Email Dynamic Reports


With just one click, you can email real-time reports to clients or colleagues. Plus, the SoGoSurvey Email Reports Dashboard tracks it all. Using Email report feature you can:

  • Update reports dynamically
  • Customize email content and design
  • Set expiration date for the report
  • See when and how often the report is viewed.

Email Report

Follow these simple steps to email a report:

  1. Under the Report tab, click on Saved Reports.
  2. Select a report and report and click ‘Send via Email’.Screen Shot 2016-07-29 at 10.08.03 PM
  3. Enter the Report title and select the format in which the report link will be delivered.
    1. HTML email format: This format provides your reports with colors, images and other formatting options to make the report visually appealing. Screen Shot 2016-07-29 at 5.13.42 PM
    2. Plain Text email format: This format provides your reports with a plain text. It removes all HTML formatting from the email. Choose this option when you know your users will be unable to read HTML format.
  4. Edit and update the content in the ‘Edit Email Content’ step. Customize the expiration date, as needed, depending on how long your recipient should be allowed to access the report.
  5. Click on Continue to proceed.
  6. Preview and confirm, then click ‘Email Report’ to send the report via email.