Learn how to view the reporting for the surveys and forms you built in our retired tool Surveys and forms.
On 5 July 2021, we retired Surveys and forms to make way for the bigger and better Pages and forms. You can no longer access the Surveys & forms tool, but you can still view up-to-date reporting for any surveys and forms that might still be available to your contacts.
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.
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.
View Surveys & forms reporting
To view the reporting for your surveys and forms:
- Go to Pages and forms > Reporting > Surveys & forms (retired).
- Select the survey or form you want to view reporting for.
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).
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)
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.
This provides a breakdown of the responses received:
For a definition of these response types, read the final section of 'Designing your survey - configuring the 'Submit', 'Save' and paging buttons'.
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.
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.
Here you can sort your individual survey responses into your chosen view.
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.
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.
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.
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 responses, Include 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.
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.
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.
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.