Analytics & Reporting
By James
By James
Analyze responses and turn survey feedback into actionable reports.
Analytics Overview
UserLoop gives you detailed analytics on your survey responses, helping you track trends and identify insights at scale. Our AI-powered analytics engine, Survey Copilot, analyzes your responses and provides summaries for each question. Watch: UserLoop Analytics Viewing Analytics 1. Go to Surveys and select the survey you want to analyze. 2. Click the Analytics tab. You'll see a breakdown of responses for each question, including response counts, percentages, and revenue metrics like Average Order Value (AOV) and Total Sales per answer. AI-Powered Summaries Survey Copilot automatically analyzes your open-ended responses and generates easy-to-read summaries. This helps you quickly understand what your customers are saying without reading every individual response. Need Help? If you have any questions about analytics, reach out to us via live chat and we'll be happy to help.
AI Insights
UserLoop's AI engine automatically analyzes your survey responses and surfaces actionable insights — so you can focus on running your business instead of reading through hundreds of individual answers. There are three types of AI insights: Topic Extraction for open-ended questions, Answer Insights for single and multi select questions, and Dashboard Summary Cards that highlight the most important findings across all your surveys. How It Works When you view the Analytics tab for a survey, UserLoop generates insights in the background. Results are cached for 30 days and refresh automatically as new responses come in, so you always have up-to-date analysis without waiting. Topic Extraction (Open-Ended Questions) For open-ended questions like "What almost stopped you from buying today?" or "Is there anything you'd like us to improve?", UserLoop's AI reads through every response and groups them into common themes. Each theme includes: - Theme name — A short label describing the topic (e.g. "Shipping Concerns", "Product Quality", "Website Navigation"). - Frequency — How many responses mention this theme. - Percentage — What proportion of total responses this theme represents. - Total Sales — The combined order value of customers who mentioned this theme. - AOV — The average order value for customers in this theme. - Sample responses — Real customer quotes so you can see exactly what people are saying. This helps you quickly spot patterns. For example, if 25% of responses mention "slow shipping" and those customers have a high AOV, that's a clear signal to prioritize shipping improvements. Answer Insights (Single Select and Multi Select Questions) For choice-based questions like "How did you hear about us?" or "What are you most interested in?", the AI goes beyond simple response counts. It analyzes the behavior and spending patterns behind each answer option. Each insight includes: - Title and description — A plain-English summary of the finding. - Business impact — An actionable recommendation based on the data. - Confidence score — How statistically reliable the finding is. - Primary finding — The key metric, with a comparison to your baseline. For example: "Customers who selected 'Instagram' have a 45% higher AOV than average." - Supporting data — Additional context including top products purchased, marketing attribution (UTM sources), and discount code usage. - Sample responses — Real customer data points that support the insight. What Gets Analyzed The AI looks at multiple dimensions for each answer option: - Revenue metrics — Total revenue, AOV, and order counts per answer. - Product preferences — Which products are most popular among customers who chose each answer. - Marketing attribution — Which UTM sources, mediums, and campaigns drive customers to each answer. - Discount usage — Which discount codes are most common per answer group. - Cross-question correlations — How answers to one question relate to answers on other questions in the same survey. Dashboard Summary Cards On your main dashboard, UserLoop shows summary cards that highlight the most compelling insights across all your surveys. These cards are curated from your cached topic and answer insights, scored by a combination of statistical confidence, business impact, and freshness. Each card includes: - Title — A short headline summarizing the insight. - Description — A one or two sentence explanation. - Primary metric — The key number that drives the insight. - Impact tags — Categories like Retention, Acquisition, Pricing, Product Quality, or Customer Experience that help you quickly understand what area of your business the insight relates to. Tips for Getting Better Insights - Collect more responses — AI analysis improves with more data. Aim for at least 30-50 responses before relying on insights. - Include transaction data — Revenue metrics, products, and UTM parameters make insights significantly more actionable. Make sure your survey is capturing order data (this happens automatically for checkout and email surveys). - Use specific questions — Focused questions like "What almost stopped you from buying?" produce better themes than vague ones like "Any feedback?" - Check back regularly — Insights refresh as new responses come in, so trends may shift over time. Need Help? If you have any questions about AI insights, reach out to us via live chat and we'll be happy to help.
Responses
The Responses page gives you a central view of every survey response collected across all your surveys. You can find it in the left menu under Responses. Responses live feed Live Feed The default view is a Live Feed that shows individual responses in real time. Each row displays: - User — The customer's email address (or "Anonymous Visitor" if no email was collected). - Question — The survey question the customer answered. - Response — The answer they gave. - Date — When the response was submitted. Click any row to view the full response details. Customer View Switch to Customer View using the toggle at the top of the page. This groups responses by customer, making it easy to see everything a single customer answered across their survey session. Filtering Responses Click the Filters button to narrow down your responses. You can filter by survey, date range, and other criteria to find the responses you're looking for. Exporting Your Data - PDF Report — Generate a PDF report of your survey responses. - Export — Download your response data as a CSV file for analysis in a spreadsheet or other tool. Need Help? If you have any questions about viewing or managing your responses, reach out to us via live chat and we'll be happy to help.
PDF Reports
UserLoop can generate a professional slide-deck-style PDF report of your survey data. Reports are a great way to share results with your team, stakeholders, or clients without giving them access to your dashboard. Generating a Report 1. Go to Surveys and select the survey you want to report on. 2. Click the Analytics tab, then click the PDF Report button in the top-right corner. 3. Configure your report settings. PDF Report settings 4. Click Generate Report PDF. The report will be generated and sent to the email address you specify. Report Settings When generating a report, you can customize what's included: - Send report to — The email address where the PDF will be delivered. - Survey — The survey to generate the report for. - Date Range — Filter responses to a specific time period. - Include sales and AOV data where available — Add revenue and Average Order Value columns to answer breakdowns. - Show all open ended responses in the report — Include every open-ended response instead of just a sample. - Include timeseries charts — Add line charts showing how responses change over time. - Include AI generated insights based on your survey data — Enrich the report with AI-powered topic analysis and answer insights. Advanced Settings Click Advanced Settings to access additional options: - Deck Color Theme — Choose an accent color for the report. This sets the color for charts, tags, and highlights throughout the PDF. - Brand Logo — Upload your company logo to display on the report cover page. What's in the Report The report is formatted as a landscape slide deck with a professional layout. Example PDF report cover page Cover page — Shows your survey name, the date range, and overview cards with key metrics: Total Responses, Unique Respondents, Total Views, and Response Rate. Question pages — Each question gets its own page (or pages, for questions with many answers). These include: - Answer breakdown table — Every answer option with its count, percentage (with a visual bar), and optionally Revenue and AOV. - NPS snapshot — For NPS and Number Score questions, a dedicated card showing the NPS score, average score, and a Promoters / Passives / Detractors breakdown. - Timeseries charts — When enabled, line charts showing how each answer option trends over time. - Open-ended responses — A list of free-text responses, either as a sample or the complete set. AI Insights (when enabled) — For each question, the report includes: - Topic analysis — For open-ended questions, a bar chart of the most common themes with frequency, AOV, and sample customer quotes. - Answer insights — For choice questions, cards showing key findings with confidence scores, business impact recommendations, supporting metrics, and sample data. Tips - Use date ranges to compare periods — generate one report for last month and another for the current month to spot trends. - Enable AI insights for the richest reports. These add context and recommendations that go beyond raw numbers. - Match your brand using the color theme and logo options so reports look professional when shared externally. Need Help? If you have any questions about PDF reports, reach out to us via live chat and we'll be happy to help.
Email Reports
Email Reports give you a quick overview of all the responses to your surveys, delivered straight to your inbox. Our AI engine, Survey Copilot, analyzes all the responses and provides you with an easy-to-read summary for each question. Email Reports settings What's in the Report Each report includes: - A top-level summary of how many customers responded and how many questions were answered. - An AI-generated summary for each question, giving you an overview of all responses. - A raw response data table per question, including the answer text, AOV (Average Order Value), and Total Sales for each answer option. Setting Up Scheduled Reports 1. Go to Surveys and select the survey you want reports for. 2. Click the Settings tab. 3. Under Email Reports, toggle on Enable Scheduled Reports. 4. Choose your Report schedule — Daily, Weekly, or Monthly. 5. Select the Recipients who should receive the report. Reports will be automatically generated and sent to the selected recipients on the schedule you choose. Need Help? If you have any questions about email reports, reach out to us via live chat and we'll be happy to help.