Individual respondent reports

There are two types of respondent reports available in Medallia Agile Research:

  1. The report with metadata, also referred to as the internal respondent report
  2. The report without metadata, also known as the external respondent report or the shareable report

Metadata can include data such as language, location based on IP address, and date responded, but also all data that you have imported along with your contacts.

By default, the report with metadata will be shown when opening respondent reports in the platform. When sharing the reports with external parties (e.g., by including them in notifications or adding a link on the thank-you page), the report without metadata will be used.

The shareable report can be viewed by anyone with the link, and the internal report is only visible if signed in.

For de-identified surveys, metadata will be hidden in the internal reports as well.

The internal respondent report

The internal respondent report is the report with metadata. It shows the responses to all survey questions, both questions that you show to respondents as well as those that you hide.

When you make use of contacts in a survey, this report will show all of the data that you have imported at the top of the page. For example:

Internal respondent report.

When you have de-identified the survey, the respondent report will only include general information such as language, response status, and browser used, and none of the metadata that you have imported.

To open the internal respondent report, complete the following steps:

  1. Go to the Respondents overview or the Contact overview if you have imported contacts.
  2. Select Report from the Actions dropdown next to a respondent.

The individual report with metadata will open in a separate tab

The external respondent report

This is the respondent report that is available to anyone who does not have access to Agile Research. You can send it, for example, via the notifications or by adding a link to the respondent report to the thank-you page.

In the external respondent report, additional metadata will not be shown at all. Hidden questions are also not visible in this external report. And if you have added a banner to your survey, this banner will be shown at the top of the page. For example:

External respondent report.

To open the external respondent report, complete the following steps:

  1. Go to the respondents overview and click the Columns icon.

  2. Select Shareable report.

    Shareable report.

  3. Click View in this column.

The external respondent report of that particular respondent will open in a new tab

To share the external respondent report, complete the following steps:

  1. Go to the respondents overview and select Actions > Report.
  2. Click Share in the top-right corner

    Share.

  3. A window will open, mentioning the link to the shareable individual report. Copy and send this link to anyone who requires access to this report.

Alternatively, you can first open the external respondent report (via View in the shareable report column) and copy the URL in the address bar.

Automatically send respondent reports

You can automatically send the (external) individual respondent report (e.g., by adding the correct variable to the thank-you mail or to a notification). Or you can mention the link on the thank-you page.

  1. Go to the email or page and put your cursor where you want to add a link to the shareable report.
  2. Select Respondent Report from the Variables dropdown.

    Respondent report.

  3. Edit the link text to suit your specific needs.