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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:
- 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.
- Prepare the report view
- Before exporting or sharing, check that filters, comparisons, anonymity settings and layout are correct.
- Review governance and thresholds
- Make sure the audience should have access to this level of detail and that Hidden Identity settings are respected.
- Export or share
- Use the relevant export file or share via the live link
- Test the final output
- Open the exported file or report link as the intended user would receive it.
- 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
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