Reporting sections are the titles or themes that your survey questions sit underneath, for example, ‘Communication’ or ‘Leadership’. These titles will appear on your survey results dashboard.
You can choose to create your own reporting sections or choose ones from People Insight’s ‘Client library’.
Creating a reporting section
To create a new reporting section, select ‘Manage response options’ from the navigation bar on the left-hand side. Then, from the drop-down list, select ‘Reporting sections.’
Click ‘Create new’ on the top right-hand side of the screen. Add your section title and click ‘Save changes’.
Once this is set up you can add translations for the section header, if required.
The section title will now appear within your ‘Survey’s company sections’ library.
Types of reporting sections
To add a new reporting section to your survey, select ‘Add survey item’ and then select ‘Reporting section.’
From here you’ll have two options to choose from. ‘Client library sections’ contain People Insight’s preloaded headers and ‘Survey’s company sections’ are headers you have created.
Note that the ‘Survey’s company sections’ will be empty when you first begin. You will have to create these sections from scratch.
Adding reporting sections to your survey
Now that you have a reporting section set up, you need to add it to your survey.
Head back to the Structure page, scroll down and click ‘Continue’. Click ‘Add survey item’ and select ‘Reporting section’ from the list.
From here, click on the drop-down menu, and select ‘Survey’s company sections’. You will see your section title here. If you have multiple section titles, click on the one you want to add.
Click ‘Add and close’ once you have selected the section title. This reporting section will now appear in your survey structure.