Ideas - Click Marketing Automation for D365

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Survey Report is Weak

The Survey Report available in Click Dimensions is pretty weak. For a start, the data should be listed in the same order as the survey itself. And more generally speaking, its pretty basic. We're used to more robust reporting in

  • Guest
  • Jul 28 2020
  • Planned
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  • Laurence Rose commented
    11 Jan 07:49pm

    It somewhat defeats the purpose of having the survey linked to the Contact if you can't export the Survey Answers to Excel along with related data from the Contact.

    A very basic example might be that I'd like to add the "Created On" column (from Contacts) to the report so that I can analyze the Survey Answers relative to the length of time the User has been a customer.

    In this example, I have 2 options.

    1. Include a question on the survey to ask the User how long they've been a customer (most won't be able to provide a precise answer, nor should we have to ask the User a question for something that we should already know the answer).


    2. I use a workflow to create Survey Answers for each Survey Submission, and populate it with the value from Contact (which is redundant data, and is bad practice).

    Customizable reports, please!

  • Jonathan Megahey commented
    11 Jul, 2023 09:12pm

    Agreed, having the survey order in the same way it's presented should be standard in Dynamics and as an exported file.

  • Guest commented
    11 Dec, 2020 10:13pm

    Agreed. Forms, Google, SurveyMonkey, etc. all produce better and easier survey reporting.

  • Esther Goodell commented
    21 Oct, 2020 04:39pm

    It would be great to at least provide an excel doc with each individual's responses so we can create our own reports more easily (like how form reports are generated right now).

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