Survey Report Definitions

Survey Report Definitions

Info
Module: Reports
Path: Reports > Survey Reports > Survey Report
Topic: Survey Report
Version(s):  5.1 R29 and below
Editions: All

Warning
As of R21 Surveys and related modules have been deprecated

What Is Survey Report

  1. Survey Reports               
    1. Survey - View survey answers.

Making The Connection

Where Will I See This Within OLX?

This report shows information pertaining to QA Surveys entered for calls and orders for a given date range and can be broken down to the agent level.

A survey must be attached to a recording to appear in this report.

User Guide | Survey Data Menu Knowledge Base
Customer Detail Page

What Imports/Exports Relate to Survey Report?

  1. At this time there are no imports/exports related to the report

Setup


Preview




You'll notice control buttons displayed just above the results. Review Report Tools (orderlogix.com) article for more information on how to utilize each control button. :
  1. View Report  - Displays results
    1. Displays the toolbar 
  2. Hide Controls - Hides report filters
    1. Show Controls - Displays report filters
  3. Show Schedules  - Displays schedule editor
    1. Format filter will display at top of screen
    2. Delivery and Encryption tabs will display on bottom left of screen
  4. Show Instances - Displays list of previously ran and pending reports. Click on the status to review the job log.
  5. Close  - Close out of the report popup.

Report Definitions

Using Calendar Icon to Set Date(s) is a good article to review when running reports manually or scheduling for automation.

Filters

Filter
Definition
Fiscal Year
This will set the below Fiscal Week and Date Range to the first available date range within the year selected
Date Type
  1. User Selected
    1. Allows the user to select any calendar day for start and end range.
  2. Last Week (S)
    1. The previous week starting with Sunday will automatically be set in the Date Range
  3. Last Week (M) 
    1. The previous week starting with Monday will automatically be set in the Date Range
  4. This Quarter
    1. Date Range will set to the current quarter based off the current date and which quarter it falls in:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  5. Last Year
    1. Jan 01 of previous year to Dec 31 of previous year
  6. Last Month
    1. Day one of previous month to the last day of the previous month
  7. This Week (S) - Sunday
    1. Current week from Sunday to the following Saturday
  8. This Week (M) - Monday
    1. Current week from Monday to the following Sunday
  9. This Month
    1. First day of current month to last day of current month
  10. This Week to Date (S) - Sunday
    1. Sunday of current week to current date
  11. This Week to Date (M) - Monday
    1. Monday of current week to current date
  12. This Month to Date
    1. First day of current month to current day
  13. Tomorrow
    1. Current day plus one
  14. Now to End of Week (S) - Sunday
    1. Current day the next Sunday
  15. Now to End of Week (M) - Monday
    1. Current day to the next Monday
  16. Now to End of Month
    1. Current date to last day of the current month
  17. Now to End of Year
    1. Current date to Dec 31 (current year)
  18. Last Quarter
    1. Date Range will set to the previous quarter based off the current date and which quarter it falls in:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  19. This Quarter To Date
    1. Date Range will set to the current quarter based off the current date up to the current dates data:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  20. Year to Date
    1. Jan 01 (current year) to current date
Fiscal Week
(only shows during manual run when utilizing User Selected Date Type above)
This will set the below Date Range to the Monday - Sunday date range selected from this drop down.
Date Range
The date range of the calls/orders
Report Layout
3 layer filter to display report data (see Grouping below)

example if set to CallOrd Employee/CallOrd Team/Campaign:

Expand
  1. None
    1. will not expand any of the selected groupings and only show the first layer of the Groupings set in Report Layout
  2. One
    1. will expand only the first Grouping to display the first and second layer of the Groupings set in Report Layout
  3. Two
    1. will expand all Groupings to display all layers of the Groupings set in Report Layout
Format
(only shows when setting up a schedule)
This is the format that the report will export in:
  1. PDF
  2. Excel
  3. CSV
Client
The client of the source of the call/order
Show Inactive (Client)
Show in the report:
  1. Checked - show active and inactive Client
  2. Unchecked - only show active Client
Campaign
The campaign of the source of the call/order
Show Inactive (Campaign)
Show in the report:
  1. Checked - show active and inactive Campaign
  2. Unchecked - only show active Campaign
Team
The team of the employee who took the call/order
Employee
The employee who placed the order
Show Inactive (Employee)
Show in the report:
  1. Checked - show active and inactive Employees
  2. Unchecked - only show active Employees
Call/Ord Team
The team of the employee who entered the survey
Call/Ord Emp
The employee who entered the survey
Show Inactive (Call/Ord Emp)
Show in the report:
  1. Checked - show active and inactive Employees
  2. Unchecked - only show active Employees
Display
  1. All Answers
  2. Top 5 Answers
  3. Top 10 Answers
  4. Top 25 Answers




Grouping/Report Layout

Layout
Definition
CallOrd Employee

CallOrd Team

Campaign
The campaign of the source of the call/order
Client
The client of the source of the call/order
Question

Survey

Survey Employee
The employee who entered the survey
Survey Team
The team of the employee who entered the survey
Detail Only



Column Definitions

Column
Definition
Answer

# Ans

% Ans

Graph






Copyright 2019
Revised 1.06.2026

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