How do I export survey answers with Insights?

Thank you for visiting our Qtrac Knowledge Base. We hope this article provides the assistance you need.

Based on your questions in the chat, it seems you are looking to export your survey answers. Follow the step-by-step instructions below to complete this process:

 

1. Navigate to the Insights Tab

• Upon logging in, you will arrive at the home screen.
• Click on the Insights tab located at the top-right corner of the screen.
  

2. Create a New Insights Report

• Click on the +New button to create a new Insights report.

  

• Enter a name for your report. 
• Under Report Type, select Brick and Mortar Experience. 
• For Output Type, select Raw Tables. 
• If your organization has multiple workflows, select the appropriate Workflow. 
• Click Create to open the Insights report designer.
  

3. Configure Report Parameters

• Specify the parameters for your report by selecting:

  • Locations: Select the location(s) you want to include in the report, or click All Locations to include every location.

    

  • Location Tags: Select relevant tags associated with your locations.

  • Services: Select the specific service(s) you want to include in the report, or click All Services to include every service.

    

  • Timeframe: Select the date range for the report by choosing a predefined timeframe or specifying a custom start and end date.

• 

4. Select Survey Questions

• Click Field Library (X) to access all available report fields.

  

• In the Search bar, type Survey to display all fields related to your survey questions.

  

• Click the drop-down arrow next to the main category (for example, Survey Details) to expand the available survey fields.

  

• For each survey question you want to include, hover over the + icon and select Add as a Column. The selected field will be added to the Columns section.

  

5. Add Additional Context (Optional)

• For additional insights, consider including other fields such as:

  • Customer Name: Under General Questions, hover over the + icon next to Genral Questions: Name and select Add as a Column to include the name of the customer who submitted the survey in the report.

    

  • Check-in Date/Time: Under Timestamps & Calculations, hover over the + icon next to Check-in Date/Time and select Add as a Column to include the Check-in date and time.

    

6. Save Your Report

• Once you have finished configuring the report, click Run Report to preview the data and verify that the report contains the expected information.

  

• Click Save.

  

• Confirm the name of your report in the save dialog.

• Click Save again to save the report.

  
   

7. Export Your Report

• Click the Search... field and enter the name of the report you previously saved.

  

• Locate the report in the results.

• Hover over the three dots next to the report and select Export.

  

• Choose the desired export format:

  • CSV – For detailed data analysis.
  • CSV (Structured) – For structured data analysis.
  • PDF – For easier sharing and presentation.
  • XLSX – For working with the report in Microsoft Excel.

  

• Click Generate Report to export the report in the selected format.

  

By following these steps, you will be able to export your survey answers effectively. If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.