SurveyMethods makes it easy to export your Results Summary, Quick Report Generator and Custom Report Builder reports to a Word document. This allows you complete flexibility to analyze your survey results in SurveyMethods, and then export the charts and tables to Word for final formatting. This also allows you to take advantage of additional customization and styling options in Word that are not directly available in SurveyMethods.
The Individual Results reports cannot be exported to Word. However, you can export them as a PDF file. See our separate help article on converting a report to PDF.
Results Summary Report
Launch the Results Summary report from the reporting menu.
On the right side you will see Convert to Word. Click the link.
Choose whether you want your report generated with comments (responses to open-ended questions such as text or comment boxes) or without comments and click Submit.
Note: as displayed in the image above, the report can only be converted to Word with comments displayed if the report contains 1,500 or fewer responses. If a report contains more than 1,500 responses, you can still convert to Word without comments, but if you want to display comments you will need to export the data to Excel.
The system will generate the report. This process can take up to a few minutes if your survey has a lot of response data. Once your report is ready, a link will display in red across the top of the page.
Click the link to download the file and then you can open the file from your Downloads folder or by clicking the file on the bottom of the screen, depending on which browser you are using.
Your report will include all of the charts and data shown on the results summary report:
You can now continue editing within the Word document, such as adding your logo, adding text explanations of the charts and tables, deleting one or more charts or tables, etc.
Quick Report Generator
Once you have finished customizing your Quick Report Generator report, you can convert it to Word either from within the report or from the reporting menu.
Converting to Word from Within the Report
Within the report, you can convert the report to Word using the “Convert to Word” link on the right side of the page.
Choose whether you want your report generated with comments (responses to open-ended questions) or without comments and click Submit.
Note: as displayed in the image above, the report can only be converted to PDF with comments displayed if the report contains 1,500 or fewer responses. If a report contains more than 1,500 responses, you can still convert to PDF without comments, but if you want to display comments you will need to export the data to Excel.
The system will generate the report. This process can take up to a few minutes if your survey has a lot of response data. Once your report is ready, a link will display in red at the top of the page.
Click the link to download the file and then you can open the file from your Downloads folder or by clicking the file on the bottom of the screen, depending on which browser you are using.
Your report will include all of the charts and data shown on the chosen Quick Report Generator report:
You can now continue editing within the Word document, such as adding your logo, adding text explanations of the charts and tables, deleting one or more charts or tables, etc.
Converting to Word from the Reporting Menu
You can also export the report to a Word document directly from the reporting menu. To do so, simply click the Word icon (
Choose whether you want your report generated with comments (responses to open-ended questions) or without comments and click Submit.
Note: as displayed in the image above, the report can only be converted to PDF with comments displayed if the report contains 1,500 or fewer responses. If a report contains more than 1,500 responses, you can still convert to PDF without comments, but if you want to display comments you will need to export the data to Excel.
The system will generate the report. This process can take up to a few minutes if your survey has a lot of response data. Once your report is ready, a link will display in red in the middle of the page.
Click the link to download the file and then you can open the file from your Downloads folder or by clicking the file on the bottom of the screen, depending on which browser you are using.
Your report will include all of the charts and data shown on the chosen Quick Report Generator report:
You can now continue editing within the Word document, such as adding your logo, adding text explanations of the charts and tables, deleting one or more charts or tables, etc.
Custom Report Builder
To export your custom report to Word from the Custom Report Builder, you first need to navigate to the Edit menu of the report you wish to export.
You can also create a new report using the Create Report button and complete the 5-step wizard. Once you have finished the wizard and your draft report is displayed you can export the report using the steps below.
Once you are on the preview page of your custom report, you can export the report from either the File menu or the Export menu on the top left. Under File you can choose Export and then Export to Word.
Or under the Export menu you can choose Export to Word.
You will receive a warning that you can only export to Word with 1,500 or fewer comments, and then the report will beginning processing. This process can take up to a few minutes if your survey has a lot of response data. Once your report is ready, the file will automatically download.
You can open the file from your Downloads folder or by clicking the file on the bottom of the screen, depending on which browser you are using.
Your report will include all of the elements you configured in your Custom Report:
You can now continue editing within the Word document, such as adding your logo, adding text explanations of the charts and tables, deleting one or more charts or tables, etc.
Who Can Use This Feature?
This feature is available to Professional and Enterprise users only.
Related Articles
Converting a Report to PDF
Converting a Report to PowerPoint
Results Summary Report
Quick Report Generator
Custom Report Builder