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Share report

How to share a saved report?

When you have stored reports with the cross tabulations, filters or series you need for analyzing your survey, you might want to share these reports with colleagues, management groups, or customers directly from the system. To do this, follow these simple steps:

If you want to share the report you are currently working on, please proceed to step 4.

1. First off, click the button called “Save & Load” in the functions bar of your report. It is marked in a red square on the top screenshot.

2. Click the option called “Manage reports” to access all your saved reports for the specific survey that you are currently viewing. If you have not already saved your report you can learn more about how to do this here.

3. Once you have pressed “Manage reports”, you will see a list of all saved reports:

As you can see from this example I have four saved reports. Select the one that you wish to load by either clicking the “Load”-button under “Settings”, or by clicking the name of the report. You can also click the “Share”-button directly under “Settings” if you are certain that the report is the format that you want it to be to share it instantly.

4. To share the report, please click the option called “Share” in the function bar at the top of your report (marked in yellow in the screenshot at the top of this article).

If your report is not already saved you will get prompted to name your survey report in order to save it. Just enter a name of the report and click “Save” to proceed to the next step. Should your report already be saved you will be directed to “Share report” directly.

5. In the “Share report” menu you can choose whether you wish to share the report via a “Link” or “Email”. We recommend you to generate a link and share the report directly with your contacts.

Email:

a. Enter a subject of the e-mail.
b. Enter a message that will be sent with the e-mail.
c. Enter the email address you want to send it to. To add multiple emails just separate them with a line break.
d. Enter if it should be possible to create filters on the shared report.
e. If you want to add a cross tabulation limit on the shared report they receive. Activate by checking the “Allow filtering” box and set the limit to for example 5 to make sure they won’t be able to filter the result on less than 5 respondents.
f. Enter if there should be a possibility to read individual free-text answers on the shared report link. Activate the possibility by checking the “See answers” box.

g. Click “SEND”

Link:

a. Enter if it should be possible to create filters on the shared report.
b. If you want to add a cross tabulation limit on the shared report they receive. Activate by checking the “Allow filtering” box and set the limit to for example 5 to make sure they won’t be able to filter the result on less than 5 respondents.
c. Enter if there should be a possibility to read individual free-text answers on the shared report link. Activate the possibility by checking the “See answers” box.

d. Click “Generate link” and copy the link that is displayed.