Download your Results

Download your Results


Essential
Professional
Enterprise
ReportR

When you've collected your results and are ready to download them, there are different download options available - either a bulk download of survey results or choose to download files relating to individual responses.


You can download your data in a few different formats;


Note

We suggest downloading CSV and Excel files with less than 2000 responses. Files with more than 2000 responses have a higher chance of not coming through to you via email! Do you have > 2000 responses to your survey? Don't worry... simply make a new dashboard and apply a date filter to it. It will reduce the number of responses on that dashboard, and you will be good to go to download your results!


By default, the dashboard displays results from the past month. To view and download all results, simply click on the filter, and press the X to delete the filter that only shows the past month's results. Make sure to click save and close to save the changes you've made to the filter settings.


Download results remove filter


1 Bulk Downloads

There are four options available for downloads that relate to Bulk downloads CSV, Excel, PDF, or Report scheduler. bulk download examples


Survey results downloaded as a CSV, Excel, or PDF are generated based on your dashboard. If you have applied a filter to the dashboard, only those results fulfilling the filter criteria will be included.


Start by heading over to the Results section. There are two ways to do this - either click on the responses icon on the Home screen or click the Results tab in the question editor.


Download results - responses icon


Download results - responses tab


Click Download in the top right corner.


Download results - download button


1.1 Download a CSV file

To download your CSV file, which includes all results, select CSV and simply click Download.


download csv file of results


When the CSV file has been generated, you can either open or save the file.


When you have over 1000 responses (and less than 2000), your CSV will be sent by email.


Learn how to convert the CSV file to an Excel file.


1.2 Download an Excel file

Click Excel on the left-hand side and then simply click Download.


Download results - Excel


Once the Excel file has been downloaded, a box will pop-up where you can either open the file immediately or save it for later.


1.3 Download a PDF file

If you want a ready-made report of all survey results, including charts, summary tables, and respondent data, choose the PDF option.


You will receive a link to the PDF by email. Make sure your email address is spelled correctly! Choose how you want to customize your PDF.


download results as pdf


You can only use the email link to the PDF once. If you need another PDF file, have another link sent by clicking on the PDF button again. If you didn't receive the email, check your spam folder. PDF links will expire 24 hours after generation so that the download link can be used more than once in those 24 hours.


You can customize your PDF by turning on different features:


download results as pdf options


  1. Show Charts - the PDF will contain one chart per question.
  2. Show Summary table - this table will show the number of times a response was chosen, the minimum and maximum score, average score, etc. This cannot be turned on at the same time as Show Response tables.
  3. Show Response tables - this table gives a detailed overview of each response with the time and date of submission. This cannot be turned on at the same time as Show Summary table.
  4. Show Intro Field Data - when you have chosen to Show Response tables, you can also choose to show the information you collected in your Intro fields.
  5. Show Respondent Data - when you have chosen to Show Response tables, turn this on to include respondent data in the Response table.

1.4 Report Scheduler

If you want to get a copy of the reports in your email on a recurring basis, you can set up the Report Scheduler.


Click Report Scheduler on the left side, and click Create Scheduler.

Creating Report scheduler

Report scheduler setting


  1. Activate/inactivate the scheduler
  2. Chose the report type - CSV or Excel
  3. Set up the time - when should it be sent
  4. Select where it should be sent - API or email
  5. Type in your subject and message, and select who you want to send it to

add filter to report scheduler

You can also add a filter to your Report scheduler. Don't forget to save it!


tipTip: You can also download PDF reports by going to the Responses tab and selecting the responses you want to download.

Select responses to download pdf

2 Individual Downloads

There are three options available for downloads that relate to individual responses;


2.1 You can download a PDF showing all responses given by a particular respondent.
2.2 For the ReportR plan, you can download the particular PDF report.
2.3 For the ReportR plan, you can download a PDF report which was generated according to your set-up.

individual downloads options

Let's see how to do each of these downloads.


2.1 Response Detail PDF

When you're in the Results section, click the Responses tab. You'll see a table with rows of individual responses. Click on the circled icon to view a particular response.


Download results - responses view


While you are viewing an individual response, you can download that response by clicking Download and then select Response detail PDF and click Download. A PDF will be produced for you to open or save.


Download results - response detail


2.2 ReportR PDF

This feature is available if you're on the ReportR plan. If you have created a personalized PDF report for a particular questionnaire, you'll see an extra option to download a ReportR PDF. This will download the PDF report of the particular response. 


When you're in the Results section, click the Responses tab and click on the circled icon to view a particular response.

Download results - responses view


Click on the download icon to download the PDF report of the particular response you have chosen.

ReportR PDF download example


2.3 ReportR PDF (filtered)

This feature is available if you're on the ReportR plan. If you have created a personalized PDF report for a particular questionnaire, you'll see an extra option to download a report template PDF. This will download the PDF report of the respondent concerned. This is an exact copy of the PDF they got to download when they finished the survey. 


You can either click on the download icon right away, which will download the PDF report which you have set up. Alternatively, you can click the purple button to add filters.


Download results - download report template


Note

If you add a filter, the system will download the latest response that meets this criteria (i.e., no bulk downloads possible)


Click the arrow to access the drop-down menu of all of the possible parameters you can use for the filter. You can click the purple button again if you want to add extra filters, which will be in addition to (AND) or instead of (OR) the first filter that you set up.


Download results - PDF template filter


When you've set up the filter, click the download icon to download the latest report that meets the filter conditions. 


Note that the filters you have set does not get saved, so the next time you want to download another report template PDF, just follow these steps again.

V
Vincent is the author of this solution article.

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