Hello,
I've been tasked to build a report where each respondent has a separate report generated. A vendor my organization uses is requesting we email reports in a particular style: each respondent gets their own form based on a template (like a dossier). Responses are simple things like first name, last name, address, etc...
Is there a way I can build this type of report?
Thank you
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If you want this as a pdf, then you need to call some pdf making software and feed it your response data. If they are ok with an email, then you can do an Action Trigger Email with the data from the response.
You can use HTML table programming to make it look form-like.
You can use HTML table programming to make it look form-like.
Thank you for your response. By using Action Trigger Email, this will only include one respondent, right? Regardless of format, the report needs to only have one respondent.
You define who the email goes to and when (either immediately after the survey is completed or with some delay).
You can either hard code the email address (i.e. always goes to the same person) or dynamically set up who receives the email through piped text (i.e. either embedded data that you front load or from a survey question that you ask in your survey.
You can either hard code the email address (i.e. always goes to the same person) or dynamically set up who receives the email through piped text (i.e. either embedded data that you front load or from a survey question that you ask in your survey.
Thanks again Akdashboard, but when I build the report there is every respondent to the form on this report. I only want one name on the report, and run the same report for each respondent.
I'll provide more context: we have customers going on a vacation holiday fill out a survey in qualtrics. My organization then take this survey over to the tour operator. The operator insists on using a form report per traveler (it's an old school method, I understand). Currently, we have travelers fill this out with pen and paper but we'd rather have their responses recorded into Qualtrics and for Qualtrics to take this information and make a dossier per traveler. We give the dossier per traveler to the operator, and our customers can happily enjoy their vacation.
What distribution method (.pdf, email, etc...) matters less than being able to have travelers responses recorded into a report.
I'll provide more context: we have customers going on a vacation holiday fill out a survey in qualtrics. My organization then take this survey over to the tour operator. The operator insists on using a form report per traveler (it's an old school method, I understand). Currently, we have travelers fill this out with pen and paper but we'd rather have their responses recorded into Qualtrics and for Qualtrics to take this information and make a dossier per traveler. We give the dossier per traveler to the operator, and our customers can happily enjoy their vacation.
What distribution method (.pdf, email, etc...) matters less than being able to have travelers responses recorded into a report.
Then I would recommend setting an email trigger (via Actions tab) to send immediately after a survey is recorded to a static (hard coded) email address.
This isn't the same as the report section that I think you are talking about as it would only include the data directly from that particular survey response.
You would have to build the dossier as the email body and use piped text to pipe in the values collected from the survey.
This isn't the same as the report section that I think you are talking about as it would only include the data directly from that particular survey response.
You would have to build the dossier as the email body and use piped text to pipe in the values collected from the survey.
Okay, I will give that a try. Do I have to remove previous responses so two or more don't end up on one report? Or if it's by email trigger, will it just process that one response and await the next one? (Hope that makes sense)
It will only include the information from the response that caused the trigger. You don't need to remove any other data.
Also, if you want to make sure I am notified that you have responded, so that I can respond quickly, make sure to type @ and my username (@Akdashboard). This tags the person and sends an email to everyone tagged.
Also, if you want to make sure I am notified that you have responded, so that I can respond quickly, make sure to type @ and my username (@Akdashboard). This tags the person and sends an email to everyone tagged.
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