Page Comparison

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New Results intro
New Results overview
New Results pages
New Results widgets

SECTIONS
1. Access the survey Results tab
2 , Check your Results version
3. Screen layout
4. Top banner area
5. Navigation pane
6. Content area - informational icons
7. Content area -
8. Content area -
9. Content area -

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ON THIS PAGE

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1. Access the survey Results tab

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The following activities are available in the page navigation pane:

Pane pinning
The navigation pane can be pinned and unpinned. When unpinned, the pane will disappear allowing more space for the main content area.
To pin and unpin, click on the pin icon

To repin the pane, click on the page title then click the pin icon

Page browsing
All pages are shown in the pane as a list.

Pages in this list can be collapsed to provide you with more room.
To expand and collapse a page, click on the dropdown arrow to the left of the page title.
To just select a page, click on its title rather than the arrow.

Page searching
You can search for widgets by title within each page.
Click on the page you want to search in, then type in part of the widget title in the ‘Search current page’ box.
Any matching widget titles are then displayed as you type, allowing you to then select the desired page.

Page addition
The Results pane begins with a single page already created.
Three page types can be created - blank, private and report.

Blank pages are pages that are empty on creation.
In contrast, Report pages allow you to define a template to apply across an entire page including which questions and fields should be included.
Qualtrics will then produce a page populated according to your selections.

For more info on private pages, see ‘Page availability’ ‘Page availability’ below.

Page copying
Pages can be copied by selecting the page, then clicking the 3 dots at the right and selecting Duplicate.
The new page appears in the navigation bar under the original with ‘(Copy)’ added at the end of its title
- the cursor placed in the title box allowing you to edit the title if desired; hit Enter to save the new title.
For creating a private copy of the page, see ‘Page availability’ ‘Page availability’ below.

Page renaming
Existing pages can be renamed copied by mousing over the page title then clicking the 3 dots at the right and selecting Rename.
Enter the new name in the text box then hit Enter.

Page moving
Pages can be moved by clicking on the page title then dragging it to its new destination.
(For steps on how to move widgets within a page, see ‘Content area - Move widgets’ widgets’ below.)

Page filtering
Filters can be applied on a per-page basis, allowing focus on viewing a particular aspect or aspects of the responses collected.
These filters can be saved and given a suitable name when saved.
When applied, these filters are cumulative and remain in place until removed.

For example, applying a filter of respondents aged 30-40 and a filter of respondents from Sydney will show responses from 30-40 year old Sydney respondents rather than just Sydney respondents.
This combination of age and location filters could then be saved under the title ‘Sydney 30-40 year olds’.
To remove this combined filter, both the age and location filters need to be removed separately.

To apply and save filters, click on the desired page in the navigation pane, then turn on editing mode in the top banner.
This will also automatically enable the filter option in the top banner which controls the display of a filter ribbon under the top banner.
- To apply a new filter on a page with no filters, click on the ‘Add filter’ link to the right of the Filters dropdown.
(To apply further new filters on a page with existing filters, click the + icon to the right of any filters shown.)
Once the filter conditions are selected, they are immediately applied to the content area allowing you to adjust your selection if needed.
- To apply a saved filter to a page, select the filter by name from the Filters dropdown.

Once a filter or filters are applied, the Filters dropdown in the filter ribbon allows managing these filters.
Select ‘Manage saved filters' from the dropdown then to…
- view the details for each filter by clicking the dropdown arrow to the left of the desired filer
- rename or delete a filter by selecting the 3 dots to the right of the desired filter and selecting either Rename or Delete.

It seems saved filters can’t be edited: in the Filters dropdown, changes made to a filter applied to a page don’t enable the ‘Save’ option; and an Edit option is not provided in the ‘Manage saved filters’ dialogue.
However, the following workaround can be used to save an improved filter version.
- create a temporary page
- add the desired filter/s to the page and configure as needed
- select ‘Save as…' from the Filters dropdown to save the filter/s under a new name
- delete the temporary page and unwanted filter.

As mentioned above, if no filters are in place for a page and that page is selected from the navigation pane, the filter display option in the banner is greyed out.
For pages with filters however, this option will provide the ability to change the current filter display status (regardless of whether editing mode is turned on or not)
- if the filter ribbon is shown, this option will offer to ‘Hide filters’
- if the filter ribbon is hidden, this option will offer to ‘Show filters’.
The option selected is then applied across all pages with filters until changed.

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Page availability
Pages can be made public or private. Private pages are only visible to person who created them.

Private pages are shown in a separate section in the navigation pane, and can be renamed like other pages.


Private pages can be created by
- clicking the ‘Private page’ option off the ‘Add’ dropdown at the top of the navigation pane
- clicking ‘Create a private copy’ off the 3 dot menu to the right of an existing page.

Private copies can be made of both private and public pages.
In both instances, select the ‘Create a private copy’ option rather than the ‘Copy’ option off the 3 dot menu for the relevant page.

See also section ‘Content area - Move widgets’ widgets’ below.

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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.
    

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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12. Content area - Move widgets

To move a widget within a page, 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 Edit.
Mouse over the widget you want to move and notice that the pointer becomes a hand icon.
Left click and drag the widget to its new location.

To move a widget to a different page, turn on editing using the ‘Edit dashboard' icon at top right, then click the three dots at top right of the widget and select Move to page.
Then (search and) select the destination page.

Widgets on Blank pages cannot be moved to Private pages and vice versa.
If you want to make private widgets and/or an entire Private page visible to others, you can copy the Private page then edit/move/remove any widgets within.
You can then opt to delete the copied page if it’s no longer needed.
For more details see the ‘Page availability’ ‘Page availability’ section above.

13. Content area - Delete widgets

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’

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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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