How to have survey export results emailed to a distribution list | XM Community
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How to have survey export results emailed to a distribution list

  • 8 November 2018
  • 4 replies
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Hello - can't the answer in Help... Is there a way to have survey results export file automatically emailed to a distribution list? Or, is the only way to export to my local drive and then create an email and attach the export .csv file? Thank you -
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Best answer by Eesh 8 November 2018, 19:36

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Userlevel 4
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@ garethg - Unfortunately, for the survey data exports file you need to downlaid the csv file and then can be shared as an attachment.
Userlevel 4
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In continuation to above, had it been reports, you can share the reports via email to a distribution list.
Is there a feature which will automatically distribute the survey results to a list of recipients on a scheduled basis? weekly, monthly?
Userlevel 4
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Yes, there is an option available. As, I mentioned above feasible for sharing reports. Just follow below steps:

1. Click on Reports
2. Select Share reports
3. Choose Schedule Report Email.
4. You can choose the contact list under "To" field
5. Weekly, monthly schedule can be set by click 'when' field.

Hope this helps.

Below is the screenshot for your reference:

!

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