Online Questionnaires

Some of you may have read my post a couple weeks ago about thinking ahead to reporting before you design your survey in an online poll generator. Well, I recently received a phone call from a client who works in the health care industry, and this particular call convinced me to write another post on the same subject, but with a slightly different spin on things this time.

The client who called me, we can call her Melanie, had set her online survey up perfectly considering the reports she wanted to run. She called because she wasn’t sure exactly how to filter for the appropriate data in each report. Melanie had conducted a client satisfaction survey. She wanted to run a survey report to pull contact information for all of survey respondents who had answered they were either dissatisfied or extremely dissatisfied with their customer experience. However, she only wanted to pull those respondents who had also indicated they were willing to be contacted regarding their survey responses.

Because Melanie had asked for the above information in two separate survey questions and she had also made these questions required, it was easy to walk her through the steps to generate the desired report. I instructed Melanie to run the Answer Details for All Respondents report, checking off the survey questions she wanted to see in the report and also the contact fields she wanted to view for each survey respondent. I then had her set up two advanced filters for the criteria she wanted to use to filter the report. I told her that she should apply the filters on all of the above criteria.

Since Melanie considered reporting before she sent out her survey invitations, she did not have any trouble pulling the report she wanted in the end. Always remember you can filter your final reports by contact information and survey questions, so make sure to follow Melanie’s survey reporting example and make these fields and/or questions required in your survey if you plan to filter by them in your reports.