Report sharing overview

Key things to consider before sharing survey results with other users

Lauren Rolfe avatar
Written by Lauren Rolfe
Updated over a week ago

Report sharing enables others within your company (or external consultants and advisors) to view the reports and analysis from your listening surveys.

Prior to sharing, new users must be added to your account. It is only 'reporting' users that require survey reports to be shared ('Organisation' and 'Account' users can automatically access all surveys). See the users overview topic for more details on this.

What to consider before sharing

When sharing reports, there are two main things to consider:

Access to comments 

When setting up a reporting user, you can set whether or not they should have access to text comments left by people during the survey process. 

This is a user rather than survey setting but an important part of the user set-up process. See the adding users topic for more details.

Access to survey results

When sharing survey reports, you can share all data, or access to only certain segments of data (for example, you may want to fix access to only results from the team this user is responsible for).

If you share a report with no filters selected, that user can group by and filter on all survey details. 

If you share a report with any filter applied, that filter will be locked into their view so they can only view results for that segment of people.

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