Reporting
Share a report as a link
Invite a client to a Surveti report by email — no seat required. They sign in to their own scoped portal, with expiry and download access under your control.
When a study wraps, your client or stakeholder wants the findings — not a Surveti seat. Invite them by email instead: they accept, sign in, and land in their own portal, scoped to exactly the reports you've shared with them. Here's how to send an invite, and how to control expiry and download access.
Screencast coming soon — the steps below cover everything you need now.
Portal, not a public link
A portal invite is different from a link anyone can forward:
- Named recipient — the invite goes to one email address. They sign in to see it; there's no URL that works for whoever has it.
- Scoped access — their portal shows this report (and anything else you've shared with them) and nothing else of your workspace, even if they're granted access to reports across several projects.
- Revocable in real time — pull access or let it expire, and their next page load shows nothing.
Portal vs. a viewer seat
Use a portal invite for a client who only needs specific reports. Reserve a Client Viewer seat for someone who needs ongoing access to the live workspace.
One settings page for every surface
Sharing isn't spread across the report, results, findings, crosstabs, field monitor, and dashboard pages — it all happens in one place: the survey's Settings → Client access page. Each of those pages carries a Sharing link in its header that takes you straight there.
Invite and send
Build your report
In the report builder, assemble the slides and charts you want to share.
Open Client access
Click Sharing in the report's header — it opens the survey's Settings → Client access page.
Invite the client
Click Invite client, enter their email address, and check Report (plus any other surface — Results, Findings, Crosstabs, Field progress, Dashboard — you want them to see too). If the survey has more than one report or board, checking that surface expands a list so you pick which one.
Set an expiry
Pick 30, 60, or 90 days, or a custom date — or leave it open-ended. You control the window, so access ends when the engagement does.
Send the invite
Surveti emails the client one portal invite covering everything you checked. Once they accept, they appear in the client access list with their view count and last-viewed date for each surface.
Manage access after sharing
Expiry and revocation are first-class, not an afterthought.
The Client access settings page, showing a client's access with expiry and an Allow download toggle.
Re-inviting restates the terms
Sending a new invite to someone who already has access resets the expiry to whatever you pick this time — including clearing it if you leave the field blank.
Letting a client download the deck
By default a portal client can only view the report on screen. Flip Allow download on their access row to add a Download PDF button to their portal view — off by default, on a per-client basis, so you decide who can take a copy with them.
When you need the raw data
A shared report is for reading the story. When a collaborator needs to do their own analysis, export the underlying data to CSV, XLSX, or SPSS instead — the portal is for stakeholders, the export is for analysts.