[Feature Sunset] Summary Reports in New Surveys

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Hi There,

We have a pending plan to sunset the Legacy Summary Report (no date has been set as of now).

Will I be affected?
Initially, this change will only affect Free and newly created accounts.

If you’re using a Dedicated, Enterprise, Professional, or Basic plan, legacy reporting types will continue to be available in existing surveys. You’ll have access to the options included in our new reporting system as well.

We are planning to phase out Legacy Summary Reports permanently for all account levels, and currently evaluating when that will happen. After we’ve decided on when the best time will be, we will notify customers in the app ahead of time.

Why are these being removed?
We are launching our new and improved reporting suite, which will include the vast majority of the features you’ve used in your legacy Summary Reports, and some new ones as well!

What should I do if I have questions or need help?

We’ve been getting a ton of great feedback regarding what you need to see in the Standard Report before we officially sunset the Summary Report (we do not have a scheduled date for this as of now). We have been churning out features in the Standard Report and decided we needed to give you some visibility into the process.

We’re creating Known Issues posts for outstanding features and functionality that multiple users have said they miss.

Look for your feature in the Known Issues category of community and comment, vote, or subscribe to receive updates!

Thank you!

Taylor Morgan
Manager of Customer Service – Survey Mermaid, SurveyGizmo

Admin - SurveyGizmo answered
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    I just asked this on the other thread, but please tell me that by April you will have the ability to use the advanced appendix on the new reports!  We started using this after learning about them from your trainers and through your webinars and now they are critical to our closed loop feedback process.  We need the ability to pull in the survey takers name, phone, email, and sometimes the company they work for and put that in the report right next to their comments.  We will be very disappointed if this feature is now deprecated.

    SG Admin commented
      • Hi Sheila,

        Thank you for sharing this feedback with us! Our Training and Service Teams have documented this and forwarded it to our Development Team.

        While there are no immediate plans to include a feature exactly like the Advanced Appendix in the Standard Report, the DIY Tables and to a certain extent, the Contact Form Contact Cards can used to retrieve data in a similar way as the Legacy Summary Report Advanced Appendix.

        https://help.surveygizmo.com/help/article/link/diy-table
        http://help.surveygizmo.com/help/article/link/contact-form#reporting

        We will certainly keep you posted should there be any updates with the Advanced Appendix Element specifically.

        Thank you again for taking the time to share this with us.

        Best regards,

        David – SurveyExplorer

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      Hi all,

      As many of you have expressed the need to be able to export Standard Reports via Word and Excel, I wanted to let everyone know that these options are now available to the Standard Reports (in case you were not aware):

      https://help.surveygizmo.com/help/summary-report-exports#standard-reports

      Thank you for your continued feedback!

      Best regards,

      David Domagalski
      Survey Explorer & Documentation Specialist
      SurveyGizmo | http://surveygizmo.com

      Admin - SurveyGizmo answered
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        Just tried to use a Standard report for a simple report that I needed and the Advanced filters do not work like they do on the Legacy reports.  I have two different fields that I need filtered like this: (Field 1 = A or B) and (Field 2 = C or D).  But it’s not working, it’s only recognizing one field in each group, not both.  Tried it in the Legacy reports and it works great.  Please don’t remove the Legacy reports.

        Sheila Bloom answered
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          I second the above thread; if we lose the functionality that advanced appendix provides it is a deal breaker and I will go back to survey monkey for our survey needs.  Why would you remove the most flexible feature you have in reporting?

          Chris Bruggeman commented
            • Hi Chris! Thanks for this feedback! Have you checked out the DIY Tables/Cards in Standard Reports? These were designed as a replacement for the Advanced Appendix.

              https://help.surveygizmo.com/help/article/link/diy-table

              Check it out and send us feedback!

            • Hello SG Admin; I took a look at the features you suggested and unfortunately they do not provide the functionality that I need. Is there any possibility of providing a report writing feature that allows greater flexibility of adding fields and field descriptions?

            1

            I never have used Survey Gizmo reports “as is” with clients.  I need the flexibility to reformat, condense and do additional data analysis.  Without robust exporting functions – with Excel most important and Word second – you have dramatically reduced the value of your software for me.  I have been a raving Survey Gizmo fan, but as it appears now, I will have to move on when the depreciated reporting function goes away.

            Lee Crumbaug answered
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