copyright © 2010 kinetic data power reporting with kinetic request and kinetic survey 1
TRANSCRIPT
Copyright © 2010 Kinetic Data
Power Reporting
with Kinetic Request and
Kinetic Survey
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Copyright © 2010 Kinetic Data
Agenda
Who is Kinetic Data
Know Your Data
ERD
Common Data Sources
Sample Reports
Don’t Build when you can Borrow
Questions
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Copyright © 2010 Kinetic Data
Who is Kinetic Data
We build software solutions that allow business departments to interact with employees for better overall service and improved efficiency.
We believe in the power of individuals to make a difference in an organization.
We are passionate about developing new tools and identifying future trends by listening to you—our customers.
WWRUG Innovator of the Year 2009
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Please feel free to ask
Questions
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Copyright © 2010 Kinetic Data
Know Your Data
Survey Instance ID and Service Item Instance ID
Data Sets and Answer Mappings
KS_SRV_SurveyQuestion form to help with the FieldMapNumber AnswerViewers relationship
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Entity Relationship
Diagrams
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Common Data Sources
KS_SRV_CustomerSurvey_base
KS_SRV_CustomerSurveyResults_join
KS_SRV_CustomerQuestionAnswerResults_join7
Copyright © 2010 Kinetic Data
KS_SRV_CustomerSurvey_base
This form will allow you to build reports based off of the Status of the Survey or Request.
Examples:
Sent in the Last Full Month
Completed in the Last Full Month
Currently Open
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KS_SRV_CustomerSurvey_base
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KS_SRV_CustomerSurveyResults_join
This form will allow you to build reports that will display all Attributes and AnswerViewers.
Example:
Display the “Details” about each Submission
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KS_SRV_CustomerSurveyResults_join
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KS_SRV_CustomerQuestionAnswerResults_join
This form will allow you to build reports that will display all Attributes, AnswerViewers, FullAnswer, and Question.
Example:
Display the “Details” about each Submission including the Question and FullAnswer
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KS_SRV_CustomerQuestionAnswerResults_join
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Don’t Build when you can Borrow
If you need to build a Report review the Out of the Box Reports before FIRST.
12 Out of the Box Kinetic Survey Reports
15 Out of the Box Kinetic Request Reports
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Kinetic Survey Reports
Report Name Description
Overview Provides graphical results reports, pie charts, and bar charts.
Status Listing Summary of survey participants’ information and Status.
Blank Template Blank survey for mailing/printing.
Completed Single Survey
Results of a single completed survey.
Simple Completed All surveys completed with a simple question/answer layout.
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Kinetic Survey Reports
Report Name Description
Status Overview Pie char of the current status values.
Overview w/o Comments
Survey results that do not include free text fields.
Results-Cross Tab Shows a cross tab for selected questions based on a count
Results-Cross Tab-Weighted Sum
Shows a cross tab for selected questions based on a weighted summary of scores.
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Kinetic Survey Reports
Report Name Description
Raw Survey Data A report showing the 128 answer viewer fields and the 64 attribute fields. This report is designed to be exported into Excel as a spreadsheet.
Graphs of Surveys Entered
Graphs the count of surveys entered for each template. Shows counts by Date, Day of Week, and Time of Day.
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Kinetic Survey Reports
Report Name Description
Percent of Questions Answered
This report graphs the percent answered for each question in a survey. Also displays a summary of each survey in the report footer.
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Kinetic Request Reports
Report Name Description
Open Requests Contains details regarding the requests, tasks, and approvals.
Requests Created - Company/Business Unit
This report has a breakdown of the requests for a Company-Business Unit based on the Company ID field.
Requests Created - Person
This report has a breakdown of the requests for a person based on the email address (Contact_Info_Value).
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Kinetic Request Reports
Report Name Description
Requests Created - Template
This report has a breakdown of the requests for a Template.
Service Catalog - Details
This report has a breakdown of Templates grouped by Category and Type.
Service Catalog - Summary
This report has a breakdown of Templates grouped by Category and Type.
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Kinetic Request Reports
Report Name Description
Simple Completed - Requests
This report displays all of the questions and answers for a Request Template.
Service Items by Volume
This report has a formula that concatenates the Category, Type, and Service Item Name and then displays the data in a Cross Tab.
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Kinetic Request Reports
Report Name Description
Requests and Approvals Closed by Month Graphs
This report displays a Graph using the Request Closed Date and displays how many Requests and Approvals were closed each Month (displays the 1st day of the week).
Requests and Approvals Closed by Week Graphs
This report displays a Graph using the Request Closed Date and displays how many Requests and Approvals were closed each Week (displays the day of the week).
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Kinetic Request Reports
Report Name Description
Requests and Approvals Closed by Year Graphs
This report displays a Graph using the Request Closed Date and displays how many Requests and Approvals were closed each Year (displays the Month and Year).
Requests and Approvals Created by Month Graphs
This report displays a Graph using the Create Date and displays how many Requests and Approvals were Created each Month (displays the 1st day of the week).
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Kinetic Request Reports
Report Name Description
Requests and Approvals Created by Week Graphs
This report displays a Graph using the Create Date and displays how many Requests and Approvals were Created each Week (displays the day of the week).
Requests and Approvals Created by Year Graphs
This report displays a Graph using the Create Date and displays how many Requests and Approvals were Created each Year (displays the Month and Year).
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Kinetic Request Reports
Report Name Description
RawRequestData A report showing the 128 answer viewer fields and the 64 attribute fields. This report is designed to be exported into Excel as a spreadsheet.
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Thank you and Questions
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