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    Reports & Dashboards
    • 14 Feb 2023
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    Reports & Dashboards

    • Updated on 14 Feb 2023
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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

    Create Reports by Navigating to the Reports Tab

    Reports from the Student Survey Dashboard

    Report: Total Surveys Initiated

    Building the Report for Total Surveys Initiated with Lightning Report Builder


    • 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

    Building the Report for Number of Credit Hours with the Lightning Report Builder
    • 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?

    Building the Report for GPA with the Lightning Report Builder


    • 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?

    Building the Report for Classes Passed with the Lightning Report Builder

    • 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

    Building the Report for Level of Satisfaction with the Lightning Report Builder
    • 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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