Scheduled Reports

You can also send survey results right to your email inbox. The email with show aggregate metrics, as well as charts. The email also contains a link to download an Excel file of results.

Setting Up Scheduled Reports

There are 2 ways to set up a scheduled report.

From the Name Menu dropdown:

• Click on the name menu dropdown

• Choose “Scheduled Reports”.

• Click on the “New Report” button.

• Give your report a name

• Select which survey(s) you would like to include

• Select your desired frequency from the dropdown. You can choose from:

  • Daily

  • Weekly

  • Biweekly

  • Monthly

• Select the start & end dates (optional)

• Select the email recipient(s).

  • You can add email addresses that are not associated with the account (and thus not listed by default) by clicking on “New Email” and typing the email address in the text field.

• Click “Save”

From the Results Page

While on the results page for a survey (or survey group), the right sidebar has a panel for filtering and for "Scheduling".

• Navigate to a results page for a survey (or survey group) by clicking "Results"

  • via the triple dot menu on the Survey Index Dashboard page

  • via the "Results" link at the top of the Survey Editor

• Click on "Scheduling", located in the right sidebar

• The "Scheduling" panel will display any existing scheduled reports that contain the survey you are reviewing results for.

• To create a new scheduled report, click the "Schedule a Report" button

• Give your report a name

• Select which survey(s) you would like to include

• Select your desired frequency from the dropdown. You can choose from:

  • Daily

  • Weekly

  • Biweekly

  • Monthly

• Select the start & end dates (optional)

• Select the email recipient(s).

  • You can add email addresses that are not associated with the account (and thus not listed by default) by clicking on “New Email” and typing the email address in the text field.

• Click “Save”

Managing Scheduled Reports

The Scheduled Report page shows an index of all existing scheduled reports. Each row shows:

• The report name

• Scheduled frequency and start/end dates

• Date & Time of when the next report is scheduled to send

  • Paused reports will say "Paused" in the "Next Report" column

• Name of the survey(s) included in the report

  • Note: click on the name of the survey to open up the survey's Editor

• List of recipients

Hover on a scheduled report to Edit, Pause/Restart, or delete a scheduled report.

Click "New Report" to set up a new scheduled report.