The scheduled reports available in Results 2.0 allow you to create a recurring mailing of your survey results. You can choose to send all the results collected so far or create a report with only those results that have appeared since the previous report was sent.
Your scheduled reports created in Results 1.0 have been moved to this Tab.
How do I create a scheduled report?
Go to the Results tab and then Scheduled reports. If you don't have any reports yet, click Create a new scheduled report.
If you want to create another report, click Schedule new report located above the list with your reports.
Available formats for scheduled reports
A screen will appear where you can select the format of your report file to be sent in the email. To check more formats, click More formats.
If you are a new user or an existing user but have not used the scheduled reports in Results 1.0, when you expand this option, you will see all the formats available in Results 2.0. XLSX and CSV raw data, XLSX, PDF, DOCX, PPTX report and online report link are available.
The online report link allows you to send a recurring report without having to download it to your computer. It is an independent link from the one generated in Results 2.0.
If you have previously used the report creator in Results 1.0 and created your recurring reports there, you will see all available report formats when you expand the options, including those from Results 1.0. These are highlighted in yellow.
Note:
Report formats from Results 1.0 will be phased out by the end of 2024.
Selection of the range of results
For the report link, PDF, DOCX, PPTX and XLSX reports, select which report you want to send recurrently from the drop-down list. All reports that have been created in Results 2.0 will appear in the list. The first report in the list is the default Results report.
If you are creating a scheduled report of raw XLSX/CSV data, select the range of results using filters. You can filter the data in the same way as in Results 2.0, by specific answer, time, survey completeness or attributes of respondents.
Selection the dispatch frequency
In the next step, you can set the frequency at which the scheduled report is sent to recipients.
After selecting the Advanced settings, which are located in the top right corner, you can specify the times of dispatch and decide when to stop it.
Selection the recipients
In the Recipients field, enter as many email addresses as you need. Separate each one with a semicolon or comma.
At the end, in the Message preview, you can see how the report message will look. Here you can also edit its content.
How do I change the title of a scheduled report?
Click Advanced settings in the top right corner. A field to enter a new title will appear.
How to save a scheduled report?
You can save the report for later by clicking Save, or save and send it immediately by using the Save and send now button.
The report as prepared and saved in this way will appear in the list of scheduled reports.
How to delete a scheduled report?
Select the report you want to delete from the list and click Delete on the right side.
Worth to remember:
Scheduled reports are only available in the Team and Enterprise plans. To use the function, please contact our Sales Department consultant.
If you want to receive responses that meet specific criteria, first create a report in Results 2.0 in which you define the relevant filters.