How do I export or distribute reports to stakeholders?

Questback reporting can be shared in different ways depending on the audience and the level of access required.

Common options include:

• LiveReports for continuously updated report access,
• exported reports for static sharing,
• report packs for managers or business units,
• and controlled sharing to HR, programme owners or leaders.

Recommended workflow:

1. Decide whether the audience needs live access or a static file
   • LiveReports are useful when viewers should always see updated results. Exported files are useful when a snapshot should be shared or archived.
2. Prepare the report view
   • Before exporting or sharing, check that filters, comparisons, anonymity settings and layout are correct.
3. Review governance and thresholds
   • Make sure the audience should have access to this level of detail and that Hidden Identity settings are respected.
4. Export or share
   • Use the relevant export file or share via the live link
5. Test the final output
   • Open the exported file or report link as the intended user would receive it.
6. Repeat systematically for multiple audiences
   • If many managers or units need reports, create a master report and then batch copy it with the corresponding filters for the corresponding audiences

Related articles:

• • How to use LiveReports
  • How to export reports
  • How to use Hidden Identity
  • How do I generate report packs for many managers, teams or business units?