Can I use typeform to create an "Audit" and show "Audit Report"? | Community
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Can I use typeform to create an "Audit" and show "Audit Report"?


Hello guys, 

I need to create an “audit” or a “questionnaire” to be answered by potential customers on our webpage.

It is a set of 60 questions (which belongs to 6 main pilars), each of them with multiple answers. Each answer has a numeric value associated (algorythm)

 

Finally, when the person finishes the questionnaire, the idea is to show a “report”, showing current situation in each of the 6 pilars, depending on answers given.

 

The idea is to guide customers through a set of questions, and finally show them “where they need to put focus to improve”. (strong and weak areas)

 

Is this possible to make with Typeform?

4 replies

john.desborough
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  • Certified Partner & Champion
  • 5271 replies
  • April 7, 2021

@Lucas.V - welcome to the community!

this comes from a fellow user 

Yes it is possible… there are a number of ways to do this, using question groups and creating subtotal variables that correspond to the question group score totals that you want to rate and compare OR you can pull the responses from questions scattered throughout the 60 questions (ie 1,4,12,13, 54,58 are the questions for pillar 1) and put that into a subtotal variable for rating and evaluation. 

I do something very similar in a bunch of maturity assessments, where i have question groups and based on the responses, i provide the ratings for each subgroup, along with some potential/typical remediation activities, and for the overall score as well.. 

it is very possible. 

 

des


  • Author
  • Explorer
  • 1 reply
  • April 7, 2021

Hello John, thanks for your rapid answer.

In fact, what i am trying to do is an “assessment, and final report”.

What i am trying to do is to engage possible clients, show them weak areas, and offer our services for those specific points.

I will need:

  1. some logics so deppending on the answers i will save time not asking no sense answers.
  2. Answers values and grouping according to each pilar/category. (algorithm)
  3. Final report, with some graphs showing strong and weak areas, and a customizable text explaining to the client, their current situation.
  4. If it is possible, send assessment report by email.
  5. manage no more than 30 assessments per month.

Considering my needs, which pack do you suggest me?

I am from Argentina.

Regards, and thanks in advance, 

Lucas.


john.desborough
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  • Certified Partner & Champion
  • 5271 replies
  • April 7, 2021

@Lucas.V - for what it is worth: i am on the professional plan here at Typeform, I use a paid version of the Google Sheet add-in called Document Studio (that merges with Google Docs and Slides) to merge data and images dynamically into a report template, convert to pdf and send to users via customized email. Google Sheets is where i do all the transforms etc and I am just starting to use Google Data Studio to enhance the reporting that i will be doing. I also integrate with Trello to handle workflows outside of Typeform but based on responses received. 

you should be able to do all that you describe as requirements with that set up 

@Liz @Mariana may have some additional thoughts on that from their official Typeform perspective as well

des


Liz
Community Team
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  • Tech Community Advocate
  • 14904 replies
  • April 8, 2021

Hi @Lucas.V I agree with @john.desborough on the plan. Professional should work for you unless you’d like to have branding removal or a custom subdomain for your form.