Page Comparison

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BACKGROUND

The Reports ** 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

Responses from other surveys can be brought into reports created in the Reports tab, matching the same ability available in TXRs.
Dashboards/widgets/pages created in the Reports tab are not copied when you make a copy of the related survey project.

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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Reports overview
Reports toolbar
Reports visualisations

SECTIONS ON IN THIS PAGEGUIDE

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Create a survey project or select one from the Projects screen then in this survey navigate to the Reports tab at the top.
You don’t
As mentioned above, because you can build widgets based on responses in other surveys, you don’t necessarily need to have collected responses in this survey to use the Reports tab unless you plan to use these responses in your report.

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If there the survey project you’re using for the report.
However it makes sense to create the report in the survey project that holds the most responses you will be using.

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If there are no existing reports, click the +Create Report button.
Qualtrics will then create an empty report.

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1. Copy
   Use this to copy a content item into the ‘clipboard’.
   To copy an entire page, use Shift to select the top and bottom items within the page. Once you have selected these and all items between them, use the Copy option.
   If you copy an item with filters applied to it, the copy will also have these filters applied.
   
   The equivalent Copy option is also available off the Options context menu when you have a content item selected.
   
   

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   1. Paste
      You can paste item/s added to the clipboard to a new destination. Select the destination by clicking a piece of content you want the item/s added underneath.
      There is no equivalent Paste option off the Options context menu.
      

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   2. Remove
      To remove a content item from the page, select it then click Remove on the Edit menu.
      Alternatives to this approach are:
      - clicking the Remove option is also available off the Options context menu when you have the item selected
      - clicking the Remove button that appears in the Settings pane to the right.
      
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      To remove a page, remove the page break between it and the preceding page.
      Any content on the removed page will then move up onto the preceding page.
      Remove the break by mousing over the ‘Page Break’ text until a red x appears, then click on this x
      
      
      Thus, to remove a page and its contents, delete the contents then remove the page break.
      Remove all the content by using Shift to select the top and bottom items within the page.
      After selecting all items on the page, click Edit > Remove.
      Alternatively a Remove All Widgets button should appear in the Settings pane at the right.
      
      

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2. View
   The View menu allows controlling some overall aspects of report display which may make editing easier.
   For example, switching on the Page Grid option may make it easier to align images.
   
   There are four options that reveal the current layout: Page Margins, Page Grid, Outlines and Highlight Blank Spaces and each can be applied separately.
   They apply across all reports until changed.
   The following zoomed-in shot shows all these options applied.
   
   
   This menu also duplicates two options found in the Banner: ‘Preview Public Report’ and ‘Zoom’.
   

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   1. Page margins
      This marks the outside limits of where content can be placed.
      For information on how to charge margin settings, see the section File > Settings… or Page Setup… > Page tab
      

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   2. Page Grid
      This displays a square grid, which may be useful when aligning images or working with resized content object borders
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   3. Outlines
      This shows the border around content objects.
      

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1. Zoom level
   This option allows you to increase the magnification of the report in standard increments.
   
   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.
   
   If no filters for that survey are in place, you are asked to create a filter
   
   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
   
   When you complete a criterion statement, Qualtrics will show how many survey responses the filter will apply to.
   
   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.
   
   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.
   
   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.
   
   
   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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1. Insert
   See the Toolbar Menu > Menu options > Insert section above for details on options available from this button
   

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2. Options
   The options shown here may include…
   a. Copy
   This option copies the currently selected content item.
   When you paste the copied content, you will need to use the Paste option off the Edit menu since Paste is not available off the Options button on the movable menu.
   b. Insert/Remove title
   This option is available for widgets.
   If no title has been added to a widget and Insert title is selected, Qualtrics will automatically add in the title of the question the widget is pointing to, which can then be edited as needed.
   c. Edit
   This option is available when for example text boxes are selected. For options then available in the top menu once Edit mode is enabled, see the Toolbar Banner > Text edit mode section above.
   d. Export as JPEG image
   Selecting this option will create an image of the currently selected content item in jpeg format that can be downloaded.
   Once the image has been generated, Qualtrics will open a file management window on your device to allow you to select where you would like the image saved.
   e. Export as Word document
   Selecting this option will create a .docx format Word document that can be downloaded.
   This option is not available for all content item types, for example for widgets with non-table content since this content if saved in Word format would simply be an image inserted in a Word document.
   f. Remove
   This option will remove the currently selected content item.
   It mirrors the ‘Remove’ button available in the right-hand Settings pane when a content item is selected.

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2. Settings and Styles
   The Settings and Styles pane appears when an item in the Content Area is selected which has options that can be changed.
   This pane appears to the right side of the Content Area.

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Only those settings and styles that are compatible with the item being displayed will show in the pane.
However, there are options that display regardless of the item selected, ie a Remove button on the Settings tab, and Margin option on the Styles tab.

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COMPATIBLE VISUALISATIONS FOR EACH SURVEY QUESTION TYPE

1. Summary table
   The following dropdown summarises options across items that can be added to the Content Areas for both Results and Reports tabs.
   - If no entry is shown in a cell, then the functionality is not available for that option.
   - If n/a is shown in a cell, then the option has no functionality that can be configured.
   - The text in brackets after the option name indicates the title of the pane or dialogue box in which the option can be found:

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BRACKET TEXT

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TAB

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LOCATION IN TAB

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(Other - Footer)

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Reports

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Dialogue box shown when footer selected

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(Other - Header)

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Reports

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Dialogue box shown when header selected

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(Other - Toolbar)

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Reports

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Toolbar banner

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(Settings)

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Reports

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Settings pane at right of content area

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(Styles)

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Reports

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Styles pane at right of content area

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table lists the content items that can be found in Reports tabs.
This includes a list of all Reports visualisations and which survey questions they can be used with.

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

Sharing Reports visualisations
There are a number of options already mentioned that allow you to make your content available to others.

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