Can you report on participants added to an AO and group by added month/quarter?

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  • Updated 5 months ago
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I want to allow for a quick calculation of response rate across multiple Advanced Outreaches. I have already reported on survey submissions across all the AOs in the group, but I am struggling with reporting on participants that were in them. I tried making a report on the "AO Participants" object, and "AO Participant Activity". Neither of these allow me to toggle the date grouping to be by month or quarter. 

Anyone know of a way to do this?

Thank you!
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Ben, Champion

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Posted 5 months ago

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Diane Morneau

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What a useful dashboard this would be for reporting to our management on the performance of our campaigns!
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Abhishek Sivaraman, Senior Product Manager

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Hi Ben,

Agree that this would be great. We do have survey send date,survey responded field in AO participant which can help you to do this calculation of response rate. Essentially , you need to get the list of all participants whose survey send date is between X days and the survey responded equals true. This should help you calculate the overall survey response rate across all AOs.

The only catch here is that unfortunately , we do not support summarize by for datetime fields at this point in reporting(for certain set of objects) which will not help you to do a reporting to see this summarized by weekly, monthly etc. I will get more details on plans for addressing this and update here.

Thanks
Abhishek S
(Edited)
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Ben, Champion

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Thanks Abhishek! This makes sense. 

One clarification: can you confirm this will only count a participant ONCE even if both the initial AO email and the follow-up both contain a survey? I am really looking to do responses / participants.
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Ben, Champion

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Also, thanks for looking the date group reporting. It seems like MDA data does not have that capability, but SFDC data does...
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Abhishek Sivaraman, Senior Product Manager

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Yes Ben. It will be unique for a participant. So , it should solve the use case you are looking for.