The Survey123 website's report functionality allows you to design personalized templates in Microsoft Word and produce multiple reports at once as either Microsoft Word files (.docx) or PDF files (.pdf).
A report can contain the following:
- A summary section
- A single survey record
- A single survey record and a summary section
- Multiple survey records
- Multiple survey records and a summary section
Note:
Printing reports is an ArcGIS Online Premium Service and consumes credits. For more information, see Print reports.
Printing reports in ArcGIS Enterprise does not consume credits but does have limitations.
A report template is a .docx file that provides placeholder text with specific syntax. When printing a report, this placeholder text is replaced with the contents of the corresponding fields from the survey response. This placeholder text can be used with any formatting, tables, images, or other personalization to create a template specific to your needs.
To create a template, complete the following steps:
- In the Survey123 website, click the Report button on the menu above the map on the Data tab.
- Click Manage templates.
A new window appears, where you can download a sample template, upload a new template, or edit the name and summary of an existing template.
- Click New template to upload a new report template, and provide a name and summary for the template once it's uploaded.
Alternatively, use the Create sample template button to download a sample template based on a survey.
Note:
Report templates can only be uploaded by the survey owner and organization administrators.
Sharing the results of a survey to everyone, an organization, or a group, also shares the report templates associated with the survey.
Syntax quick reference
In the Manage templates window, select Quick reference to open a page containing example syntax for expressions to modify the response displayed in a report for each question in the survey. To copy this syntax, click the Copy to clipboard button, and paste the syntax into a template document. Once a template has been uploaded, use the options in the Report panel to produce the report. For more information, see Print reports.
Example expressions for each type of question, are available in the following topics:
- Text expressions
- Number expressions
- Images and other attachment expressions
- Map expressions (includes geopoint, geotrace and geoshape)
- Date, time, and date-time expressions
- Choice expressions
- Repeat expressions
Limitations
The following limitations exist when using report templates:
- Filters applied to repeats in the Survey123 website are not applied in reports. Repeats can only be filtered in a report using expressions.
- Your map will not appear in your report if the map is using a web map version earlier than 2.0, which was released in July 2014.
- Your map will not appear in your report if your ArcGIS Enterprise portal doesn't have a valid SSL certificate.
- Printing using report templates does not work with ArcGIS Enterprise deployments that aren't public facing. Attempting to do produces a ENOTFOUND error.
- Printing using report templates does not work with ArcGIS Enterprise deployments that use Integrated Windows Authentication (IWA).
- A maximum of 2,000 records can be included per report request.
- When the Survey123 website is installed on your infrastructure, the reporting API cannot be used. Reports can only be generated when using https://survey123.arcgis.com/.