Survey reports

SECURITY  Refer to Required Permission for each report

NAVIGATION  Refer to Path for each report. Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance. To publish a LiveReport, refer to Publishing LiveReports.

For more information about Autotask surveys and how they are used, refer to Managing customer surveys.

Standard reports

Service Delivery Benchmarks

Required Permission Security level with access to Reports > Admin
Path > Reports >  Report Categories > Admin > Surveys section
Description A report in .pdf format that compares your organization's performance ratings to those of the Autotask community as a whole. Depending on your selections when running the report, it will include benchmarking question sets and ratings for organizations, contacts, tickets, and resources.

Survey Detail

Required Permission Security level with access to Reports > Admin
Path > Reports >  Report Categories > Admin > Surveys section
Description A report in .csv format that shows the responses to each survey question, and the ticket number the survey is linked to.

Survey Summary

Required Permission Security level with access to Reports > Admin
Path > Reports >  Report Categories > Admin > Surveys section
Description An overview of surveys that were sent out, including date, contact, ticket information, and scores.
 
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