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Sharing a limited report

You can export the report or parts of it to another Surveypal user.

1. Select Create report

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2. Select Surveypal

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Exporting the report to Surveypal users works much in the same way as sharing surveys. This function however enables you to regulate which parts of the results are sent to each recipient. The recipient cannot filter the exported data. Only the filters set on at the moment the data is exported are available to the user whom the report is shared to

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3. Name the report. The name will be displayed as the name of survey on the user’s ‘Shared with you’ list

4. Add the user IDs to which the data will be exported.

5. Select which question results will be sent. ‘Do not display results for open fields’ excludes all results of open fields from the report.

6. Select whether a viewing link will be sent to the user. The report can be found from the user’s’ Shared with you’ list even if this has not been selected.

7. Select ‘Export data’

 

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