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Read client survey results

Read a client's answers, follow figures on the dashboard, find a client's survey history and export client survey data to Excel.

Who can do thisEmployeeManagerManager creatorScoped adminAdminSuper admin

Each answered client survey has its own page with every answer. The dashboard gives an overview of all surveys you can see, and exports let you analyse them in Excel.

Before you start

  • Scoped admins, admins and super admins see every client survey of the company.
  • Everyone else sees only the surveys they were included in as a member.

Dashboard figures

Client survey › Dashboard shows four figures calculated on the surveys you can see:

Figure Meaning
Survey sent Total number of surveys sent.
Responses received Surveys the client has answered.
Pending Surveys sent but not opened yet.
Active clients Number of active clients.

Below, Latest feedback lists surveys sorted by most recent response. Each card shows the client, the template, Received or Sent with the date, the status (Answered, Viewed or Sent), the Global rating (for example 4/5) or Awaiting response, and the members. Filter by Client, Template or Status, or search.

Open a survey's answers

  1. Click a card on the dashboard, or a survey on a client's page.
  2. The header shows the client's picture and name, Responded at with the date (or Awaiting response), Sent by with the sender's name, and the Members (click them to see the full list of Assigned members).
  3. Below are the template name and description, then each question with the client's answer:
    • Ratings are shown as stars.
    • Yes/No answers highlight Yes or No.
    • Open answers are shown as written.
  4. Use Back to dashboard or Back to client to return.

Answers can't be edited or commented on.

A client's history

Open Client survey › Clients and click a client. The left column lists all the surveys sent to that client, most recent first, with their status and overall rating. Scroll to load older ones.

Export

Export Where Content
Export surveys (XLSX) Dashboard › ... All surveys you can see, with their answers. The file is prepared in the background ("Export started, you will receive the file by email shortly.") and you're notified when it's ready.
Export feedback (CSV) Clients, row menu of a client That client's surveys and answers. Downloaded automatically after a few seconds.
Export clients CSV Clients › ... The list of clients. Downloaded automatically after a few seconds.

Notifications

When a client submits, the person who sent the survey receives an email "Survey completed" with the client's name, their global rating and a View survey responses link to the survey page.

Note: The Send new survey window says the selected members will be notified once the client responds. In practice the completion email goes to the sender; members see the answer on their dashboard.

Common questions

A survey shows Viewed for days.

The client opened the link but didn't submit. There is no automatic reminder; contact them directly or send a new survey.

Why is the global rating missing on a card?

The client hasn't answered yet (Awaiting response).

Can I see a client's answers without being an admin?

Yes, if you were included as a member of that survey. Otherwise ask an admin.

I didn't receive the Export surveys file.

Large exports can take a few minutes. Check your email (including spam) and your OpenAleph notifications, then try again if needed.

Still stuck?

Our team answers every question. Tell us what you are trying to do and we'll walk you through it. Contact support