Creating a Results Summary for Engagements After August 1st 2023

Shasa McCarogher
Shasa McCarogher
  • Updated

 

  1. Ensure you are logged in to Zencity.

  2. Navigate to 'Engage' and click on the 'Results & Analysis' heading. 

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  3. Select the engagement that you want to view and click on the card. On the participation summary page in the top right hand corner of the screen you will see a button called ‘Share Results’. Click on the button. From the list of options, click on ‘Create Results Summaries’. 

    engagement summary.png

  4. You will now be able to give your report a title, an introduction and conclusion, change chart visualizations, include data tables and choose which questions to include.

    results summary.png

  5. You will also be able to add filters to your summary. Please note that any filters applied on the results page of an engagement will automatically be applied to the summary. If you do have filters applied you will see an indicator at the top of the screen. 

  6. Once you are happy with your report you have two options. You can save it which will add a draft to your summary listing page. This will allow you to make changes at a later time before publishing it. To save your report as a draft, click on the save button at the top or bottom of the page. 

  7. If you are ready to publish your report click on the publish button at the top or bottom of the page. Published summaries can either be publicly visible or private. If you want your summary to be publicly visible then you can edit the visibility at the top of the page. Please note that if you choose to make your summary publicly visible it will show up on your project page once your engagement has ended. 

  8. If you choose to publish your summary while your engagement is still running then you will not have the option to make it publicly visible. However, any summary that has been published whilst the engagement is still running can be shared internally or externally via the ‘share’ link. This option works well if you want to provide an update on the engagement’s progress internally or to stakeholders.

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