Page Comparison

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INTRODUCTION

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1. Access the survey Results tab

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2. Check your Results version
   Check that you have the new version of the Results screen enabled. If you see this banner, click on ‘Try it now’ to swap to the new version

   

   The old version is called Results-Reports, while the new version is called Results Dashboards. Results-Reports will be retired in April 2025.
   
   Confirm you are using Results Dashboards by checking for this banner

   
   

3. Screen layout
   The Results screen is organised around pages, each containing widgets:
   - A banner area at the top of the screen shows the current page title, as well as icons controlling settings, and editing, filtering and downloading options.
   - At the left is a page navigation pane allowing you to add, edit, move, and delete pages.
   When you select a page in this pane, Qualtrics will then show you a list of widgets you can navigate to within that page.
   - Page contents are shown in the centre of the screen.
   
   If the collection of all pages and their included widgets on the Results can be considered a ‘Results dashboard’, then actions performed in the Banner area apply to the Results dashboard as a whole or across pages within this dashboard.
   By comparison, the Notification Area and Content Area hold options allowing you to perform actions that are targeted to specific pages and widgets.
   

   

   
   

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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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NAVIGATION PANE

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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’ below.
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Two options are available to edit widgets - Edit widget and Edit dashboard:
- Edit widget:
To edit a single widget, click the 3 dots at the top right of the widget and select Edit (regardless if editing mode has already been turned on).
This will take you into a dedicated edit mode for the widget.
To save any edits, click the Done button at bottom left to return to the main display.
To abandon any edits, click in the greyed out area outside the options pane or content window.
You can edit a single widget without enabling the Edit dashboard option
- Edit dashboard:
To edit all pages and the widgets within them, click on the ‘Edit dashboard’: icon on the right side of the banner.
When finished, click the same icon, now titled ‘Finished Editing'.

The options available in the left hand bar while editing a single widget depend on the widget’s currently selected chart type.
To add and change these options, click the 3 dots to the right of the relevant widget then select Edit.
Then select the chart type on this page for more information on how to use the options for a given chart type.

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4. Content area - Rename widgets

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Widget groups may allow you to combine “multiple widgets into a single unit. This allows you to apply widget display options to all widgets in the group.”²
This may not be a very useful option in the Results tab, since the only editing options shown once widgets are grouped are:
- grouped widgets behaviour: ‘combine widgets' or ‘keep widgets separate’
- group container: ‘On’, ‘Off’ or ‘Use dashboard default (On)’
and no editing options are available on the widget itself.

Multiple groups can be created in the same page.
Groups cannot be named.

With 'combine widgets’ enabled, adding or moving a widget in the group next to another widget will then show those widgets without a border.
Multiple widgets can be merged in this way:


To enable the group option, select the desired page then turn editing on. Move to the bottom of the page and select the ‘Add group’ button.
Then drag the widget/s into the desired position within the group.

Once the group has been created, it can be seen by scrolling to the bottom of the page and mousing over the widgets until the group header is seen.

Left clicking on the header then allows the group to be moved to a different location within the page.

Groups can be deleted in two ways:
- Ungrouping removes the widgets from the group
- Removing the group deletes the group and any widgets within it.

To select the ungrouping and removal options, enter edit mode then scroll and mouse over the group until the group header is shown. Click on the three dots to the right of the header and select either Ungroup or Remove Group.
Confirm your wish to delete the group including any widgets within it by clicking ‘Remove Group’.
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6. Content area - Add widgets

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After selecting the chart/table type, the widget edit screen will display.

The left hand bar allows selection of various options while the main content area in the middle displays the effect of choosing these options.
The bar consists of two tabs - Data and Display: Data largely controls what information sources the chart draws on, while Display controls layout, colour, styles and display of certain information.
Scroll down in each tab to see all the options available.

Options presented will change depending on combinations of the chart type selected and choices made within this bar.
If you decide you want to use a different chart/table type because the content area is not showing what you’re hoping to create, select the new type from the dropdown at the top of the bar:


The only mandatory selection in the bar is Dimension. Use this option to select the survey question or metadata the widget should display. You can search on part of the title of the question or metadata field to see a list of matches to select from.
You can change this dimension later if desired by editing the widget and clicking on the existing dimension to select a new one, then clicking Done.

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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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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’ section above.
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13. Content area - Delete widgets

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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.
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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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