Previewing and Exporting a Survey

A survey can be previewed to replicate the respondent's view, allowing you to review and ensure it functions as expected. Additionally, you can export the survey as a PDF for external review outside of Course Evaluations & Surveys.

How to Preview a Survey

  1. Go to Surveys & Projects from the Navigation Bar.
  2. Select Surveys.
  3. Once you're on the Surveys page, you can preview a survey in three different methods, as outlined below:
    1. Method 1:
      1. Click on the title of the survey you wish to preview from the Surveys table.
      2. A pop-up window will appear with a preview of the survey. To close the preview, click "Close Preview."
    2. Method 2:
      1. Click on the three vertical dots in the Options column.
      2. From the drop-down menu, select Preview.

        The Survey list showing a row with an Options menu open, displaying actions including Preview, Create a Copy, Edit, Delete, Export, and Unlock Survey. The Preview option highlighted.

      3. A pop-up window will appear with a preview of the survey. To close the preview, click "Close Preview."
    3. Method 3:
      1. Click on the three vertical dots in the Options column.
      2. From the drop-down menu, select Edit.
      3. Click on Preview at the top of the Survey Properties.The Edit Survey page showing a Preview link highlighted at the top, with survey properties such as Type and Title displayed below.
      4. A pop-up window will appear with a preview of the survey. To close the preview, click "Close Preview."

How to Export a Survey

  1. Go to Surveys & Projects from the Navigation Bar.
  2. Select Surveys.
  3. Once you're on the Surveys page, you can export a survey in two different methods, as outlined below:
    1. Method 1:
      1. Click on the three vertical dots in the Options column.
      2. From the drop-down menu, select Export.

        The Survey list showing an Options menu open with actions including Preview, Create a Copy, Edit, Delete, Export, and Unlock Survey, with Export highlighted.

      3. A PDF version of the survey will then be automatically saved to your device.
    2. Method 2:
      1. Click on the three vertical dots in the Options column.
      2. From the drop-down menu, select Edit.
      3. Click on Export to PDF at the top of the Survey Properties.
      4. From the drop-down menu, you'll be given an option between Detailed and Basic export:

        The Edit Survey page showing an Export to PDF menu open with options for Detailed and Basic highlighted.

        1. Detailed: This option displays the questions you created with detail on the additional properties for a question. A detailed view can allow the user to quickly audit the survey and check for questions that have reversed weightings, are enabled for team taught, or have branched logic.
        2. Basic: This option is a basic export of the survey.
      5. A PDF version of the survey will then be automatically saved to your device.

Previewing and exporting your survey allows you to ensure that it appears and functions as intended, providing a smoother experience for both you and your respondents. You can use these steps to confidently review your survey before finalizing it.

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