How To Export a Completed Questionnaire

Table of Contents

• Summary
• Steps
• Additional Resources

Summary

Congratulations! You just completed an assessment in the Whistic Platform! The next time you are sent a questionnaire request you can utilize Smart Response to give you a head start on the next assessment. We understand that some companies also want to keep a copy of their answers for their records.

📋 Steps

How to Export a Completed Questionnaire

1. Go to the Assess drop-down menu at the top > Questionnaires

   

2. To locate the questionnaire you want to export, you can either search for its title or description at the top of the page, or you can scroll through the list manually. You may need to turn off the Pending Requests toggle to accurately search for the questionnaire you are looking for.

   
3. Hover over the questionnaire that you previously completed and select "Self-Assessments"

4. Locate the version of the questionnaire that you wish to export and click "View My Report"

   

5. In the top right-hand corner of the assessment, click "Export".

   1. This will generate an excel file of the questionnaire with your answers and comments
   2. Documents will need to be manually downloaded as they do not export with the export feature
   

🔗 Additional Resources

• If you want to grant others in your company access to this questionnaire. See the article How To Add a Collaborator.
• If you are interested in taking a proactive approach to vendor security, see this article: Setting Up Your Whistic Trust Center.