AI Analysis for Survey Reports

The assistant in Quadra can analyze the content of survey responses if you need a text summary of answers to open-ended questions. You can also ask specific questions about the information. 

1. Open the Reports module of the account that you plan to edit.
2. Click Search above the report grid.
3. In the Module field, select Surveys.
   
4. Under the action menu for Survey Responses Report, click View Report.
5. In the parameters window, select a report and click View Report.
6. Once the report is visible, click Send to Assistant above the window.  
   
   You will have the option to select a PDF or Excel format. For quantitative analyses, Excel is recommended.
   
   Each time you send a document to the assistant, you will get a notification asking if you want to clear the existing files. The recommended answer is Yes.
   
   See additional guidelines on using the assistant.
   
   The assistant window will open and a message will appear that the file has been uploaded. It will be listed under the Files tab.
   
7. Type in a question or analysis request and click the Send icon.
   
   In the query field, be sure to mention the file that has been uploaded by name. The name does not have to be exact. Also mention the specific question numbers that should be referenced. 
8. Close the window to return to Quadra.