Preview Reports During Survey Design

How to preview reports during the survey design process

Jared Ellis avatar
Written by Jared Ellis
Updated over a week ago

What can I learn from this page?

How to preview reports during the survey design process

Who is this guide for?

Account Admins, Survey Admins, Survey Creators

If you are designing a survey and you're not sure what you'll end up with in the reports, you can preview your reports using the Preview Reports button.

The Preview Reports button can be found on the Surveys page by clicking the drop-down near the Edit survey/View Reports button for a specific survey, and in the top right-hand corner when configuring the survey.

Note: You cannot share the preview link URL for others to preview the report. It's necessary to be assigned the account administrator, survey administrator or survey creator role in order to access the report preview directly from the survey configuration.

The preview is generated with dummy data, allowing you to drill-down, filter and generally explore the reports as though they were real. You can even use the Export icon to see what the various export options look like.



The Preview Reports button switches to View Reports as soon as the survey is launched, and the survey status is Open.

Note: You need to have imported employee data with demographic information before the Preview Reports button will display any data. Any surveys that are unattributed, or use self-reported demographics will not include these filters in the preview.


Why can't I see some of my questions on the reports page?

If questions are missing from the reports page, it's likely because some haven't been assigned to a factor. This is because all rating and select questions must be assigned to a factor. This ensures that both the questions and their results (if your survey is live) appear in reports. You can assign questions to factors at any stage of the survey process - whether it's in draft, live, or closed mode.

Need further help? Check out our support guide for step-by-step instructions on assigning questions to factors.

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