Reports & Dashboards
  • 26 Dec 2023
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Reports & Dashboards

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Article summary

Contextualize Your Data

Create roll-ups, reports, and dashboards for surveys to see responses in the aggregate. Read this Salesforce Help article on reports and dashboards for further information.

Let's Make a Dashboard for the Student Survey

Note: Please see Form Templates guide to build the Student Survey

A dashboard displaying record counts of Question Responses from a Student Survey Form Template

A dashboard displaying record counts of Question Responses from a Student Survey Form Template

Create Reports by Navigating to the Reports Tab

Reports from the Student Survey Dashboard

Report: Total Surveys Initiated

Report Type: Form with Form Template

  • Summary Format

  • Form: Created Date - All Time

  • Sort Group by Status

  • Form Template equals "Student Survey"

  • Status not equal to " "


Report: Number of Credit Hours

  • Report Type: Forms with Question Responses and Question Template

  • Summary Format

  • Form: Created Date - All Time

  • Sort group by Response

  • Question Template: Question equals 2.0 Credit Hours, DEFAULT: Credit Hours

  • Status = Complete

  • Response starts with 1 OR 2 (Filter Logic)


Report: What was your GPA?

  • Report Type: Forms with Question Responses and Question Template

  • Summary Format

  • Form: Created Date - All Time

  • Sort group by Response

  • Question Template: Question equals 4.0 - Pass Yes, 4.1 - Pass No., DEFAULT: GPA

  • Status equals Complete

  • Response starts with 0, 1, 2, 3, 4

  • Response less than 4.1


Report: Did you pass all your classes?

  • Report Type: Forms with Question Responses and Question Template

  • Summary Format

  • Form: Created Date - All Time

  • Sort group by Response

  • Question Template: Question equals 3.0 - Course Load Low, 3.1 - Average Course Load, 3.2 - Heavy Course Load, DEFAULT: Pass FAIL

  • Response equals YES or NO (Filter Logic)


Report: Level of Satisfaction

  • Report Type: Forms with Question Responses and Question Template

  • Summary Format

  • Form: Created Date - All Time

  • Sort group by Response

  • Question Template: Question equals 5.0 - Low GPA, 5.1 - Moderate GPA, 5.2 - High GPA, DEFAULT: Rating

  • Response equals 1, 2, 3, 4, 5 (Filter Logic)

  • Status equals Complete



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