Access reports

Guidance on accessing reports that have been shared with you

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

What can I learn from this page?

Guidance on accessing reports that have been shared with you

Who is this page for?

Report Viewers

When you have been added to a viewer on a report, you will receive an email notification that will include a link to the report. If you have never logged into the platform and your company doesn't currently use Single Sign-On, you will be prompted to create a password to access the platform. See our support article for further guidance.

Navigating to the reports page

Once you have logged in you will be directed to your home page. From there click Feedback > Surveys > Reports > View report next to the relevant survey.

If multiple reports have been shared with you for the same survey, you can move between these by clicking the Select Report filter in the left-hand area of the page. The report types displayed depend on how your Survey Admin has set the reports up for your survey.

Filtering Results

The Add Filter sidebar on the left-hand side of the reports can be used to narrow down the results.

You can add up to 5 filters at once.

The filters use an AND operation so adding more filters reduces your result set (e.g. selecting Dept: Sales and Gender: Male displays results for men in Sales). When you add values for the same filter (e.g. Country: India, France, Italy) an OR operation is used.

Print or Export Results

The Export icon to send reports to a printer, PDF, Excel or CSV file. Depending on the report type, the Excel and CSV files may contain additional raw data. Depending on the survey type, export to PowerPoint may be displayed.


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