Summarizing a Customer Satisfaction Survey that is ongoing with monthly reports

JT

I have created a Customer Satisfaction Survey with 12 questions that use a  5 point Likert scale. (Strongly Agree / Agree / Neutral / Disagree / Strongly Disagree).  I have tested the web page and it all populates the SmartSheet fine. Additionally, the first 5 questions are about the sales person, the second 5 are about the crew that did the job and the last 2 are overall questions. 

The question now turns to creating a report that summarizes the data automatically each month.  Given that the number of rows changes every day as feedback is received, I am looking for a way to do two things:

1. Create a report where I can define the performance/reporting period and summarize the the AVERAGE scores for each question BY SALESPERSON  and the also BY CREW

2. Set Up dashboards that can be updated monthly that show average scores by sales person and by crew.

I can't seem to find anything in the videos or help docs that shows how to do this.  Am I better off exporting the data into Excel and dealing with it there? (I'd prefer an automated method)

Thanks !

Shaine Greenwood

Hi JT—

If you're referring to our reporting functionality, there isn't a way to add formulas to reports, you'll need to add them in sheets. You can add functions to your sheet, in a row at the top or bottom of the sheet, that calculate what you need. More on creating formulas can be found in our Help Center: https://help.smartsheet.com/articles/2476171-create-and-edit-formulas-in-smartsheet