Start from: the Engagement Dashboard.
- Select Push Survey from the main menu.
- The Push Survey screen displays a list of all surveys.
Note: To activate a survey and notify employees, ensure the activation toggle is turned on. The appearance of this toggle may vary based on company branding.
Edit a push survey
- Select the action button (three dots) > Edit.
Note: You can only edit surveys that have not received any responses. Once a survey has responses, only Step 1 remains editable:
- Name
- Timing (End Date)
Note: Survey administrators can update the end date of a non-recurring survey even after it has been published and received responses.
- Notifications
- Anonymous toggle and field visibility
- Audience
View the answers
- Select the action button (three dots) > See answers.
- The See Answers screen shows:
- Total number of responses.
- Summary of results per question
- For non-anonymous surveys, filter by:
- Levels (Level 1, 2, 3)
- Job Title
- Department
- For anonymous surveys, filtering depends on your field visibility settings.
Note: When creating or editing an anonymous survey, you can select which non-identifiable user fields (e.g., Job, Department, Level) will appear in the results. These will then appear as filters in this screen.
Export answers
Export to your email
- Select the action button (three dots) > Download.
- You will receive the results via email.
Export in PDF
- Select the action button (three dots) > See answers.
- Select the Export button.
- The results will be downloaded to your device in PDF.
Survey detail export (CSV)
For deeper analysis, you can export a detailed CSV file that provides a structured view of responses.
- Select the action button (three dots) > Survey detail export.
This export includes:
- Question-level data for each response.
- Question text and section information.
- Selected options and corresponding values.
- User-related fields where applicable.
The resulting CSV can be opened in spreadsheet or BI tools to perform more advanced analysis, comparisons, and reporting.
Export survey status per user
- Select the action button (three dots) > Export pending / complete user status
- You will receive a report via email, with the following columns:
- Email address
- Employee name
- Level 1
- Level 2
- Level 3
- Job
- Department
- Completed survey (Y/N)
Filtering and sorting
Use the filtering functionalities to refine your view and export information orderly.
- Sort by: You can sort surveys by most fields, including name, number of sections, questions, responses, start date, and end date. Sort by selecting the field - you should see the icon turn to an "up" arrow.
- Filter by Status (Active, Inactive, or Scheduled): Select the filter icon and choose the status from the dropdown.
- Filter by Time: Click on Select date at the top left of the grid. You can now select a specific timeframe to order your view, such as Today, Yesterday, Last week, Last month, or a custom date range.
