259 lines
12 KiB
ReStructuredText
259 lines
12 KiB
ReStructuredText
===============
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Survey analysis
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===============
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After surveys have been created and sent to participants, it is only a matter of time before the
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responses start to come in. When they do, it is important to know where and how to analyze them in
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the Odoo *Surveys* application.
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Fortunately, Odoo provides numerous ways to view survey responses, allowing users to access and
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analyze survey responses as they are submitted.
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See results
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===========
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Upon opening the :menuselection:`Surveys` application, the main dashboard reveals a list of all the
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surveys in the database, along with pertinent information related to each one.
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By default, every survey line showcases its number of :guilabel:`Questions`, :guilabel:`Average
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Duration`, and how many participants have :guilabel:`Registered` or :guilabel:`Completed` the
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survey.
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There are also elements showing the percentage of how many participants :guilabel:`Passed` (if a
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*Required Score (%)* was configured), or how many participants became :guilabel:`Certified` (if the
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*Is a Certification* option was configured).
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.. note::
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To learn more about the different analytical elements found on the :guilabel:`Surveys` dashboard,
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check out the :doc:`Survey Essentials <../surveys/create>` documentation.
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On the :guilabel:`Surveys` dashboard, to the far-right of each survey line displayed in the default
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list view, there is a :guilabel:`See results` button.
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.. image:: analysis/see-results-button.png
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:align: center
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:alt: The 'See Results' button present on the main dashboard of the Odoo Surveys application.
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When the :guilabel:`See results` button is clicked, a new browser tab opens, revealing a separate
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page filled with all of that particular survey's results and responses, with an informative
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:guilabel:`Results Overview` and some filtering drop-down menus at the top.
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.. image:: analysis/results-page.png
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:align: center
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:alt: Typical survey results page when 'See results' is clicked from the Odoo Surveys dashboard.
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At the top of the page, there is an :guilabel:`Edit Survey` link, in the middle of a blue header
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banner. When clicked, Odoo returns the user to the survey form for that particular survey.
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Beneath that, is the title of the survey, and its description, if one was configured for it on its
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survey form.
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To the right of the survey title, there are two drop-down menus with various filtering options,
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which can be used to personalize and segment the survey results in a number of different ways.
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The first filter drop-down menu is set on the default :guilabel:`All Surveys` option, meaning the
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results below are showing results and responses from all the submitted surveys, regardless if they
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have been fully completed or not.
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When that drop-down menu is clicked open, another option, :guilabel:`Completed surveys`, appears.
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.. image:: analysis/all-surveys-dropdown.png
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:align: center
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:alt: The 'All surveys' drop-down menu opened on the 'See results' page of the Odoo Surveys app.
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With that drop-down menu open, the number corresponding to each filter option appears to the right
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of each option.
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To the right of that drop-down menu of filter options, is another drop-down menu of filter options
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that can be used to further customize the results showcased on this page.
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That drop-down menu is set to the :guilabel:`Passed and Failed` option, by default. This option
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shows the results and responses from all participants who have passed or failed this particular
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survey.
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.. note::
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This second drop-down menu of filter options **only** appears if the survey being analyzed has a
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*Scoring* option configured, or if the *Is a Certification* feature has been enabled.
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When that second drop-down menu of filter options is clicked open, two additional options appear:
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:guilabel:`Passed only` and :guilabel:`Failed only`.
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.. image:: analysis/passed-failed-dropdown.png
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:align: center
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:alt: The 'Passed and Failed' drop-down menu on the 'See results' page of the Odoo Surveys app.
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Each option would filter the results below to only show responses from participants who have passed
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the survey, or who have failed the survey, respectively.
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Directly beneath the survey title, there is a :guilabel:`Print` button. When clicked, the entire
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results page can be printed.
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The :guilabel:`Results Overview` section is below the survey title, filter option drop-down menus,
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and :guilabel:`Print` button.
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.. image:: analysis/results-overview.png
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:align: center
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:alt: The 'Results Overview' section on the 'See results' page in the Odoo Surveys application.
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This section of the results page provides a summarized collection of useful survey-related data and
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metrics for quick analysis.
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Question analysis
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-----------------
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Directly beneath the :guilabel:`Results Overview` section is where the results and responses of the
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survey are found.
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.. note::
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The various sections of the survey, if there were any, appear at the top of their corresponding
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questions on the results page, as well, for added organization.
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Every question that was a part of the survey is shown, along with an in-depth breakdown, and visual
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representation, of how it was answered by participants, beneath the :guilabel:`Results Overview`
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section.
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Each question is displayed above its corresponding results. To the left of the question is an
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:guilabel:`👁️ (eye)` icon. When clicked, Odoo hides the visual and data-related results and
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responses. When clicked again, that question's visual and data-related results re-appear.
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To the far-right of the question, there are indicators to see how many participants
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:guilabel:`Responded` and how many :guilabel:`Skipped` the question.
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.. image:: analysis/responded-skipped-indicators.png
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:align: center
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:alt: The Responded and Skipped indicators on the 'See results' page in Odoo Surveys.
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If the question required the participant to enter in their own answer, without any options to choose
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from, like entering a specific number or date, for example, there is also an indicator to showcase
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how many users answered the question :guilabel:`Correct`.
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.. image:: analysis/correct-indicator.png
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:align: center
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:alt: Sample of a 'correct' indicator on the 'See results' page in the Odoo Surveys application.
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.. note::
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Even if there is no configured *correct* response for question of this nature, the
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:guilabel:`Correct` indicator still appears, although, it displays a `0`.
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This would occur for opinion-based questions, like `When would be a good time to hold another
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sale?`
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If there is only one correct response to a multiple choice question, those results and responses are
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represented by a :guilabel:`Pie Graph`. The correct answer is indicated by a :guilabel:`✔️
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(checkmark)` icon next to the correct answer option, in the legend above the graph.
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.. image:: analysis/pie-graph-results.png
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:align: center
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:alt: Typical pie graph results on the 'See results' page in the Odoo Surveys application.
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If there are multiple correct answer options (or no correct answers at all) for a multiple choice
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question, those results and responses are represented by a :guilabel:`Bar Graph`.
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.. image:: analysis/bar-graph-results.png
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:align: center
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:alt: Typical bar graph results on the 'See results' page in the Odoo Surveys application.
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Each multiple choice question has a :guilabel:`Graph` tab and an :guilabel:`Data` tab. The
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graph-related tab is shown by default.
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The :guilabel:`Data` tab shows all the provided :guilabel:`Answer` options for the question. The
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:guilabel:`User Choice` (with percentages and votes) along with the :guilabel:`Score` of each
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option.
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.. image:: analysis/data-tab.png
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:align: center
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:alt: Typical 'Data' tab on the 'See results' page in the Odoo Surveys application.
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Other question types, wherein there were no answer options for the participant to choose from, there
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is a :guilabel:`Most Common` tab and an :guilabel:`All Data` tab.
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The :guilabel:`Most Common` tab shows the :guilabel:`User Responses`, the :guilabel:`Occurrence`,
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and the :guilabel:`Score` (if applicable).
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.. image:: analysis/most-common-tab.png
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:align: center
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:alt: Typical 'Most Common' tab on the 'See results' page in the Odoo Surveys application.
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The :guilabel:`All Data` tab shows a list of all the submitted responses to that particular
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question.
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.. image:: analysis/all-data-tab.png
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:align: center
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:alt: Typical 'All Data' tab on the 'See results' page in the Odoo Surveys application.
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If a question is looking for participants to enter a numerical value as a response,
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:guilabel:`Maximum`, :guilabel:`Minimum`, and :guilabel:`Average` indicators appear to the far-right
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of the results tabs.
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.. image:: analysis/max-min-avg-indicator.png
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:align: center
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:alt: The Maximum, Minimum, and Average indicators on the 'See results' page in Odoo Surveys.
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A :guilabel:`filter` icon is also present either to the right of the :guilabel:`User Choice` column
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in a :guilabel:`Data` tab, or to the far-right of a :guilabel:`User Response` line in an
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:guilabel:`All Data` tab.
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.. image:: analysis/filter-icon.png
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:align: center
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:alt: Typical 'Filter' icon on the 'See results' page in the Odoo Surveys application.
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When that :guilabel:`filter` icon is clicked, Odoo returns the user to the top of the results page,
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with that chosen filter applied, showing the results of each question for participants who submitted
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that particular answer for that specific question.
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.. image:: analysis/applied-filter.png
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:align: center
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:alt: The applied filter on the 'See results' page in the Odoo Surveys application.
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Therefore, showcasing the remaining results for participants who answered that specific question in
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the same way. To remove that filter, and reveal all the results once again, click :guilabel:`Remove
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all filters` or click the :guilabel:`✖️ (X)` icon in the filter box at the top of the results page.
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Participations
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==============
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To view a consolidated list of participation results for a specific survey, navigate to
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:menuselection:`Surveys app`, select the desired survey from the list, and click the
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:guilabel:`Participations` smart button at the top of the survey form.
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.. image:: analysis/participations-smart-button.png
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:align: center
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:alt: The Participations smart button at the top of a survey form in Odoo Surveys.
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Doing so reveals a separate :guilabel:`Participations` page, showcasing the participants for that
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specific survey, along with a collection of pertinent information related to each one.
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.. image:: analysis/participations-page-singular-survey.png
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:align: center
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:alt: The Participations page for a singular survey in the Odoo Surveys application.
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Here, users can view information related to individual participants who took that specific survey.
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If they desire to see a more detailed breakdown of their various answers and responses, they can
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click on any participant, and Odoo reveals a separate page showing that participant's survey
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details, along with their submitted answers.
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.. image:: analysis/individual-participant-page.png
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:align: center
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:alt: An individual participant's detail form in the Odoo Surveys application.
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To view a consolidated list of all participants of every survey in the database, navigate to
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:menuselection:`Surveys app --> Participations`. Here, every survey in the database is shown in a
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default nested list. Beside each survey title has the number of participants in parenthesis.
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.. image:: analysis/participations-page-all-surveys.png
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:align: center
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:alt: The Participations page for all surveys in the Odoo Surveys application.
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When a survey is un-nested from this list, by clicking the survey title, the corresponding
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participants, along with their response-related data for that survey, appear on the page.
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The :guilabel:`Participations` page can also be viewed in a Kanban layout, as well.
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.. image:: analysis/participations-page-kanban-view.png
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:align: center
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:alt: The Participations page in the Kanban view in the Odoo Surveys application.
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.. seealso::
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- :doc:`create`
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- :doc:`scoring`
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