Survey Custom Field Reports allow you to analyze survey NPS and survey response data based on contact properties (custom fields). By grouping survey results according to a selected contact property, you can identify trends across customer segments and gain deeper insights into survey performance.
For example, you can analyze survey results by custom fields such as Department, Region, Membership Type, Account Category, Visit Type, or other supported contact properties.
Using Survey Custom Field Reports, you can compare NPS scores and survey responses across different groups of contacts and better understand customer feedback.
NOTE:
Survey Custom Field Reports can be created using supported contact properties.
Create a Survey Custom Field Report
Step 1: Create a Dashboard
Navigate to Reports and click the + icon to create a dashboard.
Step 2: Select a Survey
Expand the Surveys category, click the Survey NPS dropdown, click Responses, and from the Responses, select the Survey and click Apply.
Step 3: Select Custom Field Report
Under Surveys, select Custom field report.
The report opens on the right side of the screen.
Click the report on the right side of the screen to open the report controls, then click the edit icon at the top of the report.
Step 4: Configure the Report
In the Report Editor:
Select the contact property (custom field) under the Custom report.
Click the dropdown button
Select the contact property (custom field)
Examples include:
Visit Category
Visit Type
Account Status
Region
Membership Type
If the selected survey contains multiple questions, click the survey question dropdown and choose the question you want to use for the report.
Step 5: Select a Chart Style
Choose the chart style you want to use for the report.
The preview updates automatically based on your selections.
Step 6: Update the Report
Click Update to generate the report.
The report is added to the dashboard and displays Survey NPS results grouped by the selected custom field.
Step 7: Save the Dashboard
Click Save to save the dashboard and retain the custom field report.
Understanding the Report
Survey Custom Field Reports display survey results grouped by values from the selected contact property.
This allows you to:
Compare NPS performance across customer segments.
Analyze survey responses by custom field values.
Identify trends and patterns in customer feedback.
Make more informed business decisions using survey data.