Generate Journal Summary

This lesson will teach you how to generate a Journal Summary, which is only available on Journal type forms.

Step 1: Access Forms

Step 1: Access Forms

1. Click on the Main Menu icon.

2. Select Curriculum.

3. Select Forms.

Step 2: View Form

Step 2: View Form

4. Locate the form containing responses that you would like to report, and click anywhere on its row to reveal its options. Select View.

Step 3: Access Journal User Summary

Step 3: Access Journal User Summary

NOTE: This option is only available if the form that you are viewing is a Journal Template form.

5. From the View Form screen, click on the Journal Summaries button.

Step 4: Generate Summary

Step 4: Generate Summary

6. Make the appropriate sections in the User, Journal, Subject, and Breakdown sections.

7. Select whether you would like to:

  • Display Complete Breakdown
  • Exclude Unsigned Entries
  • Use Question Abbreviations

8. Select how you would like to view the summary:

  • Generate Summary: This option will display the summary on screen, within the Chalk & Wire application.
  • Export TSV: This option will export the summary as a tab-delimited text file.
  • Export Excel:  This option will also export the summary, though as a Microsoft Excel file.