SurveyMethods allows you to easily convert your Results Summary, Individual Results, and Quick Reports to PDF. This makes it easy to distribute the results via email or print copies of the reports. Custom Report Builder reports can be exported as Word documents, which can then be converted to PDF.
To convert a report to PDF follow the steps below for the report type you wish to send:
- Log in to your SurveyMethods account.
- From the My Surveys page, click the Analyze icon (
) of the survey whose report you wish to export.
Results Summary Report
- Select the Results Summary Report from the reporting menu.
- On the top right of the report, click Convert to PDF.
- 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 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 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:
Individual Results Report
3. Select the Individual Results Report from the reporting menu.
4. Navigate to the desired individual report and then click Convert to PDF on the top right.
The system will generate a PDF of the individual report and display a link in red to download the file.
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 display the complete response in a simple and clean format.
Quick Report Generator Reports
3. Once you’ve designed your Quick Report Generator report, you can export it to PDF directly from the reporting menu using the PDF icon:
4. 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 selected report:
You can also export to PDF from within the report, using the same process as the Results Summary report.
Custom Report Builder
Custom reports created in the Custom Report Builder can only be exported to Word. Once the report is in Word you can use the Save as PDF option or use a free PDF printer (e.g. Microsoft Print to PDF) to convert the report to a PDF. For more information on exporting Custom Reports to Word, visit our Custom Report Builder help article.
Who Can Use This Feature?
Advanced users can convert the Results Summary and Individual Reports to PDF, while Professional and Enterprise users can also export Quick Reports to PDF or use the Custom Report Builder.