You can share survey results in two ways:
By creating an export file (PDF, spreadsheet or printable file) from the report that you want to share. This option is present on most Presto reports:
- By sharing access to your company with someone else. This lets the other person see all survey results for that company.
To share access to your company:
If you have multiple companies, use the company/survey selector on the nav bar to select the company that you will be giving clients access to. Then click Setup -> Sharing:
Enter the email address of the person you want to share with in the Email box and select Read-Only as the access type, then click Grant Access.
Once you have shared access, an account is created and an email is sent with a a link that allows the recipient to log into Presto (and set a password so they can log in again in the future). Read-Only access lets a user view reports for all surveys for this company. They can also
- View targets and locations
- Get survey links and QR codes
- See a mobile preview of all the company's surveys