User Guide | Contextualize Data with Survey Dashboards and Reports

Make the most of your Mogli-powered text messaging communications by utilizing Reports, rollups 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 rollups, Reports and Dashboards for surveys to see responses in aggregate.  

Example: A Dashboard for a Student Survey

(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

 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 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?

You 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?

Create 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

Get 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