Create Custom Survey Report

Joe Taylor
Giga Guru

I'm trying to generate a report for my survey responses but want to switch the row and columns.

 

Here's what my report looks like now with each survey showing multiple rows for every caller:

 

Instance        Source                      Category                           Metric             Assigned To     Actual value     String Value

AINST123    Metric Type              Satisfaction Survey          Question 1      Caller1                  4                   Good

AINST123    Metric Type              Satisfaction Survey          Question 2      Caller1                  3                   Average

AINST123    Metric Type              Satisfaction Survey          Question 3      Caller1                  5                   Excellent

AINST123    Metric Type              Satisfaction Survey          Question 4      Caller1                  0                   Caller1 comments

AINST456    Metric Type              Satisfaction Survey          Question 1      Caller2                  5                  Excellent

AINST456    Metric Type              Satisfaction Survey          Question 2      Caller2                  3                   Average

AINST456    Metric Type              Satisfaction Survey          Question 3      Caller2                  4                   Good

AINST456    Metric Type              Satisfaction Survey          Question 4      Caller2                  0                   Caller2 comments

etc. 

 

Here's what I would like my report to look like:

 

Trigger ID       Instance              Caller         Question1         Question2      Question3    Question4

INC000101     AINST123          Caller1       Excellent           Good               Average         I liked my tech.

INC000102     AINST456          Caller2       Good                Average            Poor              You guys could do better.

INC000103     AINST789          Caller3       Excellent           Excellent          Excellent      Really great job!

etc.

 

Any ideas?

 

3 REPLIES 3

Nia McCash
Mega Sage
Mega Sage

There is an Idea in the Idea portal that is under consideration to make this easier. If you have access to the Idea portal and can upvote the idea, please do so: https://support.servicenow.com/ideas?id=view_idea&sysparm_idea_id=af644100db57cc902be0a851ca9619da&s...

 

But for now, you may have to create this yourself the long way by following Simplifying Reporting on Surveys 

I have watched this demo twice now and followed along the steps in the PDF.

But still cannot get this to work.

When I join any question, I don't get any results.

If I look at the personalize list choices, the question string values are just not there which tells me the join isn't working.

What can I check?

JoeTaylor_0-1674853888855.pngJoeTaylor_1-1674853937317.pngJoeTaylor_2-1674853967306.png

 

 

 

Joe Taylor
Giga Guru

I have watched this demo twice and followe along with PDF slided, but still cannot get my database view to work.

When I do the second join with any question, I don't get any results.

When I look at "personalize list"  I can't select any question 1 string values.  This choice is just not there like it shows in the demo.

 

What can I check?

 

JoeTaylor_2-1674853623084.png

 

 

 

 

JoeTaylor_1-1674853434803.png

 

 

JoeTaylor_0-1674853345945.png