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Reports

Get updates about your responses in real time with Zoho Survey's reporting tools to analyze the trends and make better business decisions. Customize reports and set up a schedule to deliver them, or compare different reports and filter your responses by the criteria you set. You can view a summary of all responses, or view them individually.

How do I view the reports of a survey?

  1. Tap the published survey you want to select on the All Surveys page.
  2. Tap View Report to view the report in detail.
  3. Tap <screenshot>, or swipe left, to apply filters to manage your search results. You can filter your responses based on the time you received them, based on the collectors used, or the type of responses you received. You can apply the following filters here:
    • All Responses
    • Today's Responses
    • Partial Responses
    • Completed Responses

What can I do here?

  • Tap to create a new filter
  • Tap Clear Filter after a filter has been applied to remove all filters applied to the report
  • Tap to take a look at the response conditions and the question conditions you have applied in the filter
  • Tap <screenshot> to share a report, schedule a report, or delete responses

How do I create a new filter?

  1. Tap <screenshot>.
  2. Type a name for your filter in the Name field.
  3. Tap <screenshot> to select a time range in the Response Conditions section to view the responses in a particular time period.
  4. Tap <screenshot> to select the response status.
    • Select All
    • Completed Responses
    • Partial Responses
    • Select Disqualified Responses if you want to filter and view the responses that do not fit your specific criteria. Read more on this.
  5. Tap Done.
  6. Tap the Collector List dropdown to select collectors for your filter. Read more on collectors.
  7. Tap Add Condition and select questions to set a logic for your filter.
  8. Tap All if you want to match all the conditions, or tap Any if you do not want to match any of them.
  9. Tap Save. Your new filter will be added to the filter options.

What are the different kinds of reports?

  • Default: To view the default report page
  • Custom: To create customized reports
  • Trend: To view and compile statistics by date
  • Cross Tab: To view a comparison of two multiple choice questions to determine how they are interrelated
  • Individual: To view individual response reports

Default

The default report displays a detailed report for each question in charts and figures. Tap <screenshot> when you are in the reports view to view the default report.

What can I do here?

  • Filter the report based on preset conditions
  • Tap to jump to any page or question
  • View the number of people who answered and skipped each question
  • View the responses of closed-ended questions of your survey summarized into charts and data
  • Tap the charts to change its type
  • Tap View Larger to get a closer look at any chart.
    • Tap in this larger screen to change the chart type
  • Tap Show Responses to see the list of all responses for any open-ended question

 

Custom

You can select the questions that you need and create custom reports. This report can be shared or selected under filters to view responses for the selected questions.

How do I view a custom report?

  1. Tap <screenshot> in the reports view to navigate to the survey’s custom reports.
  2. Tap <screenshot> and a list of available custom reports will be displayed.
  3. Tap the custom report you want to view.

What can I do here?

  • Filter the report based on preset conditions
  • Tap to navigate to any page or question
  • View the number of people who answered and skipped each question
  • View the responses of close-ended questions of your survey summarized into charts and data
  • Tap the charts to change their type
  • Tap View Larger to have a closer look at any chart
    • Tap in this larger screen to change the chart type
  • Tap Show Responses to view a list of all responses for any open-ended question

How do I create a new custom report?

  1. Tap in the reports view to navigate to the survey’s custom reports.
  2. Tap and select New Custom Report.
  3. Type a name for your report in the Name field.
  4. Tap to select the questions, variables, and cross-tab reports you would like to include in your custom report.
  5. Tap to change the chart type for any closed-ended question.
  6. Tap Save. Your new custom report will be added to the dropdown list of custom reports.

How do I edit a custom report?

  1. Tap in the reports view to navigate to the survey’s custom reports.
  2. Tap and a list of available custom reports will be displayed.
  3. Tap the custom report you want to edit.
  4. Tap <screenshot>.
  5. Tap Edit Report.
  6. Tap Save after you have edited the report.

 

Trend

Trend reports show you the changes in the responses you receive over a particular time period. The default trend reports will show you the changes until today, by day, week, month, or quarter.

How do I view the trend reports?

  1. Tap <screenshot> in the reports view to navigate to the survey’s trend reports.
  2. Tap <screenshot> and a list of available trend reports will be displayed.
  3. Tap the trend report you want to view.

What can I do here?

  • Filter the report based on preset conditions
  • Tap to navigate to any page or question
  • View the number of people who answered and skipped each question
  • View the trends of responses to your survey summarized into charts and data
  • Tap the charts to change its type
  • Tap View Larger to have a closer look at any chart.
    • Tap in this larger screen to change the chart type.

How do I create a trend report?

  1. Tap in the reports view to navigate to the survey’s trend reports.
  2. Tap <screenshot>.
  3. Type a name for your report in the Name field.
  4. Tap to select a trend frequency for your graph from the dropdown.
  5. Tap to select a trend statistic date range.
    • Tap Until Today to display the trend statistics through the present.
      • Tap the Range dropdown to select the range.
    • Tap Specific Date Range to select a time range.
      • Tap to select dates in the calendars
  6. Tap the Add the survey's respondent statistics checkbox to include these statistics in the report.
  7. Tap to select the variables and questions you want to include in the report.
  8. Tap to change the chart type for any question.
  9. Tap Save. Your new custom will be added to the dropdown list of trend reports.

How do I edit a trend report?

  1. Tap in the reports view to navigate to the survey’s trend reports.
  2. Tap and a list of available trend reports will be displayed.
  3. Tap the trend report you want to edit.
  4. Tap <screenshot>.
  5. Tap Edit Report.
  6. Tap Save after you have edited the report.

 

Cross-tab

Cross-tab reports are used to compare two questions and analyze their correlation. These reports can be shared and can also be selected by filter to show the data.

How do I view the trend reports?

  1. Tap in the reports view to navigate to the survey’s cross-tab reports.
  2. Tap and a list of available cross-tab reports will be displayed.
  3. Tap the cross-tab report you wish to view.

What can I do here?

  • Filter the report based on preset conditions
  • View the number of people who answered and skipped each question
  • View the cross-tab of two close-ended questions summarized into charts and data
  • Tap the charts to change its type
  • Tap View Larger to have a closer look at any chart
    • Tap in this larger screen to change the chart type

How do I create a cross-tab report?

  1. Tap in the reports view to navigate to the survey’s cross-tab reports.
  2. Tap and select New Cross-tab Report.
  3. Type a name in the Name field.
  4. Tap to select a question for the row axis and another for the column axis.
  5. Tap Save. Your new custom will be added to the dropdown list of cross-tab reports.

  How do I edit a trend report?

  1. Tap in the reports view to navigate to the survey’s cross-tab reports.
  2. Tap and a list of available cross-tab reports will be displayed.
  3. Tap the cross-tab report you wish to edit.
  4. Tap <screenshot>.
  5. Tap Edit Report.
  6. Tap Save after you have edited the report.

Individual

You can view the individual responses for each of your survey questions in this section. The respondent's IP address, and the date they responded, and the completed status of the responses will also be displayed here. If the respondent hasn't answered a question, it will be shown as Skipped.

How do I view individual responses?

Tap in the reports view, to navigate to the survey’s individual responses.

What can I do here?

  • Filter the report based on preset conditions
  • Tap to navigate to any response based on the respondent's IP address, the date they responded, and the time they took to complete the survey

 

Share Report

Share your reports with colleagues, survey respondents, organizations, or the public. You can also secure shared reports with a password.  

How do I share a report?

  1. Tap in the reports view, and select Share Reports.
  2. Tap Create Report.
  3. Type a name for your report in the Name field.
  4. Tap to select one of the Choose a Report Type options:
    • Summary - Tap this option if you just want a summary of your responses.
      • Tap Select a Report and tap to select the report you want to share.
      • Tap Select a Filter to select a filter.
      • Tap to enable or disable the option to Allow Text Responses. When enabled, it shares the text responses to open-ended questions with your report's summary. These options will not be available if you select Individual sharing.
      • Tap Share with and select an audience.
        • Share with private user: Tap this option to share your report privately with individual users by typing the users' email addresses.
        • Share with the organization (ZohoCorporation): Tap this option to share your report with your organization.
        • Share with the public: To make your report publicly accessible. Search engines will also be able to crawl this report.
        • Share with password: Tap this option to secure your report so that only users who have the password can access it. Type your chosen password into the Enter Password field.
    • Individual - Tap this option to see the details of each individual response.
      • Select a Filter: You can apply the following filters here:
        • All Responses
        • Today's Responses
        • Partial Responses
        • Completed Responses
      • Share with: Tap to select an audience.
        • Share with private user: Tap this option to share your report privately with individual users by typing the users' email addresses.
        • Share with the organization (ZohoCorporation): Tap this option to share your report with your organization.
        • Share with the public: To make your report publicly accessible. Search engines will also be able to crawl this report.
    • Both - Tap this option to see the summary and the individual response details.
      • Tap Select a Report and tap to select the report you want to share.
      • Tap Select a Filter to select a filter.
      • Tap to enable or disable the option to Allow Text Responses. When enabled, it shares the text responses to open-ended questions with your report's summary. These options will not be available if you select Individual sharing.
      • Tap Share with and select an audience.
        • Share with private user: Tap this option to share your report privately with individual users, and type the users' email addresses.
        • Share with the organization (ZohoCorporation): Tap this option to share your report with your organization.
        • Share with the public: To make your report publicly accessible. Search engines will also be able to crawl this report.
        • Share with password: Tap this option to secure your report so that only users who have the password can access it. Type your chosen password into the Enter Password field.
  5. Tap Save. A web link will be generated.
    • Tap View Report to view the report in the browser.
    • Tap Copy to copy the web link.
    • Tap Share and select the applications that appear in the pop up to share your survey through various social media platforms or applications.

How do I edit a shared report?

  1. Tap in the reports view, and select Share Report. A list of shared reports will come up, if you've created them before.
  2. Tap <screenshot> next to the shared report you wish to edit.
  3. Tap Save after you have edited the report.

How do I view a shared report?

  1. Tap <screenshot> in the reports view, and select Share Report.
  2. Tap the shared report you want to view the link of.
  3. The web link of the shared report will be displayed.
    • Tap View Report to view the report in the browser.
    • Tap Copy to copy the web link.
    • Tap Share and select the applications that appear in the pop up to share your survey through various social media platforms or applications.

 

Schedule Report

Schedule your reports to be delivered to specific users daily, weekly, monthly, or quarterly.

How do I schedule a report?

  1. Tap in the reports view, and select Schedule Reports.
  2. If you haven't created a scheduled report before, tap Create Report.
  3. Type a name for your report in the Name field.
  4. Tap Email Frequency to select a frequency to email your reports: Daily, Weekly, Monthly. 
  5. Tap Schedule a Report and select the type of report you want to schedule.
  6. Tap Select an Interval.
    • Tap All Data to receive all responses.
    • Tap Data acquired within frequency interval to receive responses for a specific time period.
  7. Tap Select a Filter to set a filter for reports. You can apply the following filters here:
    • All Responses
    • Today's Responses: view the responses you have got today
    • Partial Responses
    • Completed Responses
  8. In the Recipient's email addresses box, type the email addresses of the recipients, one per line or separated by commas.
  9. Tap Save.

How do I edit a scheduled report?

  1. Tap <screenshot> in the reports view, and select Schedule Report. A list of scheduled reports will come up if you've created them before.
  2. Tap the scheduled report you wish to edit.
  3. Tap Save after you have edited the report.

 

Delete Responses

Delete the responses of your survey in bulk. You can reset your survey by deleting all your responses, or by deleting a filtered list of responses.

How do I bulk delete responses?

  1. Tap in the reports view, and select Delete Responses.
  2. Tap the type of deletion you wish to perform.
    • Tap Reset if you wish to delete all responses the survey has collected.
      • Uncheck the Clear Survey Visits checkbox if you wish to clear the number of visits for your survey from your reports.
    • Tap Filtered Delete if you wish to delete a filtered list of responses.
      • Tap Delete a filtered list of your responses and tap the filter you wish to apply to your bulk deletion.
  3. Tap Delete.

Note: Deleted responses can't be recovered.