Exporting SurveyMonkey Data by Date (+ TMOM Canva Graphics)

Learn how to filter, export, and review Team Member of the Month survey data in SurveyMonkey and prepare winner graphics in Canva.

July 20, 2026 By Karen Green

This guide demonstrates how to filter and export survey data via date range, usually for Team Member of the Month (TMOM) or for recruitments quarterly review surveys. This process is intended for HR representatives, employee relations staff, or managers tasked with analyzing monthly surveys and preparing internal communications.

I've also included how to create the TMOM graphics in Canva, usually done once winners are confirmed by GMs and ADOs after receiving the survey data. This process is intended for employee engagement/comms or relations staff to prepare internal communications for TMOM.

Clear Previous Filters

Begin by accessing the correct survey and removing any filters carried over from the previous reporting period.

Step #1: Click the Team Member of the Month survey from your dashboard. — Click the **Team Member of the Month** survey from your dashboard.

Step #2: Navigate to the Analyze results tab. — Navigate to the **Analyze results** tab.

Step #3: Click the options menu (***) next to the current active rule. — Click the options menu (`***`) next to the current active rule.

Step #4: Select Delete rule from the dropdown menu. — Select **Delete rule** from the dropdown menu.

Apply the Current Date Range Filter

Set a new filter to capture only the votes submitted for the current reporting month.

Step #5: Click + Filter in the left sidebar. — Click **+ Filter** in the left sidebar.

Step #6: Open the Time Period menu and select Date range. — Open the **Time Period** menu and select **Date range**.

Step #7: Click the start date on the calendar, usually the 1st of the month. — Click the start date on the calendar, usually the 1st of the month.

Step #8: Click the end date on the calendar, choosing the day after the current date to capture responses made today (not sure why!) — Click the end date on the calendar, choosing the day after the current date to capture responses made today (not sure why!)

Step #9: Click APPLY to activate the date filter. — Click **APPLY** to activate the date filter.

A green checkmark will appear next to the rule to indicate the filter is actively applied to your data set.

Review and Export Individual Responses

Reviewing the individual responses lets you read nomination comments in full.

Step #10: Click the Individual responses tab to read specific respondent comments. — Click the **Individual responses** tab to read specific respondent comments.

Step #11: Click ↓ Export. — Click **↓ Export**.

Step #12: Click + New export from the menu. — Click **+ New export** from the menu.

Step #13: Select Individual responses as the export type. — Select **Individual responses** as the export type.

Always choose the "Condensed" spreadsheet format before exporting. This eliminates excessive blank space in the file, making it much easier to read.

Step #14: Select the Condensed option and click Export. — Select the **Condensed** option and click **Export**.

Step #15: Once the export finishes generating, click Download. — Once the export finishes generating, click **Download**.

Step #16: Locate the downloaded ZIP file, extract it, and send it to whoever will be going over nominations (either yourself or a Relations team member). — Locate the downloaded ZIP file, extract it, and send it to whoever will be going over nominations (either yourself or a Relations team member).

Create Recognition Graphics

Once you have verified the winners with the General Managers and ADOs, use Canva to generate their recognition assets.

Step #17: Open Canva and click the Engagement Assets folder. — Open Canva and click the **Engagement Assets** folder.

Step #18: Click the TMOM Graphics folder. — Click the **TMOM Graphics** folder.

Create the following assets depending on the winner's location:

Graphic Type	Creation Instructions
TRFG Winner Email	Update the template for the specific locations by swapping in the winner's name and details. Send this to TRFG (Restaurant) GMs and ADOs via Outlook, along with the Certificate PDF.
TRFG Winner Certificates	Export a single PDF containing all winner names on individual certificate pages, allowing GMs to print just the page they need.
Home Office Email and Poster Portrait	Take/get a photo of the winner for Home Office and use the designated Home Office poster portrait template and add the photo; then download it as a PDF from Canva and print from your computer files instead of doing so right away from the browser download file - this ensures it prints with the right ratio to be put on the poster (no idea why). Also, the Home Office announcement email template is in the same Canva folder - update with their photo and a short blurb and send to Home Office only via MailChimp.

Term	Definition
TMOM	An acronym for "Team Member of the Month."
GM	General Manager, typically responsible for overseeing a specific location.
ADO	Area Director of Operations, involved in validating the monthly nominees for locations in their region.
TRFG	Thompson Restaurant Food Group

Graphic Type

Creation Instructions

TRFG Winner Email

Update the template for the specific locations by swapping in the winner's name and details. Send this to TRFG (Restaurant) GMs and ADOs via Outlook, along with the Certificate PDF.

TRFG Winner Certificates

Export a single PDF containing all winner names on individual certificate pages, allowing GMs to print just the page they need.

Home Office Email and Poster Portrait

Take/get a photo of the winner for Home Office and use the designated Home Office poster portrait template and add the photo; then download it as a PDF from Canva and print from your computer files instead of doing so right away from the browser download file - this ensures it prints with the right ratio to be put on the poster (no idea why). Also, the Home Office announcement email template is in the same Canva folder - update with their photo and a short blurb and send to Home Office only via MailChimp.

Term

Definition

TMOM

An acronym for "Team Member of the Month."

General Manager, typically responsible for overseeing a specific location.

ADO

Area Director of Operations, involved in validating the monthly nominees for locations in their region.

TRFG

Thompson Restaurant Food Group