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Survey reports: filters, tabs, and who can see which locations

Open analytics for a survey, narrow results by location, dates, channel, and version, then drill into overview KPIs, questions, responses, and AI insights.

Overview

From Surveys, open a survey’s reports by clicking a row (for surveys that already have a published side) or use the reports icon in the row actions.

What you can do here:

  • Filter — locations you can access, response date range, distribution channel, survey version, and whether to include partial responses

  • Compare views — seven report tabs for different slices of performance

  • Stay within your locations — location choices only include profiles you are allowed to use in the Dashboard


Report filters

Filters sit in a bar above the tabs. They apply automatically when you change them (after you finish picking a date range so both start and end dates are set).

Filter

What it does

Location

All locations or one location tied to the survey. Options are limited to locations you have access to(including sub-locations in your hierarchy). Use search inside the dropdown when the list is long.

Date

Optional from–to range on calendar days (end date cannot be in the future).

Channel

All channels, or QR code, Email, or Direct link responses only.

Version

All versions or a specific published v# when the survey has multiple versions.

Include partial

When enabled, partial responses count toward applicable report views.

Reset clears non-default filter choices. An indicator can show how many filters are active.


Report tabs

Tab

What you see

Overview

High-level KPIs and summary visuals for the selected filters (volume, ratings, trends depending on survey setup).

Categories

Breakdown by survey categories and how each contributes.

Questions

Performance and distribution across questions, scoped by category where relevant.

Responses

Individual or aggregated response views for analysis and export-style review.

Comments

Free-text and comment-style feedback aligned with your rating style.

Drop-off funnel

Where respondents stop progressing through the flow.

AI insights

Summaries and recommendations derived from response patterns.


Location visibility

The location list is built from the survey’s location map intersected with your account’s visible profiles. If a survey references a location you do not manage in the Dashboard, it does not appear in your filter list.


Related topics

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