Review survey results | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/review-survey-results
Publisher: Pixie Technologies LLC

How-to guide
Review survey results

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Analyse individual answers and aggregate response patterns.

Audience: Manager; Feature: Report; Permission-aware; 

Where to goSurvey → Results

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Analyse individual answers and aggregate response patterns. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Go to Survey → Results.

- Select the required date range and confirm whether the report (https://pixiecrm.com/help-centre/topic/report) uses creation, due, payment (https://pixiecrm.com/help-centre/topic/payment) or activity dates.

- Apply customer (https://pixiecrm.com/help-centre/topic/customer), status, staff, group, currency (https://pixiecrm.com/help-centre/topic/currency) or other filters needed for a like-for-like result.

- Check totals and drill into the source records when a figure appears unexpected.

- Change grouping or chart options only after confirming the base filters.

- Export or print the result when required, then protect the downloaded file according to company policy.

- Record the filters used so another authorised user can reproduce the result.

Settings to check

Date rangeCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Status filtersCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Customer (https://pixiecrm.com/help-centre/topic/customer), staff or group filtersCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Currency (https://pixiecrm.com/help-centre/topic/currency) or amount basisCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

GroupingCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Export formatCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

- Verify the date basis.

- Compare like-for-like data.

- Remember that permissions may limit visible records.

- Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)report (https://pixiecrm.com/help-centre/topic/report)currency (https://pixiecrm.com/help-centre/topic/currency)approval (https://pixiecrm.com/help-centre/topic/approval)sales accounting (https://pixiecrm.com/help-centre/topic/sales)expense (https://pixiecrm.com/help-centre/topic/expense)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)feedback (https://pixiecrm.com/help-centre/topic/feedback)customers (https://pixiecrm.com/help-centre/topic/customer)leads (https://pixiecrm.com/help-centre/topic/lead)

Related guides

Use sales reports (https://pixiecrm.com/help-centre/use-sales-reports)Use customer reports (https://pixiecrm.com/help-centre/use-customer-reports)Review knowledge base performance (https://pixiecrm.com/help-centre/review-knowledge-base-performance)Use timesheet reports (https://pixiecrm.com/help-centre/use-timesheet-reports)Send a survey and manage mailing lists (https://pixiecrm.com/help-centre/send-a-survey-and-manage-mailing-lists)

Connected operational guides
Survey results and privacy → (https://pixiecrm.com/help-centre/topic/customer-surveys-results-reporting-privacy)