A custom report provides personalized access to the results of a survey. Each time you create a report, you can define a custom view of the survey results to share with others. You control:

• The width of responses shown. For example, include results from one department only.
• The depth of analysis available to the viewer. Add filters, or tools like the heatmap.
• Who to share the report with. You can choose anyone in the organization.

You can create multiple reports for each one-time closed survey, or each recurring survey.

Main benefits 

Custom reports empower you to:

• Easily share the survey results with anyone in the organization.
• Give stakeholders and collaborators the tools to understand and analyze the results. This enables them to drive the right initiatives based on the insights gained from the shared data.
• Customize access to the results, to share only the relevant information while maintaining confidentiality.

Access rights

Surveys access rights

There are three different access levels to surveys: Survey creator, Survey Admin, Full results.

Each role grants different possibilities with reports:

• Survey creators can create, view, edit reports for the surveys they have created.
• Survey Admins can create, view, edit reports for the surveys they are assigned to as Admin.
• Employees with Full results view rights for a survey can view the survey's reports, and its full results.

Learn to manage Surveys access rights in our dedicated article.

Employee attribute access rights

When viewing reports, access rights to employee attributes matter:

•  If the report only shows results based on specific attributes, employees need access to such attributes to see it.
• To see any attribute-based filters in a report, employees need access rights to such attributes. 

Create a custom report

To create a custom report, follow these steps:

1. Click Surveys on the left sidebar. Click the relevant, closed survey.
2. Click Share results and select Custom report.
3. The configuration window opens. Click the pencil icon and input a name for your report.
4. Click Filter and define the results width, based on employee attributes. For example, show responses from one department only. Note that you can only select the attributes that you have access to.
5. If the survey is recurring, select which rounds to include in the report. If you select All existing and future rounds, the report updates automatically over time, to include all closed rounds.
6. Define the depth of analysis available in the report. Note that for confidential surveys, confidentiality measures still apply:
   ▶︎ Enable filtering: select the attributes that viewers can use as filters, if they have access rights for such attributes.
   ▶︎ Enable Heatmap: include the survey's heatmap (only available if you enable filtering).
   ▶︎ Show open-text responses : include comments and open-text responses in the report.
7. Click Save only, to save your configuration without sharing it, or click Save and share.

The report is now available in the survey results page, under the Reports tab.

Tip
To explore this feature, use sample surveys.
Under Surveys, click Create sample surveys here, at the bottom of the page. At the top of the page, click the Created on filter. You’ll see three surveys with sample results generated from your employee data, that you can test freely.

Share or stop sharing a custom report

After creating a report, choose who to share it with:

1. Click the relevant survey.
2. Click the Reports tab.
3. Click the three dots icon on the relevant report, and select Share report.
4. Click the Select people field:
   ▶︎ To add viewers, click their name and click Share report.
   ▶︎ To remove current viewers, hover over their name and click Stop sharing.
5. Optional: Click Copy link to copy the link to the report. Note that the link only works for the employees who have access to the report.

The employees you shared the report with will receive an email notification, containing a link to the report.

Edit or delete a custom report

To edit a custom report, follow these steps:

1. Click the relevant survey.
2. Under Reports, click Edit next to the relevant report.
3. Adjust the configuration as needed. Click Save changes (if the report is not shared) or Publish changes.

To delete a custom report, follow these steps:

1. Click the relevant survey.
2. Under Reports, click the three dots icon next to the relevant report, and select Delete.
3. A window opens asking you to confirm your choice. Click Delete.