ION Report - Surveys

From Wiki-eostar.com
(Redirected from ION Report - User Surveys)
Jump to: navigation, search

The Surveys report shows the results of the selected user surveys that were recorded during the specified time frame. It can show the following information:

  • Customers with no recorded results.
  • Date results were recorded.
  • Employee who recorded the results.
  • Time it took to record the results.
  • Scoring information.

Feature Information

Permissions

Plugins Panel

Records > Employee > Records > Plugins Panle:

  • May access user surveys report

How To Create a Surveys Report

  1. Go to Reporting > ION Reports.
  2. Select the Surveys report.
    IONReportSurveys1.png
  3. Click the Date Selection sidebar.
    IONReportSurveys2.png
  4. Enter the From and Thru dates.
    • Only results records during this date range will be included in the report.
  5. Use the Date Settings to select a date range that will dynamically update based on the current date.
  6. The Formulas sidebar can be used to create custom formulas.
  7. Click the Customer Information sidebar.
    IONReportSurveys3.png
  8. Checking an attribute here will add is as a field in the report.
  9. Use the Search Fields box to find specific attributes.
  10. Show Included - Check this box to only display checked attributes.
  11. Click the Surveys sidebar.
    IONReportSurveys4.png
  12. Select a Survey from the menu.
  13. Show Last Results Only - Check this box to only include the most recent results in the time frame for each customer.
  14. Show Missed Accounts - Check this box to include customers with no completed survey recorded.
    • Customers with blank answers may still be included when this box is unchecked.
    • This means the survey was clicked through and completed, but no answers were entered for the question(s).
  15. When Done - Check this box to add a field displaying the date the results were recorded.
  16. Minutes - Check this box to add a field displaying the time it took to complete the survey.
  17. Done By - Check this box to add a field displaying the employee who completed the survey.
  18. Score - Check this box to add a field displaying the score of the survey.
  19. % Score - Check this box to add a field displaying the score of the survey as a percentage of the maximum possible score.
  20. Scored By - Check this box to add a field displaying the employee who scored the survey.
  21. Select the survey questions to include in the report.
  22. Use the Select/Deselect All links to quickly check/uncheck all questions.
  23. Use the customer filter to select the customers to include in the report.
    IONReportSurveys5.png