Review survey results
Analyse individual answers and aggregate response patterns.
Feature pathSurvey → Results
Before you beginThe 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 feature does
Analyse individual answers and aggregate response patterns. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Step-by-step workflow
- Open Survey → Results.
- Choose the required date range and confirm whether the report uses creation, due, payment or activity dates.
- Apply customer, status, staff, group, currency or other filters needed for a like-for-like result.
- Review 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.
Important fields and decisions
Date rangeConfirm this information is accurate and appropriate for the record.
Status filtersConfirm this information is accurate and appropriate for the record.
Customer, staff or group filtersConfirm this information is accurate and appropriate for the record.
Currency or amount basisConfirm this information is accurate and appropriate for the record.
GroupingConfirm this information is accurate and appropriate for the record.
Export formatConfirm this information is accurate and appropriate for the record.
Checks before completion
- Confirm the date basis.
- Compare like-for-like data.
- Remember that permissions may limit visible records.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
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