Reports & Dashboards

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

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