generic with Distribution Group section.

Select 'Generic (w/out distribution group)' if your survey will be anonymous and access to the survey URL

will be through some other method. Proceed to the Administer Survey New Survey Event Generic

without Distribution Group section.

Select 'Generic - (with Individual password)' to send a generic link that leads to a login page where a

password is required for access to the survey.


Administer Survey

New Survey Event Unique URL

To configure a new Unique URL event, follow the preceding steps in Administer Survey New Survey

Event. To continue setting up and launching this survey event, see instructions in the Administer

Survey - New Survey Event - Edit Email Invitations section and forward.

To change an event administration method, access the Events tab under Administration. Click on the

name of the existing survey event, and then click on the Administration Type link for the relevant Event

Assignment.


Administer Survey

New Survey Event Generic with Distribution Group

Follow the preceding steps in Administer Survey – Create New Survey Event.

To continue setting up and launching this survey event, continue forward to the section Administer -

New Event - Edit Email.


Administer Survey

New Survey Event Generic without Distribution Group

Follow the preceding steps in the Administer Survey - New Survey Event section.

The next screen will display the URL for the survey event. Copy this link and distribute to the individuals

you would like to take the survey.

The start date/time for the survey event is automatically set for the current date and time, and the

default end date is set for 30 days after the start date and time. To make changes to the start date or end

date, click on the Edit icon on the Manage Event Assignments screen.

To change an event administration method, access the Events tab under Administration. Click on the

name of the existing survey event, and then click on the Administration Type link for the relevant Event

Assignment.


Administer Survey

New Survey Event Edit Email Invitations To create email invitations when creating a new survey event, follow the previous steps in the

Administer Survey - New Survey Event section.

To edit email invitations for an existing survey event, access the Manage Survey Events tab under

Administration. Click on the name of the existing survey event, and then click on the Edit Email link for

the relevant Event Assignment.

Save Email as Template

You can save an email as a template however you cannot change a template name or delete a template

once created, so it's important to consider these limitations when naming your template. These

capabilities will be offered in future releases.

1. Optional: Select a Template from the Message Template dropdown

2. Click Apply.

3. Modify or enter the Email Details.

4. Click Save at the bottom of the page.

5. Enter a Template Name in the Save Current Email as Template text box.

6. Click Save next to the text box.

Select a Template

How to select a template:

1. In the Message Template section, Select a Template from the dropdown menu.

2. Click Apply.

Modify Saved Template

1. Select the Saved Template from the Message Template dropdown.

2. Make the desired Changes.

3. Enter the Template Name exactly as it appears in the Message Template dropdown to overwrite

the existing template (any variations on the name will create a new template) or save the template

with a New Name to create a new template.

4. Click Save next to the text box. The original saved template will be overridden.

CC and BCC

The ability to CC and BCC email’s is a new feature and works just like an email program. This will allow

you to send a copy of the survey invitation to people who may need to reference them, but not necessarily

participate in the survey event.

• CC’ing will allow the recipient to see who was copied on the email.

• BCC’ing will not allow the recipient to see who was copied.

• To add multiple email address, use a semi-colon between addresses

Emails added to CC/BCC will get copied on every email sent for the distribution. It is recommended

this feature only be used for small distributions.


Administer Survey

New Survey Event Edit Email Invitations continued

Reference Keys

Reference keys can be used to display recipient information or event specific information in your email.

Add a reference key.

1. Select the desired key from the dropdown

2. Click Copy.

3. In the Body Text/HTML box, put your cursor where you would like the resource key to appear.

4. Paste the reference key by clicking CTRL+V on your keyboard OR Right Click your mouse and

select Paste.

Reference keys are case sensitive so it's critical they are typed exactly as displayed below.

Reference Key Description Applicable Distribution Type

{Customer_FirstName} Displays the recipient's first name • Unique • Generic (with individual password) • Generic (with distribution list)

{Customer_LastName} Displays the recipient's last name • Unique • Generic (with individual password) • Generic (with distribution list)

{Customer_Email} Displays the recipient's email • Unique • Generic (with individual password) • Generic (with distribution list)

{Customer_SaveId} Displays the recipient's unique password. • Generic (with individual password)

{LinkTo_mResearch_Survey} Inserts the survey link • All distribution types

Reference keys should look like this when added to the body of a plain text email:

{Customer_FirstName} {Customer_LastName},

You are invited to complete the 2014 Lapis Lazuli Engagement Survey.

{LinkTo_mResearch_Survey}

Thank you for your participation.


Administer Survey


The result would look like this:

Tito Ortiz,


https://modsurv15.modernsurvey.com/mResearchSurveyEngine/Default.aspx?eaid=2EF1873E-

9C04-48F1-9334-A8118F015749


Survey Links

Survey links are NOT automatically inserted into the body of the email text. You MUST add this in

using the resource key: {LinkTo_mResearch_Survey}. This can be found in the Copy Reference Key

drop down menu. Copy and paste it into the Body Text/HTML.

1. Select the resource key {LinkTo_mResearch_Survey} from the dropdown menu

2. Click Copy to Clipboard.

3. In the Body Text/HTML box, put your cursor where you would like survey link to appear.

4. Paste the reference key by clicking CTRL+V on your keyboard OR Right Click your mouse and

select Paste.

Example of a Plain Text email using the reference key.

{Customer_FirstName} {Customer_LastName},


{LinkTo_mResearch_Survey}


Example of HTML Button email using the reference key.

<tr>

<td style="font-family: Verdana,Geneva,sans-serif; font-size: 10pt;

background:#80CA7A; border-radius: 5px; padding: 0px 10px; color: #ffffff;"

align="left" height="25"><div align="center"><a style="color: #ffffff; text-decoration:

none;" href="{Customer_LinkToSurvey_mResearch}" target="_blank">Go to

Survey</a></div></td>

</tr>

There is one scenario where you would not use the reference key. If you have created a short URL and

have set the distribution to Generic (with or without distribution) you would enter the survey link directly

into the message body exactly where you would like it to appear.

Example of HTML Button email using short URL.

<tr>

<td style="font-family: Verdana,Geneva,sans-serif; font-size: 10pt;

background:#80CA7A; border-radius: 5px; padding: 0px 10px; color: #ffffff;"

align="left" height="25"><div align="center"><a style="color: #ffffff; text-decoration:

none;" href="https://msuitelink.LapisLazuliEngagementSurvey.com"

target="_blank">Go to Survey</a></div></td>

</tr>


Administer Survey


Send Email Preview

Emails are best viewed in an email program so we removed the Preview button and included the option to

send an email directly to your inbox. This is also handy if you would like to send test emails to others for

review of content and aesthetics.

1. Click Send Email.

2. Enter your Email Address.

3. Click Save Message & Send Email.

When you send an email preview you will still see the reference keys instead of the Survey URL or

Customer Names as this information is generated from the event. If you would like to test the email with

the URL and Reference Keys generated, use the ‘Send Additional Notifications’ feature located at the

bottom of the Schedule/Launch Survey Event page.


Administer Survey

Manage Survey Events Schedule/Launch Survey Event

To schedule or launch a new survey event, follow the previous steps in the Administer Survey - New

Survey Event section.

To edit the schedule or launch details for an existing survey event, access the Events tab under

Administer. Click on the name of the existing survey event, and then click on the Edit icon for the relevant

Event Assignment.

The four areas of this section are:

1. Set Start and End Date

2. Launch Survey or Send Reminders

3. Schedule Administration Launch

4. Send Additional Notifications


Administer Survey

Manage Survey Events Schedule/Launch Survey Event Set Start and End Date

Set administration start and end dates. The survey event will only be accessible from the start date

through the end date CENTRAL TIME.


Administer Survey

Manage Survey Events Schedule/Launch Survey Event Launch Administration Send survey invitations immediately to the distribution group associated with this survey event by

clicking ‘Send Emails’. If you would like to send an email without the associated link click ‘Edit Email’ and

remove the resource key from the email Body Text/HTML box.

You may also click send all invitations to send reminder emails at any time. Reminder emails are only sent

to those participants who have not completed the survey.


Administer Survey

Manage Survey Events Schedule/Launch Survey Event Resend Emails

To resend invitations to specific members of the distribution group who have not completed the survey,

click ‘Continue’. This section is only available after initial survey invitations have been launched. If you

would like to send an email without the associated link, click ‘Edit Email’ and remove the resource key

from the email Body Text/HTML box.

To alter the invitation text before resending invitations, click ‘Edit Notification’.

Click ‘Resend Notifications.

Click ‘Resend Email’ in the row of the individual you would like the reminder email sent to.

Resend Confirmation will

appear here


Administer Survey

Manage Survey Events Schedule/Launch Survey Event Schedule Administration

Email invitations will be sent automatically to the distribution group associated with the survey event on

the start date and time (CENTRAL TIME) you select in this section.

You may also click send all invitations to send reminder emails at any time. Reminder emails are only sent

to those participants who have not completed the survey.


Administer Survey

Manage Survey Events Schedule/Launch Survey Event Send Additional Notifications

To send additional or test email invitations without altering the distribution group, enter them into the

fields provided.


Administer Survey Manage Survey Events Manage Existing Survey Events

From the Events tab of Administer, all survey events are listed.

To view survey events directly associated with one Survey ID, select that survey from the drop down

menu labeled ‘Select Survey.’ To narrow your search, type a key word into the text box.

From this page, events can be sorted by the column headings ‘Survey Event’ and ‘Survey Name.’

You can also search for an event by typing in all or part of the event name in the search bar at the top of

the page.


Administer Survey

Manage Survey Events Manage Existing Survey Events continued

From the Events tab of Administer Survey, an existing survey event can be launched or edited by clicking

the survey event name.

From this page the survey can be modified by clicking ‘Modify.’ This will return you to the Manage

Questions and Layout section of Design Survey.

The start date or end date can be changed by clicking the date/time listed under the Start Date column.

The Administration Type can be changed by clicking on the type listed.

The Email/Url is the email invitations that participants will receive, inviting them to take the survey. To

make changes or access this information, click ‘Edit Email’ or ‘View Url.’

From this page there is a participation monitor. In the column labeled ‘# of Responses’ the practitioner

can monitor survey participation one the survey has been launched. The number of survey responses

(including partials) received is displayed.

Start or Stop an Event

For an emergency stop to a survey event, click ‘Stop’ in the left column. This will disable all URL access to

that survey event and disable any responses associated with the event from reporting. Events can be re-

started and responses enabled for reporting by clicking ‘Start.’


Administer Survey


The Distribution allows you to view the participant’s survey status, reopen survey’s that have been

completed and resend invitations. Click on the Distribution Name to go to the Participants page.

The following Administration Types will have a link to the Participants page:

• Unique

• Generic (with distribution group): Resend Only

• Generic (with individual password)

• Generic (with SSO authentication): No Resend Function!

The following Administration Types will NOT have a link to the Participants page:

• Generic (without distribution group)

• Generic (with registration form)

View Participants Survey URL 1. Click on the Link icon to view and copy the survey link URL for the participant.

2. Use CTRL+V to paste the URL into a browser window to view the participant’s survey.

Reopen a participant’s survey

This process does not resend the participants survey invitation and is only be available if the participant’s

survey has been submitted and the Survey Status column reflects ‘Complete’.

1. Click the Actions icon

2. Select Reopen

3. Optional: In the pop box, click ‘Resend Email’ if you would also like to send the survey

invitation.

4. Click the Reopen button to confirm the action

5. Click the Close button to close the popup box


Administer Survey


The Survey Status will be changed from ‘Complete’ to ‘In Progress’. The participant can use the original

survey link URL from their invitation to re-access the survey. All of the selections the participant made

when they originally completed the survey will be reflected in the survey when they navigate to it. This

process does not resend the survey invitation. Use the Resend a participants survey invitation

instructions to resend the invitation if they no longer have access to it.

Resend a participant’s survey invitation

The invitation will be resent to the participant, there is no limit to the number of times you can resend.


2. Select Resend.

3. In the pop box, click the Resend button to confirm the action.

4. Click the Close button to close the popup box.

Reset participants survey

This will remove all of the survey responses for the participant’s survey. When the participant goes to the

survey they will be brought to the start of the survey as if they had never visited the survey. The survey

status will change from ‘Complete’ or ‘In Progress’ to ‘Not Started’.


2. Select Reset

3. Optional: In the pop box, click ’Resend email’ if you would also like to send the survey

invitation

4. Click the Reset button to confirm the action

5. Click the Close button to close the popup box

Export participants to Excel

You can download all of the participants, use this export as your base for uploading actions in bulk.

1. Click: button.

2. Enter a File Name.

3. Click: Download button. The file will be saved to your Downloads folder.

Bulk Actions: Reset Survey, Reopen Survey, Resend Survey Invitations

Bulk actions will allow you to reset survey responses, reopen a survey link and resend a participants

invitation all at once. This feature is only available for the following administration types:

• Unique

• Generic (with distribution group): Resend invitation only!

• Generic (with individual password)

• Generic (with SSO authentication)

Use this feature to process the following actions in bulk:

• Resend survey links only

• Reopen surveys only

• Reset survey responses only

• Reopen survey and resend survey invitations

• Reset survey responses and resend survey invitations

Participant Tab Details:

• It is not required that you delete participants where no action is needed, all rows with no entries

will be ignored when uploading.

• Maximum number of participants allowed for upload is 5000.

• This file cannot be used to update participant information. Do not change any participant

information such as email address or the bulk upload will fail.


Administer Survey


1. Open the Export file. Reference the Export Participants to Excel instructions.

2. On the Participants Tab enter the desired actions in the appropriate columns.

A. Survey Action: Enter ‘Reopen’ or ‘Reset’.

i. Reopen Details

• This will reopen the survey link so the participant can make changes to a

previously submitted survey.

• The survey status will change from ‘Complete’ to ‘In Progress’.

• When the participant goes to the survey they will be brought to the

beginning of the survey.

ii. Reset Details

• This will remove all of the survey responses for the participant’s survey.

• The survey status will change from ‘Complete’ or ‘In Progress’ to ‘Not

Started’.

• When the participant goes to the survey they will be brought to the start

of the survey as if they had never visited the survey.

B. Resend Email: Enter ‘Yes’ where applicable.

• This feature can be used to resend invitations in bulk with or without a Survey

Action. You do not have to enter anything in the Survey Action column if it's not

needed. It functions the same as selecting ‘Resend’ on the participants page.

• Yes: Send an invitation email.

3. Save the file

4. Click: button

5. Select the saved file or Drag the file into the ‘Drop Participants Spreadsheet (XLSX) file here’

area.

6. Click: Import button. A confirmation area with the details will display.

7. Import another file using the Upload another file button or click the List button to return to

the Participants page.


Administer Survey

Manage Survey Events Create Event Reporting Group

From the Events tab of Administer Survey, a reporting group can be created.

To create a reporting group for a survey event that shows all scores associated with that event, click

‘Create Group’ from the Create Reporting Group column.

This group will appear in the Manage Groups section of Report Results. The group name will be the

same as the event name.

If a group has been created it will be indicated under the Create Group Reporting column by reading

‘Group Created.’

If this group is deleted out of the Manage Groups section of Report Results it can be created again by

clicking ‘Create Group.’


Reports

Reports enables you to generate quantitative and qualitative reports in real time for any survey.

To view your data, you will first need to create Groups to be reported on (or ‘cuts of data’). You can then

view data for individual groups or compare their results by organizing your groups into reports.


Report Results Groups

The Manage Report Groups tab allows you to organize your data into groups, set relationships between

groups, and view results.

Create a Group

First you will need to determine the type of Group you would like to create. There are three ways to

define Groups: Standard, Syntax or Meta.


Report Results Manage Groups Standard Group

The Standard Group is optimized for creating simple group definitions and has the advantage of an easy-

to-use interface.

To create a Standard Group:

1. Choose a survey project from the drop down menu labeled ‘Select Survey.’

2. Click on ‘Create STANDARD Group.’

3. Enter a Group Name and a Report Label.

a. Group Name is the text that will be displayed on screen for this group in both the

Manage Groups and Report Results section of mResearch.

b. Report Label is the text that will appear for this group on a generated report.


Report Results Manage Groups Standard Group continued

4. Define your Group by selecting criteria from a list of possible question responses. The questions

that appear on this page have been set as filters in the Design Survey section of mResearch.

Please reference the Design Survey section of this user guide for details on how to set these

filters.

a. To create a Standard Group that includes all responses for a survey, check the box

labeled ‘Include all responses for this survey.’ This will include responses on surveys

where the responded either completed or partially completed the survey.

b. To create a Standard Group that includes only responses where the respondent

completed the entire survey and submitted it, select ‘Exclude partially-completed

surveys’. This will exclude any responses from a survey where the participant started

the survey but did not complete it.

c. To create a Group that is defined by a single question response option, check the box

that is directly associated with that option.

d. To create a Group that is defined by more than one question response option (i.e. as

shown in the illustration), check all boxes that you wish to include in your Group

definition. The drop down immediately above your selected questions will need to be set

to ’Include’ responses where… or ‘Exclude’ responses where…

e. To set the logic between selected question response options choose the ‘And’ or ‘Or’

toggle button below each question.

5. Click ‘Save’ once you have created your Group.

*Once Groups have been created you can generate a Quick Report for this Group or combine multiple

Groups into a comparison Report. Please reference the Manage Reports section of this user guide for

instructions on how to build and generate Reports.


Report Results Manage Groups Syntax Group A Syntax Group enables you to define a Group with algebra-style syntax. Survey questions must be

assigned a Variable Name in the Report Options section of Design Survey before they can be referenced in

a Syntax Group definition. Please reference the Design Survey section of this user guide for details on

how to assign variable names.

To create a Syntax Group:

1. Click on ‘Create SYNTAX Group’




b. Report Label is the text that will appear for this group on a generated report.


Report Results Manage Groups Syntax Group Continued

c. Select Syntax Type: SQL

d. Enter the Syntax. See the chart below for logic operators available for creating Syntax

Groups.

Operator Logic

= Equals

; And

, Or (between a series of values)

| Or (between expressions)

! Not (at the beginning of an expression)

<> Not (for a specific question value)

( ) Left and Right parentheses for nesting

logic expressions

3. Remember to click ‘Save’ once you have created your Group.

Examples of Syntax

Groups

Use the SQL Syntax Type.

The illustration above provides the definition on how to define the females in finance:

Gender = Question 45 in the survey, and the selected option of 1 for Female.

AND

Department = Question 65 in the survey, and the selected option of 4 for Finance.



instructions on how to build and generate comparison reports.


Report Results Manage Groups Meta Group

A Meta Group allows you to combine existing Groups to make a new composite Group. This feature

enables you to easily build complex Group definitions as well as hierarchical Group definitions.

To create a Meta Group:

1. Choose a survey from the drop down menu labeled ‘Select Survey.’

2. Click on ‘Create META Group’




b. Report Label is the title that will appear for this group on the report itself once

generated.

4. From the drop down menu ‘All responses where…’ choose the first Group.

5. From the left hand table under ‘additional criteria where…’ choose all possible criteria Groups to

be combined with the first group to create your new Meta Group. Choose ‘And’ or ‘OR’ as the

operand between your first group and your additional groups.

6. You can also set a separate operand logic between the additional criteria Groups by selecting

‘Or’ or ‘And’ from the Metagroup Operand list to the right.

7. Remember to click ‘Save’ once you have created your Group.

If a change is made to a Standard or Syntax Group contained in a Meta Group, the Meta Group with

inherit those changes.


Report Results Manage Groups Meta Group continued

Examples of Meta Groups

An example you might see:

Combine a Group labeled ‘Human Resources’ with a Group labeled ‘Females’ to create a new Meta

Group ‘Females in Human Resources.’

In the example above, the resulting logic statement is as follows:

Include all responses from the Group ‘Grade 6’ OR those who are in Region 2.



instructions on how to build and generate Reports.


Report Results Manage Groups Editing an Existing Standard, Syntax or Meta Group

From the Groups tab of Report - Groups you can edit existing Standard, Syntax and Meta Groups.

To make changes to an existing Group, click on the Group Name. On the subsequent screen, make any

desired changes. Remember to click ‘Save’ once you have edited your Group. Any Reports that include

these Groups will inherit the changes.


Report Results Manage Groups Sorting Groups

From the Groups tab of Report - Groups you can sort existing Standard, Syntax and Meta Groups.

Groups can be sorted in ascending or descending order by clicking on the column headers for Group ID,

Group Name, Group Type, or Date Last Generated.


Report Results

Manage Groups Searching for Groups

From the Groups tab of Report - Groups you can search for existing Standard, Syntax and Meta Groups.

The mResearch tool allows users to easily search for groups that have been created for a particular

survey.

Type all or part of the Group Name into the search-bar and press ‘Search.’


Report Results Manage Groups Deleting Groups

From the Groups tab of Report - Groups you can delete existing Standard, Syntax and Meta Groups.

The mResearch tool allows users to easily delete Groups that have been created for a particular survey.

Once a group has been deleted the only way to recover that Group is to rebuild the definition from the

beginning.

Click the ‘Delete’ option of the right of that Group. Once a group has been deleted it will no longer appear

on reports.

*Depending on account privileges some users may not be able to delete Groups.


Report Results Manage Groups Setting Trend Relationships Between Groups

There is an extra column in some reports for displaying trend data. The mResearch tool allows for trending

relationships between Groups. This is typically used to specify time differences between two or more

similar Groups.

For example, a user might set Trend for a Group ‘Human Resources 2006’ to ‘Human Resources 2005.’

When a trend relationship is set between Groups, reports that display Trend scores will reference this

relationship and display the trend score differences.

To specify Trend for a specific Group:

1. Define two Groups: The primary or parent Group and the Trend Group.

2. Choose the Parent (or most current) Group and click on ‘Set’ under the Trend column.

3. On the subsequent Edit Trending screen, select the Group(s) for which you would like to Trend

back to in reverse chronological order from the Parent Group.

4. Remember to click ‘Save.’

5. Depending upon the template you select for Reporting, Trending is supported for up to three

Groups, or three layers of Trending.


Report Results Manage Groups View Your Group’s Data

While in the Groups tab of Report - Groups you can quickly view the data or comments for a specific

Group by clicking on ‘View’ for a Group that has been created.

Tabular View:

Scores are displayed in a tabular format for each Radio, Check, and Dropdown question

designated as ‘Include on Report’ on the Design Survey Screen. Results are displayed in

HTML format only. Please reference the Design Survey section of this user guide for details

on how to designate as ‘Include on Report.’

Comment View:

Responses are displayed for Open or Textbox questions designated as ‘Include on Report’ on

the Design Survey Screen. Results are displayed in HTML format only. Please reference the

Design Survey section of this user guide for details on how to designate as ‘Include on

Report’.


Report Results Manage Groups Generate a Quick Report for a Group

While in the Groups tab of Report - Groups you can generate a Quick Report for a specific Group by

selecting a Report type and output format from the drop down menu under the header ‘Quick Reports’,

and then clicking on ‘View’ from the corresponding row and column.

The following are Quick Report types available to all users:

Bars-Horizontal

Bars-Vertical

Data & Comments

Comments

Pie Chart

Stacked Bars-Collapsed Scales

Tabular-Collapsed Scales


Report Results Manage Groups Quick Reports for Groups: Bars–Horizontal

Results for each question are displayed in horizontal bar charts. Percentage, frequency, average, standard

deviation, minimum and maximum scores are displayed.


Report Results Manage Groups Quick Reports for Groups: Bars–Vertical

Results for each question are displayed in vertical bar charts. Percentage scores and total number of

responses are displayed.


Report Results Manage Groups Quick Reports for Groups: Bars & Comments

Quantitative and qualitative responses are displayed in horizontal bar charts and text formats for each

question.


Report Results Manage Groups Quick Reports for Groups: Comments

Responses for each open-ended question are displayed in this report.


Report Results Manage Groups Quick Reports for Groups: Pie Chart

Percentage scores for each question are displayed in a pie chart format.


Report Results Manage Groups Quick Reports for Groups: Stacked Bars– Collapsed Scales

This report format displays scores from survey questions with a Likert or collapsed scale (e.g., 5-point

Agreement or Satisfaction response options collapsed to Percent Favorable, Neutral and Unfavorable

scores). The report shows both survey question and dimension scores.


Report Results Manage Groups Quick Reports for Groups: Tabular – Collapsed Scales

This report format displays scores from survey questions with a Likert or collapsed scale (e.g., 5-point

Agreement or Satisfaction response options collapsed to Percent Favorable, Neutral and Unfavorable

scores). The report shows both survey question and dimension scores.


Report Results Manage Groups Export Quick Report for a Group

Quick Reports can be exported from mResearch in a variety of formats including PDF, MS-Word, MS-Excel,

RTF and TXT.

Reports can be exported in two ways:

1. Export directly from the Manage Groups tab by selecting a Report type and format from the drop

down menus in the Quick Report column. Click on ‘View’ and you will be prompted to ‘Open’ or

‘Save’ the report.

a. To open the Report immediately and view, click ‘Open.’

b. To save the Report to the location of your choice and view later, click ‘Save.’

Depending upon your browser’s configuration, some formats – such as PDF – may open

automatically.

2. Reports can also be exported from the Report Viewer. This method allows you to export a specific

survey question or dimension. To export Reports in this format, select a Report type and then

select ‘Report Viewer’ from the format drop down menu. Then click on the Group that you would

like to view.


Reports can be exported at any point from the Report Viewer by clicking on the export icon located in the

tool bar.

After the export icon is clicked, you will be prompted to select an export format and to designate which

pages from the report you would like to export. Click ‘Export’

Your file will then download to your computer. Depending on your browser settings, you may be prompted

to ‘Display’, ‘Open’ or ‘Save’ a file.

The Reports tab enables you to build and generate advanced and comparative reports made up of one or

more Groups.


Report Results Manage Reports Add a New Report

1. Click Reports from the top navigation menu

2. Choose a survey in the drop down menu labeled ‘Select Survey.’

3. Select a Report Template for the Report from the drop down menu labeled ‘Select Template.’

4. Click ‘Create Report’

The subsequent screen requires you to enter a report name. There are additional options to enter a report

ID, enter bi-line text (which is typically displayed under the report name on the cover of the report), and

to change the Minimum N default value for the report. (Minimum N indicates the minimum number of valid

survey responses required for each question score to be displayed on a report. If the number of responses

for any question has less than the Minimum N, group scores for that question will be suppressed.)

Click ‘Continue’ to proceed.


Report Results Manage Reports Creating Reports Select Comparative Groups for Report

The subsequent screen enables you to select Groups that you would like add to the report.

Note: If there are specific template instructions, they will be listed under the Template Instructions

heading.

At the bottom of the page, there is a list of previously defined Groups for this survey which are available

for a report.


Report Results Manage Reports Creating Reports cont’d

To add any of the Groups to the report, select the radio button next to the row position you wish to target,

and then click on the Group Name listed at the bottom of the page.

The group name will replace the Blank red text.


Report Results Manage Reports Searching For Groups There are several options for displaying and filtering the Groups at the bottom of the page. For example,

you could search for the ‘Human Resources’ Group by entering ‘Human Resources’ into the Group Name

text box, and then clicking ‘Search.’ Groups can also be sorted in ascending or descending order by

clicking on the column headers for Group ID, Group Name, Group Type, or Date Modified.

Click ‘Save’ to submit your report specifications and continue.


Report Results Manage Reports Generating a Report Once you have saved a report specification, click on ‘Generate’ to produce the report.

Depending on the complexity of the report and amount of data, reports can take from 10 seconds to 5

minutes to generate. Once complete, the report will load in a PDF format in a separate window.

Your report will continue to generate even if you close this separate window. To monitor the progress of

your report, refresh the Report Results screen. The Date Last Generated will be updated once your report

has finished generating and the N/A will appear as a Link icon.

Click the ‘Link’ icon under Report to see your results.


Report Results Manage Reports Accessing or Updating an Existing Report

Once generated, a report can be accessed by clicking on ‘View’ under the PDF column. Report

specifications can be modified and updated at any time by clicking on ‘Update.’


Report Results Manage Reports Report Document The Report Document is a powerful tool for proofing and reviewing your advanced reports. This document

is accessible after a report is saved, and it is good practice to review the document BEFORE you generate

a report.

To generate a Report Document, click on ‘View’ in the Report Document column for the report

specifications you wish to review. A separate browser window will open and a PDF will load into that

window.

This document displays the definition of each group on the report, the trending Groups (if they exist), and

the N counts for each reporting group. This report reinforces your quality process by allowing you to spot

definition or report specification problems before you generate reports.

Documents

USER GUIDE - mResearch · ‘Update Sequence’ if you have deleted or added questions and would like to view the questions in their new order. Type Question types can be changed