Create Survey Response Report

The Enterprise Service Management (ESM) system allows for building reports from survey responses. These reports can be created through the Analysis, Projects, or Ticketing applications. This article walks through the basics of creating a customer satisfaction survey response report.

Overview

The Enterprise Service Management (ESM) system allows for building reports from survey responses. These reports can be created through the Analysis, Projects, or Ticketing applications. These reports can only be accessed by individuals with the appropriate application, and the Access All Surveys permissions.

What materials do I need?

• Internet connectivity
• Web browser
• ESM TDWorkManagement access
• Access to appropriate Ticketing, or Project application

How do I use this technology?

There are many possible ways of creating reports from survey results depending upon the type, and number of questions asked. The example below is based upon creating a "Customer Satisfaction Year to Date (YTD)" report.

1. Open a web browser.
2. Navigate to the UA ESM website.
3. Login to UA ESM with your UA Email address and password.
4. Click View Applications.
5. Click the desired Ticketing Application..
6. Click the Reports button.
   
7. Click New Report.
   
8. Click Survey Response Report.
   
9. In the Name field enter a short descriptive name for the report (e.g. Customer Satisfaction YTD).
   
10. In the Describe your report text area field, enter a description of your report.
    
11. Under the Select the columns you would like to see section, add, change, or remove the fields you desire to see on the report.
    
    For our "Customer Satisfaction YTD" report you'll select the following fields
    • Customer Satisfaction
    • Response Count
12. Under the Add filtering to your report section, set filters according to the desired preference.
    
    For our "Customer Satisfaction YTD" report you'll set the following filters:
    • Survey is one of 'Customer Satisfaction'
    • Survey Completed with an operator of year to date
13. Under the Order your report section, set fields to sort the report by as well as the sort direction (i.e. ascending, or descending).
    Tip

    For some reports it may not be necessary to set a sort order.
    
14. In the Set the maximum number of rows to retrieve field enter an appropriate number of results to retrieve based upon the nature of the report.
    Tip

    The maximum number of rows per report is 50,000. If your report has the possibility of returning more than 50,000 rows consider breaking the report up in to multiple smaller reports (by month, by week, etc).
    
15. Under the Chose a report folder section, select an appropriate folder to save the report in (e.g. 'Survey Response Reports).
16. Under the Set the visibility of this report section.
    
    1. Select an appropriate permission set.
    2. Decide if the report should be visible, or not, in the TDWorkManagement navigation menu. If not, select the Do not show this report in the navigator (desktop module only) option.
       Tip

       Most cases reports should have the Do not show this report in the navigator (dashboard module only) selected.
17. Optional, for a graphical representation of response data you can Add a Chart.
    
    1. In the Type dropdown menu select Pie.
    2. In the Name field select Customer Satisfaction.
       Tip

       The list of available fields represents the fields selected under the Select the columns you would like to see section.
    3. In the Value field select Response Count.
    4. Under Desktop delivery, select Chart.
       
18. Under Exporting uncheck Include hyperlinks when exporting this report.
19. Click Save on the newly created report.

When you run the report, you will end up with something like the following. Each section of the pie chart can be clicked on for detailed information on the survey responses.

Is there any additional information I should know about?

Consider putting this report on a leadership desktop, or setting up a weekly email delivery to your customer service manager. Building a leadership desktop that combines a multitude of reports can be an effective means of keeping tabs on customer satisfaction.

Follow-up calls should take place for responses that are classified as "Somewhat Dissatisfied" or "Very Dissatisfied." Use the result of the feedback to determine improvement over time.

Need additional help or have issues

For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.

For immediate assistance please review the Contact Us page for the appropriate support group.