Page Comparison

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BACKGROUND

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1. 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.
   

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   1. 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.
      

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   2. 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.
      

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   3. 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.
      

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   4. 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.
      

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   5. 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.
      

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   6. 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’
      
      

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   7. 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.
      
      

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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.
   

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   1. 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.
      

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   2. 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 option
      

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   3. 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.
      

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3. 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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