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titleContent item availability - Results vs Reports

CONTENT TYPE

CONTENT SUBTYPE

AVAILABLE IN RESULTS TAB

AVAILABLE IN REPORTS TAB

Blank space

No

Yes

Divider

Yes

Yes

Filter Summary

No

Yes

Group

Yes

No

Highlight Reel

Yes, as widget option

No

Image

Yes, as widget option

Yes

Page Break

No

Yes

Page Footer

No

Yes

Page Header

No

Yes

Text

Text Area (Simple text editor)

No

Yes

Text > Rich text editor

Yes, as widget option

No

Text > Legacy rich text editor (deprecated)

Yes, as widget option

No

Visualisation

[Embedded data]

No

Yes

[Survey metadata]

No

Yes

Chart > Bar Chart

No

Chart > Bar Chart > Horizontal Bars

Yes, as widget option

Yes, as Visualisation > Bar Chart option

Chart > Bar Chart > Vertical Bars

Yes, as widget option

Yes, as Visualisation > Bar Chart option

Chart > Breakdown Bar

Yes, as widget option

Yes, as Visualisation option

Chart > Doughnut / Pie

Yes, as widget option

Yes, as Visualisation option

Chart > Gauge Chart

Yes, as widget option

Yes, as Visualisation option

Chart > Line Chart

Yes, as widget option

Yes, as Visualisation option

Chart > Number Chart

Yes, as widget option

No

Chart> Simple chart (deprecated)

Yes, as widget option

No

Table > Data table

No

Yes, as Visualisation option

Table > Record grid (deprecated)

Yes, as widget option

No

Table > Record table

Yes, as widget option

No

Table > Results table

No

Yes, as Visualisation option

Table > Simple table (deprecated)

Yes, as widget option

No

Table > Statistics table

Yes, as widget option

Yes, as Visualisation option

Table > Table

Yes, as widget option

No

Other > Heat map

Yes, as widget option

Yes, as Visualisation option

Other > Legacy word cloud

No

Yes, as Visualisation option

Other > New word cloud

Yes, as widget option

No

Other > Response ticker

Yes, as widget option

No

Other > Legacy response ticker (deprecated)

Yes, as widget option

No

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  1. Zoom level
    This option allows you to increase the magnification of the report in standard increments.
    image-20241210-041533.png
    The ‘Fit’ option is effectively larger than 200% because it minimises display of any horizontal space outside the report margins.
    Qualtrics will always leave the right hand portion of the content area available for display of the Settings and Styles pane, so no zoom setting will occupy near 100% of screen width.

    Using zoom does not increase the size of any components within content items.
    You thus can’t use zoom to see crowded content more clearly and will need to use tactics such as filtering your content for this.
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    The zoom level applies across all reports.

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  2. Response count
    This area shows the current total of all responses supplied to the survey the Report tab is found in.

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  3. Filter management

    Adding report-level filters
    The Add Filter option allows setting limitations on what data is displayed in a widget.
    Filter options are based on what surveys have been used as sources of data for the report.
    For this reason, when selecting Add Filter…, you need to select which survey you want to filter data from.

    Once you select the survey, you then select the relevant Manage Filters option.
    image-20241205-003619.png
    If no filters for that survey are in place, you are asked to create a filter
    image-20241205-003716.png
    You are then taken to the New Filter tab in the Manage Filters dialogue box.
    Supply a name for the filter then select the criteria to apply. The filter name will then be shown as the tab name
    image-20241205-004213.png
    When you complete a criterion statement, Qualtrics will show how many survey responses the filter will apply to.
    image-20241205-004632.png
    You can apply multiple criteria to a single named filter, and you can group criteria into ‘condition sets’.
    When finished, click on Save and Apply.
    You are then returned to the main screen and the Add Filter link now displays as Modify Filters.
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    Checking and enabling filters
    If you then click on Modify Filters, any ticks you see indicate active filters: if a survey has active filters it will be shown ticked, then then under that survey any active filters are also shown ticked.
    image-20241205-005908.png
    If you can’t find a filter, check in any other source surveys listed in the Modify Filters dropdown.

    If you click on a ticked survey, this filter will then be disactivated. Any affected widgets will then update after a few seconds.
    To reactivate a filter, check it is unticked in the Modify Filters dropdown then click o it.

    You can only activate one filter at a time per source survey, however if you have multiple source surveys, you can have a filter from each active at the same time.
    When applying a filter, you will only see changes in widgets which point to data in the same source survey that the filter is built from.

    For large reports, it may take a while for Qualtrics to apply the filter across the entire report.
    You may also find that Qualtrics fails to apply filters for this reason.
    If you experience this, it may be worthwhile breaking your report into smaller sections.

    Copying and deleting filters
    Mousing over this survey then provides options to either manage all filters, or to go directly to modify your previously saved filter.
    image-20241205-005010.png
    If you select ‘Manage Filters’ at this point, in the dialogue box that then appears all existing filters are shown and can be searched by name in the text box at the top left.
    Additionally, icons appear to the right of each filter name allowing copying and deleting.
    image-20241205-005623.png

    Filters at widget- and report-level
    Filters can also be added at the widget level. If so, they also get copied up to report level and can be accessed via the Manage Filters dialogue box for the same source survey that you are adding the filter for.
    They are then available to be applied within any widget in the report which points to data in the same source survey.
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    Filters added at widget level are thus also available across any report generated in the Reports tab for a given project.

    Both report- and widget-level filters are saved against the surveys they’re built on.
    So if you use the same source surveys across several projects, you should be able to select these filters without having to rebuild them each time.

    Filters can then be activated and disactivated as needed at both report and widget level.

    If you apply filters for a given source survey at both the report and widget levels, the filter at report level will override the filter at widget level.
    If these filters are mutually exclusive, you may thus see nothing displayed in your widget.
    For this reason, it may be useful to add a Filter Summary box in your report to increase awareness of what filters are currently active.

    Copying a widget also copies any filters that are applied to it.

    See the summary table in Settings and Styles for a listing of where per-widget filters can be applied.

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