Page Comparison

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1. Page title
   This area shows the title of the currently selected page. When entering the Results tab for the first time, the top page in the panel is selected and its title is thus shown here.
   

2. Settings screen
   The Settings screen is available off the cog wheel icon. It offers options to control
   - theme: dashboard appearance including colour; widget width, border, title and content font size, scale palettes; commenting
   - workflows: trigger email notifications when an event occurs, a time is reached or data is handled
   

3. Editing option
   The editing option is available off the pen and paper icon.
   Set up widgets to visualise survey metadata or responses from specific questions; control what information is shown with each widget and what chart or table type is used to illustrate the responses; define what styles should be applied to the widget
   

4. Filter option
   The filter option is available off the levers icon.
   This option hides or displays a ribbon under the banner that allows controlling the filters.
   
   When a page with filters is selected, this option displays the number of filters already applied to that page:

   
   When a page with filters is selected, this option is greyed out.
   

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5. Export options
   The download option is available off the down arrow icon.
   
   Download the dashboard in formats such as Word (docx), PowerPoint (pptx), Excel (xlsx), csv, pdf; or email the dashboard on a desired schedule.
   - numeric data in xlsx downloads will be saved as text so you may need to convert back to a number format in sheet cells.
   

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7. Content area - Add widget divider

   A light horizontal line can be placed between widgets.
   If you add a divider to widgets combined in a group, the divider won’t show.
   
   To add a divider, turn on editing mode then mouse over the widget you want to add the divider below.
   Click the +Add button then select Divider
   

8. Content area - Resize widgets

   Widgets can be resized larger or smaller.
   Limits for resizing are that widgets have a hard minimum height but flexible maximum height, and can be made smaller horizontally but only as large horizontally as the left and right boundaries of the content area.
   Any contents within the widget will scale to fit the new boundaries.
   Resizing can be done from all sides of the widget except the top.
   A corner icon is available at the bottom right to allow changing the height and width of the widget at the same time.
   Resizing mode is engaged when the icon turns to a double arrow (for side resizes), and a diagonal arrow (for corner resizes).
   
   To resize a widget, turn editing on and move the pointer to the edge or corner you want to use. Then left click and drag to the new dimensions.
   

9. Content area - Copy widgets
   To copy a widget, turn on editing using the 'Edit dashboard' icon at top right, or by clicking the three dots at top right of the widget and selecting Duplicate.
   Select to have the new widget appear either below the current one or at the end of the current page.
   In the widget edit screen, make any changes to the copy then click the Done button.
   

10. Content area - Embed widgets

    Widgets can be embedded in Salesforce and ServiceNow pages.
    For further details see here.
    Users viewing the widget in pages in these platforms will be counted towards any user counts in our Qualtrics licence.
    

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11. Content area - Add widgets to TotalXM Reports
    To push a widget, an existing TotalXM Report needs to have been created.
    Once this is created, do not turn on editing mode in Qualtrics.
    Click on the 3 dots to the right of the desired widget and select ‘+Add widget to TotalXM Report’.
    In the dialogue that then displays, select the target TotalXM Report, add an optional message click Confirm.
    To go directly to this TotalXM Report click ‘View report’, else click Done.
    See here for adding the widget once inside the TotalXM Report.

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Two options are available to delete widgets:
- deleting the individual widget
- adding the widget to a group then removing the group (see 'Content area - Widget groups' above)

To delete an individual widget, you can enter edit mode then
- click the 3 dots at the top right of the widget, click Remove then confirm your choice by clicking ‘Yes, delete this widget’
- click the 3 dots at the top right of the widget, click Edit, click the rubbish bin icon at bottom left then confirm your choice by clicking ‘Yes, delete this widget’

14. Content area - Export widgets
    Individual widgets can be exported as a file.
    Available formats are as an image (jpg), spreadsheet (csv, tsv, xlsx), or document (pdf).
    
    Larger files (which e.g. may take time to be ready) can be sent to the notification area then downloaded.
    The notification area is available off the bell icon to the left of your account details
    
    Clicking on ‘See more’ then takes you to a download dialogue for the file
    
    
    To export a widget, there is no need to turn on editing mode.
    Click the 3 dots to the right of the relevant widget then select Export.
    Select your desired format and whether you would like to send the file to the notification area.
    

15. Content area - Filter widgets

    Filter options for widgets are available on the widget edit screen and allow you to be more specific about which data your widget should display.
    This edit screen can be accessed independently of the status of the edit mode for the dashboard as a whole.
    
    You may also be offered an option to lock certain filters. This allows you to prevent “changes to [the] filter when not in Edit mode”.
    In other words, if the filter informational icon is selected for a widget with the Lock filter enabled, options in the filter section are disabled and a lock icon is shown:
    
    Compare this with unlocked filters, which provide a dropdown where choices for a given filter are available:
    
    The lock option is useful if people with only View access to the Results dashboard should be prevented from changing filter settings.
    
    To add and change filters for a widget, click the 3 dots to the right of the relevant widget then select Edit.
    The options available in the left hand bar then may include filter options, depending on the widget’s chart type.
    Select the chart type on this page for more information on how to use filter options for a given chart type.

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17. Sharing Results visualisations
    Apart from using the Collaborate option to share editing privileges to a survey to allow the user to then view the Results tab, perhaps the easiest way to share the contents of the Results with others are to
    - download the Results dashboard
    - email the Results dashboard
    
    - export single widgets
    - send relevant widgets to a TotalXM Report.
    

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