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Save, Schedule & Download Reports
Save, Schedule & Download Reports

You can easily save, schedule and download your Feedback & Survey Reports for viewing them later 💾

Sonika Mehta avatar
Written by Sonika Mehta
Updated over 4 years ago

There are plenty of times when you may need to Save a Report for future viewing, to download a report for making it available offline or to schedule it to be delivered to your inbox on a regular basis. All this is possible with your Feedback & Survey Reports in Zonka Feedback. 

Saving a Report

  1. Navigate to Surveys (Manage > Surveys) and select the Survey you'd like to Save the Report for. 

  2. Once inside the Survey, go to Analytics and choose the Report from the top navigation. Choose from Snapshot, Insights (Responses, Locations, Device Users), Trends, Text or Tags. 

  3. Click on Actions drop down from the top right hand corner and select Save Report from the drop down. 

  4. You'd be prompted to enter a name for the report in a pop up. Enter the name and click on Save. Your report will be saved. 

Viewing Saved Reports

  1. Navigate to Surveys (Manage > Surveys) and select the Survey you'd like to view the Saved Report of. 

  2. Once inside the Survey, go to Analytics and choose from Snapshot, Insights (Responses, Locations, Device Users), Trends, Text or Tags. 

  3. Click on Actions drop down from the top right hand corner and select View Saved Reports from the drop down. 

  4. A drawer will open from the right hand side with the list of all the Saved Reports for that Survey. Click on the name of the Report you'd like to view and the Saved Report will open up. 

Scheduling a Report

  1. Navigate to Surveys (Manage > Surveys) and select the Survey you'd like to Schedule Report for. 

  2. Once inside the Survey, go to Analytics and choose from Snapshot, Insights (Responses, Locations, Device Users), Trends, Text or Tags. 

  3. Click on Actions drop down from the top right hand corner and select View Saved Reports from the drop down. 

  4. A drawer will open from the right hand side with the list of all the Saved Reports for that Survey. In the List, click on Select Schedule. 

  5. In the pop up, turn on Schedule using the toggle and choose the frequency to receive the report. 

  6. Click on Apply to save the changes. Your scheduled report will be sent on your email address. 

Download a Report

  1. Navigate to Surveys (Manage > Surveys) and select the Survey you'd like to Download the Report for. 

  2. Once inside the Survey, go to Analytics and choose the Report from the top navigation. Choose from Snapshot, Insights (Responses, Locations, Device Users), Trends, Text or Tags. 

  3. Click on Actions drop down from the top right hand corner and select Download PDF from the drop down. Your report will get downloaded in the PDF format. 

 

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