Send reports by email

Schedule the sharing of reports in PDF format by email to transmit the results of a survey to your collaborators. Share it once, or schedule a recurring send.

Create a report

1. Access the Surveys list from the main navigation and click on the relevant survey.

2. In the Results section, under Responses, click on Share.

3. Click on the Create button in the New report section.

4. Enter the name of your report. This name will appear in the email your recipients receive.

5. Add the email addresses of one or more Recipients.

6. Select the sending Frequency. In the case of a recurring send, select the frequency and the time at which you wish to share the report.

7. Select the data period
   • Yesterday

   • Today

   • Last 7 days

   • Last 30 days

   • Last 3 months

   • Last 6 months

   • All

8. Apply a View to your report. To learn more about custom views, please consult this article.

9. Define the report Settings.

10. Click on the Save button.

Recurring reports can be viewed at any time in the Scheduled reports section.

Edit a scheduled report

1. Access the Surveys list from the main navigation and click on the relevant survey.

2. In the Results section, under Responses, click on Share.

3. In the Scheduled reports section, click on the 3-dot menu of the relevant report and click on the Edit button.

4. Make your changes and click on Save.

Delete a scheduled report

1. Access the Surveys list from the main navigation and click on the relevant survey.

2. In the Results section, under Responses, click on Share.

3. In the Scheduled reports section, click on the 3-dot menu of the relevant report and click on the Delete button.

4. Confirm the deletion.