Managing Reports

In this article

• Opening the Reports index — and your report cards.
• Copying and sharing a report link.
• Renaming and describing a report.
• Deleting a report.

Suggested next article: Creating and Sharing Reports.

Opening the Reports index — and your report cards

Every report has a "report card" under the Reports index. The cards will let you view, share, edit, and manage your reports. 

To open the Reports index and your report cards:

1

Click the Reports tab

2

Open a report by clicking its associated card

To read about creating, editing, and sharing reports, check out our article Creating and Sharing Reports.

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Copying and sharing a report link

Copy and share your report's link with colleagues and stakeholders. Reviewers don't need a Delighted account to access your report — they just need the link! 

 To copy a report link: 

1

Open your report from the Reports index

2

Click the Share button → seen in the upper corner of your report

3

Copy the link in the Share box

4

Distribute the link to your audience

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Renaming and describing a report

Names are visible at the top of your reports — so memorable names are called for. 

Each report starts with a default name — either the name of its paired survey, or the date the report was created (ex. New report 2023-08-29). Just guessing, but a default name may not be what you want for a high-stakes presentation. So let's fix it!

To change the name of a report:

1

Open your report from its Report card

2

Click the Report name drop-down menu 

3

Pick Edit details

4

Enter the new name → ex. “Museum fundraiser — food choices”

5

Add an optional description → ex. “2024”

6

Click Save

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Deleting a report

Deleting permanently removes a report from your Reports index — but that’s all it does! Your survey responses will not be deleted, so you can always rebuild the report whenever you wish.

To delete a report:

1

Open your Reports index

2

Open the ellipses menu → seen at the bottom of the index card

3

Select Delete

4

Click Yes, delete report

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