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Project Basics
- Getting Started!
- Getting Started with SoGoSurvey
- Why SoGoSurvey
- Tour
- Home
- Verify My Account
- Account Creation
- Introduction to Packages
- Design
- Introduction to Project Design
- Create a Project
- Question Types
- Question Types
- Add a Question
- Edit a Question
- Introduction to Simple Question Types
- Descriptive Text
- Text Box
- Radio Button (Single-Select)
- Check Box (Multi-Select)
- Drop Down
- Demographic
- Rating Scale
- Symbol Rating Scale
- Like/Dislike
- Ranking
- Date
- Image Choice
- Net Promoter Score (NPS)
- Introduction to Grid Questions
- Multiple Text Box
- Multiple Drop Down
- Radio Grid
- Check Box Grid
- Rating Radio Grid
- Rating Drop Down Grid
- Rating Scale Grid
- Matrix Grid
- Advanced Questions and Elements
- Numeric Allocation
- Attachment
- Drill Down
- Horizontal Radio Button
- Rating Radio Button
- Rating Drop Down
- List Box
- Captcha
- Page Break
- Mobile Friendly Questions
- Re-use Questions and Answers
- Project Logic
- Advanced Design Options
- Page Action
- Project Tools
- Project Options
- Introduction to Project Options
- Project Details
- Add Languages
- Anonymous Project
- Display Options
- Event Messages
- Save and Continue Later
- Thank You Message
- Use Chain Invitations to Share Surveys
- Reopen Submitted Responses
- URL Redirect: Static and Dynamic
- Print Options
- Expiry Rules
- Switch Project Type
- Enhanced Participation
- Automatic Email Alerts
- Question Features
- Project Branding
- Project Customization
- Good to Know
- Distribute
- Introduction
- Publish Project
- Other Publishing Options
- Automated Distribution
- Email Templates
- Contact Lists
- Reminders
- Track Participation
- Customizing Participation
- Good to Know
- Participation
- Report
- Introduction to Reports
- Run a Report
- Omni All in One Report
- Text Analysis
- Frequency Reports
- Cross Tabulation
- Individual Responses
- Raw Data
- Special Reports
- Legacy Reports
- Charts and Graphs
- Save, Export, Share Reports
- Filter Manager
- Good to Know
- Data & Security
- Import Options
- Export Data
- GDPR
- HIPAA
- Integrations and API
- Account Administration
- Account Settings
- Account Settings
- Update Personal Information
- Update Company Information
- Linked Account
- Review Account Usage
- Project Allocation
- Customize Survey Labels
- Outbound Email Settings
- Payment History
- Billing Information
- View Product Details
- Account Security
- Recent Account Activity
- Compliance
- Single Sign-On (SSO)
- Account Notifications
- Referral Program
- 2-Step Authentication
- Email Settings
- Project Branding
- Manage Sub-Users
- Good to Know
- Account Settings
- Billing
- Introduction
- Sign Up and Upgrade
- SoGoSurvey Plans
- SoGoSurvey Standard Support
- Sign Up for a Paid Account
- Upgrade a Paid Account
- Acceptable Payment Methods
- Upgrade a Basic/Trial Account
- Switch to Annual Billing
- Payment Receipts
- Change Billing Information
- Upgrade Using Purchase Order
- Referral Benefits Program
- Payment Methods Available
- Failed Payment
- Downgrade or Cancel Account
- Getting Started!
- Building CX Surveys
- CX Metrics
- CX Dashboard
- CX Dashboard Settings
- Analyze your drivers
- Good to know
- Getting Started!
- Assessment Question types
- Score and more
- Quiz participation
- Get Results
- Introduction to Poll
- Build your Poll
- Launch your Poll
- Analyze your Poll
- Build Project
- Project Style
- Launch Project
- Analyze Project
- Account Settings
- Good to Know
Even though your saved report is perfect now, you might end up wanting to make some changes at some point in the future. No problem! Rather than starting from scratch, you can modify your existing saved report.
Modify Saved Report
- Select your project and click on Report.
- On the Report menu bar, click on Saved Reports.
- Select any Saved Report and click on Modify Report.
- You will be taken to the first step of the report generation wizard, where you can follow all the steps for selecting a question, re-ordering questions, modifying properties and applying filters. Make your required changes at the appropriate point in the process.
- After you click on Generate, the report created will include your new changes
- You can save this report by clicking on Save icon.
Delete Saved Report
- Select your project and click on Report.
- On the Report menu bar, click on Saved Reports.
- Select the appropriate report by clicking the checkbox to the left, then click on Delete Report(s). Or, you can use the ‘Select’ dropdown to choose your project and find the associated reports available.
You can even email multiple reports to a recipient through Saved Reports.
Export Details
To export the full list of Saved Reports, click on the Export Details button to download the data in MS Excel.
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