Create a public response rate export report with automatic update

A response rate report produces a CSV file with the response ratio of every subject (Course/Teacher pair or Participant in 360 Reviews). An automatically updated response rate report is generated on a daily basis by Blue. The instructions below outline the necessary steps for creating a public link to such a report, so that anyone can download the CSV file at any time.

Create a new report

Create a Rollover Export report with Automatic Update:

1. Go to Reports
2. Select New Report.
3. Select a project
4. Make sure Rollover is selected
5. Select the Export checkbox
6. Select the Automatic Update checkbox
7. Select Validate then Create

Configure the export report

1. Under Info - General, make the report public
   1. Enter the Report Title and any other report information
   2. Set the Audience to Public
   3. Save Report
2. Go to Content For Export to create the columns you need in your CSV file
   1. From the Select Block Type for Export drop down menu, choose Special Field and select Add Block For Export
   2. From the Special Field Selection window, select the following:
      • Invited Count
      • Respondent Count,
      • Primary Subject ID
      • Secondary Subject ID (if applicable)
   3. Select Add To List
   4. From the Select Block Type for Export drop down menu, choose Demographic and select Add Block For Export
   5. From the Demographic Selection window, select any demographic fields you would like to include in your report, such as the names of the primary and secondary subjects
   6. Select Add to List
   7. Rename and sort the blocks (columns) as necessary
   8. Save Report

Configure the report

Once the export report has been configured, a report block needs to be created to make the link to the report available.

1. Go to Content
2. Next to Select Report Block Type, choose Section and select Add Report Block
3. Enter a Block Title, such as "Link to download report"
4. Enter the Text to be display on the report(s). Make sure to include a link to the report by adding the following:

$EXP($Click here to download report$)EXP$

6. Feel free to edit the text "Click here to download report" as this is what will be displayed to the report viewer.
7. Save Report

Distribute and publish the report

Once the report is configured, the final steps require to schedule and publish the report.

1. Go to Distribution.
   1. Select Start Date.
   2. Select a date from the calendar from which the report can be made available. Choose today’s date if you plan on publishing the report today.
   3. Select End Date.
   4. Select Turn off Report Expiry Date.
   5. Save Report.
2. Go to Publish.
   1. Enter the Publish Date, by selecting the publication date for the report.
   2. Next to Stop Sync Date, select a date from the calendar. This will determine the last date the report will be automatically generated. We recommend choosing the last date of the evaluations.
   3. Select the Turn off Report Expiry Date checkbox.
   4. Select Generate Report. Wait for the report to be ready, and then select Finalize.
3. Select Validate and then Publish.
4. Wait for the report to be ready, and then select Finalize.
5. Select Display Link to obtain a public URL you can share with anyone.
6. Save Report