| Anchor | ||||
|---|---|---|---|---|
|
BACKGROUND
** 24/1/25: TOTALXM REPORTS ARE NO LONGER AVAILABLE SINCE WE DIDN’T ADOPT THEM AFTER THE OCT 24 - JAN 25 EVALUATION PERIOD **
...
...
INTRODUCTION
| Anchor | ||||
|---|---|---|---|---|
|
1. Access the survey Results tab
In order to build a report, you will need to begin by selecting a survey that has already collected some responses.
Select the survey from the Projects screen then elect the Results tab at the top.
...
| Anchor | ||||
|---|---|---|---|---|
|
TOP BANNER AREA
The top banner area shows the current page title, and provides settings, editing, filtering and downloading options.
...
...
| Anchor | ||||
|---|---|---|---|---|
|
NAVIGATION PANE
...
The following activities are available in the page navigation pane:
| Anchor | ||||
|---|---|---|---|---|
|
1. Pane pinning
The navigation pane can be pinned and unpinned. When unpinned, the pane will disappear allowing more space for the main content area.
To pin and unpin, click on the pin icon
To repin the pane, click on the page title then click the pin icon
| Anchor | ||||
|---|---|---|---|---|
|
2. Page browsing
All pages are shown in the pane as a list.
Pages in this list can be collapsed to provide you with more room.
If you click on a page, any widgets on that page will be shown in the content area and can be browsed by scrolling the content area.
Alternatively the page can be expanded in the pane by clicking the dropdown to the left of the page title.
The expanded page then lists the widgets in order by title.
The icon to the left of the title gives an indication of each widget's chart type.
If the widget hasn’t been given a title, it will display as ‘(Untitled widget)’.
To expand and collapse a page, click on the dropdown arrow to the left of the page title.
If you expand a page, any other already-expanded page will collapse to save space.
To just select a page, click on its title rather than the arrow.
| Anchor | ||||
|---|---|---|---|---|
|
3. Page searching
You can search for widgets by title within each page.
Click on the page you want to search in, then type in part of the widget title in the ‘Search current page’ box.
Any matching widget titles are then displayed as you type, allowing you to then select the desired page.
| Anchor | ||||
|---|---|---|---|---|
|
4. Page addition
The Results pane begins with a single page already created.
Three page types can be created - blank, private and report.
Blank pages are pages that are empty on creation.
In contrast, Report pages allow you to define a template to apply across an entire page including which questions and fields should be included.
Qualtrics will then produce a page populated according to your selections.
For more info on private pages, see ‘Page availability’ below.
| Anchor | ||||
|---|---|---|---|---|
|
5. Page copying
Pages can be copied by selecting the page, then clicking the 3 dots at the right and selecting Duplicate.
The new page appears in the navigation bar under the original with ‘(Copy)’ added at the end of its title
- the cursor placed in the title box allowing you to edit the title if desired; hit Enter to save the new title.
For creating a private copy of the page, see ‘Page availability’ below.
| Anchor | ||||
|---|---|---|---|---|
|
6. Page renaming
Existing pages can be renamed copied by mousing over the page title then clicking the 3 dots at the right and selecting Rename.
Enter the new name in the text box then hit Enter.
| Anchor | ||||
|---|---|---|---|---|
|
...
| Anchor | ||||
|---|---|---|---|---|
|
CONTENT AREA
This link takes you to a summary table in the Reports guide that compares which page content options are available in Results and Reports tabs as at December 2024.
For a fuller list of content items and what configuration options are available for them, see the table in the Settings and Styles section of the Reports guide.
The following activities are available in the content area on the Results tab.
...
Content area - Add widgets to TXRs
To push a widget from a Results tab to a TXR, this TXR needs to have been created first.
Once this is created, do not turn on editing mode in Qualtrics.
Click on the 3 dots to the right of the desired widget and select ‘+Add widget to TotalXM Report’.
In the dialogue that then displays, select the target TXR, add an optional message click Confirm.
To go directly to this TXR click ‘View report’, else click Done.
See here for adding the widget once inside the TXR.
...
Filter options for widgets are available on the widget edit screen and allow you to be more specific about which data your widget should display.
This edit screen can be accessed independently of the status of the edit mode for the dashboard as a whole.
You may also be offered an option to lock certain filters. This allows you to prevent “changes to [the] filter when not in Edit mode”.
In other words, if the filter informational icon is selected for a widget with the Lock filter enabled, options in the filter section are disabled and a lock icon is shown:
Compare this with unlocked filters, which provide a dropdown where choices for a given filter are available:
The lock option is useful if people with only View access to the Results dashboard should be prevented from changing filter settings.
To add and change filters for a widget, click the 3 dots to the right of the relevant widget then select Edit.
The options available in the left hand bar then may include filter options, depending on the widget’s chart type.
...
| Anchor | ||||
|---|---|---|---|---|
|
COMPATIBLE VISUALISATIONS FOR EACH SURVEY QUESTION TYPE
| Anchor | ||||
|---|---|---|---|---|
|
The following table lists the content items that can be found in Results tabs.
This includes a list of all Results visualisations and which survey questions they can be used with.
...
| Anchor | ||||
|---|---|---|---|---|
|
...
...
SHARING
| Anchor | ||||
|---|---|---|---|---|
|
Sharing Results visualisations
Apart from using the Collaborate option to share editing privileges to a survey to allow the user to then view the Results tab, perhaps the easiest way to share the contents of the Results with others are to
- download the Results dashboard
- email the Results dashboard
- export single widgets
- send relevant widgets to a TXR.
...
Go to top
Go to Introduction
Go to Guide 2: Reports tabs
Go to Guide 3: TotalXM Reports
...