Survey Report

[Former Member]

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?

Regards

Kendal

[nicolas_busson · Accepted solution]

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 🙂

[former_member182421 · Accepted solution]

Hi Nicolas,

What do you understand as simple reporting? ALV?

Cheers!

Luis

[nicolas_busson · Accepted solution]

Yes indeed!

That's a very simple ALV showing how many answers you got for each questions...

Here is an example:

http://www.youtube.com/watch?v=whxtxsnmKOA

Regards,

Nicolas.

[former_member182421 · Accepted solution]

Unfortunatly I don't see this coming...Right now if you want reporting is using analytics with or without BW, I configured this in my current project, but we don't have surveries so I'm not sure if this data is avaliable in the report areas.... have you think about porting the SAP GUI alv to Webdynpro ALV and embed it to the BSP?

[nicolas_busson · Accepted solution]

Not sure I understand you correctly, but I see at least 2 possibilities to use this "simple reporting" option:

1) Use it as it is, via SAP GUI.

2) Create a transaction launcher for tcode CRM_SURVEY_SUITE and add it to any business role.

If that doesn't suit your needs, you could just create your own report based on the table I mentioned earlier. Or you could also use BW: I believe at least one standard report should be delivered for analyzing questionnaires' answers (there is an infocube for that: 0WS_C01).

Cheers,

Nicolas.

[former_member182421 · Accepted solution]

what I tried to say is if instead of ITS have you considered to create a Webdynpro aplication and triger it in web client (?).

If I have some time I will try to investigate if there's any analytic capavility for surveries, I didn't say it, but our analytics is without BW, so can be cool to check it.

[nicolas_busson · Accepted solution]

Ok. In fact I always used an "non sap reporting solution" (qlickview is one of them). So I never had to create a Webdynpro application to bypass some limitations of SAP standard... Plus I don't know anything about Webdynpro I'm afraid.

🙂

[Former Member · Accepted solution]

Hi Nicolas,

Thank you for the response.

I actually didn't have the tickbox on for "Evaluation without Business Information Warehouse"

We do have BI, but I would prefer to work without it, keep the evaluation in CRM

So I went to the questionnaire/survey "maintain survey attributes" and switched it on.

However, even after completing a few questionnaires and saving them, when I select the questionnaire and hit the Evaluation button, I get a message that says "No data is available for evaluation"

Was I supposed to turn this on when I created the survey?

I don't mind that it isn't available in the WEBUI, like you said, I will just create a txn launcher.

Regards

Kendal

[nicolas_busson · Accepted solution]

Hi Kendal,

In fact you need to tick both checkboxes (evaluation with and without BW):

Note 1541660 - Survey Suite:Survey Evaluation not available in WEBUI

After that you should be able to see your results... but I don't know if you will see the results created before both checkboxes were flagged. It would be interesting to get your feedback on that matter.

Cheers,

Nicolas.

[Former Member · Accepted solution]

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

Cheers

Kendal

[Former Member]

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

Regards

Kendal

[former_member182421]

I just saw this post, maybe give you some clue.

http://scn.sap.com/message/14370132#14370132

[Former Member]

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.

[former_member182421]

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( ?¿)

http://help.sap.com/saphelp_crm700_ehp02/helpdata/en/45/ff8980cbb709eee10000000a1553f6/content.htm?f...

Cheers!

Luis