There should be a way to export list of dashboard report recipients | XM Community
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There should be a way to export list of dashboard report recipients


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We have an engagement survey where we send it to 130k employees and team level results are shared with more than 10k managers. We have a privacy response threshold so a manager has to have at least 5+ responses in order to be eligible to see their team’s results. The problem is there is no way to pull a list of report eligible managers so that we can send them a custom e-mail. We have to literally pull row level data, spend hours running calculations, combine different datasets and waste hours on something Qualtrics should already offer as a basic functionality. 

It’s not too difficult for Qualtrics to allow us to export list of managers who would be eligible for a report. Instead we spend hours trying to create this functionality manually every time we do a survey not to mention risk of human error every time you try to calculate things manually. 

3 replies

krbhavya
Level 6 ●●●●●●
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  • Level 6 ●●●●●●
  • 172 replies
  • June 10, 2023

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  • Author
  • Level 1 ●
  • 1 reply
  • June 10, 2023

That method works if we want to send the e-mail from Qualtrics mailer but not if we want to send our own e-mails from our own system to managers who are about to receive a report. There should be a way to export that list without having to do hours of calculations with several different excel sheets. 


JoseS
Former XM Community Team Member
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  • Former XM Community Team Member
  • 447 replies
  • June 22, 2023

@Adumenci  If you haven't already, I’d recommend posting this in on Evolve, our new product ideation program. 😁 If you’re not sure how to post your idea, check out our Product Ideation Overview and our Create an Idea post.


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