Survey reporting

Contents

Accessing your survey report
Overview tab
   » Responses over time
   » Response summary
   » Response sources
   » Time to complete
   » Contact updates
Responses tab
Charts tab
   » Creating your report

Summary

Once responses start coming in for your survey, reporting will become available for it. Survey reporting provides you with breakdowns such as responses over time, types of responses, response sources, the time to complete the survey, any contact updates via the survey, access to all of the survey responses, chart representations of responses, and the ability to compose and then download and/or print out your own report.

Firstly, under the My surveys & forms section (in the expanded survey view), you're shown a snapshot of 'Completed surveys in the last 7 days'. If you hover over each plotted date, the date and number of responses will appear.

Accessing your survey report

To access more comprehensive reporting, click on the Reports icon in the top right (if you don't have any completed surveys available then the icon will be greyed out).

survey_response_graph.png

You're taken to the Survey report page. In the top right corner of the header there are two options available:

  • Add to address book - this enables you to add the survey data to an address book; either an existing one, or you can create a new one
  • Export to CSV - export all of the survey data as a CSV file (to use in Microsoft Excel, for example)

actions.png

In the top left corner of the header, details of the name, start, end, and duration of your survey are displayed.

Overview tab

This provides you with an overview of your survey statistics.

Responses over time

This graph displays the number of responses on a daily, weekly or monthly basis, or hourly should your survey have only started within the last 24 hours.

survey_report_overview1.png

Response summary

This provides a breakdown of the responses received:

  • Completed
  • Partial
  • Bounces

For a definition of these response types, read the final section of 'Designing your survey - configuring the 'Submit', 'Save' and paging buttons'.

Response sources

This reports where the respondents who completed your survey came from.

Time to complete

This provides some details on how long it took respondents to complete your survey.

Contact updates

For surveys that have questions assigned to contact data fields, you'll also get a Contact updates section. This shows how many new contacts have been created as a result of the survey, how many have been updated, and how many couldn't be assigned to and why. 

contact_updates.png

Responses tab

Here you can sort your individual survey responses into your chosen view. 

survey_responses_tab.png

You have the ability to view only complete responses (default view), only partial responses, or you can view both simultaneously by selecting either one of Include only complete responses, Include only partial responses or Include complete and partial responses from the dropdown at the top of the tab.

Partial responses are stored for uncompleted surveys made up of more than one page, provided the respondent has clicked 'Next' (or its equivalent) on a page. This allows you to re-engage with respondents who started, but didn't finish, a survey. It also helps you to identify the common dropout points of a survey, so it can be improved and fixed for better response rates. 

partial_survey_reponses.png

Click on the Choose columns button in the top right of the page to select the response headings you wish to view (you're able to view a maximum of five headings). Click on the questions to select which you wish to include in your view; as you click, they'll move between the active and inactive areas. Click Apply once you've completed your selection.

choose_columns.png

Once you've made your selection, you can choose how many responses to view per page, page through your responses, identify the number of the response by clicking on the eye icon (which will provide you with the complete survey response), or delete the response.

Charts tab

The Charts tab provides you with both a pictorial image of your data and the capability to transfer these charts into a report.

Again, you have the ability to view only complete responses (default view), only partial responses, or you can view both simultaneously by selecting either one of Include only complete responsesInclude only partial responses or Include complete and partial responses from the dropdown at the top of the tab. When doing this, the total number of responses alongside each question will change according to the setting.

charts_tab.png

The type of chart used for your question will be displayed by the icon at the beginning of the list. This will be: a table for text box, date and time, or hidden value answers; a pie chart for dropdown, multiple choice or Likert scale answers; and a bar graph for checkbox answers.

Click on each individual question to reveal the table or chart. Click again to hide it.

report_chart.png

Creating your report

Tick the Add to report checkbox on the far right of the question bar to include a table or chart in a report. Once you've chosen all of the required tables, charts or graphs to include, click on Preview report at the bottom right of the screen. A full preview will be displayed.

preview_report.png

Now you can add your logo, rename your report, and add some descriptive text. Once you're happy with how your reports looks, you can then click Print to print your report out.

Have more questions? Submit a request

Comments

  • Avatar

    When I download my report from charts it is not showing all my responses. Why is this?

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    Hi Amber,

    Thanks for your question. Just to be clear, are you referring to 'responses' in terms of the overall respondents to your survey and questions, or are you referring to the fact that not all of your various questions (and thus their responses) are included in your report's PDF download?

    I'm assuming it's most likely you're referring to the fact that you're not seeing all of the individual responses you received to your survey and questions. The reason they aren't all included is because this report is only intended as a downloadable/printable overview that can easily be shared. We include up to a maximum of ten individual responses, so as to provide a reasonably sized sample. 

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    Are you able to do cross tabulation reporting e.g find out how a certain age group/gender responded to another question.

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    Hi Dija, 

    This isn't possible within the surveys and forms tool. However, you can of course export your survey responses into a CSV file and then you could create pivot tables with it in Excel.

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    We create a large number of surveys for our campaigns but trying to get the results of these is becoming really time consuming since we cannot organise them into folders.  It would be really great if the tool allowed for this since there is no way at all of organising them just now.  The organisational features available for the email area is really helpful for us so I'm surprised Dotmailer hasn't got anything similar for the Survey Tool.

    Thanks!

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    Hi Gillian,

    Thanks for your comment. The good news is that, in the coming weeks, work is planned on improving the usability of surveys and forms in this respect. Whilst I can't absolutely guarantee what it will involve, it should make life easier! Watch this space.

    I see you've also submitted this as a feature request, which is exactly the thing to do. I recommend that anyone who feels the same way as Gillian should go and vote for this over at https://support.dotmailer.com/entries/96125767-Being-able-to-organise-surveys.

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    Great to hear work is planned - can't wait to see it!  Thanks Neal!

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    I dont have the option to download these reports only print or export as CSV. Why is this?

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    Hi Carris,

    Due to an issue we were experiencing with survey and forms reports' PDF conversion, the 'Download' button needed to be removed. Thanks for highlighting the fact that this article needed to be updated accordingly!

    In most browsers, however, you'll find you can save a page as a PDF, which is essentially the same functionality as the 'Download' button.

    To do this in Chrome, for example, click 'Preview report' in the app and then click Print. Go to the Chrome control panel, mouse over 'More tools' and select Save page as... A dialog window will open enabling you to save the report on your computer.

    Edited by Neal Goldsmith
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    Will survey form responses be synced with Salesforce (using our integration) and if yes, how can we make sure that this is happening?

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    Hi,

    Survey and forms responses can be synced with our dotmailer for Salesforce connector. It might be best to check out our Salesforce connector documentation here - https://support.dotmailer.com/hc/en-gb/sections/202602368-Salesforce - which includes a link to the user guide - https://support.dotmailer.com/hc/en-gb/articles/212216008-User-Guide. Our support team can contacted too by emailing support@dotmailer.com and they'll be happy to assist you further.

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    Hi, one of our surveys has a high bounce rate of 98% and i can't find any information as to why this would be? How can we improve it?

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