Custom Reporting of Multiple Survey Projects

Updated 

This module allows you to design personalized reporting dashboards to evaluate survey outcomes based on their unique requirements. It offers more flexibility than the conventional per-question analytics feed, which presents a static, non-customizable perspective. With this feature, you can choose pertinent metrics, implement filters, and arrange data in a manner that suits your needs. This enables you to concentrate on particular trends, assess performance across various segments, and efficiently derive actionable insights.

Business Use Cases

  • Lack of Actionable Insights: Data sets can help by analyzing feedback over specific time frames. Recurring issues, such as long wait times, can be identified, enabling timely actions like resource reallocation during peak periods to enhance customer satisfaction.

    Example: By analyzing NPS feedback across specific time periods, a branch manager identifies long wait times as a recurring issue. This insight enables prompt actions, such as adding service counters during peak hours, leading to improved customer satisfaction.

  • Inefficient Data Analysis: Using custom reports to segment feedback by location helps uncover regional trends, enabling timely, targeted actions to address specific issues and drive overall improvement.

    Example: A Customer Experience manager in retail leverages custom reports to break down post-transaction feedback by store location, quickly identifying patterns such as low staff helpfulness scores in certain regions and taking action through targeted training initiatives.

  • Inconsistent Performance Tracking: Analyzing survey scores across different locations helps identify performance gaps, such as increased wait times during peak hours. Sharing best practices from high-performing areas enables targeted improvements and boosts overall operational efficiency.

    Example: A regional manager reviews survey scores across multiple locations to pinpoint a flagship store experiencing long wait times during peak hours. By sharing successful strategies from top-performing branches, they drive improvements in operational efficiency across the region.

Custom dashboards enable targeted problem-solving by allowing you to drill down into specific issues like long wait times or low staff helpfulness, facilitating the implementation of precise solutions. They also support improved resource allocation by identifying trends and underperforming segments, helping organizations optimize efforts, for example, by scheduling additional staff during peak times or launching targeted training programs. Additionally, enhanced performance monitoring through comparative analysis across locations or time frames allows organizations to benchmark performance, share best practices, and consistently address inefficiencies

Prerequisites

To access the datasets , you need permission to create reporting dashboards. Survey dimensions and metrics are currently available to all dashboard users. In a future release, custom analytics permissions will be implemented for each survey.

Key points to note

  • If the pipeline is inactive and the appropriate refresh frequency is not configured, you may only see outdated data.

  • Every item that the user requires in the combined dataset must be selected and included in the Sprinklr Report. At present, two or more surveys cannot be directly merged.