Add button/link to Survey Report (Detail) from Reserve Respondents screen

Summary: Once you Reserve your Respondents for a Survey, it would be great from that screen to have a button that let's you create your Survey Report  (Detail) based on the template (e.g. your walklist, or phonebank list) - rather than having to maneuver thru the Report menus.

Currently, the way it works now: once respondents have been reserved, in order to see the walklist or phonebank list, the user needs to click on Reports > Create Reports from Templates > then scroll down to the last report – Survey Report (Details), click on the report template then start selecting options for the report to be created, then and preview the report. Only then are the Report Settings available (which one must click on to open) where the user can name the report and save it.

We could cut down the number of steps by clicking on the new link/button after the respondents are reserved and have a new report be created from the template with defaults assigned to the report based on whether it is a phonebank list or walklist (street address vs phone number, etc). When this report comes up it is already in preview mode, with the Report Settings section open and a name assigned based on the Survey name. It is also ready to be saved as a report instance, if needed.

Additional Comment (AA): Since we’re combining Survey as offline / online (petition), then we’ll want to make sure that this Survey Report (Detail) also works for both. Currently, Petition results can be viewed via the Activity Report.

Here’s an example of creating the Survey Report (Detail):

Once you completed the Reserve Respondents (after selecting the contacts from the Find Respondents to Reserve screen and click GO):

From the Reserve Respondents screen, click the button/link to ‘Create Survey Report’
The link will create a template from the Survey Report (Details); the template will open in preview mode, with the Report Settings section expanded, and the name of the Report will be the Survey Name, with the following being passed along:
the name of the Survey (as indicated from Finding Respondents to Reserve)
and the type of Survey (e.g. Walklist, Phonebank)
The Survey Report Template will also be created with the following defaults:
In Set Filters:
Survey: name of the Survey that was passed
Respondent Status: Reserved
For Survey type of ‘Walklist’, the following report criteria are set as defaults:
In Display Columns area, the following are checked:
Street Number
Street Name
Street Unit
Survey Responses
In Group By area, the following are checked:
Street Name
Odd/Event Street Number
For Survey type of ‘Phonebank,’ the following report criteria are set as defaults:
In Display Columns Area, the following are checked:
Phone Number
Street Number
Street Name
Street Unit
Survey Responses
For all other types of Survey, the following report criteria are set as defaults:
In Display Columns Area, the following are checked:
Phone Number
Street Number
Street Name
Street Unit
City
State/Province
Postal Code
email
Survey Responses
From here the user can set additional report filters or display other fields, then save the instance of the report, if desired, and view and print the report.

[Update, Comment DG]
1. Move "Create Report" form snippet from Reserve taks into main Survey form (above "Instructions for Interviewers"). Checkbox and report title are read-only if a linked report already exists for this survey (so user can link a new report for existing survey during 'edit survey' if a linked report doesn't exist yet).

2. In addition to linking report from survey selector (actions + link from survey title), we should add link to "Survey Report" on Interview grid page (to the right of the Order By block).

3. Handle delete of report instance on survey delete.