Reference Reports

Reference reports are the plain, no-configuration views of your survey data. There are four of them. One tracks how many people have responded, one shows your Net Promoter Score, one breaks your respondents down by demographic group, and one lays out the results for every question on the survey. You do not have to build anything to use them. They are already sitting in your reporting site waiting for you.

Finding the reference reports

All four live in the same place. Here is how to get there.

1. Log in to the Perceptyx Platform.
2. In the navigation bar, click Analyze.
3. In the All Reports section, click View Report for the event you want. Advanced Reporting opens.
4. In the left panel, click Reference Reports. The four options appear.

Completion Report

This is the one people check most while a survey is still open. It breaks your response rate out by demographic group so you can see who is answering and who is not.

Use the View Type dropdown to pick which demographic you want to break the numbers out by. If you see an asterisk instead of a number, that group has not hit the minimum reporting threshold yet, so no data is shown for it. That is a confidentiality guardrail, not a bug.

You can also look at responses by date, or by time if the By Time view is turned on for your report.

Net Promoter Score Report

In the left panel this one is labeled the NPS Report. It only appears if your survey included a question on a Net Promoter Score scale. No question of that type means no report.

It shows the Net Promoter Score for your organization, or for whatever slice of the data you currently have in view. The score is worked out by taking the percentage of people who answered as promoters and subtracting the percentage who answered as detractors.

Demographic Profile Report

This one shows up only if your survey has demographics attached, either from the data file you supplied or from demographic questions asked inside the survey itself.

It tells you what your respondent pool actually looked like, expressed as a percentage across every demographic option available. Three columns do the work:

• Options are the demographic values that came in with your data file or survey.
• Number is how many people from that group responded.
• Percentage is that group's share of your total respondents.

If you have trend set up against other surveys, or you have saved report filters, the Compare To dropdown lets you pull one of those in. The comparison numbers then show up in parentheses next to each value.

Survey Results Report

This is every response you collected, totaled up and laid out question by question. If you have a comparison selected, that data appears in parentheses alongside.

Each question gets a histogram, which is a quick way to see how answers were spread across the response options without reading a single number.

The histograms are clickable. Click the bar for any response option and the report filters down to just the people who chose it, then shows you a demographic profile of that group. If a response option has not met the minimum threshold, its bar will not be clickable.

To get back to the full picture, click Filter Data at the top right and choose Clear Filter.

Exporting a report

Click Export at the top right, then pick Export PDF or Export Excel.

The Completion, Demographic Profile, and Survey Results reports can go out as either a PDF or an Excel file. The Net Promoter Score report is PDF only.