Reports Tab

Overview

The Reports tab allows users to analyze and monitor survey performance after responses are collected. It provides visual dashboards, detailed response data, and performance tracking tools in a centralized view.

Reports help organizations understand both quantitative metrics and qualitative feedback, making it easier to track performance, monitor trends, and identify areas for improvement.

• Track survey performance
• Measure goals and targets
• Analyze trends over time
• Review individual responses
• Understand customer sentiment

When to use it:
Use Reports when you want to monitor survey results, analyze response data, or generate insights for stakeholders and decision-making.

Use filters and goals together to monitor performance across teams, regions, or campaigns more effectively.

Key Use Cases

• Monitor overall survey performance
• Track NPS and satisfaction trends
• Review respondent-level data
• Analyze open-ended feedback
• Export reports for presentations and stakeholder sharing

How to Use Reports

How to Access Reports

1. Open your survey
2. Click the Report tab from the top navigation

Depending on the survey type, the Reports section may include:

• Overview
• Survey Metrics
• Responses
• Import History
• Comments

Overview

The Overview section provides a high-level summary of survey performance and is especially useful for quick executive-level analysis.

This section may include:

• Overall NPS score
• Promoters, Passives, and Detractors breakdown
• Total responses
• Trend over time

Survey Metrics

Survey Metrics provides a summarized dashboard view of survey results. It combines response statistics, charts, filtering, and reporting tools in one place.

Users can:

• Filter data by date range or distribution channel
• View response summaries such as Total, Completed, Partial, and Average Response Time
• Analyze question-wise charts with counts and percentages

Set Goals

The Goals feature allows users to define performance benchmarks for specific questions or metrics.

For example, teams can configure goals such as:

• Target Top Box %
• Satisfaction benchmarks
• NPS targets

Reports then display actual performance against the configured goals, helping teams measure progress more effectively.

Goals are useful for monitoring KPIs across teams, campaigns, or business units.

Design Customization

Reports support design customization to improve readability and presentation quality.

Users can customize:

• Chart colors
• Fonts
• Visual presentation styles

This helps create cleaner reports for presentations and stakeholder sharing.

Export & Share Reports

Reports can be exported and shared in multiple formats for analysis or presentations.

Users can:

• Export reports as Excel, CSV, or PDF
• Generate shareable report links
• Import responses using CSV files

Reports automatically update as new responses are collected.

Save any goal configurations or design changes before exporting reports.

Responses

The Responses section displays individual survey responses in a detailed table format.

Users can:

• Search and filter responses
• Customize visible columns
• View Contact Properties, Survey Metadata, and System Properties
• Review detailed answers
• Delete responses if require
  

Import History

The Import History section appears when responses are uploaded manually through CSV files.

Users can:

• View imported file details
• Check import status
• See the number of updated responses
• Track who imported the file and when

Comments

The Comments section displays open-ended survey responses and qualitative feedback.

• Promoters
• Passives
• Detractors

This helps teams identify common themes, customer concerns, and improvement opportunities directly from written feedback.

Review comments alongside survey metrics to better understand the reasons behind customer scores.