Issue with the reach in the custom filter of the satisfaction survey report

[Maciel Hogenn]

I am trying to generate a satisfaction report for the period from January 1st, 2024, to December 31st, 2024. However, when I select the start date, I encounter the following error message:

Question: Does the customer satisfaction report only store data from the past year?

Concern: My company requires access to all historical satisfaction data for audit purposes.

Best regards

[Tessa Tuteleers · Accepted solution]

Hi @Maciel Hogenn , 

Welcome to the community!

The report only can handle an overview of 365 days apparently. And as this is a flat list, not much can be done with the "report" anyway if looking at more than a few days.

However, you can reach the older data using API and exporting it to JSON (also max 365 days, but you can go back further in time). This is documented here along with some linked JAC tickets that might interest you. 
From there you can extract the ratings and comments and a lot more if you want. 

I don't know of any easier solutions unfortunately. But all in all great news, the data is not gone after a year! 

- Tessa

[Maciel Hogenn]

That solution is a better fit for my needs.

Thanks Tessa.

[Manoj Gangwar · Accepted solution]

Hi @Maciel Hogenn Welcome to the community!

I would suggest you use the JQL query to fetch the report. You can run the below JQL query. After that, you can add the Satisfaction field in the column, and export it to CSV or EXCEL.

Project = "your project name" AND satisfaction is not Empty

[Maciel Hogenn]

Thank you for the answer.

I tried that option with JQL, but the date filter is still limited to 365 days.

[Dmitry Astapkovich _Colined_]

@Maciel Hogenn , I believe @Manoj Gangwar suggested to export the issues from the search / Issue Navigator to Excel with Satisfaction column added. This will give all issues regardless of the date range. And then you can create the report in Excel. 

[Maciel Hogenn]

I hadn't thought of it that way. Using this approach, I was able to export all tickets with their satisfaction ratings. Thanks for the explanation @Manoj Gangwar and @Dmitry Astapkovich _Colined_.

[Manoj Gangwar]

If it was helpful then please accept the answer so it can help others if the have similar question. 

[Maciel Hogenn]

Done!

[Danut M _StonikByte_]

Hi @Maciel Hogenn,

That report seems limited to a certain length of the time interval.

A possible alternative would be to use a plugin from Atlassian Marketplace, able to do stats/reports based on Satisfaction field. In case you want to try a plugin, then take a look over this article that shows some examples of stats that you can generate by using our Great Gadgets app, especially the ones made with Pivot Table & Pivot Chart gadget: 

https://community.atlassian.com/t5/App-Central-articles/How-to-measure-Customer-Satisfaction-in-Jira-and-Confluence-with/ba-p/2741012 

Danut

[Dmitry Astapkovich _Colined_]

Hi @Maciel Hogenn ,

If you are ok to use a third party app, Pivot Report that we develop has no date range limits for Satisfaction and other fields: 

We have quite a few things supported for Service Management. 

Hope it helps!

[Maciel Hogenn]

Amazing tool @Dmitry Astapkovich _Colined_ . I’ll look into it soon.