Reports and exports
Prepare a readable report and deliver files that preserve the findings and their scope.
Prepare the report
Open Report within Results. Review the written findings, evidence, charts and recommendations. Keep the objective, audience, fieldwork dates, analysis base and limitations clear.
Review every quoted answer and numeric claim before sharing. Explain how the evidence supports a recommendation and where it remains uncertain.
Choose a file
| Format | Best use |
|---|---|
| A fixed document for reading and distribution. | |
| PowerPoint (.pptx) | A presentation for editing and discussion. |
| Excel (.xlsx) | Tables, calculations and analyst review. |
| CSV | Tabular data for import into another tool. |
The content depends on the selected report or analysis export. Check the file itself, including long labels, chart bases and table notes. An Excel table is not automatically a respondent-level dataset, and a CSV report export is not a raw transcript export.
Save and share a defined version
Use saved report editions or versions to preserve the reviewed deliverable. Confirm the selected snapshot and filters. If the analysis changes, create and review a new deliverable rather than assuming an earlier download updated.
Use the sharing controls offered by Research. A report link is a separate access decision from workspace membership. Check its scope and expiry, and revoke it when access should end. Review respondent-identifying details before distributing a file.
Agree agency deliverables
Agree the required file structure, banner definitions, coding, chart style and review process before fieldwork. SPSS, triple-S, custom templates and automatic downstream delivery need an explicit contract; do not assume they are included because other file formats exist.