Summarizing Survey Reports (admin)

Introduction

PerformYard Survey Reports are a great tool to see data across multiple surveys in one unified report. These reports provide detail into your organization's published surveys, its participants, and the responses received. Along with the sorting and filtering options that are available in a non summarized survey report, summarized survey reports offer the ability to perform additional analysis within the PerformYard application directly. If further analysis is needed outside of PerformYard, you can also export the data to your preferred spreadsheet. To learn more about creating new Survey Reports, visit this article.  

Summarizing a Survey Report

The report builder offers a Summarize Rows panel, found below the Select Columns panel, to summarize the data contained in the survey report. From this panel, you can select one or more fields to summarize the form data, toggle between detailed and summary views, and control additional options for the summary report.

There are two core concepts to a summary report:

• Summarize-By Fields, representing the grouping of the data to be shown in a summary report, and 
• Summary Functions that define the aggregation that should be applied to the columns in the selected grouping.

Summarize-By Fields

Summary reports allow for up to 4 levels of grouping or subgrouping across the supported summarize-by data fields. For example, you might choose to summarize a survey report by participant (a survey field), by manager (an employee field) and participant, by manager and participant and survey end date (another survey field), or potentially by manager and employee group (another employee field) and participant and survey end date. To change the order of the summarize-by fields, drag them up or down within the list. The table will automatically update itself to reflect the change. You can also easily remove and add fields by clicking the remove icon and opening the dropdown to select a different data field.

Summary Functions

You can summarize the columns for numeric fields using common aggregations, for example, seeing the average rating given for a survey question across each group. 

Toggling Detailed and Summary Views

You can easily switch between the summary view and detailed view by using the Summarize Rows toggle. The Summarize-By field selections will be remembered when you toggle to the detailed view.

Showing All Report Columns

Survey reports can include any number of fields, but not all columns are necessarily summarizable when switching to a summary view. Typically a summary report will be created to summarize numerical results, so columns reporting on open text answers don't make as much sense. Users can choose whether they want to show/hide such fields by switching the "Show All Columns" toggle in the summarize rows panel.

Download to CSV

Survey reports can be exported to CSV in either their detailed view or summary view for further analysis in your preferred spreadsheet or business intelligence tool. More information about exporting a report to CSV can be found in this article.