To access the Surveys Overview Report, click Surveys on the left menu and then Surveys Overview in the sub menu.

The Surveys Overview report shows the names of the surveys, the numbers of questions in the surveys, how many customers were surveyed and provides a link to analysis of the surveys. 

Three out of the four columns have "dig" links which can be clicked to show further details.

Click the dig links in their respective columns to perform the following functions:

  • Survey dig - shows the details of the survey, i.e. all of the questions for that survey.

  • Outlets Audited dig - shows the details of the Outlet surveyed, Date Completed, Date Received, who conducted the survey (device), the Outlet ID, the name of the Outlet, the name of the Survey and the Answers to the questions of the survey. Note that you can further drill down more details relating to Outlet ID, the Survey and the Answers by clicking the dig link in that column.

  • Analysis dig - shows the analysis of the answers to every question (as per the Survey Analysis screen shown further below).

You can Email, Save, Export or Print any of the reports you produce to screen by clicking the relevant button on the grey Control Panel (shown below) at any time.

Use the Filtering capability for a powerful range of options that produce different types of data output. Open the Filters area by clicking anywhere on the grey Control Panel at the top of the report. 

The example screen shown below shows a Survey Analysis filtered for the last three months. You can scroll this screen downwards to see the results for every question in your survey.

You can click also dig in all the columns to drill down to further details. 

Examples might include:

  • Dig next to a Territory Manager's name in the Outlet Category column to see all that field user's customers, the date of their last visit and how many days have elapsed since that last visit. You can dig again to show individual customer details.

  • Dig in any of the other columns to show the list of customers relevant to that column heading. You can dig again to show individual customer details.

  • A question that requires a photo as part of the answer can be "dug" to show individual photos, of shelf displays, for example.


See also:

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