Share your results dashboard
This feature is included in all plans.
If you want to share your results with colleagues or clients who don't have a Survey Anyplace account, that's no problem! You can send out a link directly to your dashboard.
|NOTE: Before you share your results dashboard, make sure to create a new dashboard. Sharing the All Results Dashboard will not work.|
It's easy - let's see what to do...
1 Create a new dashboard
Click on the word Dashboard and choose to make a new dashboard.
2 Turn on sharing
First off, you'll need to turn on sharing for your dashboard. Click Options at the top of the screen to access these editing options. Make sure to turn on Enable public dashboard.
You can copy the Link and send it out or use the iframe code to embed the dashboard on your website.
Add extra security if your results are sensitive and add a password to protect your results.
Tip: You will not be able to view the password once you have pressed Save and close, so be sure to remember or note down the password!
3 Adjust viewer settings
You can determine how much you want your colleagues to be able to do. Choose if you want to allow others to view the filters you have created, download results and use the presentation mode.
If you have allowed filtering, viewers will be shown the filtered data on the dashboard. When the viewer clicks on the filter at the top of the dashboard, they can view the filter conditions. They will be unable to make their own changes to the filters that have been set up, but can add filters by clicking on the purple + button.
Tip: You can send out the link for sharing the dashboard which automatically includes a filter! Just add a URL parameter, a customized part to the end of the dashboard link. For a filter based on email address, add ?rid=EM_ and then the email address. You could also use personal ID if you have allocated this or unique ID. For personal ID, add ?rid=EXT_ to the end of the dashboard link and then the personal ID. For unique ID use ?rid=UID_ followed by the unique ID.
Here's an example of how the shared dashboard will look with a filter applied. The public dashboard link ended with ?rid=EM_s123@gmail.com
That's all there is to it! So log in and get the link to your dashboard... don't keep all those great results to yourself!