Reports, goals and surveys
Review survey results
A clear Pixie CRM walkthrough for review survey results, with the screen path, field checks and post-save verification.
Where to goSurvey → Results
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for review survey results, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Survey → Results in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Survey, Date range, Response status, Result summary/export.
- Work through Review survey results using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Survey
Date range
Response status
Result summary/export
Checks before you finish
- Check date range, filters and grouping.
- Keep the same context when comparing periods.
- Validate exports against the on-screen report.
- Record the reporting period when sharing figures.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.