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Serious Limitation to Summary Reports - Ability to Filter!


We use a single form for all training feedback and need to be able to filter by date (at least) and create a summary report that can be sent to the customer.  

Why is the ability to filter by date available within insights and responses - but not summary?!

14 replies

Userlevel 7
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Hi @rlawrence Thanks for stopping by and sharing this. I don’t have a particular reason offhand as to why we don’t have this feature available, but I can share this feedback with the product team. 

The first question in my survey is about geographical location. Can reports be generated based on how they answer? I’ve got 6 locations so I’d need 6 different reports.

I currently use the Google Sheets integration and send the link to the live data to staff at these locations so that they don’t have to access Typeform to see the current data. I’m open to another integration options if that would help.

Thanks for any insight!!

Userlevel 7
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Hi @publicstrategies I’ve moved your post here where we have an existing conversation about this. 😀

Hi All,

i have created a survey for our team to get feedback from all team members on meeting requirements during the following week. Is there a way to prompt my team with the survey results each week? I am aware i can share results, but this will always create a report that shows all previous inputs - is there a way to automatically filter the shared report?

Thank you!   

Userlevel 7
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Hi @hannes I added your post here where we have an existing conversation about this. One option would be to export the data outside of Typeform, such as to Google Sheets, and filter the data from there. 

I’d really really love to see this feature as well. Yes, we could export the data and filter it elsewhere to generate reports, but it’d take a lot of effort to get the same nice & pretty formatted summary that Typeform already provides. 

 

The icing on the cake would be if you could publish multiple links to specific filtered versions of the report. Or at the very least, allow filtering on that published link.

 

Here’s a use case: In a service request ticketing system, we send a survey link to every user after a request is completed (with the ticket ID has hidden data). The customer completes the survey. Once a few months or years have passed, it’s not helpful to have a single report that looks at all the data. You need to be able to quickly focus on specific time periods, maybe even compare one time period to a previous time period, etc.

Userlevel 7
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Hi @tspcsc Thanks for sharing your use case - I really appreciate it! I’ll share this with the product team. I’m sure our support folks would also like reports for a similar use case. 😀

Hi @hannes I added your post here where we have an existing conversation about this. One option would be to export the data outside of Typeform, such as to Google Sheets, and filter the data from there. 

I’d really appreciate a more seamless option to feedback survey results to a team.

Hello! I just want to add to this request as well. We have built some surveys that require a monthly report and it would be great to send the summary report page directly to the team with the filter set to previous month at the start of every month. 

HI @Liz ,

We’ve been facing this issue for quite some time. To utilize the summary feature on Typeform, we’ve had to create a new survey each quarter to filter the results to a specific time period, which is not ideal. Do you know if your product team has this on the roadmap? This has been a longstanding need for us.

Thank you!

@Liz wondering if there is any update / roadmap from the Product Team?

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Hi @dannychang Thanks for stopping by and sharing your experience! We don’t have any updates on this at the moment, but I’ll post any if there are here. 😀

Hi Liz,
I'm also very interested in this improvement, which would make it possible to compare results from one month to the next without having to recreate a form and without having to waste time in Excel recreating graphs that will never look as good as those in the summary. Without this functionality, my test on Typeform will unfortunately not be conclusive and will not allow me to choose this solution for my company. Thank you for your feedback on the future feasibility and the associated retroplanning.

 

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Thanks for sharing, @Gratianne ! I’ll pass along your experience to our product team!

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