Create Custom Reports With Zoho Survey - Online Help Guide

Custom Report

You can select questions and create customized reports. These reports can be shared or chosen by filter to show responses for specific questions.


To create a custom report:

  1. Click Create in the Custom Report section.
  2. Enter a name in the Report name box.
  3. Select the Average Ratings checkbox to include a section that consolidates the results of all the rating-type questions you have selected in your custom report. 
    Note
    This field is available only when you have multiple rating-type questions in your survey. Your custom report must include at least two rating-type questions for this section to appear. 
    Custom report average ratings
  4. Select Special Statistics checkbox to include survey visits and response status in the report.
  5. Select the questions you want to include in the report.
    1. Click Select all to include all questions.
    2. Select the checkbox next to a page number to select all questions from that page.
    3. Click  Create online surveys  to hide all questions from a particular section.
      1. Click the display option next to each question to select the type of report you want to generate.
      2. Select Show chart to select chart to display your reports along with labels.
      3. Select Show data to show data without a chart.
      4. Select Show stats to display statistics.
        Create online surveys
        Note
        Questions that don't support chart reporting will display just the data by default. You can also select all display options (Chart, Data, and Stats) for supported questions. 
  6. Select the TURF Analysis checkbox and select a simulation count from the Simulation Level dropdown. Here's a slightly more detailed description of TURF analysis.
    Custom report TURF analysis
    This option only appears in Multiple Choice (Many Answers) type questions with three to ten choices in them.
  7. Click Save.

To view a custom report:

  1. Click Custom Report in the left pane. 
  2. Select the custom report you want to view.

To edit a custom report:

  1. Click Reports on the left pane. 
  2. Hover over the custom report you have created in the Custom Reports section. 
  3. Click the edit icon. 

  4. Make necessary edits and click Save

To clone a custom report:

  1. Click Reports on the left pane. 
  2. Hover over the custom report you have created in the Custom Reports section. 
  3. Click the Duplicate icon.
  4. Make necessary edits to the Report name and click Create

To delete a custom report:

  1. Click Reports on the left pane.
  2. Hover over the custom report you have created in the Custom Reports section.
  3. Click the Delete icon.
  4. Click Delete and confirm your selection.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Custom V​ariables

                                                                                                                Zoho Survey offers the following advanced features that take your surveying experience to a new level. Custom Variables Scoring Invite Reviewer Share Survey Send Copy Transfer Survey Export as PDF Print Survey Using custom variables allows you to ...
                                                                                                              • Custom Field Encryption

                                                                                                                You can now encrypt specific questions and custom variables, and the responses will be encrypted at rest (storage). For encrypted fields, only the equal to, not equal to, answered, and not answered operators will work in the reports filter. This ...
                                                                                                              • Schedule Report

                                                                                                                Set up a schedule to deliver your reports with the Scheduled Report feature. Schedule reports to run daily, weekly or monthly. The report can also be set to send to specific users. The report will be attached in PDF, XLS, and CSV format in the email. ...
                                                                                                              • Trend Report

                                                                                                                Trend reports are used to compare and analyze trends in aggregate survey responses. To create a trend report: Click Create in the Trend Report section. Enter a name in the Report name box. Select a trend frequency for your graph from the dropdown. ...
                                                                                                              • Share Report

                                                                                                                You can share your reports publicly, or with colleagues, survey respondents, and organizations. You can also secure shared reports with a password. To share a report: Click Share in the top-right corner of the page. Enter a name for your report in ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources