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BACKGROUND
** 24/1/25: TOTALXM REPORTS ARE NO LONGER AVAILABLE SINCE WE DIDN’T ADOPT THEM AFTER THE OCT 24 - JAN 25 EVALUATION PERIOD **
The Reports tab is the second of two dashboard options available as standard with any Qualtrics survey.
It can be used as a standalone dashboard, in contrast to the Results tab which is more easily used together with TotalXM Reports (or ‘TXRs’ from now on).
Its focus is to allow you to quickly create reports “from the ground up where you control the layouts”.1
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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)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.Share > Download PDF
This option provides the ability to manually create a pdf of the report for distributionView > 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.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.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.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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