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CONSOLIDATED REPORTING
Merge the data from two identical surveys into one report!
Wednesday, July 9, 14
CONSOLIDATED REPORTING OVERVIEW
Consolidated reporting works great for if
you have sent the same survey out more
than once. For instance, if you have a
week over week report, you may want to
keep it separate but in the future merge
all of the data from the surveys together
for a monthly and all the way to an annual
overview to look back on in the future.
Wednesday, July 9, 14
CONSOLIDATED REPORTING OVERVIEW
If you have two different surveys with
exactly the same structure, you can run a
consolidated report.This report will give
you an Excel file with combined data
analysis for both of those surveys. If the
structure is not the same, the reports will
not consolidate.
Wednesday, July 9, 14
HOWTO GET STARTED
In this instance, the survey I ran
was to different e-mail lists six
months apart.
Make sure you are in the analytics
for the survey you want to
consolidate with another.
In the Analytics Tab on the left
hand navigation, select Consolidate
Report.
Wednesday, July 9, 14
CONSOLIDATINGTHE REPORTS
Select the survey you would like
to consolidate by clicking on it
or if consolidating multiple
surveys hold command and click
(for Mac) or control and click
(for Windows) and then run the
consolidated report.
Wednesday, July 9, 14
EXPORTINGTHE REPORT
Visit the download center or wait a
moment for the data to process and
download the file. It comes in
the .xls format for Excel and includes
the charts and percentages you need
to see from the combined data.
Wednesday, July 9, 14
ALSO CHECK OUTTHEVIDEO!
Proceed to watch Customer Success
Team Member Dan Fleetwood show
how to consolidate reports in Survey
Analytics in the video.
Wednesday, July 9, 14

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Consolidated Reporting

  • 1. CONSOLIDATED REPORTING Merge the data from two identical surveys into one report! Wednesday, July 9, 14
  • 2. CONSOLIDATED REPORTING OVERVIEW Consolidated reporting works great for if you have sent the same survey out more than once. For instance, if you have a week over week report, you may want to keep it separate but in the future merge all of the data from the surveys together for a monthly and all the way to an annual overview to look back on in the future. Wednesday, July 9, 14
  • 3. CONSOLIDATED REPORTING OVERVIEW If you have two different surveys with exactly the same structure, you can run a consolidated report.This report will give you an Excel file with combined data analysis for both of those surveys. If the structure is not the same, the reports will not consolidate. Wednesday, July 9, 14
  • 4. HOWTO GET STARTED In this instance, the survey I ran was to different e-mail lists six months apart. Make sure you are in the analytics for the survey you want to consolidate with another. In the Analytics Tab on the left hand navigation, select Consolidate Report. Wednesday, July 9, 14
  • 5. CONSOLIDATINGTHE REPORTS Select the survey you would like to consolidate by clicking on it or if consolidating multiple surveys hold command and click (for Mac) or control and click (for Windows) and then run the consolidated report. Wednesday, July 9, 14
  • 6. EXPORTINGTHE REPORT Visit the download center or wait a moment for the data to process and download the file. It comes in the .xls format for Excel and includes the charts and percentages you need to see from the combined data. Wednesday, July 9, 14
  • 7. ALSO CHECK OUTTHEVIDEO! Proceed to watch Customer Success Team Member Dan Fleetwood show how to consolidate reports in Survey Analytics in the video. Wednesday, July 9, 14