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

MichelleBohn

I'm also looking for a way to automatically sum and then average out the responses from a form.  I understand adding functions to the sheet but if I have the responses from the form come in the bottom or the top of my sheet it doesn't capture in my calculations it goes to the line above or below my calculations.  This means I would need to update my formula every time a response comes which is way to manual.  Is there something else I could do? 

Andrée Starå

Hi Michelle,

Would it work if you reference the whole column?

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

MichelleBohn

Hi Andree,

I'm a novice with formulas and didn't realize I could do the whole column, but I have it now.

Thank you and have a great weekend too.

Michelle

Andrée Starå

Excellent!

Happy to help!

Best,

Andrée