[Solved] Live dashboard reporting

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We’re writing a proposal and trying to see if we can integrate Survey Gizmo with a data visualisation tool known as Tableau, so that we can do live dashboard reporting for the client. To understand if we can do this:

  • Can Gizmo reliably and regularly auto export survey data to an Excel file – the same excel file i.e. overwriting the previous?
  • Can Gizmo send it to a place on our server or do we need to host elsewhere?

Thanks!

Imogen Brand-Rakers asked

    Best answer

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    Hello!

    SurveyGizmo does support Microsoft Excel exports, however these exports must be run manually.

    The closest thing to an automated export would be our Scheduled Exports feature, which will refresh your export and email you a link to download the file on a user-defined schedule (daily, weekly, etc).

    If you have a System Admin or other development resources available, it may be feasible to set up a script (on your server) to automatically download the refreshed export. The URL should remain the same between sends, so you technically wouldn’t even need to interface with the email messages themselves directly. curl + cron to download the export, with the Scheduled Export feature ensuring that the export does get refreshed with new data regularly.

    I hope this helps!

    Nathan - Survey Astronaut answered
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