Custom Reports for Mobile Surveys

Custom Reports for Mobile Surveys

Mobile surveys, if they generate work orders, display answers in reports like Message History or Work Order reports. However, these reports don't break down question-answer relationships. For detailed analysis, consider creating a custom report using Report Writer.

In this lesson, we'll use the advanced Report Writer tool for Mobile Survey submissions.
  1. Name your custom report template and use a separate one for each Mobile Survey.



  2. Choose the Mobile Survey dataset.



  3. Create columns (e.g., Timestamp, Client Name, etc.) using Add Right Column



  4. Add a Top Row to use as a header and label your columns, especially for questions with their prompt values.



  5. Include static fields in repeating rows (Date, Client Name, etc.)



  6. Populate Question Columns with actual answers matching the prompt.


  7. Be sure to update the report template whenever adding new survey questions.
    1. Keep all the old questions for historical data.
  8. Save the custom report template.
To run the report:
  1. Hover over the Reports tab.
  2. Click Custom Reports.
  3. Run the report.

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