Page Comparison

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BACKGROUND

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a. Create new report
Multiple reports can be created within the Reports tab.
To create a new report, click on the dropdown arrow the right of the current report name and select +New…
Check you are in the New Report tab, then enter a report name, report size, orientation and overall margin.
If you want to specify the margin for each edge of the report, select the Advanced link and enter these.
Finally, click the Create button.

Note that you can have multiple reports with the same name.
See below under Menu options > File for steps on how to rename and delete reports.

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b. Select current report
If you have more than one report saved in your Reports tab, you can select the report to display by clicking the dropdown arrow the right of the current report name and selecting the name of the desired report.

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The report is saved automatically after each change made. There is no undo option provided in the Reports tab, however you are able to use strategies such as exporting the report to a QRF file.

If necessary, the timezone can be changed for the survey.
(If you want to change your timezone across your entire Qualtrics login, you can do this by going in to Account Settings off your login details at top right.)

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TOOLBAR BANNER

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1. Paragraph styles
   The paragraph styles option allows selecting from standard heading, body and footnote styles.
   A Configure Styles link provides the option to customise these presets, and the defaults option at the bottom allows resetting customisations to standard or saved settings.
   

2. Font
   The Font dropdown lets you choose between a range of typefaces including some monospaced fonts. A search box at the top of the dropdown allows you to search quickly for a desired font.
   Fonts can be applied to selected text independent of text around it.
   

3. Font size
   The font size option provides the ability to select font sizes from 8 to 96 point.

4. Font accents
   Bold, italic and underline are offered to accent text.

5. Font colour
   Font colour can be selected off a palette or by specifying a hex code
   

6. Bullet style
   Numbered and bullet point lists are available. Both offer several indent levels, with numbered lists providing different schemes at each indent level.

7. Alignment
   Left, centre and right alignment is provided, with alignment applied to selected text independent of text surrounding it.

8. Remove styles
   This option removes any paragraph, font or bullet styles applied to text within the currently selected text box.
   The styles returned to are the ones defined as defaults in the File > Settings… or File > Page Setup… dialogue box.

9. Link management
   This lets you insert links off text in the report. Since reports can be previewed and shared, this link can also be to other reports.
   
   It’s difficult to edit or remove links once created. Clicking on the linked text in anticipation of being able to edit the link simply takes you to the url linked to.
   To edit or remove, it might be easier instead to add fresh text, add a link to that then delete the old link text.

10. Text piping
    You can use this option to bring in a range of field values in the current or other surveys. This includes metadata, embedded data, report names, as well as responses and calculations made about those responses where possible (eg averages, minimum).
    
    Once chosen, the piped text’s field name is shown in dark background.
    

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

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2. Options
   The options shown here may include…
   a. Copy
   This option copies the currently selected content item.
   When you paste the copied content, you will need to use the Paste option off the Edit menu since Paste is not available off the Options button on the movable menu.
   b. Insert/Remove title
   This option is available for widgets.
   If no title has been added to a widget and Insert title is selected, Qualtrics will automatically add in the title of the question the widget is pointing to, which can then be edited as needed.
   c. Edit
   This option is available when for example text boxes are selected. For options then available in the top menu once Edit mode is enabled, see the Toolbar Banner > Text edit mode section above.
   d. Export as JPEG image
   Selecting this option will create an image of the currently selected content item in jpeg format that can be downloaded.
   Once the image has been generated, Qualtrics will open a file management window on your device to allow you to select where you would like the image saved.
   e. Export as Word document
   Selecting this option will create a .docx format Word document that can be downloaded.
   This option is not available for all content item types, for example for widgets with non-table content since this content if saved in Word format would simply be an image inserted in a Word document.
   f. Remove
   This option will remove the currently selected content item.
   It mirrors the ‘Remove’ button available in the right-hand Settings pane when a content item is selected.

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SETTINGS AND STYLES

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SHARING

Sharing Reports visualisations
There are a number of options already mentioned that allow you to make your content available to others.

1. Share > Manage Public Report
   This is the main method of providing access to your report since it can be password protected allows users to see the report online and thus benefit from seeing the latest changes that have been made to the report (eg widgets updated with the latest responses)

2. Share > Schedule email
   This option is also useful as it can email copies of the report out at regular intervals, however these copies will be static at a given point in time.

3. Share > Download PDF
   This option provides the ability to manually create a pdf of the report for distribution

4. View > Preview Public Report
   This opens a new tab to show a preview of what users would see if they were given access via the Manage Public Report option above.
   As such it is probably not much different from the Download PDF option, and indeed there are zoom and download pdf options at the top left of the screen. It would also be possible to use your device’s built-in browser save options to print the screen to a pdf file or save it in formats such as html.

5. File > Export to QRF
   This option could be used to distribute your content to other Qualtrics users. Once the file is created, these users can then upload it into any existing Reports tab as long as the original surveys - or suitable alternatives - used as sources in the file are available in Qualtrics at the time.

6. Away from page level, there are options to save individual content items.
   By selecting the desired content item, the Export as JPEG image or Export as Microsoft Word (.docx) options may then be available to allow you to save a file outside Qualtrics that you can then pass on to others.

7. Lastly, as a sharing option that is not specifically designed for in Qualtrics, you could allow access to a report by collaborating the user on the survey itself by ticking only the ‘View Reports’ option when doing so. How much access this gives the user to both other parts of the shared survey project or Qualtrics is not currently known.
   
   For further detail on sharing options, see https://www.qualtrics.com/support/survey-platform/reports-module/reports-section/sharing-your-report/.
   For some salient reminders re sharing content- regardless of sharing method used - see here.

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Go to top
Go to Introduction
Go to Guide 1: Results tabs
Go to Guide 3 (ie next page): TotalXM Reports

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