📝 Surveys Report Overview

Aftersales survey reporting enables feedback to be monitored from customers who reply to a HTML email.

This can be found by going to CRM > Surveys. The report is split into two sections: 'Summary' and 'Questions':



The report details the total amount of workshop invoices raised and the number of HTML surveys sent. Double-clicking into the results will display the customer information, and drilling further into the record, the results of the customer's reply can be viewed.

Based on the CSI survey, details can be viewed from within the customer marketing record. If a survey has been completed and a rating given, a star rating will be visible alongside the customer's name at the top of the record.

By clicking on the star rating, a list of surveys that have been sent to the customer is displayed. Double-clicking on a listed survey will display the details of the survey.

The questions report is produced in two formats: a pie chart and a trend graph. Both reports display the individual questions that are part of the survey. By clicking a segment of the chart, the results can be reviewed.

Tick 'Display Trend Data' and click 'Generate', and a rolling 12 months of information will be displayed. When the question relates to a rating, the following information will be displayed:

Total responses received for a month.
Split of completed responses to partial responses.
Average rating for the question.

If the question in the survey requires a Yes or No response, the report is split to display the number of yes and no responses, with yes always being displayed at the bottom of the report.