Reporting
Share a report as a link
Publish a Surveti report as a time-limited token link anyone can open in a browser — no account, no login — with live data or a pinned snapshot.
When a study wraps, your client or stakeholder wants the findings — not a login. Surveti reports publish as a time-limited token link that anyone can open in a browser, with no account and no seat. Here's how to send one, and how to decide whether it shows live data or a pinned snapshot.
Screencast coming soon — the steps below cover everything you need now.
Live data or a snapshot?
Before you share, make one decision: should the link keep updating as responses arrive, or freeze the numbers as they stand?
- Live — the report reflects new responses every time it's opened. Good while a study is still in field.
- Snapshot — the numbers are pinned at the moment you publish. Good for a figure that's been signed off and shouldn't move under anyone's feet.
Sign-off calls for a snapshot
If a number has been approved in a meeting, pin a snapshot. It guarantees the version someone reviewed is the version they'll see when they reopen the link.
Publish and send the link
Build your report
In the report builder, assemble the slides and charts you want to share.
Publish as a shareable link
Choose Publish, and Surveti creates a token link that opens in any browser — no account or login required to view it.
Set an expiry
Pick when the link should stop working. You control the window, so access ends when the engagement does.
Send it
Copy the link and send it however you like. Anyone with the URL can open the report; no one needs a Surveti seat.
Manage access after sharing
A shareable link isn't permanent by accident — expiry is a feature, not an afterthought.
A published report open in a browser from a token link, with no sign-in prompt.
Expire links you're done with
Because a token link works for anyone who has it, set an expiry you're comfortable with and shorten or end it once the work is delivered.
When you need the raw data
A shared link 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 link is for stakeholders, the export is for analysts.