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ben
ben
Helper ⭐️⭐️⭐️
May 21, 2018
Solved

Can you report on participants added to an AO and group by added month/quarter?

  • May 21, 2018
  • 5 replies
  • 80 views
I want to allow for a quick calculation of response rate across multiple Advanced Outreaches. I have already reported on survey submissions across all the AOs in the group, but I am struggling with reporting on participants that were in them. I tried making a report on the "AO Participants" object, and "AO Participant Activity". Neither of these allow me to toggle the date grouping to be by month or quarter. 

Anyone know of a way to do this?

Thank you!
    Best answer by abhishek_sivaraman
    Hi Ben,

    Agree that this would be great. We do have survey send date,survey responded field in AO participant which can help you to do this calculation of response rate. Essentially , you need to get the list of all participants whose survey send date is between X days and the survey responded equals true. This should help you calculate the overall survey response rate across all AOs.

    The only catch here is that unfortunately , we do not support summarize by for datetime fields at this point in reporting(for certain set of objects) which will not help you to do a reporting to see this summarized by weekly, monthly etc. I will get more details on plans for addressing this and update here.

    Thanks
    Abhishek S

    5 replies

    diane_morneau
    diane_morneau
    Helper ⭐️⭐️⭐️
    May 23, 2018
    What a useful dashboard this would be for reporting to our management on the performance of our campaigns!
    abhishek_sivaraman
    abhishek_sivaramanAnswer
    Helper ⭐️⭐️⭐️
    May 23, 2018
    Hi Ben,

    Agree that this would be great. We do have survey send date,survey responded field in AO participant which can help you to do this calculation of response rate. Essentially , you need to get the list of all participants whose survey send date is between X days and the survey responded equals true. This should help you calculate the overall survey response rate across all AOs.

    The only catch here is that unfortunately , we do not support summarize by for datetime fields at this point in reporting(for certain set of objects) which will not help you to do a reporting to see this summarized by weekly, monthly etc. I will get more details on plans for addressing this and update here.

    Thanks
    Abhishek S
    ben
    benAuthor
    Helper ⭐️⭐️⭐️
    May 25, 2018
    Thanks Abhishek! This makes sense. 

    One clarification: can you confirm this will only count a participant ONCE even if both the initial AO email and the follow-up both contain a survey? I am really looking to do responses / participants.
    -Ben
    ben
    benAuthor
    Helper ⭐️⭐️⭐️
    May 25, 2018
    Also, thanks for looking the date group reporting. It seems like MDA data does not have that capability, but SFDC data does...
    -Ben
    abhishek_sivaraman
    abhishek_sivaraman
    Helper ⭐️⭐️⭐️
    May 26, 2018
    Yes Ben. It will be unique for a participant. So , it should solve the use case you are looking for.
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