The Response Custom Views feature enables you to arrange survey data by creating tailored views of the responses you have received. You can apply filters based on the status of responses, answers to particular survey questions, or other criteria, allowing for a more targeted method of analyzing and managing survey outcomes. This feature aids you in isolating pertinent data to gain a clearer understanding of trends, assess specific groups of respondents, or facilitate focused analysis.
Moreover, you can save these custom views for future use, which eliminates the need to recreate filters each time. Custom views can also be shared with designated collaborators, ensuring that sensitive information is only accessible to the appropriate team members. This additional level of control fosters collaboration while safeguarding respondent privacy and data security.
By streamlining data segmentation and providing sharing options, this feature improves the efficiency and precision of survey analysis. Teams can easily customize their strategies to align with specific goals without compromising privacy or compliance requirements.

​Please refer to the Survey Response Overview article for information on the use cases, value additions and prerequisites.

Setting Up Custom Response Views and Exporting Response Data

A Response Custom View is a saved setup of selected filters and access criteria that dictate the presentation of survey responses and the individuals permitted to view them, facilitating reuse and collaboration. To establish a Response Custom View, you should apply the preferred survey response filters to obtain a targeted, cross-sectional perspective of the data you wish to preserve by following these steps:

1. To create a Response Custom View, you can apply the desired filters to narrow down the survey data.

2. Filter all the responses based on their status. Let us have a look at the following filters:

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   1. Complete: You can filter for all survey responses that have been submitted.

   2. Partial: You can filter for survey responses which have only been partially filled.

   3. Archived: You can filter to view only the archived survey responses.

   4. Test: You can filter for responses received via the Preview button in the Survey Builder.

3. Additional Filters: Apply Additional Filters to filter all the responses.

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4. ​​Response Time: Apply Response Time that filter responses by selecting a reference date, then apply conditions based on how each response date relates to it. The following filter options are available:​

   1. Greater than

   2. Less than

   3. Equals

   4. Not equals

   5. Between

5. Tags: Go to Tags to filter all the responses using specific tags. You can search for specific tags in the search bar.

6. Survey Questions: Survey Questions helps to filter all responses with a specific response to a specific question.

7. ​After applying your desired survey response filters, you can save the current configuration as a Custom Response View. To do this, click the View Default dropdown and select Create View. Then, provide the following details:

   

   

   1. View Name: Enter a meaningful name of the Custom Response View.

   2. Shared With: Define who can have access to the newly created Custom Response View. You can select from the following options:

      • Only Me

      • Selected collaborators

      • Everyone

   3. Click Create.

      You can search for and view specific Custom Response Views by using the Search Bar.

You can search for and view specific Custom Response Views by using the Search Bar.

Modify the Custom Response View

You can find all Custom Response Views you own under the My Views section in the Views dropdown and click the horizontal ellipsis(3 dots) against each view. For each view, the following actions are available:

• Edit: You can edit the name and access details of the current Custom Response View.

  • Name: You have the option to modify the name of the existing Custom Response View.

  • • Access: You can define who can have access to the current Custom Response View among the following:

      • Only Me

      • Selected collaborators

      • Everyone

• Duplicate: You can duplicate the current Custom Response View.

• Delete: You can delete the current Custom Response View.

• Shared Views: You shall be able to view all shared Custom Response Views.

Setting up Survey Response Export

Let us have a look at the process of exporting.

1. Click More Actions (Horizontal Ellipsis).

   

2. Click Export. This will export all responses within the currently opened Custom Response View and not all survey responses.

3. Select the format of the export data. You can export it in the form of Excel or CSV. You will also have the ability to include or exclude hidden columns in the export by checking Include hidden columns.

   

4. Click Export. The exported file can be downloaded in the browser.​​

Setting up scheduled survey response exports

Scheduled Survey Exports automate delivery of response data from the Responses tab. Instead of exporting responses manually, configure recurring exports with the format, date range, response view, schedule, storage destination, and email recipients.

The navigation steps are listed below:

1. To set up scheduled exports, click Export under Horizontal Ellipses (Responses tab options) and select “View Advanced & Scheduled Export Settings”.

   

2. In Export Details, define what to export and how the file should be generated.

   

   1. Export format: Select Excel, CSV, or JSON. You can choose multiple formats.

   2. Date range: Select the response date range to include in the export.

   3. Export file name format: Enter the file name format. Use placeholders such as Month, Year, or Date for dynamic naming.

   4. Export folder name: Enter the folder name for the exported file. The folder will be created in the destination path, or the file will be saved with this name when downloaded via link.

   5. Skip empty export: Enable to skip export generation when no data exists.

   6. Response view in export: Select a custom response view to choose which fields and columns to include. This option appears after selecting CSV or Excel. It is not available for JSON, which always includes associated metadata (profile, transaction, case etc).

   7. Set owner: The creator is the default owner; select a different owner if required.

   Note: Ensure the export file name format does not contain invalid separators such as /, \, or spaces.

3. Use Export Settings to define when the export runs and where the file is delivered.

   1. Schedule type: Choose Download Immediately, Minutes, Hourly, Daily, Weekly, Monthly, or Custom.

      

   2. End date: Select when the recurring export should stop.

   3. External storage: Select an existing storage configuration or click + Add new storage to configure FTP, SFTP, GCS, or S3, then click Add & Select.

      

4. Use Email Configuration to specify recipients and the message to send with the export.

   

   1. Add recipient: Add users, user groups, or external email addresses.

   2. Add BCC recipients: Add users, user groups, or external email addresses as BCC.

   3. Add guests: Select users or user groups to add as guests.

   4. Send me a copy of export: Enable to send a copy to yourself.

   5. Subject: Enter the email subject line.

   6. Sender: Enter the sender email address.

   7. Reply to: Enter the address to receive replies.

   8. Email footer note: Add a footer note for the email.

   9. Custom email text: Enable to add custom text to the email body.

      

5. Click Save after completing the configuration.

Scheduled exports record manager layout

The Scheduled Survey Exports record manager lists all scheduled exports for survey responses. It helps users review status, ownership, schedule, recipients, and related metadata from a single view.

Scheduled exports record actions

Each scheduled export supports actions via the vertical ellipsis menu in the record manager.

Adding a Custom Field

1. Select the downward arrow on any column header located in the responses tab.

   

2. Choose "Add column right" or "Add column left" from the dropdown menu.

3. A pop-up will show up, allowing you to choose which custom field you wish to add.

   

   1. In this section, you can choose from Response fields, Transaction fields (both Standard and Custom), Profile fields (Standard and Custom), Hierarchy fields, Case fields (Standard and Custom), Response Metrics, and Translated fields.

4. After selecting the custom field, you can include it by clicking on "Add column".