Emails responses after a ConnectWise survey is completed
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Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts
Overview
Overview
Sends a PDF report after a survey has been completed and provides an SSRS report to run on-demand as needed. It contains all the answers for that survey and highlights any question that has an answer equal to or lower than the target threshold if one is set.
These PDF Survey Responses can also be accessed via your SSRS Reports.
Run Schedule: Every 15 minutes
Type of Output: PDF Email & On Demand SSRS Report
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Sample
Sample
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Variables
Variables
There are no variables for this alert.
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Alert Functionality
Alert Functionality
Use the survey subscriptions ID505 for the recipients of the survey results. Recipients listed on the alert ID883 subscription have no effect on who receives the responses, it is our background process.
See ID505 for an overview on sending the initial survey to your email
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OnDemand Report Filters
OnDemand Report Filters
SSRS Report Filters:
- Filter by date of response.
- Enter Customer Name Contains (doesn't need to be complete, just "contains" part of name). If you want to run the report wide open to include ALL customers
- Enter in the customer field: -All customers-
- Enter in the parent customer number: -include all customers-
- Authentication ID - IGNORE, this section is for our background process.
- Select Survey drop-down to select all active CW surveys
- Filter by tech (all techs will show even if inactive employee to provide historical reference). Be sure your techs have Technician checked off and a Manager Assignment on Employee Record:
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Best Practices & Tips
Best Practices & Tips
First time accessing your SSRS Reports? Please see THIS LINK for those instructions.
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Related Alerts
Related Alerts
ID505 - ConnectWise Survey
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