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How to use the Surveys dashboard

Learn how to see all instances related to a survey, and export its responses

Written by Chris Ramlow

Through the Surveys Dashboard you can see all your surveys in PlusPlus, and execute actions for their instances. It’s a good reference point to find data and get a quick overview of how surveys are performing.
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​Note: Instance is a single occurrence of a survey master.

What can I see in the New Surveys Dashboard?

Surveys Dashboard allows you to delete surveys in batch and also to see how many instances and responses each of them has.

Note: Surveys that already have responses cannot be deleted. Deleting Surveys already attached to entities (such events) will also delete its relationship.

You can access the Surveys Dashboard through the user menu. Instances can be accessed by clicking on a survey entry.

Survey Details and Actions

This page shows an overview of a specific survey master and its instances:

You can:

  • Preview the survey form;

  • Duplicate the survey form;

  • Export responses for multiple instances;

  • Filter the instances by module, content item, presenter, dates, and status;

Preview Survey

To see a preview of a survey, click Preview in the survey's three-dot menu on the Surveys dashboard, or at the top right of the survey's instances page.

Duplicate Survey

Rather than creating a new survey from scratch, you may also duplicate an existing one.

Learn more about 'How to create Surveys'.

Export responses for multiple instances

You can export the responses for all instances to a CSV file using Export Responses at the top right of the page. PlusPlus will send an email with the links for download. This feature is only available if the instances listed in the table already have responses.

Two options are available: Individual, which creates a separate file for each instance, and Combined, which compiles the responses for all instances into a single file.

Note: Applied filters are reflected in the export.

Filters

Filters let you narrow down the survey instances shown in the table. You can filter by Module (for example, events, courses, or articles), Content Items, Facilitator, Event Series, Presenter, Event Period, Response Period, and Status, and combine as many filters as you need.

Quick actions menu

You can execute quick actions for each instance in the table by clicking its three-dot menu. The available actions are: View (opens the survey form), Copy URL (copies the survey link), and Export Responses, which downloads that instance's responses straight away as a CSV file (only available if the instance already has responses).

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