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Exporting Lifecycle Reports

Export lifecycle survey reports in different formats and file types, choose time period and reporting group data combinations, and download or manage past exports.

  1. Select Create Export(s) from the Export Options drop-down list on the upper-right corner of the page.

    Screenshot of the Export Options drop-down list.
    Export Options drop-down list

  2. In the Create Export(s) window, select one of the following Export Type options:

    Full Report
    A PDF file with comprehensive results from all survey questions.

    Data File
    A CSV file of the survey data you are currently viewing. For an exit survey, select whether you want to download the aggregate or individual response data.

    Comments
    An Excel file of respondent comments to open-ended questions (if available).

    Screenshot of the Create Export(s) window.
    Create Export(s) window

  3. Use the Time Type option to select the time period of data to export.
  4. Use the Reporting Groups option to select the data for your export.
  5. For a Comments export type, select which questions to include.
  6. Click Export Files to download your file(s). You will also receive an email when your reports are ready.

Accessing Past Reports

Select View All Exports from the Export Options drop-down list to view the Past Reports window, which lists all reports you have previously created. Click a report’s download button (Image of the download button.) to download it, or click its delete button (Image of the delete button.) to remove it.

Screenshot of the Past Reports window.
Past Reports window

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