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Former Member

Survey Report

Hi ladies and gents,

We have created a questionnaire and assigned it to the activity Appointment.

A sales representative creates appointments to go out and visit customers. When the appointment is complete, the sales rep will set the activity status to "Complete". This then makes the Questionnaire available in the assignment block for Questionnaires.

The sales rep completes the survey which mainly consists of Yes or No answers (radio buttons) to questions such as -

Is the customer's credit facility still sufficient?

Are there any outstanding orders or deliveries?

Is the customer satisfied with pricing?

etc etc...

The questionnaire works well within the Web UI and we can print the questionnaire after completion.

However, we would like to report on these Yes/No answers to the questions. For e.g. if 20 questionnaires were completed by a rep, and referring to the question about customers being happy with pricing. Maybe we could get a report that shows how many customers of 20 questionnaires said Yes and how many said No. And we could follow up accordingly.

I have looked at CRM_ORDER_READ. This is looking for a transaction number, which an activity doesn't have. So I don't know how that would help me either.

Can someone please advise on where to start? Is there a standard report in CRM or must we look to BW for the reporting and what kind of a report comes from this?



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4 Answers

  • Best Answer
    Posted on Sep 25, 2013 at 04:03 PM

    Hello Kendal,

    In fact when you created your questionnaire you had to select whether the reporting should be done in BW or CRM. If you have no BW, you just need to select CRM and start tcode CRM_SURVEY_SUITE to get the results.

    As far as I know, this very simple reporting option has not been ported to WebUI yet... meaning you need to use some transaction launcher to make it available for your WebUI users for example. Or you could just check what CRM_SVY_EVALUATION_SHOW is doing, and create your own report.

    Also table CRM_SVY_DB_SV should help.

    Best regards,

    Nicolas Busson.

    PS: if you create your questionnaire in "expert mode" you can use your own IDs for your questions and answers... which makes table CRM_SVY_DB_SV far more readable for a human being :-)

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    • Former Member Nicolas Busson

      Hi Nicolas,

      It does seem to look at past surveys.

      I had only completed a few surveys in our QA system before and completed one survey after selecting evaluation with and without BW.

      When I went to the evaluation, I noted that it was evaluating 4 surveys, which means it must be looking to past evaluations and including them in the evaluation too.

      Thanks for the assistance, much appreciated



  • Posted on Sep 16, 2013 at 01:16 PM

    Hi Kendal,

    An Activity is a Transaction so you can use the CRM_ORDER_READ using the OBJECT_ID as the ID of the Activity.

    Maybe you can investigate about campaing automation in order to define, plant and track the surveries( ?¿)



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  • author's profile photo Former Member
    Former Member
    Posted on Sep 16, 2013 at 01:32 PM

    Try Table CRMD_ORDERADM_H with Process Type 0000. This is standard process type for Appointment. Please check in SPRO if you have custom defined your appointment process type.

    CRMD_ORDERADM_H table will give Transaction number for the date and process type. This is just a work around.

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  • author's profile photo Former Member
    Former Member
    Posted on Sep 19, 2013 at 12:59 PM

    Hi Luis / Vineet,

    Thanks for that. I can now see the objects using the ID's and the process type.

    From here on out it is still a bit unclear to me as to what I do next to extract from the questionnaire what I need to report on and where I do this.

    I will keep digging to see if I can figure this out



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