What is period aware reporting?

Period aware reporting is a way to set up custom date ranges to group survey responses, to enhance trend reporting. For example, if a survey was live between 16 January and 16 February, this can be set up as one ‘period’ and all responses captured between those dates can be grouped to be used to view period trends. If you run another survey between 10 May and 10 June and set them up as one ‘period’, you can compare the first reporting period with the second reporting period. 

The other option in the platform is the default reporting period that can be set up as daily, weekly, monthly, quarterly, biannually or annually, and you view results grouped at the selected level. For the above example, if you selected monthly you could only look at results in January and compare them to February, and then compare them to May and June - looking across four monthly periods instead of two. 

How do you set up period aware reporting?

Period aware reporting is set up in the Insights and reporting tab of the survey set up process. 

1. Locate the survey and click the settings cog in the top right corner.

2. On the options on the left of the page, click on Insights / Reporting.

3. Where it says ‘Date period aware trending in insights’, select ‘Use period aware trend reporting’.

4. Create your reporting groups.

5. Save your survey.

You can see these reporting groups in the Survey Dashboard on the Trends page.

Can you set up period aware reporting if you have already launched or completed a survey?

Yes, you can add new reporting periods following the steps above. You can change past or current periods by deleting the existing group and adding a new one. It will continue to order these by the start date in the trend page.