User Guide | Contextualize Data with Survey Dashboards and Reports

Make the most of your Mogli powered text messaging communications by utilizing reports, roll ups and dashboards in Salesforce to contextualize your data, no matter your industry.

This article uses the example of a Student Survey to show what types of reports can be generated with the compiled responses. 

Create roll ups, reports and dashboards for surveys to see responses in aggregate.  

Example: A Dashboard for a Student Survey

A dashboard displaying record counts of Question Responses from a Student Survey Form Template

(see survey example in the Branching Form Templates guide

 

Generating Reports from the Student Survey Dashboard

The following is a succinct run through of the variety of reports that can be generated by navigating to the Reports tab, using the above Student Survey as an example.

Report Example: Total Surveys Initiated

Building the Report for Total Surveys Initiated with the Classic Report Builder

 Here's how to create the Report for Total Surveys Initiated with the Classic Report Builder

Fill in the fields as follows:

  • Report Type:  Form with Form Template
  • Summary Format
  • Form: Created Date - All Time
  • Sort Group by Status
  • Form Template equals Student Survey
  • Status not equal to “ “

 

 

Report Example: Number of Credit Hours

Building the Report for Number of Credit Hours with the Classic Report Builder view

Building the Report for Number of Credit Hours is easy with the Classic Report Builder

Fill in the fields as follows:

  • Report Type:  Forms with Question Responses and Question Template
  • Summary Format
  • Form: Created Date - All Time
  • Sort group by Response
  • Question Template: Question equals 2.0 Credit Hours, DEFAULT: Credit Hours
  • Status = Complete
  • Response starts with 1 or 2 (Filter Logic)

 

Report Example: What was your GPA?

Building the Report for GPA with the Classic Report Builder viewYou can also build the Report for GPA with the Classic Report Builder

Fill in the fields as follows:

  • Report Type:  Forms with Question Responses and Question Template
  • Summary Format
  • Form: Created Date - All Time
  • Sort group by Response
  • Question Template: Question equals 4.0 - Pass Yes, 4.1 - Pass No., DEFAULT: GPA
  • Status equals Complete
  • Response starts with 0, 1, 2, 3, 4
  • Response less than 4.1

 

Report Example: Did You Pass All Classes?

Building the Report for Classes Passed with the Classic Report Builder viewCreate the Report for Classes Passed with the Classic Report Builder

  • Report Type:  Forms with Question Responses and Question Template
  • Summary Format
  • Form: Created Date - All Time
  • Sort group by Response
  • Question Template: Question equals 3.0 - Courseload Low, 3.1 - Average Courseload, 3.2 - Heavy Courseload, DEFAULT: Pass FAIL
  • Response equals YES or NO (Filter Logic)

 

Report Example: Level of Satisfaction

Building the Report for Level of Satisfaction with the Classic Report Builder viewGet insight into Level of Satisfaction by generating a report with the Classic Report Builder

  • Report Type:  Forms with Question Responses and Question Template
  • Summary Format
  • Form: Created Date - All Time
  • Sort group by Response
  • Question Template: Question equals 5.0 - Low GPA, 5.1 - Moderate GPA, 5.2 - High GPA, DEFAULT: Rating
  • Response equals 1, 2, 3, 4, 5 (Filter Logic)
  • Status equals Complete

 


Related Resources

User Guide | Branching form templates in Salesforce®

Mogli surveys and forms

All Knowledge Base articles