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Project Basics
  • Getting Started!
    • CX Dashboard
      • CX Metrics
        • Analyze your drivers
        • 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

                                    Save, Share and Slideshow

                                    Save Report

                                    When you’re looking at the same data from different angles, save multiple instances of your Omni Report for easy access in the future.

                                    Here’s how:

                                    1. Select your project, then click on Report to view the default Omni Report.
                                    2. Make any changes to the report that you would like to save.
                                    3. Click on the save icon in the top right.
                                    4. Enter a unique name for your saved report.
                                    5. Access these saved versions of the report under Saved Report in the Report menu bar.

                                    Share Report

                                    SoGoSurvey allows you to share reports that are dynamic in nature. While those age-old static reports have their place offline, dynamic reports let you enjoy all the latest responses every time you open the report.

                                    Here’s how:

                                    1. To share your report via email, click on the email icon in the top-right corner of the canvas.
                                    2. Fill in the following details:
                                      1. Report Title: Enter a unique title for your report.
                                      2. Sender Name: Enter the sender’s name. By default, this value will be the name on the account.
                                      3. Sender Email: By default, this address will use SoGoSurvey’s mail servers. We recommend you use this default address, as editing this field may cause delivery issues or classification as spam. To change the Sender Email, you will need to verify your email address.
                                      4. Subject: Add a subject line that is clear and simple. The maximum character limit for this field is 250. By default, you’ll see Invitation to view Omni Report.
                                      5. To: Enter up to 10 email addresses that should receive the report canvas.
                                    3. Add a logo to the email content, if you wish.
                                    4. Select Show Export to show export options in the report generated
                                    5. Enter any content that should be included.
                                    6. Choose when to expire the report link delivered. By default, all emailed report are set to expire in 30 days.
                                    7. Apply any required color customization.
                                    8. Click Continue, preview the email, and send!

                                    Report Slideshow

                                    To showcase your report findings, consider a slideshow view. On the report page, click on the slideshow icon in the top right. Here, you can preview your charts and graphs, then use the Embed code or share the slideshow by email.

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