Guided tour

The Survey123 website is used to manage all surveys, view and analyze data, and create feature reports. Whether you author your survey in Survey123 Connect or the web designer, you will use the website to share surveys, configure a webhook, or enable location sharing.

The following steps provide a guided tour of the website by using a survey that was created from the damage assessment template that is available for use in Survey123 Connect.

Sign in and access your survey

As the survey owner, you will use the Survey123 website to view results of your survey.

1. Open the Survey123 website. Sign in to your ArcGIS organizational account.

   Using ArcGIS Online	Go to https://survey123.arcgis.com and click Sign In.
   Using ArcGIS Enterprise	Go to https://survey123.arcgis.com?portalUrl=https://host.domain.com/webadaptor (where host, domain, and webadaptor are replaced by information about your portal) and click Sign In.

2. In the Survey123 website, you can access any survey you have created or has been shared with you, to respond to the survey, view its results, delete it, or change its privacy settings.

   Only the user account that published the survey has access to it in the Survey123 website initially. Survey authors may choose to share survey results or share survey ownership, resulting in you being able to see surveys that you did not create.

   

3. You can click the thumbnail for the Damage Assessment survey to access its home page, or click one of the buttons below its title to open a specific page. If you have other surveys available, you can use the search and sort functions above the selections to filter or rearrange them. With only one survey available, this is unnecessary.

   Your browser opens your survey's returned data, with five available pages: Overview, Collaborate, Analyze, Data, and Settings.

Analyze question results

In many situations in which a survey is required, both individual responses and general trends are important to consider. In this case, you'll start by looking at the tabularized and mapped data to determine which individual reports are important to check.

Note:

Not all question types can be displayed due to visualizations not being implemented for them. While they will appear within the data in other areas, these types of questions cannot be charted or mapped on the Analyze page.

1. Click Analyze. This page contains automatically generated charts and maps using data from your survey's results, which is useful in a variety of ways. The Navigation section available in the upper left corner of the page allows you to easily navigate to, filter, hide, and show questions. In a damage assessment survey, it helps to determine areas that need more immediate attention, as well as general trends.
2. The first thing you want to know in this scenario is where the areas of greatest damage are. On the first question, for level of severity, choose Map. This opens a map with the location of your survey's responses displayed, symbolized by response to the question. The map automatically moves to a location and level of zoom suitable to display as many points as possible.

   

   Your survey's responses will be different, but this example shows damage localized to buildings around a certain area, although the level of damage varies.

3. The question of construction type will tell you what was damaged; this sample data shows the majority of damage was done to buildings, with some damaged roads and bridges. The Map function would help here as well, showing damaged transport routes, although there are none of note in this case.

   

4. A select multiple question, such as the question on sites that need assessment, cannot be displayed on a map. The results can still be viewed in bar and column chart form, however, and the sample data shows a relatively high need for medical care and low call for shelter.

   

5. Integer and decimal questions such as the question on estimated cost have the ranges for their charts drawn dynamically, depending on the values from the survey responses. This is of limited use with the sample data, however. Click the Map button to open these results on a map.

   

   The map uses a different dynamic data range to draw its points, with larger numbers represented by larger dots. Because the area with the most damage is likely to need more immediate support, it needs to be located. Search for your own equivalent point in your results.

   In the example, there are two potential sites this could refer to. It's important to figure out which of these is the most important to support, which requires searching through the individual data. Click Data at the top of the page.

View data as an individual response, table, or map

The Data page contains ways to view all of your survey responses as both raw data and a map. This provides alternative methods to examine your results as well as convert your data into additional formats for use by other applications. There are several options available to find particular responses, such as those that were indicated on the Analyze page.

1. The Data page displays your data through a table and a map with all results. The map automatically zooms to a level that displays as many of your results as possible.

   

2. Click an entry in the table to focus on its point on the map, and open the Form view, which details the single response. You can also do the same in reverse: click a map point to highlight an individual entry in the table and in the Form view. This is a quick way to see all answers for a specific entry. From the Form view, you can also print the current response.

   In the case of the sample data, the two highest-cost entries are both classed as totally destroyed and need all forms of assessment. This is enough information to determine that quick action is needed.

3. Select the Report button above the map on the Data page to provide an interface to apply a report template when one or more records are selected. For more information, see Print survey results.
4. Above the map on the Data page, click Export. This allows you to export your survey's responses to a format for use in other programs, defined by the Export drop-down menu.
5. Select to export it as a comma-separated values (CSV) file, which can be opened with any spreadsheet program. Download and open this file.

   

   While the CSV file format does not directly support mapping of points (instead it displays the latitude and longitude of the responses), it is ideal for backups, integration into other applications, and charting results in ways not supported by the Analyze page. You can also export your survey's results as an Excel spreadsheet, a Keyhole Markup Language (KML) file, a shapefile, or a file geodatabase.

   Note:

   To export data, your user account must have permission to create content, which is available to the Creator user type and above. The account must also have, at minimum, User role privileges.

6. On the Data page, choose Open in Map Viewer. This allows you to use the ArcGIS tools to analyze your results.

   For more information, see View maps in Map Viewer in ArcGIS Online or View maps in Map Viewer in ArcGIS Enterprise.

Create a report template

A report template is a .docx file that provides placeholder text with specific syntax. When printing a report, this placeholder text is replaced with the contents of the corresponding fields from the survey response. This placeholder text can be used with any formatting, tables, images, or other personalization to create a template specific to your needs.

To create a template, complete the following steps:

1. In the Survey123 website, click the Report button on the menu above the map on the Data page.
2. Click Manage templates.

   A new window appears, where you can download a sample template, upload a new template, or edit the name and summary of an existing template.

3. Click New template to upload a new report template, and provide a name and summary for the template once it's uploaded.

   Alternatively, use the Create sample template button to download a sample template based on a survey.

Note:

Report templates can only be uploaded by the survey owner and organization administrators.

Sharing the results of a survey to everyone, an organization, or a group, also shares the report templates associated with the survey.

Finally, go to the Collaborate page to share a survey with stakeholders, after which they can also view and analyze these results. For more information, see Share survey results.