Build and share a survey report

Choose the audience and the response set

Open your survey’s results and switch to Report. Decide which questions answer the reader’s main question before adding every chart. The report uses saved settings; filters you apply while exploring the dashboard do not automatically become report filters.

Set the report date range and, if needed, an answer filter. Check the response count after filtering. A narrow segment may have too few answers to support a useful comparison.

Prepare the report

Keep findings specific to the displayed data. Say which group and period a number describes, and distinguish a change in score from a change in who answered.

1. 1Choose the charts to include in Report.
2. 2Add findings and notes that explain the numbers or relevant collection changes.
3. 3Set the date range and answer filter for the report itself.
4. 4Optionally choose a baseline period, then check the count in both periods.
5. 5Save and open the public results link to review the reader’s view.

Check the shared version

Saving updates the existing public results link. It is a live view of the saved report configuration, not a frozen copy of what you saw when you first shared it. Review the link after changing the report.

Anything you write in report notes is visible to people who hold the link. Keep identifying respondent details and private team commentary out of those notes. Use a PDF when you need a fixed copy for a particular reporting date.

Export and troubleshoot

Use Print / save PDF to open the browser print dialog, choose Save as PDF, and review its preview. Browser headers, margins and paper size can change the result.

If a report count differs from the dashboard, compare the saved dates and answer filter first. If a chart is missing, check that it is selected in Report and that you saved. If a baseline looks surprising, inspect both periods for different recruitment sources or questionnaire versions before interpreting the difference.