Survey Manager Usage and Export Instructions

Overview

Survey Manager allows you to view survey results.

Prerequisites

• Access to the Admin tab in the application menu.

Steps

Location

• To access the Survey Manager:
• Click on the Menu button.
• Select the Admin tab.
• Click on Survey Manager.

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Survey Manager Panel

• The Survey Manager displays all surveys taken within a specified time period.
• To view surveys outside the preset date range:
• Adjust the calendars at the bottom.
• Click Refresh.
• To view a specific survey:
• Select the survey.
• Click View.

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• The selected survey will pop up, displaying all questions for viewing.

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Printing Options

• To print the survey list immediately, click the Print icon.

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Export Options

• To export survey data:
• Click the E icon.
• Select the fields to be exported by checking the boxes above the field names.
• Click Export to export data into an Excel spreadsheet.
• Click Print if immediate printing is required.

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• For question-based export:
• Select the desired survey from the criteria option.
• Click Refresh.
• Click Export Selection once the specific survey is selected.

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Survey Question Export

• Displays survey questions and answers entered by the guest or employee.
• Survey Question Code Export:
• Displays survey questions and answers according to the Question Code.

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Troubleshooting

• Ensure you have the necessary permissions to access the Admin tab.
• Verify date range settings if surveys are not displaying as expected.
• Check export settings if data is not exporting correctly.