Before Planning To Create a Survey, Decide What Kind Of Reports You Would Like To Build

Before you go ahead and get started on building your survey, stop for a second and ask yourself the following question: What kind of information and data am I actually looking to gather?

The questions you ask in your survey will, in turn, determine the exact data that is collected and the data that will be used to generate your reports. Therefore, you will want to make sure that you are asking questions that are going to be the most beneficial to you and/or your collaborators.

Tip: Try to determine a survey theme. By streamlining your questions to one specific topic, you will not only keep it simple for the respondent, but you will also make it easier for yourself when creating reports and combining relevant information.

Within our reporting interface, there are several very useful options for you in order to break down and compare your data.

Scenario: For example, you are a local retail shop owner and have created a survey about customer satisfaction. You will want to make sure that your questions are gathering the right information. Ask questions that will relate directly to how satisfied the customer was on their last visit to the shop using satisfactions, agreement and happiness scales based on various aspects of the visit like greeting, promotions, and staff friendliness.

Firstly, you can use filters to separate certain strings of data. Maybe you just want to see the responses from everyone who said that they were “Very Unsatisfied” with the overall experience of their visit. To do this you will need to do the following:
– Go to your reports section of the software (Analyze > Reports)
– Create New Report
– In the top right hand corner you will see “Add Filter” > click on the little green + sign
– Here you can filter by any question that you have asked in the survey

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Another option, in order to compare your collected data, is to use Cross Tabulations. This function is also found within the Analyze section by following the same steps, as stated above, in order to create a report. Once you have created a report you will need to click on “Edit Report” at the top of the page and “Add Item”.

Here you can change the graph type to something called “Cross-tabulation” and, from there, choose 2 of your wonderful data sources to compare!

In this example, we will compare being greeted as they entered the store and receiving promotions about ongoing sales.

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Making sure that you ask the right questions is key! So next time you’re going in to create a survey, think about your reports and what you want them to tell you!

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