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Viewing Summarized Survey Results from Account Level

Summary

You are using Simple Survey and would like to gather a summary of survey results when viewing an Account Record.

Details

In order to see a summary of Survey results when viewing an Account, we recommend creating a summary report using the Surveys with Account report type, adding a chart to the report and then adding that chart onto your Account page layout. Listed below are instructions for creating Survey Score Average and Net Promoter Score Breakdown reports to be used at the Account level.

Survey Score Average Report:

1. Click on the Reports tab and click New Report.
2. In the Quick Find, type in "Surveys", select Surveys with Account, and click Create.
3. Place the Account Name and Survey Score fields onto your report page layout.
4. Select the drop down next to Survey Score, select Summarize this Field and select Average.
5. Select the drop down next to Account Name, and select Group by this Field.
6. Click the Add Chart button and select the Vertical Bar Chart.
7. Leave the Chart Data page as is, and switch to the Formatting tab.
8. Provide a title for your Chart (such as Survey Score Average).
9. Change the Y-Axis Range from Automatic to Manual, specify 0 in the From and 10 in the To (or 1 through 5 if you're only using a CSAT rating scale), check the remaining Data Labels, and click OK.
10. Click Save on the top left of your page to save the report, provide a report Name, and place it into the Simple Survey folder.
11. Click Save and Run Report.


Net Promoter Score Breakdown Report:

1. Click on the Reports tab and click New Report.
2. In the Quick Find, type in "Surveys", select Surveys with Account, and click Create.
3. Place the Account Name and Net Promoter System fields onto your report page layout.
4. Select the drop down next to Net Promoter System, and select Group by this Field.
5. Click the Add Chart button and select the Pie Chart.
6. Leave the Chart Data page as is, and switch to the Formatting tab.
7. Provide a title for your Chart (such as Net Promoter Score Breakdown).
8. Check the Show Wedge % and Enable Hover Data Labels, and click OK.
9. Click Save on the top left of your page to save the report, provide a report Name, and place it into the Simple Survey folder.
10. Click Save and Run Report.


Adding the Report Chart(s) to your Account Page Layout:

1. Navigate to Setup > Customize > Accounts > Page Layouts.
2. Select Edit next to the layout which you'd like to add the report chart for.
3. On the edit page, select Report Charts on the top left, drag & drop your new report chart onto your page layout. (You may also consider creating a new section on the page as well.)
4. Click on the properties link within the component, adjust the Filtered by to use Account: Account Id, click OK and Save.


User-added image


Alternative: Rollup Summary Fields

Out of the box, the Survey object exists as a Lookup relationship between Account, Contact, Cases and other associated objects. In order to create a Rollup Summary field in Salesforce  (to capture data points such as the number of surveys taken or average score per Account or Contact), the child object (in our scenario, the Survey object) must exist under a Master-Detail relationship.

To workaround this Salesforce requirement, please check out the Rollup Helper AppExchange application, which allows you to rollup information which exist through Lookup relationships.



Please note, this KB article is provided as-is and assistance with reports outside of the Simple Survey application is not supported under the scope of support included with your Simple Survey license. For further assistance, please contact your Salesforce administrator, Salesforce implementation partner, or your Internet Creations Account Executive to inquire about professional services.
 

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