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Anchor
QD-Rep-TOP
QD-Rep-TOP

BACKGROUND

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Further info can be found for example here:
Reports overview
Reports toolbar
Reports visualisations


SECTIONS ON THIS PAGE

  1. INTRO

  1. TOP MENU

  1. BANNER

  1. CONTENT AREA

  1. SETTINGS AND STYLES

  1. SHARING

Accessing the survey Reports tab

Report name and creation

Shortcuts

Insert

Sharing Reports visualisations

Pages

Menu options > Insert

Zoom level

Options

Content comparison (Results vs Reports tabs)

Status and location details

Response count

Widgets

Pushing content from other areas

Filter management


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INTRODUCTION

  1. Accessing the survey Reports tab

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Expand
titlePage content option availability

CONTENT TYPE

CONTENT SUBTYPE

AVAILABLE IN RESULTS TAB

AVAILABLE IN REPORTS TAB

Blank space

No

Yes

Divider

Yes

Yes

Group

Yes

No

Highlight Reel

Yes, as widget

No

Image

Yes, as widget

Yes

Page Break

No

Yes

Page Footer

No

Yes

Page Header

No

Yes

Text

(Text > Simple text editor)

No

Yes

Text > Rich text editor

Yes, as widget

No

Text > Legacy rich text editor (deprecated)

Yes, as widget

No

Visualisation

Chart > Bar Chart

No

Chart > Bar Chart > Horizontal Bars

Yes, as widget

Yes, as Visualisation > Bar Chart option

Chart > Bar Chart > Vertical Bars

Yes, as widget

Yes, as Visualisation > Bar Chart option

Chart > Breakdown Bar

Yes, as widget

Yes, as Visualisation option

Chart > Doughnut / Pie

Yes, as widget

Yes, as Visualisation option

Chart > Gauge Chart

Yes, as widget

Yes, as Visualisation option

Chart > Line Chart

Yes, as widget

Yes, as Visualisation option

Chart > Number Chart

Yes, as widget

No

Chart> Simple chart (deprecated)

Yes, as widget

No

Table > Data table

No

Yes, as Visualisation option

Table > Record grid (deprecated)

Yes, as widget

No

Table > Record table

Yes, as widget

No

Table > Results table

No

Yes, as Visualisation option

Table > Simple table (deprecated)

Yes, as widget

No

Table > Statistics table

No

Yes, as Visualisation option

Table > Table

Yes, as widget

No

Other > Heat map

No

Yes, as Visualisation option

Other > Legacy word cloud

No

Yes, as Visualisation option

Other > New word cloud

Yes, as widget

No

Other > Response ticker

Yes, as widget

No

Other > Legacy response ticker (deprecated)

Yes, as widget

No

  1. Widgets

Widgets represent visualisations you create of responses provided to your survey.
They can also show other data automatically generated or collected by Qualtrics as part of the survey such as response date, time taken to complete survey, estimated respondent location, and for text questions: estimated sentiment and emotional intensity.
Based on the type of information collected (eg number, text, choice, date) for a given question, Qualtrics will initially select what it thinks is a suitable chart type to illustrate this. You can replace these types with others, or adjust settings and styles for these suggestions to better represent your preferences.

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  1. Report name and creation
    The report name and creation area controls display of the current report.

    1. Create new report
      ddfg
      For the ability to delete a report, see Menu options >

    2. Select current report

  2. Menu options
    The menu area consists of File, Share, Edit, View and Insert options.

    1. File
      The File menu allows controlling mostly file-related aspects reports generated in the Reports tab.
      This menu also duplicates an options found in the Banner: Settings.

      1. New…

      2. Copy

      3. Export to QRF

      4. Delete

      5. Rename…

      6. Settings…

      7. Page Setup…

      8. Help Link

    2. Share
      The Share menu allows controlling access to reports generated in the Reports tab.
      This menu also duplicates two options found in the Banner: Download PDF and Manage Public Report.

      1. Download PDF

      2. Manage Public Report…

      3. Schedule Email…

    3. Edit
      The Edit menu allows performing actions with selected content in the report

      1. Copy

      2. Paste

      3. Remove

    4. View
      The View menu allows controlling some overall aspects of report display.
      This menu also duplicates two options found in the Banner: Preview Public Report and Zoom.

      1. Page margins

      2. Page Grid

      3. Outlines

      4. Highlight Blank Spaces

      5. Zoom

      6. Preview Public Report

        Anchor
        QD-Rep-TOPMENU-Ins
        QD-Rep-TOPMENU-Ins

    5. Insert
      The Insert menu offers options to add content to a report

      1. Survey Data

        1. Questions

        2. Survey Metadata

        3. Embedded Data

      2. Other Projects

        1. Recently Used

        2. All Projects

      3. Page Components

        1. Text

        2. Image

        3. Blank Space

        4. Divider

        5. Visualisation

          1. Chart

          2. Table

          3. Other

        6. Page Break
          These can be removed on a page by page basis and then readded if needed

        7. Page Header

        8. Page Footer

  3. Status and location details
    This area displays the report’s …

    1. status in terms of when it was last saved

    2. location in terms of timezone along with relative UTC reference

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  1. Insert
    See the Top Menu > Menu options > Insert section above for details on options available from this button

  2. Options
    a. Copy
    b. Insert title
    b. Export as JPEG image
    b. Export as Word document
    b. Remove

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