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Export data in Survey123 - as a non creator

JohnPlunkett

Hi there

I have created a survey and would like other user types that are not creators to export the outputs as shown below

I have tested this with a viewer role and field worker role and get this message

My users here have access to see the data - but they cant export the results

The viewer settings allow users to export to different data types

Is it because these users cant create content - they cant export data to a different type?

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Accepted answers

Jim-Moore

Hi John

That's correct - Viewer and Field Worker user types cannot create content, so they are unable to use the Export feature on the Survey123 website. Members must have (at least) the default User role privileges to access this feature.

Please see some useful info here:

https://community.esri.com/groups/survey123/blog/2018/11/29/understanding-user-types-a-survey123-for-arcgis-guide

And more on ArcGIS Online user types here:

https://doc.arcgis.com/en/arcgis-online/reference/roles.htm

Kind regards,

Jim

All comments

Sharouff

You can enable download on the source layer, create a dashboard with a data table and where all with access can download a csv of the data as a csv.

RafaeldePedro

ESRI please make it possible for all users to be able to export to Excel/CSV. A Creator licence would be purchased by an organisation BECAUSE they need the user to have ArcGIS Pro, mainly. To reserve this feature to ArcGIS Pro users is pointless. It makes so much sense that a Viewer who has a stake in seeing and using the data collected by their Mobile Worker (and above) colleagues, has the permissions to export records to Excel and continue their part of the job outside of AGOL.

Honestly what am I missing here?

StevenFama

I going back to Survey Monkey. ESRI just wants to suck all of our money! I'm not giving a basic user a high level of a license.

StevenFama

I know right. This is so foolish.

StevenFama

That's DUMB!!!!! Can we get that fixed?

McKinneyPatrickPAContractor

Esri needs to re-consider this system design. The point of a Viewer is a user who can have read only access to datasets. In many cases, they are on the same team as the person managing the survey.

They should be able to export the Survey results for Excel/CSV. As it stands now, they need to ask their colleague to perform this task. That is a burden created by Esri on its clients.

Faris_RassoulliRizal_Wong

Hi Jim.

May be this might be a somewhat unrelated question but how is Survey123 data exporting different from report generation because, Viewer user types CAN generate reports from within the Survey123 website using existing report templates (at least when the survey is published to ArcGIS Enterprise).

Or maybe my question is, why can Viewer user types generate reports but not export data within Survey123?

Jim-Moore

Hi John

Please see some useful info here:

https://community.esri.com/groups/survey123/blog/2018/11/29/understanding-user-types-a-survey123-for-arcgis-guide

And more on ArcGIS Online user types here:

https://doc.arcgis.com/en/arcgis-online/reference/roles.htm

Kind regards,

Jim

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