Export Survey Review Data in Excel

Overview of the Feature

The Survey Review Data Export feature in TrustYou's Customer Experience Platform (CXP) allows users to export detailed data from submitted Surveys into an Excel file. This export includes all submitted answers, visit-related data (if available), and metadata such as the Entity and review details. This functionality is accessed through the Survey Reports section in the Reports module.

Benefits of the Feature

• Comprehensive Data Access: Export all question/answer pairs from submitted Surveys, including both submission and content-related questions.

• Enhanced Analysis: Leverage Excel's capabilities to perform in-depth data analysis on guest feedback.

• Operational Efficiency: Quickly share raw Survey data with internal teams for processing or integration with external systems.

• Email Delivery: Reports are delivered directly to your Inbox for quick access and distribution within your Organization.

Feature Details and How to Use It

Follow these steps to export Survey review data:

1. Navigate to the Reports Section
From the main navigation, go to the Reports module.

2. Access Survey Reports
Click on the Survey Reports tab to enter the reporting interface specific to Survey data.

3. Create a New Report
Click on New Report to begin the export process.

4. Select Survey Review Data Content
From the list of content types, choose Survey review data.

5. Apply Report Filters
Configure the following filters to define the scope of your export:

1. • Date Range: Select a start and end date. The maximum export range is 90 days.

   • Entity: Use the search function to locate and select the desired Entity.

   • Survey: Similarly, search for and select the relevant Survey.

6. Add Recipients
By default, your email address will be pre-populated. You may add more recipients from your Organization.

7. Name and Submit the Report
Provide a name for your report and click Next to submit.

Report Processing and Delivery

• After submission, a confirmation message will appear indicating that your report is being processed.

• Reports may take up to 30 minutes to be delivered to your Inbox.

• The table within the Survey Reports tab will be updated to include:

  • Report name

  • Creation timestamp

  • Sent timestamp (once delivered)

  • Delivery status (once delivered)

Excel Report Structure

The Excel file you receive via email will include the following columns:

• Entity Name

• Review ID

• Publish Date

• One column for each Submit Question

• One column for each Content Question

• Visit Data Points (if available)

This structured format enables easy cross-referencing, filtering, and advanced analytics using spreadsheet tools.