Project Basics
  • Getting Started!
    • Building EX Surveys
      • EX Metrics
        • EX Dashboard
          • EX Dashboard Settings
            • Analyze your drivers
              • Good to know
                • 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
                                    Home Report Save, Export, Share Reports Share Reports

                                    Share Reports

                                    Sharing reports, especially while a project is still live, keeps stakeholders and decision makers engaged throughout the process. To encourage participation and expand understanding, Sogolytics makes it easy to generate and share dynamic report links that update automatically whenever new responses are received. Whether these links are shared individually or by social media, they’re quick and easy to generate.

                                    Navigate to

                                    Share Report Link

                                    1. Select your project and click on Report.
                                    2. On the Report menu bar, click Saved Reports.
                                    3. Check the box in front of the report to be shared
                                    4. Click on the link icon to the right of the Twitter icon.
                                    5. Choose from the options displayed:

                                      1. Copy the link.
                                      2. Create a new link. Note: This will deactivate the current link.
                                      3. Enable or disable the link.
                                      4. Choose whether to give the report viewer the ability to download the report.
                                      5. Choose whether to protect the report with a password.
                                    6. Click Done.

                                    Updating the Saved Report shared through this link updates the report that recipients will see upon clicking the link.

                                    Share Report on Twitter

                                    1. Select your project and click on Report.
                                    2. On the Report menu bar, click Saved Reports.
                                    3. Select a report and click on the Twitter icon.

                                    Share Report on Facebook

                                    1. Select your project and click on Report.
                                    2. On the Report menu bar, click Saved Reports.
                                    3. Select a report and click on the Facebook icon.

                                    Based on your display resolution or browser zoom, you may see a 3-dot icon on the far right of the Report menu bar. Click here to access Saved Reports, Emailed Reports, and Filter Manager.

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