[Solved] Client dashboard to view results availability

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Is there is a way to electronically publish real-time results without giving someone full access.  I.E. I want to know if there is a way we can provide our clients with a “dashboard” to view the results of their surveys. 

Mike Miller answered

    Best answer

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    The dashboard reports cannot be shared at this point, so we usually send our clients a link to a report that includes a selection of appropriate questions.  You can learn more about report sharing in the SurveyGizmo documentation – http://help.surveygizmo.com/help/article/link/share-email-and-schedule-a-report

    These reports are “snap shots” of the survey responses as they existed when the report was created or refreshed.  However, you can add a tag to the end of the shared link that will force a refresh each time the client clicks on the link.  You can learn more about this in the Survey Gizmo documentation too – http://help.surveygizmo.com/help/article/link/realtime-reports-exports

    The new reporting functions that will be released “soon” will eliminate the need to use this added tag.  Until then, it will keep your clients up to date.

    Also – the new reporting function will include “dashboard” like charts that can be added to shared reports.

    Beth Simon commented
      • Are the new reporting functions available yet? They don’t appear to be, but I could be missing something. I would love to be able to share the dashboard with an external collaborator.

      • Same question that Joanne has above. Are the new reporting features mentioned rolled out yet? Thanks.

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      It would be so nice if we could incorporate dashboards into the shared reports. 

      Mike Miller answered
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        Lola Gill 6.46K Rep.

        The new reporting feature that Jim was referring to (I believe) is the Standard Report itself:

        https://help.surveygizmo.com/help/standard-report

        Cheers!

        Lola Gill answered
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