When you require an excel report of your survey only and not the entire project, you can easily download a survey report instead of the detailed project report.
Detailed below are the steps to download the survey pdf report with individual responses.
Click on the Reporting and then select Tool Reports.
2. Select the required projects (not more than 5) from the drop-down menu for projects, then select the date range (Choose 'Custom' Date Range to include today's date) and click on Update.
Note: The date range All time automatically selects the start date from the day the site was launched and not from the day the site was created. Anonymous visits to the site before launch are tracked and can be viewed by selecting the custom date range option.
3. Select the 'Download Reports' dropdown and select Surveys from the Detailed Reports section.
Note - If the button is greyed out and not clickable, check that the number of projects selected for this detailed report is only 5 or lesser.
4. The report download will automatically start once the report is generated. You can refer to the article - the difference between visits, contributions and responses to better understand the numbers you see in the survey report.
Reports sent via email :
While downloading reports, to avoid long wait times, admins sometimes see a pop-up that says they will receive a report download link via email. This usually happens when they are trying to :
i) Download large reports.
ii) Download smaller reports with a slower connection (poor wifi, particular network configurations and VPN)
These reports are only accessible by logged in admins and admins are always notified in case there is a failure in generating a report.This email will arrive within 15-45 mins and the download link will expire after 24 hours
To view and manage the documents uploaded by users, you can use the Submissions Manager feature.
If required, also read the article on How do I organize my survey responses by survey question to get the full project and survey report by downloading the detailed project report. The survey pdf report will include all the survey text responses which are omitted in the PDF detailed report.
In case you wish to redact the user's name, email, and IP address from the report, you can refer to the article Excluding participant details in Survey Detailed Report
Responses made to "Other's please specify" will be available in detailed excel report, survey analysis report, and detailed survey pdf report.
The PDF generator we currently use does not support Mandarin/Gurumukhi characters. We only support the Roman Script on PDFs, as of now.
To learn about other reporting types that are available in EngagementHQ check out our article on Overview of Engagement HQ Analytics.
Contact our support team if you need any further assistance via chat or email firstname.lastname@example.org