copyright © 2010 kinetic data power reporting with kinetic request and kinetic survey 1

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Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

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Page 1: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

Power Reporting

with Kinetic Request and

Kinetic Survey

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Page 2: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

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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Page 3: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

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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Page 4: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

Please feel free to ask

Questions

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Page 5: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

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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Page 6: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

Entity Relationship

Diagrams

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Page 7: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

Common Data Sources

KS_SRV_CustomerSurvey_base

KS_SRV_CustomerSurveyResults_join

KS_SRV_CustomerQuestionAnswerResults_join7

Page 8: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

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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Page 9: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

KS_SRV_CustomerSurvey_base

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Page 10: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

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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Page 11: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

KS_SRV_CustomerSurveyResults_join

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Page 12: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

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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Page 13: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

KS_SRV_CustomerQuestionAnswerResults_join

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Page 14: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

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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Page 15: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

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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Page 16: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

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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Page 17: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

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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Page 18: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

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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Page 19: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

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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Page 20: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

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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Page 21: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

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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Page 22: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

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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Page 23: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

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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Page 24: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

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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Page 25: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

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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Page 26: Copyright © 2010 Kinetic Data Power Reporting with Kinetic Request and Kinetic Survey 1

Copyright © 2010 Kinetic Data

Thank you and Questions

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