Survey report sharing

This support document explains how to set up a survey “share.” With a survey share, you can allow access to full or partial survey results as you see fit. There is no limit to the number of people with whom you can share your survey report. It’s important to remember that once you share a survey report with someone, there is nothing stopping that person from sharing the report with other people by forwarding the link via email, so be sure to share with care.

Here are the steps to setting up a survey share. The steps are identical for sharing quiz reports with others.

First, hover over the title of your survey in your dashboard and click on View Results.

hover_over_survey_view_results

Next, click on Share:

share_button

The survey share popup will appear. Click on create one:

create_share

Next, enter the email address of the person with whom you’d like to share the report. You can choose to enter a password of your choice, or you can generate a random password. By default, the share will be able to access all the survey’s reports, including the full results, the locations report, the full details of each question’s results, the participants report, and the devices report. Uncheck the boxes next to the reports you do not want to share. You can also choose whether or not to allow your share to export results out of Polldaddy.com via CSV, Excel, Google Docs, PDF, and/or XML. If you have any data filters set up for your survey, you can also limit the responses that can be seen with the share by selecting one of your filters.

create_a_new_share_screen

When you’re finished making your selections, click on the blue Confirm button on the bottom, right-hand side of the popup. If you’ve made a mistake, you can correct it by clicking on the EditShare button for the share.

shares_screen

You can email the share by clicking on the View button. If the details are correct, click on the blue button that says Email Above Access to User:

survey_share

Your share will receive an email with the link to the survey report, as well as the password needed to access the report.

Deleting a share

Here’s how to delete a survey share.

First, hover over the title of your survey in your dashboard and click on View Results.

hover_over_survey_view_results

Next, click on Share:

share_button

On the Share popup, click on Delete next to the share you wish to delete. This will prevent your share from accessing any survey reports:

delete_share

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