Survey reports
Orchard Stack includes three survey reports for reviewing responses, analyzing results, and tracking reassessments. Find them on the Reports page under Surveys.
Survey Responses
This report lists every client response to a survey, one row per response.
Navigate to the Reports page and open Survey Responses .
Select a survey and click Submit .
The report shows one row per client response, with the client name, the response date, and a column for each question. Multiple-choice answers are listed together, and unanswered questions show "No response". Export the report using the CSV, XLSX, or PDF buttons.
Survey Analytics
This report aggregates completed responses into charts and statistics.
Navigate to the Reports page and open Survey Analytics .
Select a survey and click Submit .
For choice and Yes/No questions, the report shows a percentage bar chart alongside a matching data table. For number and rating questions, it shows summary statistics — response count, average, minimum, and maximum. A summary line reports how many completed responses are included. The report exports to CSV, XLSX, or PDF.
Survey Assignments
This report tracks scheduled reassessments across all clients.
Navigate to the Reports page and open Survey Assignments .
Pending assignments are grouped into Overdue and Upcoming. Adjust the day window to change how far ahead the Upcoming list looks. Each row links to the client's survey, so you can click Complete to record the response. Staff also receive a daily reminder of due and overdue reassessments.
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