Interaction details report

The Interaction Details page is the comprehensive reporting mechanism for survey interactions. On this page, you can filter raw survey data into reports that you can save, schedule, and deliver as needed. To learn more about the data contained in this report, see Survey Interaction Data Model.

Filtering Interaction Details

The filters on the Interaction Details page are similar to those on the Dashboard. You can filter based on:
  • User group
  • Survey
  • Date Range
  • Restricted Interactions
  • Question response
  • Custom filters
To select multiple surveys or user groups in the filter at once, hold down the Ctrl, Shift, or Command (⌘)key while selecting multiple items.

Text Response Filter

You can filter by text response by entering a word (or part of a word) in the Search Text Responses For field. When the report runs, it will only include survey interactions with a Text/Record question containing the filtered text.

image of interaction Details filters
Tip: If the scope of interactions only includes a single Text/Record question, that would be the same as creating a Question Response filter for that question and entering the text there. That way you could create multiple AND conditions for the Text/Record question.

Custom Filters

To filter by any custom attribute, including conditional statements, click Add Custom Filter.

Select an attribute, conditional operator (see below), and value for the custom filter in the fields that appear.

image of the Add Custom Filter section

Question Response Filters

To filter based on the responses given to specific questions, click Add Question Response Filter.

Select a question, conditional operator (see below), and value for the Question Response filter in the fields that appear.

image of the Question Response Filter section
Note:
  • Yes/No Questions report as 1 for Yes and 0 for No. It is important to remember this because when taking a survey, the customer may hear something like, "Press 1 for Yes or Press 2 for No." Even though the customer pressed 2 to indicate a No response, a 0 is used for a No response in the reporting and in triggers and events.
  • NPS, Number, and Multiple Choice questions use the true score response for reporting. For example, if a customer chose 5 as a response, 5 would be used in the reporting.
  • Text/Record questions report the transcribed text entered by the customer.
  • Prompt Only questions do not include a response.
  • Invalid responses report as -1 for all question types.

Conditional Operators

Question Response and Custom filters both allow the same set of conditional operators:

OperatorMeaning
=equal to
=!not equal to
<less than
>greater than
<=less than or equal to
>=greater than or equal to
LIKEa LIKE search will be used - see below

Here are some examples of how to use a LIKE filter operator:

LIKE valueBehavior
home loansWill return all records that match the value "home loans" regardless of case. Eg: "HOME LOANS", "Home Loans" etc. It would not return any result if the attribute's value was "Home Loans and Service"
home%Will return all records that start with "home" regardless of case. Eg: "Home Loans" or "Home Loans and Service" or "HOMELOANS" would all be returned.
%loansWill return all records that end with "loans" regardless of case. Eg: "Home Loans", "HOME LOANS" or "Car Loans" would all be returned. It would not return a result if the attribute's value was "Home Loans and Service"
%loans%Will return all records that include "loans" anywhere, regardless of case. Eg: "Home Loans", "HOME LOANS and Service", "Car Loans" would all be returned.

Show Columns Filter

The Show Columns filter does not limit the interactions included in the report, but rather controls which data is included in the report for the relevant interactions. All attributes collected by Mindful Feedback across all of your surveys will be included in the Show Columns list, and you can select or deselect any attributes you would like to include.

image of the Columns filter options

Viewing and Scheduling Reports

After selecting the filters, click View Report to view the data on the Interaction Details page. The report will appear in the Results tab.

For convenience, you can schedule reports to be delivered via email daily, weekly, or monthly. A scheduled report will use any filters you have currently configured.

Note: Reporting emails will come from info@surveydynamix.com.

Use the following steps to schedule a report:

  1. Configure all search filters according to your needs
  2. Click Schedule Report.
  3. In the New Scheduled Report window, enter the required report parameters:
    • Schedule Name
    • Cadence (Repeat and Day of Week)
    • Time to Run
    • Users to Email

image of the New Scheduled Report page

Active reports can be accessed on the Schedule Reports tab, where you can edit filters, adjust timing, or delete the scheduled report using the icons in the first column

image of the Scheduled Reports tab

To view all of the selected filters and the next run time, click More Info at the bottom and then select the desired report from the list to expand its details.

Exporting Interaction Details

Rather than viewing the report in the UI, you can click Create CSV Report in the Filters tab to generate the report in CSV format. After a few moments, the report will be available for download in the Saved CSV Reports tab. Alternatively, you can download the report in Excel format (.xlsx) while viewing a report in the UI:

image of the Results tab with export options highlighted

Note: Exporting Large Reports

Only 1,000 rows can be displayed per page. The export options in the top-right of the report will only download the current page. If you need your report in CSV format and there are more than 1,000 rows, use the Download As CSV button to download in one single file.