Report Overview
The Demographic Report allows you to identify what demographic data is being provided within your data files for each survey type. A green checkmark indicates that the demographic information is being provided for the indicated survey. For example, in the screenshot below, the report indicates that Household Income is being provided for the Consumer Loan survey, but not for the other survey types.
This report can help you easily reference what demographic data is being provided to MemberXP. It can also help you identify gaps in demographic data across survey types.
For example, if you want to analyze scores by age to understand how members of different age groups perceive and score your credit union, you will need to confirm that age is being provided in your data files. Using the Demographic Report, you can confirm whether or not age is being provided for each survey type before you begin your analysis. If any surveys are missing this data, you can add member age to the data file for that survey type to fill the gap and provide it consistently across all survey types.
If you would like to add demographic data to your data files, please reach out to your Client Success Manager or the MemberXP Help Desk at [email protected] to ensure this data is pulled into your reporting.
This report complements our Cross-Tab Report that allows you to take a deep dive into your survey respondents' demographic data to understand who is responding to your surveys and to break down scores by demographics such as age, length of membership, and more! If you would like to learn more about the Cross-Tab report, click here.
Where to Access the Demographic Report
Within your MemberView Dashboard, click the 'Run a Report' button to access your report generator. Using the 'Report Type' dropdown, scroll down and select 'Demographic Report', select your desired 'Date Range', then click 'Run report.'
Your report will then generate the table shown above listing each of your survey types with checkmarks listed under the demographic data categories that are provided for each survey type.
