Share a modern report

Allow stakeholders to easily view your report using a share link.

• Open the modern report.

• Set up the report for sharing:

  • Add any filters you want to apply to the report. The shared report will have these filters applied. Users that access the report through the share link cannot modify the filters.
  • Shared reports allow anonymous access and therefore restrict access to sensitive data. A sensitive data message is displayed in report tiles and tabs where access is blocked in the shared report. You can configure the data tiles to turn off these tabs, or remove the tiles entirely, if you do not want to display the sensitive data message in the shared report.
    
    

You can share a report with internal and external stakeholders, including individuals that do not have an Alida account, by providing them with the share link and passcode (if required).

Note: Sharing cannot be managed for individual users, and it does not use Alida roles, such as Power User or Author, to control access.

You must choose an expiry date for the share link by selecting a preset time period or a specific date. You can optionally add passcode protection to further restrict access to the report.

1. In the top right of the report, click Share.
2. In the Share Settings dialog box, turn on the Enable sharing with a link toggle.
3. In the Link expires in drop-down list, select the appropriate time period for the link to remain active.
   Select one of the preset options (7 days, 30 days, 90 days, or 180 days), or click Custom Date and select a specific expiry date from the calendar.

   You can select a custom expiry date up to one year in the future.

4. Optional: To passcode protect the share link, select the Passcode required checkbox and enter a unique passcode.

   The passcode must include at least 8 characters.

   Note: Passcodes are not encrypted values like passwords because they are intended for sharing. Passcodes enable you to require users to enter a second piece of information in addition to having the correct share link.
5. Click Apply.
6. Optional: Click Copy link in the link text box to copy the link.
   
7. If a passcode is required, click Show passcode to display the passcode required to access the share link on screen.
   
8. Optional: If a passcode is required, click Copy passcode to copy the passcode required to access the share link.
   
9. Click Close.

Users can use the share link to access the report. If a passcode is set up for the report, users are required to enter it before they can view the report.

Users accessing the report using the share link:

• Have read-only access to the report. They can expand or collapse tiles, but cannot rearrange tiles in the report.
• Can refresh the data displayed in the report.
• Can export summary data from the report in Microsoft Excel format.
• Cannot export CSV (Response Data) or Uploaded Images from the report.
• Cannot view or download images from individual Image Upload tiles.
• Cannot view individual responses for Tree Test questions and Usability Task questions.
• Cannot view individual other/specify responses in Single Choice and Multiple Choice questions. This applies whether or not the survey question the report data tile is based on is flagged as sensitive data.

For some survey question types the information displayed in the report tile depends on whether the survey question is flagged as sensitive data. If the survey question is flagged as sensitive data:

• Open End responses and Net Promoter Score℠¹ Follow-up Responses are not displayed in the shared report.
• Users can view the overview and takeaways in the AI Summary tab but cannot drill down to view individual responses.
• Users can view the sentiment analysis crosstab but they cannot drill down to view the Relevant Responses page.

If the survey question is not flagged as sensitive data these individual responses are displayed in the report.

A Shared icon is displayed next to the report on the Modern Reports page.

Parent topic: Sharing and exporting modern reports

Related information

• Edit a modern report's share settings

¹ Net Promoter, NPS, and the NPS-related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., NICE Systems, Inc. and Fred Reichheld.