Create a Report to Track the Number of Survey Responses in Service

Since the "Usage" value for Survey responses shown in "Usage-based Entitlements" represents the cumulative total consumed by the organization to date, it does not provide an accurate count of remaining responses for the current contract period.

By creating a custom report type and filtering by the contract period, you can track the total number of completed responses. As long as the response records themselves are not deleted, the total record count in this report will represent the total number of responses completed within the specified period.

Step 1: Create a Custom Report Type

1. Click the Gear icon in the upper right and select Setup.

2. Enter "Report Types" in the Quick Find box and select Report Types.

3. Click New Custom Report Type.

4. Select Survey Question Responses (API Name: SurveyQuestionResponse) as the Primary Object.

5. Enter the Report Type Label, Report Type Name, Description, and select a Store in Category.

6. Under Deployment Status, select Deployed and click Next.

7. Click Save.

Step 2: Create a Report Using the Custom Report Type

1. Navigate to the Reports tab and click New Report.

2. Select All from the category list on the left.

3. Search for and select the Survey Question Responses report type created in Step 1.

4. Click Start Report.

5. In the Columns section of the Outline pane, add your desired fields.

   • Example fields: Survey Question Response ID, Name, Created Date.

6. Open the Filters pane and configure the following to display all responses in the organization:

   • Show Me: All survey question responses

   • Created Date: All Time (Adjust this to your specific contract period as needed)

7. Click Save & Run.