How to Share Reports in Zoho Survey - Online Help Guide

Share Report

You can share your reports publicly, or with colleagues, survey respondents, and organizations. You can also secure shared reports with a password. 

To share a report:

  1. Click Share in the top-right corner of the page.
  2. Enter a name for your report in the Name the share box.
  3. Select one of the Choose a report type  radio button options:
    1. Summary - Select this option if you just want a summary of your responses. The following options will not be available if you select Individual sharing. 
      1. Click the  Select a report  dropdown and choose the report you want to share.
      2. Click Yes in Allow Text Responses  if you want to share the responses with your report's summary.
      3. Click No if you don't want to share the detailed response report.
    2. Individual - Select this option to set the details of each individual response.
    3. Both - Select this option to see the summary and the individual response details.
  4. Click the Select a filter to apply dropdown to filter your reports.
    1. Individual response view: Select the questions to display for the individual responses.
    2. All questions: Show all the question in the survey, whether they are answered or unanswered.
    3. Shown questions: Show only the questions that were shown to that particular respondent. Some questions might have been passed over due to question and page logic. These questions will not be displayed.
    4. Answered questions: Show only the questions that have been answered.
  5. Click Yes in the Multi-language support option if you want to display the report in all the languages you have translated your survey in. Or, click No to select just one default language.
  6. Click the Default Language dropdown to select the default language you want your survey report to load in. If you have chosen multi-language support, you will be able to switch to another language you've applied to your survey.
  7. Click the Share permission dropdown menu to select an audience:
    1. Share with private user: To share your report privately with individual users, select this option and enter the users' email addresses. Uncheck the selection in the  Send Invitation checkbox if you don't want to email an invitation to the user.
    2. Share with the public: Make your report publicly accessible. Search engines will also be able to crawl this report.
    3. Share with password: Select this option to secure your report so that only users who have the password can access it. Enter your chosen password into the  Enter Password  field.
  8. Click  Save. A URL will be generated that you can use to share your report.

  9. Click  Create online surveys  to copy the URL to the clipboard.
  10. Click  View  to take a look at the report.
  11. Click Create online surveysto edit the report settings.
  12. To delete a shared report, click Create online surveys and confirm your selection.

To share the reports with public: 

  1. Click Share in the top-right corner of the page. 
  2. Select the report you want to share. 
  3. Click the Share permission dropdown menu to select an audience. 
  4. Click Share with the public to make your report publicly accessible. Search engines will also be able to crawl this report. 

  5. Click Save.

To share the reports with individuals:

  1. Click Share in the top-right corner of the page. 
  2. Select the report you want to share. 
  3. Click the Share permission dropdown menu to select an audience. 
    1. Share with private user: To share your report privately with individual users, select this option and enter the users' email addresses. Uncheck the selection in the Send Invitation checkbox if you don't want to email an invitation to the user. 

  4. Click Save

To share the reports with a password: 

  1. Click Share in the top-right corner of the page. 
  2. Select the report you want to share. 
  3. Click the  Share permission  dropdown menu to select an audience. 
    1. Share with password: Select this option to secure your report so that only users who have the password can access it. Enter your chosen password into the Enter password  field.  

  4. Click Save

To edit a shared report: 

  1. Click Share in the top-right corner of the page. 
  2. Hover over the report you want to edit and click the edit icon. 
  3. Make necessary changes and click Save

To delete a shared report:

  1. Click Share in the top-right corner of the page. 
  2. Hover over the report you want to delete and click the delete icon. 
  3. Click Delete and confirm your selection. 
     

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training


                  Zoho TeamInbox Resources




                            Zoho DataPrep Resources

                              Zoho DataPrep Demo

                              Get a personalized demo or POC

                              REGISTER NOW


                                Design. Discuss. Deliver.

                                Create visually engaging stories with Zoho Show.

                                Get Started Now











                                                      • Related Articles

                                                      • Custom Report

                                                        You can select questions and create customized reports. These reports can be shared or chosen by filter to show responses for specific questions. To create a custom report: Click Create in the Custom Report section. Enter a name in the Report ...
                                                      • Cross-tab Report

                                                        Use cross-tab reports to compare two questions and analyze their correlation. These reports can be shared and scheduled, and can also be selected by filters to show the data. You can create cross-tab reports with multiple columns with charts and ...
                                                      • Schedule Report

                                                        Set up a schedule to deliver your reports with the Scheduled Report feature. Schedule reports to run daily, weekly or monthly. The report can also be set to send to specific users. The report will be attached in PDF, XLS, and CSV format in the ...
                                                      • Share Survey

                                                        Collaborate with your colleagues by making them co-owners of your survey. They will get access to edit the survey and to the analytics and reports after you publish the survey.  To share a survey: Click Advanced Options on the upper-right side of the ...
                                                      • Trend Report

                                                        Trend reports are used to compare and analyze trends in aggregate survey responses. To create a trend report: Click Create in the Trend Report section. Enter a name in the Report name box. Select a trend frequency for your graph from the dropdown. ...

                                                      Resources

                                                      Videos

                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                      eBooks

                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                      Webinars

                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                      CRM Tips

                                                      Make the most of Zoho CRM with these useful tips.



                                                        Zoho Show Resources