How to schedule reports

Learn how you can create reports to Starred users or external colleagues

Starred export functionality allows you to schedule the delivery of reports to users in your account or other external colleagues in the company.

You can create reports for each of the sections of the Starred dashboard, from your main overview to the Comparison tab, the Question drill down dashboard, the comments or question boxes and so on.

To learn how to create scheduled reports, watch this short video or scroll down for written instructions:

Scheduling reports

Above the boxes containing the survey results, you will identify the three vertical dots on the right side. By clicking on them, you will open a dropdown menu with two main options:

  • Download: this option allows you to immediately download the data. Check out our dedicated article to learn more about this feature.
  • Schedule delivery: this option is great if you wish to deliver exports to specific email addresses (users of Starred or not) as well as create reports for other colleagues (or for yourself) that can be delivered on a regular basis.

Click on the second option if you want to schedule reports to Starred or non-Starred users.

From the dropdown menu, select Schedule delivery:


From the pop up that appears, you’ll be able to choose amend some settings:

  • Change the schedule name if you want the recipient to have a full understanding of what they just received.
  • Choose the recurrence and the time
  • Add the recipient email address
  • Choose the format between CSV, PDF and PNG.

You can use the Advanced Options tab to add a text for your email body:


Please note

The Filters tab will not reflect the actual filters you applied in the dashboard. If you have filtered your dashboard before creating the report, we recommend using the report title and the custom message box to specify what the dashboard contains.

Select Expand tables to show all rows if your dashboard contains any comment tables: this way, the tables will be displayed as a full table with all the rows instead of just a snapshot.

Use the button Test now to send yourself the report one time to test it.

Once you're done, click on Save. The scheduled report will appear in your list:


Editing and deleting scheduled reports

Of course it's always possible to edit or fully delete a scheduled report.

When you have scheduled reports for a survey, you will be able to access the full list by clicking on Schedule delivery:


From there, you can choose to edit, duplicate or delete a report:



Please note

if you delete a user profile from Starred, remember to also delete any reports that were being received by the user.

Simply deleting a user profile will not also delete the scheduled report.