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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 Results tab is the first of two dashboard options available as standard with any Qualtrics survey.
This tab has less flexible dashboard publication options, meaning it is more easily used when combined with TotalXM Reports for this purpose.

Its focus is to allow you to quickly “view and analyze your results in a Default Report consisting of question-based Pages and customizable Visualizations”.1
Qualtrics has recently created a new version of the Results tab dashboard which is available alongside the older version until April 2025.
Qualtrics thus refers to the old version as ‘Results-Reports’ and the new as ‘Results Dashboards’.

You can download or email to share publicly the results you set up in this tab.
Widgets you create in the Results tab can be pushed into TotalXM Reports (or ‘TXRs’ from now on), whereas this is not possible for the equivalent visualisations you create in the Reports tab.

Dashboards/widgets/pages created in the Results tab are not copied when you make a copy a survey project.

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The following sections on in this page guide provide a summary of more details detailed information available on Qualtrics' support pages.

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, for example

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New Results Dashboards intro
New Results Dashboards overview
New Results Dashboards pages
New Results Dashboards widgets

SECTIONS ON IN THIS PAGEGUIDE

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INTRODUCTION
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1. Access the survey Results tab

In order to build a survey with responses that can be used in the Results tab, select report, you will need to begin by selecting a survey that has already collected some responses.
Select the survey from the Projects screen and select then elect the Results tab at the top.

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  1. Check your Results version
    Check that you have the new ‘Results Dashboards’ version of the Results screen enabled. If : if you see this banner, click on ‘Try it now’ to swap to the new version

    image-20241120-010235.png


    The old version is called Results-Reports, while the new version is called Results Dashboards. Results-Reports will be retired in April 2025.
    Confirm Confirm you are using Results Dashboards by checking for this banner

    image-20241120-012642.png

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  2. Screen layout
    The Results screen is organised around pages, each containing widgets:
    - A banner area at the top of the screen shows the current page title, as well as icons controlling settings, and editing, filtering and downloading options.
    - At the left is a page navigation pane allowing you to add, edit, move, and delete pages.
    When you select a page in this pane, Qualtrics will then show you a list of widgets you can navigate to within that page.
    - Page contents are shown in the centre of the screen.

    If the collection of all pages and their included widgets on the Results can be considered a ‘Results dashboard’, then actions performed in the Banner area apply to the Results dashboard as a whole or across pages within this dashboard.
    By comparison, the Notification Area and Content Area hold options allowing you to perform actions that are targeted to specific pages and widgets.

    image-20241125-002424.png

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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:
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Compare this with unlocked filters, which provide a dropdown where choices for a given filter are available:
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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.Select the chart type on this page for more information on how to use filter options for a given chart type.

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COMPATIBLE VISUALISATIONS FOR EACH SURVEY QUESTION TYPE

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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.

Qualtrics will guess what type of visualisation will suit each question when you first set up the Results tab, however it may not pick the most appropriate one for your needs.
Qualtrics also doesn’t make further guesses after this point, even if you add a new question to the survey.
This table may thus be useful in both cases.

To see a list of just those visualisations that match a given question type, type in part of the question type name in the Search box at the top right of the table.
The table will then filter out non-matching options.
(For example, if you are using a multiple choice question, type in ‘mult’.)

You can then click on the links in the ‘CONTENT ITEM DOCS’ column to jump to Qualtrics' support pages on how to use that visualisation / content item.
(You can also click on the ‘WORKS WITH QUESTION TYPES DOCS’ column to jump to Qualtrics' support pages on how to set up the related question.)


To find what question type is used for a given question, in the Survey tab, select the question and check the left hand pane:

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SHARING
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