> ## Documentation Index
> Fetch the complete documentation index at: https://docs.innerlogic.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and share automated reports

> Generate PDF reports from a closed survey for your organization, leaders or groups, then share them.

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](https://docs.innerlogic.com/en/find-your-report.md).
* 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](mailto: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.


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