Privacy-first survey workflow

Turn sanitized survey files into clean, review-ready outputs.

Start with a profile, then process future datasets using the same confirmed rules. Original uploads stay local, and only sanitized copies are sent for analysis.

1Sanitize locally

2Review manifest

3Generate Excel

Step 1

Create a processing profile

Upload a representative completed file. Add a blank template when available for stronger question and scale detection.

Profile builder

Best inputOne completed sample file from the same survey format.

RecommendedUse a blank template if it contains the exact response scale.

Review pointConfirm tag sets and detected format before saving.

Profile action Discovery workflow

Dataset type / survey type Preferred profile name This is the display name saved with the confirmed profile. You can adjust it again before saving.

Institution names and aliases to remove Separate names with commas or new lines. These exact terms are replaced locally before processing.

Privacy mode Profile notes

↑ Choose completed sample file No sample file selected

Step 2

Process a dataset

Select a confirmed profile, upload the survey files, review sanitization, then generate the final Excel workbook and a concise Word analysis summary.

Excel + Word output

Before uploadConfirm the correct profile is selected.

Privacy checkReview the manifest before processing.

OutputExcel results, Word summary, and an on-screen findings preview.

Confirmed profile Institution names and aliases to remove

Privacy mode Processing instructions

Result benchmarks and colors These rules control Excel coloring and the AI findings summary. Adjust them for this report when needed.

Default

Strength begins at Label Color

Above benchmark begins at Label Color

Below benchmark Label Color

↑ Choose dataset files No files selected

Qualitative analysis and concise findings are included Comments are sanitized locally first. The AI is instructed to inventory all qualitative fields/sections before theme analysis. The output includes an Excel summary tab, a separate Word summary, and a front-end preview.