consolidated reporting
TRANSCRIPT
CONSOLIDATED REPORTINGMerge the data from two identical surveys into one report!
Wednesday, July 9, 14
CONSOLIDATED REPORTING OVERVIEW
Consolidated reporting works great for if
you have sent the same survey out more
than once. For instance, if you have a
week over week report, you may want to
keep it separate but in the future merge
all of the data from the surveys together
for a monthly and all the way to an annual
overview to look back on in the future.
Wednesday, July 9, 14
CONSOLIDATED REPORTING OVERVIEW
If you have two different surveys with
exactly the same structure, you can run a
consolidated report. This report will give
you an Excel file with combined data
analysis for both of those surveys. If the
structure is not the same, the reports will
not consolidate.
Wednesday, July 9, 14
HOW TO GET STARTEDIn this instance, the survey I ran
was to different e-mail lists six
months apart.
Make sure you are in the analytics
for the survey you want to
consolidate with another.
In the Analytics Tab on the left
hand navigation, select Consolidate
Report.
Wednesday, July 9, 14
CONSOLIDATING THE REPORTS
Select the survey you would like
to consolidate by clicking on it
or if consolidating multiple
surveys hold command and click
(for Mac) or control and click
(for Windows) and then run the
consolidated report.
Wednesday, July 9, 14
EXPORTING THE REPORT
Visit the download center or wait a
moment for the data to process and
download the file. It comes in
the .xls format for Excel and includes
the charts and percentages you need
to see from the combined data.
Wednesday, July 9, 14
ALSO CHECK OUT THE VIDEO!
Proceed to watch Customer Success
Team Member Dan Fleetwood show
how to consolidate reports in Survey
Analytics in the video.
Wednesday, July 9, 14