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FAQ: How to Generate, Print, and Combine Reports with InnoSurvey®
FAQ: How to Generate, Print, and Combine Reports with InnoSurvey®

A detailed FAQ on how to generate, print, and combine reports in InnoSurvey using Virtual Polls, Advanced Clipboard, and Capability Analyzer

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Written by Corinna Wolfsteller
Updated over 3 weeks ago

Virtual Polls, Advanced Clipboard, and Capability Analyzer

This guide provides a step-by-step approach to generating detailed reports, handling multiple participant groups, and using Virtual Polls, Advanced Clipboard, and Capability Analyzer in InnoSurvey®.


Q: How do I print reports from Capability Analyzer?

A: To generate and print reports from the Capability Analyzer, follow these steps:

  1. Navigate to Capability Analyzer in My360.

  2. Select Create Report from the top menu.

  3. Define the Primary Filter (i.e., the dataset to be included in the report).

  4. Select benchmark data for comparison (e.g., industry, country, or a specific dataset).

  5. Click Generate Report, and then choose Print or Download as PDF.

Note: The report will include the organization’s data, its benchmark comparison, and a visual analysis of strengths and weaknesses in innovation capabilities.


Q: How do I print reports for Event Polls in My Clients?

A: For Event Polls, where multiple participants respond without being part of the same organization (e.g., an Innovation Circle), follow these steps:

  1. Go to My Clients in My360.

  2. Select Client Polls.

  3. Choose the specific Event Poll you want to analyze.

  4. Navigate to the Participants section.

  5. Download individual reports for each participant.

Tip: If you need aggregated reports, use the Advanced Clipboard or Virtual Polls (explained below) to merge multiple participant responses into a single analytical dataset.


Q: How do I generate reports from multiple polls at once?

A: If you need to generate a combined report from multiple polls:

  1. Go to Capability Analyzer.

  2. Ensure no specific poll is selected, so all available responses are included.

  3. Use Virtual Polls to dynamically merge multiple surveys into a single dataset.

  4. Store the combined datasets in Advanced Clipboard for further analysis.

  5. Click Create Report to generate an aggregated view.

Tip: Virtual Polls are ideal when you want to group different surveys dynamically without affecting the original poll structure.


Q: How do I use Virtual Polls to merge multiple datasets?

A: Virtual Polls allow you to combine multiple existing polls into a single analytical unit without duplicating responses. Here’s how:

  1. Go to Capability Analyzer and select Virtual Polls.

  2. Choose multiple existing polls to merge into a new virtual poll.

  3. Save the Virtual Poll as a combined dataset.

  4. Use Advanced Clipboard to copy and store data for further analysis.

  5. Generate reports, comparisons, and visual analytics from the Virtual Poll.

Example Use Case: If you have five different department surveys, you can create a Virtual Poll that merges all their responses into one analytical view.


Q: Can I export raw data for external analysis?

A: Raw Data Export is Restricted

Access to raw data export is limited to selected top researchers who have:

  • Multiple academic publications in peer-reviewed journals.

  • Articles published in leading business magazines like Harvard Business Review (HBR), MIT Sloan Review, and McKinsey Quarterly.

A: How to Request Access to Raw Data Export

If you meet the eligibility criteria, follow these steps to request access:

  1. Submit an application to Innovation360 with details about your research background.

  2. Provide examples of published research in recognized business or academic journals.

  3. Await approval from the Innovation360 research committee.

A: Note: If you do not have access to raw data, you can still use Capability Analyzer, Virtual Polls, and Advanced Clipboard to generate comprehensive insights and reports.


Q: How do I compare different time periods in reports?

A: To compare and print reports for different time periods:

  1. Use Time Filters in Capability Analyzer to select the date range.

  2. Store datasets in Advanced Clipboard for comparison.

  3. Use Diagram Clipboard to create comparative charts and graphs.

  4. Print and export time-based analysis reports.

Example Use Case: You can track an organization’s innovation performance in 2022 vs. 2024 to identify improvements or gaps.


Q: Can I print individual participant reports from My Clients?

A: Yes! If you need individual reports for each participant in a poll:

  1. Go to My Clients.

  2. Select Client Polls.

  3. Choose the poll you want to analyze.

  4. Go to Participants and select a respondent.

  5. Click Download Report for that participant.

  6. Print the PDF report for distribution.

Tip: This is useful for providing personalized innovation assessments to employees, teams, or clients.


Q: How do I ensure all relevant responses are included in reports?

  • Double-check that all necessary filters are applied (e.g., company, time, poll selection).

  • Use Virtual Polls to merge responses dynamically.

  • Store multiple datasets in Advanced Clipboard for a comprehensive analysis.

  • Apply benchmark comparisons to highlight gaps and strengths.

Tip: Virtual Polls help aggregate data without altering original responses, making it easier to analyze trends over time.


Q: How do I customize reports before printing?

A: To customize printed reports:

  1. In Capability Analyzer, select the sections you want to include.

  2. Add specific filters (e.g., organization, industry, or time range).

  3. Select Advanced Clipboard to include additional datasets.

  4. Choose different visual elements (e.g., charts, diagrams, tables).

  5. Click Generate Report and select Print or Download as PDF.

Tip: You can edit the layout and highlight key insights before printing to make reports more impactful.


Conclusion

Using Capability Analyzer, My Clients, Virtual Polls, and Advanced Clipboard, you can:

Generate individual and aggregated reports for organizations and participants.

Print reports dynamically by selecting specific filters, datasets, and time periods.

Export raw data (for eligible researchers with academic/business publications).

Compare trends over time using time filters and historical data.

Use Virtual Polls to merge multiple surveys into a single analytical report.

Need help setting up Virtual Polls or printing reports? Let us know, and we’ll guide you through the process!

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