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Menu options
The menu area consists of File, Share, Edit, View and Insert choices.
Here are the the options available off each choice.
New | Download PDF | Copy | Page Margins | Questions |
Copy | Manage Public Report | Paste | Page Grid | Survey Metadata |
Export to QRF | Schedule Email… | Remove | Outlines | Embedded data |
Delete | Highlight Blank Spaces | Recently Used | ||
Rename | Zoom | All Projects | ||
Settings | Preview Public Report | Text | ||
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File
The File menu allows controlling mostly file-related aspects reports generated in the Reports tab.
This menu also duplicates options found in the Settings shortcut in the toolbar banner.Anchor 5f3145b2QD-341aRep-45d0TOPMENU-b16eFil-a407188fe874New5f3145b2 QD-341aRep-45d0TOPMENU-b16eFil-a407188fe874New New…
This option is used to create a new report. See the Toolbar Menu > Report name and creation > 'Create new report' section above for more detail.Anchor da8dc702QD-a064Rep-4949TOPMENU-87e6Fil-652e366b519eCopda8dc702 QD-a064Rep-4949TOPMENU-87e6Fil-652e366b519eCop Copy
Use this option to create a copy of the currently displayed report. The new version of the report will have ' (Copy)' at the end of its name.Anchor bfd8750fQD-1f9eRep-4c29TOPMENU-8878Fil-7241faf1bb3dExpbfd8750f QD-1f9eRep-4c29TOPMENU-8878Fil-7241faf1bb3dExp Export to QRF
An exported QRF file should contain all settings and visualisations from the source report.
Qualtrics doesn’t include the name of the survey project in the filename it suggests, so while it is possible to find this survey from within the QRF file, it might be quicker to include this in the filename when saving it.
Since you can include content from other surveys in Reports tab reports, QRF files should not need to be used in the same survey project they were created in.
QRF report files can be imported into the Reports tab by clicking the report name dropdown in the toolbar menu, clicking + New…., then on the ‘Import from QRF’ tab, then using ‘Choose a file’ to browse in your system to find and upload the file.
This will involve checking the source surveys listed in the file and mapping these to surveys currently available in Qualtrics; Qualtrics will provide suggested mappings if it can find these surveys already.
Qualtrics gives you the option to retitle the uploaded report.Anchor e1af8e55QD-9e58Rep-4370TOPMENU-bdf4Fil-69bae19e6658Dele1af8e55 QD-9e58Rep-4370TOPMENU-bdf4Fil-69bae19e6658Del Delete
To delete a report, select it via the dropdown arrow the right of the current report name. Then in the Toolbar Menu select File > Delete and confirm the deletion.Anchor b8762745QD-981aRep-4dedTOPMENU-92f2Fil-dce50f562c8fRenb8762745 QD-981aRep-4dedTOPMENU-92f2Fil-dce50f562c8fRen Rename…
To rename a report, select it via the dropdown arrow the right of the current report name. Then in the Toolbar Menu select File > Rename.Anchor 45ada60eQD-7c7fRep-444dTOPMENU-be1aFil-7454a69a1aceSet45ada60e QD-7c7fRep-444dTOPMENU-be1aFil-7454a69a1aceSet Settings… and Page Setup…
These options provide much the same functionality across their Visualisation, Page and Locale tabs.
On selecting either of these options, a dialogue box is displayed.
- The Visualisation tab allows setting these options across the entire report: typeface including font size and colour for body text, table header, table body, and chart text; default table density, response count, metric, decimal places, weighting, table totals and cell character limits, colour palette, visualisation margin, response lower limit; and the ability to create custom metrics.
Some of these options may be offered at the widget level, in which case they would only apply to the widget being edited
- The Page tab
The Page tab in this menu option is a duplicate of the options available when creating a page.
See the Toolbar Menu > Report name and creation > ‘Create new report' section above for more detail.
- The Locale tab provides options for length units and timezones.
For the length unit display, you may only be able to select between Cm and Centimetres since our Qualtrics instance may not have been set up to include American measures such as inches.
For the timezone, NIDA’s standard setting is Australia/Canberra UTC+10 (or UTC+11 during daylight savings).
In addition to these tabs, there is the option to save these settings as defaults so that they can be applied to new reports.
To save a default, select the dropdown arrow to the right of ‘Apply my default settings’ at the bottom of the dialogue box and click ‘Save as my default settings’.
No confirmation is provided that the settings have been saved, however if you then make a change to a setting and then select ‘Apply my default settings’, your change should be reversed.
Another option that can be used to restore settings is 'Apply Qualtrics default’
Anchor c3b9740fQD-4214Rep-438cTOPMENU-9af5Fil-be262db01d42Helc3b9740f QD-4214Rep-438cTOPMENU-9af5Fil-be262db01d42Hel Help Link
Clicking the Help Link opens a new browser tab to https://www.qualtrics.com/support/survey-platform/reports-module/reports-section/paginated-reports-overview/?utm_medium=ReportsSection&utm_source=product&utm_campaign=AdvancedReportsOverview, which is a landing page on the Qualtrics website with more in-depth information on Reports tab options.Anchor QD-Rep-TOPMENU-Sha QD-Rep-TOPMENU-Sha
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.Anchor 7e1a0fbaQD-1863Rep-47fbTOPMENU-bf3fSha-c7e823bc7046Dow7e1a0fba QD-1863Rep-47fbTOPMENU-bf3fSha-c7e823bc7046Dow Download PDF
Clicking this option creates a pdf of the currently displayed report.
Once processing is complete, Qualtrics will then open a new browser tab showing the pdf which can then be downloaded using the browser’s standard download options.
The pdf is given a random filename which can be changed when saved.
A message is not added in to the Notifications pane (at the top right of the screen) when the file is created.Anchor 9faaee2aQD-0448Rep-41ebTOPMENU-ad6dSha-64e0649d106aMan9faaee2a QD-0448Rep-41ebTOPMENU-ad6dSha-64e0649d106aMan Manage Public Report…
The Manage Public Report is the single method available in the Reports tab for providing dynamic/online access to Reports tab reports.
A password option is offered with the link created to allow more access control.
To create the link, select the tick box next to ‘Public Report Available’ then click the Save button.
Optionally then select the tick box next to ‘Password Protection’ and enter a valid password (suitability criteria are displayed)
Select the Copy button next to the generated link to copy this to your device’s clipboard.
The format of this link will be similar to https://nida.au1.qualtrics.com/reports/public/[arandomlygeneratedtextstring]
To remove access to a report, select the report, click this Manage Public Report option, deselect the tick box next to ‘Public Report Available’, then click the Save button.
A different url/password combination is available for each report created in the Reports tab.
See the Menu Options > View > Preview Public Report section below for information on how to check your report if you want to see how it looks before making it available to others.
Use the Manage Public Report option in combination with the Preview Public Report optionAnchor f717046fQD-7890Rep-4ff3TOPMENU-a85aSha-4fc94d083a57Schf717046f QD-7890Rep-4ff3TOPMENU-a85aSha-4fc94d083a57Sch Schedule Email…
To schedule an email, in the dialogue box off the Schedule Email option, click +New Email at bottom left.
The email options then provided are similar to those found in Email tasks within survey Workflows tabs.
After entering a destination email address, subject line and optional message body, options are available to then schedule the report to be emailed at a given time weekly or monthly.
Times entered in 24 hour format are converted to the 12 hour equivalent
Weekly emails can be selected by weekday.
Monthly can be selected by day of the month, first and last days.
A choice is provided to either send the report now or at the scheduled time.
The schedule is created after clicking the Create button and is listed as a new tab in the Schedule Email dialogue box from which point it can be sent immediately, updated or deleted.
The report is then attached. Its filename doesn’t appear to be related to the survey or report urls.
The schedule can be re-reached at any point by selecting the Schedule Email option.Anchor QD-Rep-TOPMENU-Edi QD-Rep-TOPMENU-Edi
Edit
The Edit menu allows performing actions with selected content in the report.
If multiple people are editing the same content item (or if you have the same report open in more than one browser tab), you may see a message requiring you to reload the report:
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Note that there is not a Move option in the Edit menu. |
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Copy
Use this to copy a content item into the ‘clipboard’.
To copy an entire page, use Shift to select the top and bottom items within the page. Once you have selected these and all items between them, use the Copy option.
If you copy an item with filters applied to it, the copy will also have these filters applied.
The equivalent Copy option is also available off the Options context menu when you have a content item selected.
Anchor 85e1f44eQD-fedbRep-4c50TOPMENU-b3f2Edi-8d3cd3a67bbdPas85e1f44e QD-fedbRep-4c50TOPMENU-b3f2Edi-8d3cd3a67bbdPas Paste
You can paste item/s added to the clipboard to a new destination. Select the destination by clicking a piece of content you want the item/s added underneath.
There is no equivalent Paste option off the Options context menu.Anchor 1393ebc7QD-6d13Rep-4d84TOPMENU-bfdbEdi-839055072e63Rem1393ebc7 QD-6d13Rep-4d84TOPMENU-bfdbEdi-839055072e63Rem Remove
To remove a content item from the page, select it then click Remove on the Edit menu.
Alternatives to this approach are:
- clicking the Remove option is also available off the Options context menu when you have the item selected
- clicking the Remove button that appears in the Settings pane to the right.
To remove a page, remove the page break between it and the preceding page.
Any content on the removed page will then move up onto the preceding page.
Remove the break by mousing over the ‘Page Break’ text until a red x appears, then click on this x
Thus, to remove a page and its contents, delete the contents then remove the page break.
Remove all the content by using Shift to select the top and bottom items within the page.
After selecting all items on the page, click Edit > Remove.
Alternatively a Remove All Widgets button should appear in the Settings pane at the right.
Anchor QD-Rep-TOPMENU-Vie QD-Rep-TOPMENU-Vie
View
The View menu allows controlling some overall aspects of report display which may make editing easier.
For example, switching on the Page Grid option may make it easier to align images.
There are four options that reveal the current layout: Page Margins, Page Grid, Outlines and Highlight Blank Spaces and each can be applied separately.
The following zoomed-in shot shows all these options applied.
This menu also duplicates two options found in the Banner: ‘Preview Public Report’ and ‘Zoom’.Anchor 0aa54c86QD-36bdRep-4e0dTOPMENU-95fcVie-6d79b27ee541PaM0aa54c86 QD-36bdRep-4e0dTOPMENU-95fcVie-6d79b27ee541PaM Page margins
This marks the outside limits of where content can be placed.
For information on how to charge margin settings, see the section File > Settings… or Page Setup… > Page tabAnchor ad0eaecdQD-a9cdRep-4b66TOPMENU-9792Vie-d66e14853098PaGad0eaecd QD-a9cdRep-4b66TOPMENU-9792Vie-d66e14853098PaG Page Grid
This displays a square grid, which may be useful when aligning images or working with resized content object bordersAnchor 5501fb70QD-76c4Rep-4187TOPMENU-a7a9Vie-331b293f3c67Out5501fb70 QD-76c4Rep-4187TOPMENU-a7a9Vie-331b293f3c67Out Outlines
This shows the border around content objects.
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Note that this border is resizeable - for example an object can be made to occupy more vertical space by dragging the bottom resizing point downwards. |
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Highlight Blank Spaces
This helps you identify where you might have unused space that could be removed to shorten your report.Anchor 649093bfQD-e812Rep-42adTOPMENU-b9a7Vie-02e7e3e26437Zoo649093bf QD-e812Rep-42adTOPMENU-b9a7Vie-02e7e3e26437Zoo Zoom
This will allow you pick from a range of set zoom sizes
or opt to fit the report to the maximum Content Area screen size excluding the Settings and Styles pane on the right.
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Note that Zoom doesn’t change the layout of a content item or its borders, so you may need to use options such as Outline to resize the item’s borders, or Filters to reduce the amount of data being displayed in order see content more clearly. |
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Preview Public Report
You can preview your report if you intend to for example export it to pdf or create a public link to it.
This option is available off the View menu or as a quicklink on the toolbar banner.Anchor QD-Rep-TOPMENU-Ins QD-Rep-TOPMENU-Ins Insert
The Insert menu offers options to add content to a report.
While you can point in your report to data sources both inside and outside the current survey, you can’t push widgets from elsewhere into the Reports tab.
This includes any widgets you may have created in the Results tab of the current survey, so you need to build the same widget in both tabs if you want it displayed in each.Anchor 9818e7e8QD-acb0Rep-4b59TOPMENU-a19fIns-548973428618Que9818e7e8 QD-acb0Rep-4b59TOPMENU-a19fIns-548973428618Que Survey Data
Questions
This allows you to select the question the responses to which you want illustrated in widgets in the report.
Qualtrics will show you questions that are part of the survey the Reports tab is in.
For selecting responses from other surveys, see the Insert > Other Projects below.
The icons to the left of the question give you an idea of the question type used.
For matrix table questions, you can select one or all of the statements in the question.
Once you select the question, Qualtrics will automatically select a visualisation/chart type it thinks is the most appropriate for the type of data collected by the question.
You can then change this chart type to something else if desired.
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Survey Metadata
This option lets you select information collected by the Qualtrics about responses provided, e.g. how long a user took to complete a survey or when they completed it
Anchor 96bb0ae8QD-dea1Rep-464dTOPMENU-9144Ins-fe0c8873f3edEmb96bb0ae8 QD-dea1Rep-464dTOPMENU-9144Ins-fe0c8873f3edEmb Embedded Data
This option lets you select information that is either
- automatically generated by Qualtrics based around the questions asked, or
- collected in custom fields that survey designers can add to a survey that can then be used to combine information or control the survey in different ways.
Anchor ee638c46QD-9a8dRep-4175TOPMENU-80d3Ins-e19f5265670cRecee638c46 QD-9a8dRep-4175TOPMENU-80d3Ins-e19f5265670cRec Other Projects
This option lets you select data from other surveys.Recently Used
This will show you surveys you have already selected from in the current report.
Depending on the survey selected, sources available to select from will depend on what information has already been collected by that survey.
Sources may include responses, metadata and embedded data
All Projects
This will allow you to select data from sources new to your report.
There may be some restrictions on which projects you can select from.
For example, TotalXM Reports are not listed.
Page Components
Anchor 0b5b6a89QD-228dRep-4faeTOPMENU-a95cIns-c4e39b8b2cebTex0b5b6a89 QD-228dRep-4faeTOPMENU-a95cIns-c4e39b8b2cebTex Text area
Two sub options are provided under the menu selection 'Text': Text Area and Filter SummaryText Area
This allows you to insert a text box which you can then use to provide text for the report.
See the text edit mode section under Toolbar Banner below for details on how to format added text.Anchor 01b5f360QD-6ea6Rep-465cTOPMENU-a4f1Ins-9a3e14b20beeFil01b5f360 QD-6ea6Rep-465cTOPMENU-a4f1Ins-9a3e14b20beeFil Filter Summary
Adding a Filter Summary inserts a text box that lists the currently active filters at report level.
Filter Summaries do not list widget level filters.
This can be useful to show what filters were in force when a report is shared, exported or downloaded.
Since only one filter can be active per source survey, only one from each source will be listed here in this Summary box.Anchor ce80cc69QD-0a2aRep-4bceTOPMENU-b07eIns-8eaf1c15b31bImace80cc69 QD-0a2aRep-4bceTOPMENU-b07eIns-8eaf1c15b31bIma
Image
Images can be added to your report which can be uploaded from your device or pulled from your Qualtrics personal or department file libraries.
You can choose how the image occupies its containing box (and like for other content items that allow it, you can use the image box corners to resize your image).
You can also add rules to control whether the image is displayed based on values in your data.
After selecting Image from the insert menu, click on the Choose image icon to the right of the Image Url box. To browse for an image from your device, then click on +Upload image else select the Qualtrics library to pull your image from.
If you choose to upload a fresh image, browse for the image, select it then optionally give it a new filename and ‘category’ (ie folder) within your Qualtrics library, then click Save.
Your image will then be added to your personal library and to the image box in your report.
On the report page, you can then select display options from the Settings and Styles pane at the right.Anchor c09265ceQD-c92bRep-43c1TOPMENU-aefeIns-dc97b2f3873cBlac09265ce QD-c92bRep-43c1TOPMENU-aefeIns-dc97b2f3873cBla Blank Space
You can insert blank space in your report. This can be useful as placeholders or to separate content.
If you drag a content item over a blank space, the space will move to the bottom of the report.
If you insert blank space in your document, you can use the Highlight Blank Space option in the View menu to either show these spaces crosshatched or left unmarked.Anchor cb243cc9QD-59d9Rep-419fTOPMENU-81bcIns-8a21488eb864Divcb243cc9 QD-59d9Rep-419fTOPMENU-81bcIns-8a21488eb864Div Divider
The Divider option inserts a rule at the bottom of the report. It can then be dragged into its desired location.
The Divider option allows for the same display logic ability as for images - see the Image section above for more detail.Anchor 0610a26cQD-9e40Rep-415bTOPMENU-8474Ins-9f76be31a444Vis0610a26c QD-9e40Rep-415bTOPMENU-8474Ins-9f76be31a444Vis Visualisation
For more detail on options available with each of the visualisations offered in the Reports tab, see the Settings & Styles heading below.
There are two methods of adding visualisations/widgets to your report:
Method 1. Choose the visualisation and then select its data source (eg a survey question)
- choose visualisation
- check that the new blank visualisation area has been selected as a result
- click on +Add Metric in the right-hand Settings pane
- select the data source (eg a survey question)
- Qualtrics then populates your chosen visualisation; click outside the Source/Options/Filters dialogue box to return to the main display
if your visualisation does not suit the source you have selected, you will see a ‘No data found’ message
Method 2. Choose the data source, let Qualtrics then add the visualisation it thinks most suits the data, then change this visualisation if needed.
In both cases, you start adding a visualisation by selecting the content object you want to add the visualisation under, then either selecting the visualisation from the Insert menu
or from the Insert button above your insertion point.
The quicker and less involved option would seem to be to select the data source off the Options menu because you are then already pointing at the data you want rather than having to find out how to do this off different versions of the Settings pane.
The following dropdown shows visualisations available in the Reports tab.
See the Settings and Styles section below for information on which options are available with each.
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vi. Page Break
You can create a new page at any point as long as you have at least two content items in your report.
To add a page break, select the item under which you want to create the break, then select this option.
vii. Page breaks can be removed on a page by page basis and then readded if needed.
To remove a break, mouse over the ‘Page Break’ text and click the x that then appears.
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viii. Page Header
You can add and control page header settings via this Header option.
This option is not available from the Insert button and can only be accessed from the Insert menu at the top of the screen.
To disable a header option, select None in its related dropdown.
If you select an option other than None for the Header Text or Logo options, available settings for these options will then be displayed.
If Qualtrics believes that the options you’ve selected won’t fit on one line, it’ll push content onto following lines.
If a page header is already in place, you can edit its settings by choosing this option or alternatively clicking the header area to bring up the related dialogue box.
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ix. Page Footer
You can add and control page footer settings via this Footer option.
Footer options follow the same methods as for headers, so for more detail, see the Page Header section above.
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