Schedule Data Exports

Important: This guide relates to previous versions of the SmartSurvey exporter and does not apply to the current exporter. If you have followed a link to this guide which does not make this clear, please alert whoever gave you that link to update their records. The current guides can be found listed here.

If you want to set a date and time to generate a report for your survey results, you can schedule in advance. You can also schedule reports to repeat on a regular basis so you can monitor progress.

Have SmartSurvey send your scheduled reports to an email address of your choice, by selecting the 'Email Report' option when setting up your schedule.

Setting Export Schedules

To set up your schedule:

  1. Go to the Results page of your survey.
  2. In the Survey Results menu, click Export.
  3. In the Report Type drop down menu, select the file format you would like to use to export your results.
  4. Under Report Name, give your exported report a name.
  5. Select Report Options as required, by checking the relevant boxes.
  6. Under Frequency, use the drop down menu to set how regularly you want reports to repeat.
  7. Set a Start Date and Start Time.
  8. Set a Recurrence and Rerun frequency.
  9. Click Schedule Export.

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