How to share survey report using CimplyBEST

How to share survey report using CimplyBEST

Step 1:  Login to your CimplyBest account and you will land on your portfolio screen, as shown below. Click ‘view’ button against the company for which you wish to share the survey report.



Step 2: All the surveys created for the Company will be available in the screen shown below. Go to the survey you wish to view by selecting the relevant financial year and click ‘View’ button.




Step 3: Click on ‘Share Report’ tab to share the survey report.


Step 4: On clicking ‘Share Report’ tab you will be directed to the email screen as shown below, the Report can be shared in Excel or PDF format or both. Click on 'Send Mail' once the mail is ready to be sent.

The PDF output can be shared in Portrait or Landscape mode by choosing the appropriate toggle.