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How to download your dashboard results

Export your survey overview, response data, and hotspot analysis for offline sharing and review.

EngageRocket allows you to download your survey results in different formats depending on where you are in the dashboard. This article explains the download options available on each tab and how to use them.

Downloading the survey overview (PDF)

From the Dashboard Overview tab, you can download a PDF summary of your survey results for offline sharing, useful for leadership presentations or stakeholder reports.

  1. Navigate to the Dashboard Overview tab for your closed survey.
  2. Click the 'Download' button at the top right of the Overview page.
  3. The PDF will download directly to your device.

💡 Good to know: The PDF overview captures your overall scores, eNPS, top and bottom dimensions, and participation at the time of download. It does not include detailed question-level data or open-ended responses — use the Excel download from the Responses tab for that.

Downloading detailed response data (Excel)

From the Responses tab, you can download a full dataset of your survey results in Excel format. Because of the potentially large file size, this is sent to your registered email address rather than downloading directly to your browser.

  1. Navigate to the Responses tab for your closed survey.
  2. Click the 'Download Results' button.
  3. Choose your preferred format, PDF (downloads directly) or Excel (sent to your email).
  4. If you selected Excel, check your registered email inbox. The file will arrive as an attachment. This may take a few minutes depending on the size of your dataset.

💡 Why Excel is sent by email: Larger datasets can cause browser timeouts or incomplete downloads. Sending the file to your email ensures you receive the complete dataset reliably, even for surveys with a large number of respondents.

Downloading hotspot analysis (Excel)

From the Hotspots tab, you can download your hotspot analysis, including any segment selections you have applied, as an Excel file.

  1. Navigate to the Hotspots tab and set up your segment selection as needed.
  2. Click the 'Download (Excel)' button at the top right of the Hotspots page.
  3. The file will be sent to your registered email address. Check your inbox and allow a few minutes for the email to arrive.
Something not working?
  • The PDF download is not working — Check your browser's download settings and make sure pop-ups are not being blocked. Try a different browser if the issue persists.
  • I have not received the Excel file by email — Check your spam or junk folder. The file is sent to the email address associated with your EngageRocket account. Allow up to 10 minutes for large datasets. If it still has not arrived, contact our support team.
  • The download button is not visible — You may not have the necessary dashboard permissions to download results. Ask your Entity Admin to check your access settings.
Still Need Help?

If you are having trouble downloading your survey results, Reach out to us at support@engagerocket.co and we'll be happy to assist!