View or Export Open-Ended Responses (e.g. Comments)

If your survey has open-ended questions, such as one-line comment bars, comment boxes, or “if other, please specify”, you may want to view all of those in one place or export them to PDF or Word to distribute. There are several different ways to do this, depending on the report you wish to use: See […]

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Filter Survey Response Data in Reports

SurveyMethods makes it easy to filter your response data within your results. There are many different ways that you can filter your data: Filter for Complete or Partial Responses Only Filter Survey Results Based on Responses to Specific Questions Filter Survey Results Based on the Date/Time the Survey was Taken Filter Survey Results Based on […]

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Exporting Data as Numerical Values to Upload to Statistical Software

When you export your data to Excel, you can export the actual data or you can choose to export your data as numerical values. When you choose the Export Numerical Data option, the system converts answer options to numerical values. This concept is best explained with an example. Our sample survey contained this question: Exporting […]

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Integrating SurveyMethods with Third Party Applications Using Zapier

SurveyMethods integrates with over 1,000 web applications including Salesforce, MailChimp, Freshdesk, and Gmail using Zapier so you can automate tasks and ensure seamless data flow across multiple applications. These integrations offer an efficient and cost-effective solution to connect SurveyMethods to all your stakeholders across applications. Use these integrations to organize and simplify your business processes. To find […]

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Jump to a Specific Question on a Report

The SurveyMethods Results Summary report and Quick Report Generator reports are an easy way to view your consolidated survey data and filter your data using criteria analysis or other simple features. If you want to jump to responses for a specific question, SurveyMethods has a simple way to do so. You can access the Results […]

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Filter for Complete or Partial Responses Only

By default, the SurveyMethods Results Summary, Quick Report Generator, and Custom Report Builder reports will show data from all users who began the survey, whether they completed and submitted it or not. As respondents complete the survey we save their response data and the response is considered a “Partial” response until the respondent clicks the […]

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Convert a Report to PowerPoint

SurveyMethods allows you to convert reports generated with the Quick Report Generator to PowerPoint for further editing. This feature is not available on the Results Summary, Individual Results, or Custom Report Builder reports. Those reports can be converted to PDF (all reports) or converted to Word (all except for Individual Results) To use this feature, […]

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Convert a Report to a Word Document

SurveyMethods makes it easy to export your Results Summary, Quick Report Generator and Custom Report Builder reports to a Word document. This allows you complete flexibility to analyze your survey results in SurveyMethods, and then export the charts and tables to Word for final formatting. This also allows you to take advantage of additional customization […]

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Filter Survey Results Based on Custom Field Values

SurveyMethods allows you to attach up to five custom field values to each survey response or respondent. The custom fields can be identifying information about the respondent, such as first name, last name, or a unique number like a help desk ticket ID, or it can be information about respondents that you want to use […]

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Filter Survey Results Based on Date/Time Submitted

SurveyMethods makes it easy to filter your survey results based on the date and time the survey was taken. For example, you may want to view survey responses during a specific month, or before and after a certain event. The SurveyMethods criteria function makes this easy to accomplish. The methodology varies slightly based on the […]

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