Reports Tab

Reports Tab

Reports Tab

Reports allows you to analyze and monitor your survey performance after responses are collected. It provides visual dashboards, detailed response data, and performance tracking tools in one place.

These views are applied at the survey level and help you understand both quantitative metrics and qualitative feedback.

A well-structured report helps you:

  • Track survey performance

  • Measure targets and goals

  • Identify trends over time

  • Analyze individual responses

  • Understand customer sentiment

Where Can We Use Reports?

Consider a company collecting feedback across departments such as Sales, Support, and Product.

The team may want to:

  • Monitor satisfaction scores

  • Track NPS performance

  • Set goals for key questions

  • Export reports for stakeholder meetings

  • Review individual customer responses

  • Analyze open-ended feedback

The Reports tab enables all of this within the platform.

How to Access Reports

  1. Go to your survey.

  2. Click on the Report tab in the top navigation.

The Reports section may include:

  1. Survey Metrics

  2. Responses

  3. Import History

  4. Overview (for NPS surveys)

  5. Comments (for surveys with open-ended responses)

1. Overview

The Overview tab provides a high-level snapshot.


It includes:

  • Overall NPS score

  • Promoters, Passives, and Detractors breakdown

  • Total responses

  • Trend over time

This section is useful for quick executive-level insights.

2. Survey Metrics

Survey Metrics provides a summarized dashboard view of your survey results.


You can:

  • Filter data by date range and distribution channel

  • View response summary (Total, Completed, Partial, Average time)

  • See question-wise charts with counts and percentages

Set Goals

  • Define performance targets (e.g., Top Box %) for specific questions

  • Track performance against defined benchmarks

Design

  • Customize chart colors and fonts for better presentation

Export & Share

  • Export reports as Excel, CSV, or PDF

  • Import responses via CSV

  • Generate a shareable report link

3. Responses

The Responses section displays individual-level data in a table format.


You can:

  • Search and filter responses

  • Customize visible columns (Contact Properties, Survey Metadata, System Properties)

  • Review detailed answers

  • Delete responses if required

This section is ideal for deeper analysis and respondent-level review.

4. Import History

Import History appears when responses are uploaded manually.


It allows you to:

  • View imported file details

  • Check import status

  • See number of responses updated

  • Track who imported the file and when

If no data has been imported, this section may not be visible.

5. Comments

The Comments tab displays open-ended responses.


You can:

  • View qualitative feedback

  • See comments grouped by Promoters, Passives, and Detractors (for NPS)

  • Identify common themes and improvement areas

Saving and Sharing Reports

Reports update automatically as new responses are collected.

You can:

  • Export data in Excel, CSV, or PDF formats for presentations, analysis, or sharing with stakeholders

  • Import responses using CSV files to add or update survey data

Make sure any design changes or goal configurations are saved before exporting or sharing the report.

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