Every survey comes with a dashboard of its own. You can read the survey's score, see how many people opened and answered it, work through the results question by question, and open the individual responses behind any figure. Survey dashboards are on every plan.

A survey dashboard has two tabs: Overview for the survey as a whole, and Questions for each question's own results. Surveys that Simplesat emails out get a third, Email activity, which reports on the emails rather than the answers.

You land on the Overview tab, covering the last 90 days.

On the Overview tab, Engagement activity counts what happened to the survey:

Hover a percentage for the count behind it. Each stat also shows the change against the previous period of the same length, and that comparison moves with whatever range you set.

The rest of the tab is a set of widgets.

In Question completion summary you can:

Open Questions and pick a question from the dropdown. It lists every question in the survey by its text, with follow-ups nested under the question that triggers them.

The survey's score comes from one question, the one you chose a metric for when you created the survey. That's the metric question, its answers are the metric rating, and the leaderboards and the survey's headline figures all come from it.

What you get depends on the kind of question.

The score's heading is a dropdown that switches between the metric and Mean score: Satisfaction on a CSAT question, Net Promoter Score on NPS, Customer Effort Score on CES. A 5-star question shows its mean star rating. The answers summary splits the same responses into positive, neutral and negative, or into promoters, passives and detractors on an NPS question.

Engagement activity here counts the question you selected:

Everything a customer answered before they stopped still counts. A survey's first question always shows no drop-offs.

Latest feedback lists the 10 most recent answers to the question. View all opens the rest, and the widget's ellipsis menu offers Export CSV, which emails you the file. Download CSV on the charts and tables saves straight to your computer.

A rating question's dashboard ranks who's behind its score, in tables titled Company, Customer and Team members.

Each one ranks by score and gives the positive, neutral and negative counts for every name on it. From there you can:

Each leaderboard pages five rows at a time, and that page size is fixed.

A leaderboard covers the one question you're looking at. For the same ranking across every survey at once, run a report segmented by team member.

Each column on the Answers over time chart is one period, split by sentiment. Hover one for that period's figures alone.

The dropdown in the chart's toolbar sets the period: Day, Week, Month or Quarter. Each chart starts on the finest grouping its date range allows. Day drops out on ranges longer than about three months, and Week on multi-year ranges.

The 90-day moving average line measures something else. Every point is the average of the 90 days up to that date, which smooths out a quiet week and reads differently from any single column.

Every survey dashboard starts on the last 90 days. Pick a preset from the picker in the filter bar, or set your own start and end dates. Whatever you choose applies to every chart on the tab, follows you between Overview and Questions, and is what an exported PDF covers.

Currently, there's no All time preset, so to reach everything you've collected, pick an early enough start date.

Filters narrow what feeds the charts: the customer and their company, the team member who handled the ticket, topics and sentiment, tags, source, language, and any custom attributes your workspace collects.

A view saves the date range and filters you're looking at under a name, which puts one team's ratings or your VIP customers one click away in the sidebar. The Owner, Admins and Managers can save a view, and once it's saved, anyone who can open the survey's dashboard can open the view.

To update the view you already have open, select Save changes to the existing view in the same dialog and click Save view.

Saved views nest under their survey in the sidebar. To remove one, open it and choose Delete view from the page's ellipsis menu.

A view saved on Last 30 days always shows the last 30 days from today, and a view saved on specific dates always shows those dates. Chart grouping follows the range each time a view opens, and a view saved on a short enough range opens on daily columns.

Answers drilldown opens with the responses behind a figure. Click a column on any chart, a leaderboard row, the score figure, the Answered stat, or a figure in the Answers column.

The drilldown lists Date, Customer and Answer. The date and the answer itself open the individual response. The Customer column shows the person's name and their company: the name opens their customer record, and the company opens your customers filtered to that company.

From an individual response, the ticket ID opens the original conversation in your helpdesk.

Opening the drilldown needs permission to view feedback.

Export PDF sits in the page header while the Questions tab is showing the question your metric rating comes from.

Set the date range and any filters before you click it: the PDF covers exactly that period and those filters.

The file gives you:

To get every response in a range as a spreadsheet, export your feedback from the Feedback page.

Email activity reports on the emails a survey sent rather than the answers they brought back. Embedded surveys have no such tab, because there's no send to report on.

The tab carries its own date range and an Email event dropdown for narrowing to one message in the sequence: All, Initial, Follow-up 1, Follow-up 2 or Follow-up 3.

Engagement activity here summarizes the sends. Sent counts the messages Simplesat attempted, and Opened, Clicked, Unsubscribed, Reported spam and Bounced each come as a percentage of that number. Hover any of them for the raw count and the comparison against the previous period.

A table lists one row per message, with the customer, which email it was, when it was sent, opened and clicked, and its delivery status.

Export email activities in the page header emails you the whole table as a CSV, either with your filters applied or in full.

The Dashboards → Overview page is the way in to all of your survey dashboards: one card per survey, with its score for the last 90 days, a trend line, and the positive, neutral and negative counts behind that score. Click a survey's name to open its dashboard, or the question text under the name to go straight to that question's results. The Overview page is fixed on the last 90 days and has no date control.

When you're done with a survey but still want to read its results, close it instead of archiving it.

The survey stops accepting responses and stops sending straight away. Its dashboard keeps everything it's already collected, and the survey's own page shows the date it closed.

Skipped counts the skip button, on that one question, for the people who saw it.

Engagement activity covers the selected question alone, and a skip on question 4 never shows while question 2 is selected. For every question at once, read the Skips column in Question completion summary on the Overview tab.

Answered is a share of the people who viewed the question, not of everyone who started the survey. Someone who reached question 3 and closed the tab is counted as a view and lands under Drop offs, and a required question can't stop that.

The Dashboards → Overview page lists surveys with feedback in the last 90 days and has no date control to widen that. A survey that has been quiet for longer still opens from Dashboards → Surveys in the sidebar, on any date range you set.

Archiving a survey takes its dashboard with it. Open Settings → Surveys, click Archived, find the survey, and choose Restore from the row's ellipsis menu. The dashboard comes back with everything it was showing.

Export PDF shows on the Questions tab, and only while the question your metric rating comes from is selected. Reopen Questions to land back on it.

Surveys inside Intercom record answers without recording opens, so those two stats are left off. On a web embed, Opened is shown as Views, and Views turns into a dash once a filter is applied.

No, the dashboard is the same for every survey. What you set is the date range, the filters and the views you save from them. If you want to choose the widgets and the layout, that's what custom dashboards are for.

It's called Answers over time, on each question's dashboard under Questions. Hovering any column gives you that period's figures. The equivalent for the whole survey is Responses over time on the Overview tab.

Insights is the older name for a survey's dashboard. Click Dashboards in the sidebar, then the survey under Surveys.

The last 90 days is the default, and the picker takes any range you like. The 90-day moving average line is a different measure: each point averages the preceding 90 days, whatever range you set.

Open Questions, pick the question your metric rating comes from, and the Team members table ranks everyone who handled its responses. To rank the same people across every survey, run a report segmented by team member.

Currently, no. Scheduled emails come from a saved Report view or a saved Feedback view, and both of those send a spreadsheet.