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BACKGROUND
The Reports tab is the ** 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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Menu options > Edit | |||||
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Menu options > Insert | |||||
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Insert
See the Toolbar Menu > Menu options > Insert section above for details on options available from this buttonAnchor QD-Rep-CON-Opt QD-Rep-CON-Opt 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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fc425e5e-169f-4e66-aeb0-1142143a85f2 fc425e5e-169f-4e66-aeb0-1142143a85f2 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
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The following tables show what configuration options are available for different content items.
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table lists the content items that can be
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found in Reports tabs.
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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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TEXT FIELD TYPES
Text Value: A one-to-two-word text field that has a very large or infinite set of values. Used for open-ended form questions such as asking for names or email addresses.
Text Set: A one-to-two-word text field that has a finite set of values. For example, instead of using a scale from 1-5 in a number set field type, mapping the labels “Dissatisfied” to “Satisfied” to Text Set widgets.
Multi-Answer Text Set: Multiple select questions that ask respondents to check all items that are applicable to them.
Open Text: Longer blocks or strings of text, such as a request for open-ended feedback
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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