[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).

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.

Thank you!

Taylor Morgan
Manager of Customer Service – Survey Mermaid, SurveyGizmo

TheWorkplaceNetwork answered
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    Eliminating the legacy summary report with adding comparable functionality to the Standard Report is an absolute non-starter for us.  We constantly use the export to Word and Excel capabilities.  Removing this capability will make reporting extremely difficult.  It seems as if you’re assuming that everyone will simply present data using the Standard Report and nothing else.

    This is not the case.

    We, for example, do all of our reports in Word.  I’ve previously provided examples of what we do to support in an effort to beg you to not make reporting absolutely unusable!

    Please reconsider the elimination of the legacy summary report.  It is incredibly useful.

    SurveyGizmo Escalations commented
      • Hi, thanks for the feedback. So the good news is we are investigating bringing Excel back as an export option, but it won’t be exactly the same as it was before. A big caveat is we will not allow it if you have segments set up in the report (this was not an option with our old segmentation reports anyway so not much is really lost here).

        We are also reevaluating the plans for legacy summary reports; not sure when exactly that will happen but it will likely be done in a phased approach starting with removing the ability to create new legacy reports, and then at a later data turning off the ability to rerun existing reports. So that’s not going to happen right away, but we will update the app with more information when it’s figured it out.

        As for Word, as far as I know there are currently no plans to bring Word exporting into standard reports but we can discuss it some more on our end. It sounds like you’ve already contacted us with your use case for it, which is incredibly helpful for these conversations, so thanks for that!

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      This is to say that for several years I have used SurveyGizmo to produce an annual survey for a worldwide membership network. SurveyGizmo provides a good user interface and a good range of question templates. However, the reporting facilities are not very well suited to the needs of my survey. I have been using the Legacy Report every year and want to continue to use it so that I have consistency in the appearance and presentation of charts and tables. I have tried the Standard Report and found it not good – it seems to simply miss out a lot of the text data, and what there is isn’t tabulated, and the chart labelling is messy compared with the Legacy Report.

      I need to be able to identify the respondents and provide tables of free text responses as well as charts that show individual and combined responses. I’m not interested in statistical analysis.

      I rely on being able to download a Word.doc of the report and then alter and amend it with data and charts created from the Excel download. Its a lot of work, and I’d be delighted if SurveyGizmo had a report option to suit my needs – but I haven’t found one. The Legacy report is the closest.

      TheWorkplaceNetwork answered
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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/report-downloads

        Thank you for your continued feedback!

        Best regards,

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

        Admin - SurveyGizmo edited answer
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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?

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