KnowledgeSmart Principal Administrators and Results Administrators.
You would like to understand the options available for viewing and sorting KnowledgeSmart Survey results data.
There are a variety of different places in the KnowledgeSmart platform where Survey results can be viewed and sorted.
Let's review the options.
Results > Data page
You can view your KnowledgeSmart Survey results in the Results > Data area of your dashboard. Use the Results per page dropdown to change the number of results displayed on screen. Use the dropdown menu to view results data (if you have two or more linked accounts).
For Survey results, click on 'Responses' next to the relevant Survey name, to display the associated responses data.
Select 'Show search' and filter your results by searching on a variety of fields, including, name, email, user status, team name/ID, job title, manager status, and the information captured in your 5 user datafields.
Select the 'Show dynamic groups' link in the orange bar.
Use the 'New Group' tool to create a new dynamic grouping of your data. Enter the group name in the field provided.
Use the 5 datafield dropdowns to create the rules you require, for adding existing and future results to your group. Save your new dynamic group, by selecting 'Save Group'.
For example, a results group has been created based on datafield 1, City: London. The next time a new result is added to the database and the associated user record includes datafield 1, City: London, then the results record will automatically be added to the existing group.
Use the 'View Dynamic group' dropdown menu to navigate between different results dynamic groups.
See this article for instructions on exporting KnowledgeSmart Survey results data.
Users can click on the 'My Surveys' link to view a summary of completed and open Surveys.