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 Responses to Questions

SurveyMethods makes it easy to filter your survey results based on responses to questions. The methodology varies slightly based on the report type you are using so we’ve included instructions below for each type of report. For all of these reports, you will first need to make sure you are logged in to your SurveyMethods […]

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Add or Update Custom Field Values on Existing Responses

Occasionally you may need to add custom field values to an existing response, perhaps because a respondent completed the survey using the web URL instead of the email invitation, or perhaps you launched the first round without custom field values and later launched with custom field values. You want to update the original set of […]

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Email a PDF Copy of a Report

SurveyMethods allows you to easily email a PDF copy of your Results Summary, Individual Results reports, or Quick Report Generator reports to colleagues, clients or other stakeholders. This saves you time versus exporting the result to PDF and emailing it separately. To email a PDF of your report follow the steps below for the report […]

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Converting a Report to PDF

SurveyMethods allows you to easily convert your Results Summary, Individual Results, and Quick Reports to PDF. This makes it easy to distribute the results via email or print copies of the reports. Custom Report Builder reports can be exported as Word documents, which can then be converted to PDF. To convert a report to PDF […]

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Exporting Survey Results to Excel

SurveyMethods makes it easy to export your survey results to Excel, which gives you additional flexibility in analyzing your data and also allows you to upload the data to statistical analysis software if desired. SurveyMethods lets you export your results either as an Excel file or a CSV (Comma Separated Values) file, and also lets […]

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SurveyMethods Custom Report Builder

The Custom Report Builder is SurveyMethods’ powerful drag-and-drop analysis tool that allows you to create custom professional reports that can be built before you have all of your survey results and updated with the latest results at the click of a button. This report includes our most powerful statistical analysis tools, such as cross-tabulations, statistical […]

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SurveyMethods Quick Report Generator

The SurveyMethods Quick Report Generator is similar to the Results Summary report but it provides additional formatting and export options and also allows you to create and save your own custom reports that can be rerun with the latest survey results at your convenience. You can save as many report templates as you’d like. To […]

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Analyze Survey Results

SurveyMethods provides a variety of survey analysis features, which allow you to view and analyze your survey results in real-time. You can choose from one of our built-in reports or create your own custom reports to get the most out of your data. Once your report is ready, you can export it, depending on the […]

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Send Reminders to Invitees That Have Partially Responded

This article discusses manually sending reminders to invitees that have partially responded. If you want to learn about setting up automatic reminders, visit our article Setting Up Automatic Reminders. If you want to manually send reminders to invitees that have begun completing the survey but not submitted it, you can do so from the Manage […]

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