Compare surveys and export results
Run a re-test, compare results with a previous PSindex survey, and export Excel, CSV, verbatims, and PDF reports.
One PSindex® survey is a snapshot. Two are a trend. Link a re-test to its predecessor for side-by-side results, then export whatever your stakeholders need.
Before you start
You need the admin role and at least one completed survey in the organization. Results and exports are admin-only.
Run a re-test
Create the re-test like any survey — see Create your first PSindex survey. Keep the participant attributes consistent between rounds, or the comparison segments won’t line up.
Link and compare
- Open the new survey’s Settings and choose the earlier survey under Previous Survey.
- In Results, turn on Show Previous Survey. Each segment renders both rounds side by side.
- Turn on Show Deltas to read movement directly, per scale and per segment.
Read deltas against participation. A score that “dropped” in a segment where twice as many people responded may simply be more honest. See Read the heatmap.
Export results
- Excel — in Results, select Export to Excel. The workbook reflects your current segments and filters, so set the view first.
- Participant CSV — from the Participants tab, export the roster with completion status. Useful for reconciliation and follow-up lists.
- Verbatim responses — download open-text answers as a CSV from the survey’s report. Verbatims are where the numbers get explained; treat them with the same confidentiality as scores.
- PDF report — open the survey’s report and select Export for a shareable document.
Close the loop
Exports leave the platform’s access controls behind — scrub small segments before wide distribution. To let someone explore results in the platform without admin rights, see Give an analyst limited survey access.