Surveys Detail view
The following permissions:
- Analytics > Survey Aggregate > View
- Quality > Survey Form > View
The Survey Detail view displays customer response data for question groups on survey forms sent to customers after an interaction. Use it to find out the average score for question groups and questions. Each row in the view displays customer response data for a survey form question group. You can expand each row to see the questions in each question group.
To see the Survey Detail view:
- Click Performance > Workspace > Surveys.
- In a survey form’s row, click .
- In the expanded rows, click the date of the survey form versions you want to see.
- To see the most current data, click Refresh . This view does not update automatically.
- To save the view with your filter and column settings, click Save .
- To export the data in the view, click Export .
Note: Genesys Cloud displays survey data in the interval when it sent the survey, not in the interval that the customer answers the survey. For example, if Genesys Cloud sends the survey on January 10, and the customer completes the survey on February 15, then the data for the survey appears on January 10.
View questions in a question group
To see the form questions included in a question group and metrics related to them, click beside the question group’s row. The questions and their data display under the question group’s row. To see a question group or question’s full text, hover over it.
For more information about question groups, see Add questions to a web survey form.
Customize the view
Customize the view to show only certain data. For example, you can choose to show only certain columns or filter to see certain types of interactions. You can also save your filter and column settings as a saved view to quickly switch between different data of interest in the same view.
Use the date filter to customize analytics views.
Use presets to filter metrics by date, or configure a custom date range. When filtering metrics for this view, select any custom date range up to six months.
To use a preset to filter metrics, complete the following steps:
- Click the date to display the date filter.
- In the Presets list, select a preset date option.
Shows data for the current 30-minute time period.
Note: Because Detail views include Interval in the data grid, the Current interval preset is not displayed for these views.
|Today||Shows data for the time period that includes the current interval.|
|Yesterday||Shows data for the previous day.|
|This week||Shows data for a Sunday through Saturday time period.|
|Last week||Shows data for the previous week, Sunday through Saturday.|
|Previous 7 days||Shows data for the previous seven days.|
|This month||Shows data for the current month, with no extra days.|
|This month by week||Shows data for the current calendar month starting on Sunday and ending on Saturday, including extra days if the month does not start on Sunday or end on Saturday.|
|Last month||Shows data for the previous calendar month with no extra days.|
|Previous 30 days||Shows data for the previous 30 days.|
|Previous 3 months||Shows data for the previous 3 months.|
Shows data for a 30-minute time period.
Note: Because Detail views include Interval in the data grid, the Interval preset is not displayed for these views.
|Day||Shows data for a single 24-hour day.|
|Week||Shows data for a Sunday through Saturday time period.|
|Month||Shows data for the exact month with no extra days. If the current month is selected, you will see the data up to the current date.|
|Month by Week||Shows data for a calendar month starting on Sunday and ending on Saturday, including extra days if the month does not start on Sunday or end on Saturday.|
To use a custom date range to filter metrics, complete the following steps:
- Click the date to display the date filter.
- Select a start date and an end date on the calendar, and click the filter arrow.
To view data for a different time period using the same date presets, click the arrows on either side of the date display.
For example, to view data for the previous day, click the Day preset, and then click the arrow on the left side of the date.
- To filter by media type, click the Filter icon.
- Select the media type.
The selected media type icon is displayed above the column headers.
To show or hide columns, click and then search or scroll to select the columns you want to view.
To rearrange columns, click a column header and drag it.
To reset a view to default column settings, click Reset view to defaults.
Visual data for the selected time period appears above the table. Hover over the bars in the graph to see more information about that time interval.
To switch metric the graph represents, click another metric title above the graph.
To filter by information about the interaction, click Filters , and then search or scroll to select the filter you want to use.
Displays interactions associated with the selected users.
Filter for multiple users at one time by entering other users and searching again.
To see and select inactive users in the User filter search, select Include inactive users.
Displays metrics for interactions associated with the selected queues.
Filter for multiple queues at one time by entering other queues and searching again.
Displays interactions that have the selected wrap-up codes.
Filter for multiple wrap-up codes at one time by entering other codes and searching again.
Displays metrics for interactions with agents who have the selected skills.
Filter for multiple skills at one time by entering other skills and searching again.
Displays metrics for interactions with agents who have the selected languages.
Filter for multiple languages at one time by entering other languages and searching again.
- Click Filters .
- Click the Surveys tab.
- Search or scroll to select the filter you want to use.
|Question Group Score||
Displays interactions with the selected range of question group survey scores. For more information about question groups, see Add questions to a web survey form.
Your customizations determine which columns the view shows.
|Questions||The name of the question group or, when expanded, the question text. Hover over the portion of a question to see the full question text.|
|Responses||The number of responses for each question group or question.|
The average score for a question group or question based on the number of points the survey form creator assigned to it. The average for question groups does not include NPS question responses.
Calculated by (Sum of all responses for the question / Total number of responses to the question)
Beside the score average, this column also displays the lowest score in red and the highest score in green.
Note: This column displays no score if the question has no responses or the question type is read only, free text, or NPS.
Whether the survey form creator set the question group or question as conditional. Conditional question groups and questions appear to the customer based on their previous answer choice.