How to run a Survey Report

Analyse Customer Satisfaction (CSAT) and Net Promoter Score (NPS) for Social Media & Live Chat. This guide provides an overview of how to run a Survey Report to understand customer interactions

Things to consider ✅

  • To view the Survey Report users will need the 'View Survey Report' enabled in the 'User Permissions' area 

Benefits 🙌

  • Understand Customer Satisfaction - Use NPS and CSAT to understand if members of the public are happy with your interaction and services and easily identify areas for improvement 
  • Improved Communication -Identifying areas for improvement, can help to improve communication strategies over time, leading to a more positive sentiment among your audience

 

How to run a Survey Report: 

 

1) Navigate to the 'Analytics' dropdown ➡️ Select the 'Survey Report' button.

 

 

2) Select the date range and accounts that you want to be included in the report and click 'Build Analytics'

 

 

3) Once you are in the report you can edit different options within the report customisation area such as: 

  • The date range
  • The type of survey score (NPS/ CSAT)
  • The score range
  • Author name of the person who received the survey
  • Keyword search for survey responses

 

 

4) You can download and edit your report via the following options: 

  • PDF download   Screenshot 2025-03-10 16.10.11
  • Excel file download Screenshot 2025-03-10 16.10.18
  • Edit report

 

Recommendation 💡

Take a look at our Survey Report Glossary to understand what each stat means in the Survey Report