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Elements Report [Web Editor 2.0]

Use the Elements Report to quickly generate a list of all the elements and devices on your survey.

  • First, click the Reports button at the top of the survey edit screen:


    • Here, you will see the 5 available report types. This will default to the Elements report: 

  • If you wish to include multiple surveys in this report, click the Select Surveys button:


    • Choose the surveys you would like to include. You can select up to 10 surveys for a single report:

  • All the elements on your survey will be sorted by Element Name in alphabetical order:


    • You can change how the information is listed in the report by clicking the arrows next to the column that you wish to sort by:

  • Click the Filter button to filter the report based on the information that is most useful for you:

  • Display them in the report by enabling the Show Accessories option:


    • Each Accessory will then populate beneath the elements they are associated with

  • To further customize the columns in your report, click the Manage Column button:


    • Here, you can add, remove, or reorganize your columns:

  • Save your current configuration for future use by creating a Template. To do this, click the Save button, then, Save As:


    • Give your Template a name and click Save:

    • You and your team members will then be able to access your new Template from the template dropdown:

    • To delete a template, click the minus button next to the template name:

Note: Only Admin users can create or delete templates.

  • When you are finished with your report, click the Export button to download the individual report:


    • The report can be exported as a PDF:

    • Or, as an Excel Spreadsheet:

  • If you wish to combine multiple report types into one document, you can do so with the Combined Reports option:

Tip: Check out our guide on Combined Reports here for a detailed breakdown of this feature.