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Share a survey report

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You can share a survey report that you have created in the ReportBuilder without having to give people access to your CheckMarket account. Create different share links, each with different filters, depending on what you want viewers to see.

That means if you want to have a report for each department or each region of your organization, you do not need to create 10 different reports. Instead you build one report and then create 10 shares with each share filtered to only show the data for a region or department.

When you later decide to make a small change to the report, you only have to do it once and everyone will see the change.

Create a report share

  1. Go to the ReportBuilder and edit your report.
  2. Click on the cogwheel Survey report cogwheel at the top right and then on Share.
  3. Click on Add share.
  4. Decide upon the share settings.
    Note that these settings cannot be changed once the share link has been created.
    • Security: allow anyone with the link to view the report or require a password to be entered first.
    • Extra filter: add an extra filter to this share. It will be applied together with the global filter(s) set for the report. People who view the report using this share link can only see the filtered data.
    • Allow quick filters: enabling this option allows viewers of the shared report to filter more deeply into the data, but they cannot disable the report or share filters that you set.
  5. Click on Create share.
Attention: If you choose to require a password to access your shared report, make sure to store it well, as you will not be able to retrieve it later! For security reasons, never send the password and URL over the same channel! For example send the URL via email and the password via SMS text message.

The share link is now listed on the right in the properties pane under Shared reports, along with a short summary of the selected settings. Copy the link and share it with anyone that requires access to the results with these settings.

If you require additional share links with other settings and/or another password, click on Add share to create a new share link.

To access this list again at a later time, simply click on the cogwheel Survey report cogwheel and then on Share.

Download list of shares

You can download all of the shares that you have created into an Excel file. It will include information such as the extra share filters but not the passwords.

  1. Click on the cogwheel Survey report cogwheel and then on Share.
  2. Click on the download button.

Delete a share

If you no longer require a share, for example because the person(s) with access may no longer view those data, then you need to delete this share.

  1. Click on the cogwheel  Survey report cogwheel and then on Share.
  2. Click the trash can icon trash can icon next to the share you wish to remove.
  3. Confirm the deletion by clicking on Delete.

The share is now removed. This action cannot be undone so make sure to double-check that you are deleting the correct share before confirming the action.

Pro tip: Use variables

If you have created several shares with filters, it would be great to show the name of the filter as the title of the report when it is viewed.

This can be done using a variable. The variables used in the ReportBuilder come from the CheckMarket Scripting Language (CSL) and are quite powerful. For now let us just use one of the simple variables:

{{share.title}}

Place this variable in the Report Title by following these steps:

  1. Click on the cogwheel Survey report cogwheel and then on Options.
  2. On the Text tab, paste the variable in the Title field.

Now when you view the report, via a share link, the Report title will show the active share filter.

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