Scheduled reports are available under the Results -> Scheduled Reports tab. This type of report allows you to schedule automated delivery of your survey results. You can choose whether to send all results collected so far, or to generate a report containing only the new responses received since the last report was sent.
Your recurring reports created in Results 1.0 have been transferred 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
After clicking the “Create new recurring report” or “Schedule new report” button, a window will appear where you can choose the format of the report file that will be sent via email. To see more format options, click More formats.
When you expand this option, you will see all the available formats that can be used to generate a report. Available formats include XLSX and CSV raw data, XLSX, PDF, DOCX, PPTX reports, as well as an online report – a link to the report.
The online report link allows for sheduled report delivery without the need to download the file to your computer. It is a separate link from the one generated in the Results tab (Live Report).
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 Share tab 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 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.
To set the delivery frequency, go to the Send report section. There, you can choose from several options: you can receive the report daily, weekly, monthly, or quarterly. 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, in which you define the relevant filters.