Create a detailed export of your survey responses, including P2 Engine data, various polls, and all related survey questions.

1. Click on the Surveys icon in the left-side Navigation bar.
2. Click the Actions menu on the same row as the specific survey you wish to export.
3. Select the Export Responses menu item. 

This opens a new tab to the Legacy platform, using the same Export options as that platform.

Export Settings

1. Survey Name—Already filled in based on what is saved.
2. Export Name—This required field allows you to name your export something different from the survey name.
3. Filters: Date Range—Choose to export survey data only from a certain date range.
4. Banners:Include User Account Fields—By default, the export's Members tab includes User ID, User Role, Username, Email, Status, and Activation Status. To add additional account, profile, or survey columns to the export's Members tab, enable banners below by clicking the Include User Account Fields checkbox.
5. Group Membership—Click within the field to see a list of all groups. Start typing to search for any static or dynamic group name. You can include up to 10 groups.
6. P2 Engine—You can choose one or multiple profile points that you want to be included in the export. Type the name of the profile point question and matches will display as you type. Select the profile point to add it to the export.
7. Include P2 Engine: Select this option to select all active profile points.
8. Polls (profile questions)—You can choose any other demographic or custom profile question enabled for your community. Type the poll name. Matches will display as you type. Select the poll to add it to the export.
9. Survey Questions—Choose any question from any survey used in the community, including screener surveys.

   • Type in the survey name in the first field. As you type, matching survey names will display. Select the survey you want to use.

     Activity exports currently show all retake responses, if a survey allows retakes. Survey exports only show the most recent response.

   • Type in the question name. As you type, matching questions will display. Select the question you want to include in the export.

     Note: if surveys or survey questions do not load, please check your internet connection. Slow connections may not load the questions quickly.

   • Display the survey data in 3 different ways:
     • Regular values (default)—The values displayed to the participants in the survey and the most common data desired in an export.
     • Coded values—The values the survey programmer updated in the survey tool when creating the survey. Also referred to as “reporting values”. These are utilized if performing data analysis (e.g., Strongly Agree = 5) or if there were lengthy or complex questions or options that needed summary values (e.g., How likely are you to purchase this product in the next year? = 12M Purchase Intent, Asian Pacific Islander Desi American = APIDA)
     • All values—This exports both coded and regular values columns displayed side by side, so the regular values column can act as a key of sorts for the coded values.
10. Include all deleted items—The export will include any deleted items if this option is selected.
11. Select the Request Export button. You do not need to stay on the page while content is prepared for download.
12. Downloading Files:
    • You will be automatically directed to the Exports page. There are two types of exports available:
      • Zip File: All data is included in the export, including personally identifiable information (PII), such as Name and Email.
      • Zip File [masked]: The export will mask (not display) any personally identifiable information (PII).
    • The status will display Requested at first. Once the export is ready for download, the status will be Completed.
    • Click the Download link to download the export.