When Participants complete a screener or survey, their responses will be recorded within the Study for you to review in Rally or export as a CSV download.
Setting up Conditional Logic in your screeners enables you to auto-qualify or disqualify Participants based on their responses and allow them to proceed to the next step, such as booking an interview or completing an unmoderated test, without waiting for their responses to be reviewed. If you don't use conditional logic to auto-qualify or disqualify Participants, learn how to manually review responses and Qualify Participants to proceed with the next steps.
💡 Screeners cannot be submitted twice by a Participant for the same Study. This avoids overwriting original responses or any Participants attempting to bypass a disqualification with an additional submission attempt.
View Screener or Survey Responses
From a Specific Study Overview
Navigate to Studies and select the relevant Study to open the Study Overview.
Select 'Screener Responses' or 'Survey Responses' from the sidepanel.
All responses will be displayed in the table by default. Scroll to the right to see all responses to each question side-by-side.
To view responses by Participant, hover over a person's name, select the three dots ... and select 'View Screener Responses' or 'View Survey Responses' to review their responses.
From a Participant Profile
View screener or survey responses for any Participant from anywhere their name appears by selecting their name to open their Participant Profile.
Select a person by clicking on their name to open their Participant Profile.
Select the 'Screener Submissions' tab.
See a historical log of all screeners or surveys this Participant has responded to.
Select 'View Responses' next to any submission to view all responses.
From an Interview Booking
View screener responses for Participants when preparing for an interview to review their answers before you begin or after the interview ends.
With a Study, select 'Interviews' from the sidepanel and select any Interview status tab, such as Upcoming, Completed, No Showed, or Canceled.
Select the 3 dots ... to the right of any interview booking and select 'View screener responses'.
Note: Action disabled if a Participant has not submitted screener responses.
Export Screener or Survey Responses
Download screener or survey responses from Rally using the steps below.
Navigate to Studies and select the relevant Study to open the Study Overview.
Select 'Screener Responses' or 'Survey Responses' from the sidepanel.
All responses will be displayed in the table by default. Scroll to the right to see all responses to each question side-by-side.
Select the checkboxes next to each person to include in the export, or select the checkbox at the top of the table to select all.
Select the 'Export' button at the top of the table.
In the popup, select 'Export' to begin the CSV file download.
Once the export begins processing, you can close the window and allow it to finish in the background. Completed exports will download to your computer as well as send an email confirmation with a link to view.
Add Participant Profile Property Data to Responses Export
💡 Include additional Participant Profile data in your responses export by adding columns to the table for relevant profile properties.
You may want to add additional properties to the table before exporting responses to identify who they are for any cohort analysis. i.e. gender, age, etc. This can help with avoiding asking the same questions if they are already in your database.
View All Exports
You can view all your exports by navigating to People in Rally and selecting 'Exports' from the bottom of the sidepanel.
Learn more about how to export data from different Rally tables, including steps detailing how to upload the CSV file into a new Google Sheets spreadsheet or Microsoft Excel workbook to view or share your data with teammates outside of Rally.