Report Overview

 

The Surveys and Comments report provides a list of all individual surveys completed within the selected timeframe. Users can open each survey to view detailed information such as scores by question, member comments, and additional details like survey specifics, respondent information, and demographics. This report also includes an export option, enabling users to compile all details, scores, and comments into a single comprehensive Excel document.

 

Where to Access the Surveys and Comments Report 

 

Within your MemberView portal, go to the 'Reports' section to access the report generator. In the 'Report Type' drop down menu, choose 'Surveys and Comments.' Then, select the desired date range or preset time span option (e.g., Last Quarter, Last Year, Year to Date, etc.) that you wish to view, and click 'Run Report.'

 

How to Use the Surveys and Comments Report 

 

Once the report is generated, users will see a list of individual surveys completed during the selected timeframe. This list provides survey details such as the experience type, date of the experience, employee(s) who assisted the member, and the scores given.

 

For more detailed information, users can click on the survey number in the first column to view the complete individual survey.

 

 

This view allows users to see more details about the survey, the respondent, and the feedback that was provided. 

 

 

Similar to other reports, the Surveys and Comments report allows users to filter by branch coach and employee. Additionally, users can filter by factors such as delivery channel, experience type, and other demographics. To learn more about using data filters in MemberView reports, click here.

 

 

Users can also utilize the 'Export' feature to transfer all data associated with the listed surveys into an Excel document. This feature is particularly useful for conducting further data analysis or reviewing all member comments in one place.

 

After filtering and running the report as desired, click 'Export' in the top right corner to export the data, then click 'Download.'

 

 

The Excel export, as demonstrated below, includes all individual surveys listed in your Surveys and Comments report, along with all associated data points for each survey. Accessing the raw data in this format provides additional filtering and analysis options to users.