What is Our Reporting Profile?

Your Reporting profile acts as a core data repository. It allows you to store essential, reusable information in one place—information that can then be automatically populated into your surveys. By centralizing this data, you enhance your organization’s ability to maintain accurate, up-to-date, and consistent information across all surveys, reducing time spent.

Key Benefits of Using Reporting

1. Improved Data Integrity: With one centralized source of truth, you can ensure that everyone is working with the same accurate and current information.
2. Enhanced Security: Data stored in Reporting is managed by users with Admin permissions only, reducing the risk of accurate and complete information being overwritten or removed.
3. Time Savings: Once you’ve entered data into Reporting, it flows seamlessly into your surveys, eliminating the need to manually input repetitive details.
4. Efficiency: Reporting reduces the chance of errors and discrepancies, allowing teams to work faster and more confidently.

Why Complete Reporting Before Accessing Surveys?

Your Reporting profile must be fully completed before you access surveys. Here's why:

• Automatic Data Population: When your Reporting profile is up-to-date, the information is automatically populated into the unsaved pages of any active survey. This ensures you are always using the most accurate and recent data when completing your surveys.

• Real-Time Synchronization: Any changes you make to your Reporting profile while a survey is still unsaved will automatically sync. However, once a survey is opened, it will no longer sync with any further updates made in Reporting due to the survey’s autosave feature.

This means that if your Reporting data is outdated or incomplete when you begin your survey, it could lead to inaccuracies in your responses and greater time spent.

How Does This Affect My Workflow?

By prioritizing the completion of your Reporting profile:

1. Accuracy: You can trust that the data in your survey matches what’s in Reporting—saving you from the need to double-check or manually update fields.
2. Seamless Transition: You'll avoid interruptions in your workflow. Once Reporting is completed, you can proceed to your surveys with confidence that the data has already been integrated.
3. Less Risk of Errors: Since Reporting serves as a reliable, reusable data source, you can reduce the chances of mistakes that might otherwise occur if you were manually entering data.

Best Practices for Completing Your Reporting Profile

• Review all fields carefully: Make sure every section of your Reporting profile is filled in with the most current and accurate information.
• Check for updates regularly: Periodically review your Reporting profile to ensure that any changes to your organization’s data are reflected before you begin working on surveys.
• Avoid opening surveys prematurely: Always ensure your Reporting profile is complete before accessing surveys to prevent discrepancies between the two.