Survey Help

Reports

Interpret survey results through data reports. Zoho Survey contains powerful features that vary from summary reports to individual responses and slicing data using filters. Zoho Survey brings to you exclusive features like share and review. Review makes collaboration easy to create important surveys. Share enables delivering all or custom data to colleagues for analysis.

Summary Responses

For any report that you want to view, a summary of the report is shown You can view the default report, custom reports and crosstabulated reports Any report that you select shows Completed Responses, Partial Responses and Survey visits.

Reports – How to select to view report.

Click on the drop down against Reports. Select which report you would like to view from the list.

  1. Default Report
  2. Customized Report (example)
  3. Crosstabulated report (example)

For information on how to customize a report & how to cross-tabulate go to Manage Report You can also slice data using response-based filters to analyze data in parts.

From the Filter By drop down you can select to view reports based on completed responses; partial responses and custom filters that you create.
For information on how to create a filter go to Manage Filter – Advanced options.

You can also export, share and print reports.
Let's look at a default report as an example. What can you do with a default report?

Export Reports

Export in PDF, CSV, in excel sheet or Open your reports in Zoho Sheet.

Export to Google Drive

If you have a Google apps account, you have the option to export your reports to Google Drive

Share your reports

You can create and share reports of your responses to select people.

There are two ways for you to create and share reports,

  1. Share Button
    • Move the mouse pointer over the name of the survey.
    • Go to Reports.
    • Click on the Share button on your right.

  1. Advanced Options Tab
    • Move the mouse pointer over the name of the survey.
    • Go to Reports.
    • Click on the 'Advanced Options' tab.
    • Here, click on 'Create a New Share Report'.

  • For information on how to create a share report, click here

Summary Report

A summary report is a summarized report of all the responses you have received on your survey.

Individual Report

An individual report is a report of the responses of one respondent in particular.

  • Fill out all the details and click share.

Print a report

Click on the print icon on the right hand side.

To go back to editing your survey click on the Edit the survey link.

Individual Responses

The set of answers of each survey respondent can be viewed on the individual responses page. Start and completion time of responses as well as the I.P address will be shown.

To view and edit individual responses, click on Edit Responses.

Use previous and next buttons to go to the respondents survey whose individual responses you want to view.

When you have a large number of survey respondents, type out a number in the GO bar to directly view the page of the (respondent) number specified. Once you locate the question to be changed, you can select a different answer choice or change a comment.
Click Submit at the end of the page once you've completed editing and refresh the survey page to see the changes.

To delete, click the delete link. You will not be able to restore deleted data.

Export as PDF and Print Individual Responses

You can also export responses and of a certain respondent, as a PDF document or print them.

To export the responses from a certain respondet as a PDF document,

  • Click the Export As PDF button.

Responses of the particular respondent will be exported as a PDF document right to where you want it on your computer.

Note that the PDF document will contain details of Response Started, Response Completed the IP address of the respondent, the questions of the particular survey and the respondent's answers.

If you wish to print a respondent's responses,

  1. Click on the Print button on your right.

  1. Give the required specifications and Print the responses.

Respondent's Email

When you're using Zoho Campaigns, you'll have an option called Respondent's email. It allows you to track a particular respondent's email id.

When you distribute your surveys via email on Zoho Campaigns, a unique URL would be sent to your recipient. Once you have collected the responses, you will be able to track a particular respondent using the URL that was sent to him via email.

To view a respondent's email id,

  • Under Reports, click on Respondent's Email.

The email id of the particular respondent will be displayed.

Filter by Responses

Filter responses by selecting from a drop down of options.

You can view completed or partial responses by selecting these options from the filter responses drop down. Apart from this, the custom filters you have created will also be shown in the list which when selected gives you the filtered questions you want to view for each respondent.

Manage Reports

Whether you need a customized report or to create a crosstabulated report, visit the manage reports page to create these reports. Created reports are automatically shown under Filters on the summary response page.

Customize Report

A custom report can be created by selecting a group of questions to be included in the report. The report can be shared or selected under filters to view received data on the questions selected.

To create a custom report click on the Create a new custom report button You will be shown to a page where you.

    • Enter a name for the report
    • Select the questions to be included on your custom report
    • Click Save

Note:

  • You will be shown all the questions on your survey while creating the report. Questions that indicate “data only” do not have the option to view chart.
  • Select your viewing option (as chart/data/chart&data) from the questions where a display option is seen

View all custom reports

The customize Report section on the Manage Report page will show you a list of all the custom reports you have created. View reports; edit or delete custom reports here.

To edit a custom report, the procedure is the same as creating a new report. Click edit to view the edit page, make changes, click save to see the changes.

Crosstab

Crosstabulate data by selecting two questions to determine how they are interrelated. The reports you create can be shared and selected under filters on the summary responses page to view the comparison data on the crosstabulated questions.

To create a crosstab click on the create a new crosstab button
You will be shown to a page where you

  • Enter a name for the crosstab
  • Select the question that you wish to crosstabulate
  • Select the question that you want to compare
  • Click Save

The Crosstab section on the Manage Report page will show you a list of all the crosstabs you have created. View reports; edit or delete custom reports here.

To edit a crosstab, the procedure is the same as creating a new crosstab. Click edit to view the edit page(see image below), make changes, click save to see the changes.

Trend Reports

Trend reports are used to compare and analyze trends in aggregate survey responses. These reports are helpful, when you need to analyze reports over a period of time.
If you wish to analyze a particular trend (for eg; a date or an interval), a custom trend report could also be created.
To create a custom trend report:

  1. Click on 'Manage report' in the responses header and select Trend report.
  2. Click on Create a New custom trend to generate a report.
  3. Name the report ( Eg; Daily report)
  4. Click on trend frequency type and select a frequency from the drop down. (Eg: Day Wise)
  5. Select the trend statistics for which you wish to see the trend. You can view for a particular date or for a interval.
  6. Select questions to add to the report by checking or unchecking the boxes against the list of questions.
  7. Click Save.

Note:

  • Trend reports for a particular time frame can be viewed in the drop down of default reports in responses tab of the survey editor.

Advanced Options

To create filters and share reports visit the advanced options page.
Sort data by creating filters to view only the data that you need or to share.

Create & Manage Filters

For in-depth or advanced analysis on the data you receive, use filters on your reports.
Filters will help you view data for a subset of responses based on the conditions you set in the filter.

To create a filter click on the create filter button
You will be taken to a page where you can Set Response conditions and Question conditions on your filter.

Response conditions:

You can set two response conditions on your survey. They are

  • Response date range – to view results within a period for e.g. within the period March 27-29, 2013.
  • Response status – to view either all, partial or completed responses on the survey.

Question condition:

Select questions on your survey with specific answer choices that will project in your reports only the data you are looking for e.g. You want to view specific data on Apple iPad users who like entertainment apps.
How question conditions works:
This is similar to creating a logic on survey.

  • Step 1 - Click on add Condition
  • Step 2 - Select a question to set the condition e.g what is your favorite Apple product
  • Step 3 - Then select a condition e.g equal to
  • Step 4 - Select your answer choice e.g. New iPad 32gb
    Only one answer choice can be selected at a time.
    To select 2 or more answer choices for the same question, click on the green add button beside the
    condition you have selected.
    To add a second condition click on add condition again below and repeat the same steps.
  • Step 5 – Click Save

Note:

  • When you have selected more than one answer option for each question
  • Select Match all – for data that matches all conditions
  • Select Match Any – for data that matches any of the conditions given

Overall Steps to create a filter are detailed below:

  • Create a name for your filter
  • Fill out your response conditions
  • Select your response status
  • Add question conditions
  • Click Save

Manage Filters section on the Advanced options page will show you a list of all the custom filters you have created. View reports; edit or delete custom filters here.

To edit a custom report, the procedure is the same as creating a new report. Click edit to view the edit page, make changes, click save to see the changes.

Share Report

To allow others to access a part or the complete survey report, use Share Report.
To create a Share Report.

  • Click on the Share Report tab
  • Click on Create new share report
  • Type a Name
  • Choose a report type i.e. Summary Report or Individual Report.

If you select Summary Report:

  • Select a Default or a custom Report from the drop down menu.
  • Select whether you want to allow text responses.

Or, if you select Individual Report, continue to fill in the other details as follows.

    1. Select one of the response types (All, completed, partial) or a custom filter from the drop down menu.
    2. Select a recipient from the drop down menu.
    3. Type out required details in the box.
    4. Click Share.

Share Permission

You can select one of four options as recipients of your share report. Images are shown with examples below.

  • Share with private user – type out the email addresses of one or more private users who should receive your share report.
  • Share with organisation – to share with people within your organisation. To set up an organisation account visit https://adminconsole.wiki.zoho.com/set-up/Mail-Hosting-Setup.html
  • Share to external world – To make your report accessible to the public. Note that anyone on the internet can access your report including web crawlers.
  • Share with password – to make your report accessible only to users who know the password


    When you select this option, a page with a link appears

Share the link on the page and the password with the recipients.

Recipients can submit the password on the following page to access the shared report

Share Reports section on the Advanced options page will show you a list of all the shared reports you have created. View shared info; edit or delete shared reports here.

To edit a share report, the procedure is the same as creating a new crosstab. Click edit to view the edit page(see image below), make changes, click save to see the changes.

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