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Exporting Your Data

Easily export your results from the platform as a PPTX, XLSX or CSV file. Choose CSV if you need the raw open-ended responses.

How to export your results

  1. Access within the Filters menu Within your test, the 'Export' function is now located at the bottom of your Filters panel on the right hand side.

  2. Download results Select the “Export” option.

  3. Receive the email You’ll receive an email within a few minutes from [email protected]. This email will include a link to download your results in your chosen format. If you don’t see the email, check your spam folder.


Export options

You can choose from:

  • PPTX: Slides of your test results. Charts and summary metrics only.

  • XLSX: Spreadsheet with a sheet per question or metric. For open-ended questions this shows the themes and sentiment rather than the individual comments.

  • CSV: Flat file of test results, including the raw open-ended (verbatim) responses.


Looking for the raw open-ended responses?

Choose CSV. If you export as XLSX you will see themes and sentiment for your open-ended questions rather than each individual comment, so export as CSV when you need the raw verbatim text.

You can also read the individual open-ended responses inside the platform, in the Verbatims table on your results page.

How to export your survey

To share test questionnaires outside the platform, you can export them in either PDF or DOCX format. Here’s how:

  1. Open the test questionnaire you want to export within the Ideally platform.

  2. Locate and click the Export Study button, typically found at the bottom-left of the interface.

  3. Select the details you want to include in the export.

  4. Choose your preferred file format (PDF or DOCX).

  5. Click Export. The file will be sent to your email for download.

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