[Solved] Question Regarding Shared Reports

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I am using SG to track files uploaded outside of certain time frames. We are keeping upper management up to date with all files that are outside the recommended dates. We will be sending them weekly updates with this information. How can I filter or set up my report so each week it only sends them the previous week’s data?

I set up the initial one to run today and it included a couple weeks of data. However, after today they only need to see the last weeks data.

 

Hope this makes sense! :)

 

Jim W (Moderator) selected answer

    Best answer

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    You can use the FILTER function to restrict reports to specified time periods.  You can use calendar dates, or specific time periods such as “- 1 week”.  You can review the SurveyGizmo documentation for details –  http://help.surveygizmo.com/help/article/link/date-filtering

    Jim W (Moderator) selected as best answer
      • Thanks Jim!

        If I make the changes today (to send next monday), will my directors still see the original report that I emailed them this morning?

      • Sorry for the late response. Probably yes – I can’t see your setting so I have to guess. The delivery date is separate from the filter so there should not be a problem,

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