Managing Surveys and Viewing Results

Manage all your surveys centrally in the Collaboration tab of your workspace. Easily filter, sort, and search surveys, view results, finish, rerun, restart, or delete survey runs.

Managing Surveys

You can find a comprehensive overview of all your surveys in the Collaboration tab, making it easy to access and manage them centrally. Select the Manage Surveys section on the left side pane of the collaboration tab to view all existing surveys. This section, by default, is accessible only to admins. However, admins can configure permissions to allow non-admins to create surveys, collect responses, and access survey results. To learn how to configure survey permissions, see Configuring Survey Permissions for Non-Admin Roles.

Filter, Sort, and Search Surveys

The KPI cards at the top show the number of surveys in various statuses, such as total, live, draft, finished, and surveys with safety net issues. These cards also function as quick filters. For instance, clicking the Live card lists surveys that are currently live and running. Clicking the Total card removes all filters, listing all surveys.

Managing Surveys

Managing Surveys

The list provides details about the user who shared the survey, the progress percentage, the status of the survey run (Live/Draft/Finished), and the user who created the survey form. You can sort the list by title and the status of the survey. Additionally, you can search for a specific survey using the search bar at the top.

Viewing Survey Results

To view the results of a live or completed survey, click its title. This opens the Insight tab, where you can view survey results directly in the survey editor, including key metrics like fact sheets and survey scope, reminders sent, and survey progress status.

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Note

Once the survey goes live, the Scope, Design, Preview, and Share tabs become inaccessible until the survey run is finished.

Additional options are available in the top-right corner, allowing you to finish the survey, view metrics from previous runs, send reminders, check for changes in the survey scope to identify and update any new fact sheets or recipients, or download the results as a CSV file.

Viewing Survey Results

Viewing Survey Results

Select a fact sheet from the left navigation pane to view the respondents' answers. You see detailed responses, including who updated the fact sheet.

Click the Fact Sheets and Scope tile to view which recipients have completed the survey, the fact sheets they are responsible for, and how many of those fact sheets each recipient has completely answered. The completed information is highlighted in green.

Survey Recipient and Fact Sheet Completion Details of a Survey Run

Survey Recipient and Fact Sheet Completion Details of a Survey Run

You can also download the survey results as a spreadsheet by clicking Download .CSV from the three-dot menu in the top-right corner. The spreadsheet includes additional details, such as the reply status for each fact sheet, which can be one of the following:

  • New: No question has been answered yet.
  • In Progress: The respondent has started answering but hasn't finished the fact sheet.
  • Done: All the questions related to the fact sheet are answered.
  • Obsolete: The fact sheet is no longer included in the survey. This can happen if:
    • There is no user subscribed to the fact sheet.
    • The attribute in the fact sheet has changed, and the survey is no longer relevant.
    • The fact sheet is archived.

Finishing a Survey

It is recommended to finish a survey once all recipients have completed it or after it has served its purpose. Keeping a survey with a dynamic scope unnecessarily running can lead to unintended notifications and unwanted responses from the recipients.

To manually finish a survey run, follow these steps:

  1. From the Manage Surveys section of the Collaboration tab, select the survey that needs to be finished.
  2. Click Finish Survey at the top right.

Survey History

If you have created multiple survey runs from an existing survey, you can view the details of all previous runs by clicking Show History from the three-dot menu at the top. To learn how to create a new survey run, see Creating a Fresh Survey Run from a Finished Survey.

Restarting a Survey

Restarting a survey makes a finished survey available again for respondents to edit or add their responses. This option is useful if the survey is finished before receiving responses from all participants.

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Tip

  • Restarting a survey doesn’t create a new survey run and doesn’t send out any new notifications.
  • If you want to reuse, modify, or extend a previously used survey questionnaire, you can do so by creating a fresh survey run from a finished survey. To learn how, see Creating a Fresh Survey Run from a Finished Survey.

To restart a survey, follow these steps:

  1. Select the finished survey from the Manage Surveys section.
  2. From the three-dot menu at the top, click Restart.
Restarting a Survey

Restarting a Survey

Deleting a Survey

In the Manage Surveys section, hover over the survey and click the delete icon on the right to delete a survey.

Deleting a Survey Run

To delete a survey run, follow these steps:

  1. Open the survey from the Manage Surveys section.
  2. From the three-dot menu at the top, click Show History. All previous survey runs are listed on the right-side panel.
  3. Hover over the survey run instance, and from the three-dot menu, click Delete.
Deleting a Survey

Deleting a Survey Run