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Create a batch of PDF reports from a closed survey, then share them with the people who need them.

Before you begin

  • You need Reports in your access profile. In the sidebar, it appears as Automated Reporting. Organization admins have it when your organization uses it. Others get it through their access profile. If you don’t see Automated Reporting in the sidebar, ask your administrator. To open a report someone shared with you, see Find your report.
  • Reports include only results you can see yourself. If your access covers some groups, so do the reports you create.
  • Reports can only be made from a closed survey.
  • Organization admins can choose from all of your organization’s report types. Others see only the report types added to their access profile. If no report types are listed, ask your administrator.
  • Each report type has a set language. Changing the language you use Innerlogic in doesn’t translate a report. If you need reports in French, ask your Innerlogic contact to set up a French report type for your organization.

1. Start a report batch

In the sidebar, select Automated Reporting, then Create report.

2. Choose the report type and survey

  1. Under Report type, select a report.
  2. Under Data source, select the survey.

3. Choose who gets a report

Choose how reports are created:
  • Organization-wide report creates one report for the whole organization.
  • Use existing data access creates one report per person, covering the results they can already see.
  • Reports by tag value creates one report per active value of the tag you choose under Grouping tag, such as each department.
  • Custom reports lets you choose each recipient and the data their report covers.
Some report types offer fewer options or skip this step. Check Recipient preview before you continue.

4. Generate the batch

  1. Complete Report options. The fields depend on the report type.
  2. On Review & generate, enter a Batch name you’ll recognize later, such as “Q4 leader reports”.
  3. Select Generate batch.

5. Check progress and download

The batch page shows how many reports are complete.
  • Completed reports are ready.
  • Not Enough Data means too few people in that group responded. No PDF is created, to protect confidentiality.
  • Failed means the report couldn’t be made. Email support@innerlogic.com with the batch name.
Select Download in a report’s row to save its PDF.

6. Share reports

Select Share / Access to give people access to the whole batch or to single reports. Shared reports appear on the survey’s Reports tab. People with Reports access also see them on that page. Sharing doesn’t send an email. To email each recipient their report, select Email batch. Only the person who created a batch can open it, change its sharing, email it or delete it. This applies to organization admins too.

Before sharing reports

Check each report’s survey, audience and recipient before you share or email it. Follow your organization’s rules for sharing results.
Last modified on October 27, 2026