AnsweredAssumed Answered

Call report from layout using Portal values

Question asked by ryan9721 on Feb 1, 2011
Latest reply on Feb 1, 2011 by ryan9721

Title

Call report from layout using Portal values

Post

Hi all,

I have a database/layout created for customer surveys. Upon selecting a Contact from a dropdown on the layout all of that Contact's past surveys display in a portal.

We like to run a report comparing the scores from the most recent two surveys (previously this was done manually). Can I add a button to the layout that can call a report which compares the last two surveys in Excel format? The format would ideally be as shown below.

Any help in explaining how to do this would be appreciated!

Thanks,

-Ryan

----- Example -----

Questions Recent Survey Last Survey
Are deliveries on time? 4.5 4.0
Are you satisfied with our products? 3.0 5.0
Are you satisfied with our website? 4.0 4.5


Open-ended questions
Recent Survey
Describe your recent experiences:
(text from recent survey goes here)


Other comments:
(text from recent survey goes here)


Last Survey
Describe your recent experiences:
(text from last survey goes here)


Other comments:
(text from last survey goes here)




Outcomes