Qualtrics dashboards - Reports tab

BACKGROUND

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 format 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 a survey project.

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

Further info can be found for example here:
Reports overview
Reports toolbar
Reports visualisations

SECTIONS ON THIS PAGE

INTRODUCTION

1. Accessing the survey Reports tab

In a survey with responses that can be used in the Reports tab, select the survey from the Projects screen and select the Reports tab at the top.

If there are no existing reports, click the +Create Report button

2. Pages
Dashboards created in the Results tab consist of pages that contain widgets and sundry content.
You can add more than one widget per question, and you can add as many pages as you wish.
Each page can hold up to 100 widgets.

3. Content comparison (Results vs Reports tabs)
The following table compares which page content options are available in Results and Reports tabs as at December 2024.

[[REPLACE WITH DATABASE? → THIS TABLE WOULD BE REMOVED]]

4. Widgets

Widgets represent visualisations you create of responses provided to your survey.
They can also show other data automatically generated or collected by Qualtrics as part of the survey such as response date, time taken to complete survey, estimated respondent location, and for text questions: estimated sentiment and emotional intensity.
Based on the type of information collected (eg number, text, choice, date) for a given question, Qualtrics will initially select what it thinks is a suitable chart type to illustrate this. You can replace these types with others, or adjust settings and styles for these suggestions to better represent your preferences.

[Top]

TOP MENU

The Top Menu consists of three areas: report name and creation; menu options; and status and location details.

2. Report name and creation
   The report name and creation area controls display of the current report.

   1. Create new report
      ddfg
      For the ability to delete a report, see Menu options >

   2. Select current report

3. Menu options
   The menu area consists of File, Share, Edit, View and Insert options.

   1. File
      The File menu allows controlling mostly file-related aspects reports generated in the Reports tab.
      This menu also duplicates an options found in the Banner: Settings.

      1. New…

      2. Copy

      3. Export to QRF

      4. Delete

      5. Rename…

      6. Settings…

      7. Page Setup…

      8. Help Link

   2. Share
      The Share menu allows controlling access to reports generated in the Reports tab.
      This menu also duplicates two options found in the Banner: Download PDF and Manage Public Report.

      1. Download PDF

      2. Manage Public Report…

      3. Schedule Email…

   3. Edit
      The Edit menu allows performing actions with selected content in the report

      1. Copy

      2. Paste

      3. Remove

   4. View
      The View menu allows controlling some overall aspects of report display.
      This menu also duplicates two options found in the Banner: Preview Public Report and Zoom.

      1. Page margins

      2. Page Grid

      3. Outlines

      4. Highlight Blank Spaces

      5. Zoom

      6. Preview Public Report
         

   5. Insert
      The Insert menu offers options to add content to a report

      1. Survey Data

         1. Questions

         2. Survey Metadata

         3. Embedded Data

      2. Other Projects

         1. Recently Used

         2. All Projects

      3. Page Components

         1. Text

         2. Image

         3. Blank Space

         4. Divider

         5. Visualisation

            1. Chart

            2. Table

            3. Other

         6. Page Break
            These can be removed on a page by page basis and then readded if needed

         7. Page Header

         8. Page Footer
            

4. Status and location details
   This area displays the report’s …

   1. status in terms of when it was last saved

   2. location in terms of timezone along with relative UTC reference

If necessary, the timezone can be changed in Account Settings off your login details at top right

ix. Pushing content from other areas

It appears you can’t for example push widgets from the Results tab into the Reports tab.
You thus need to build the same widget in both tabs if you want it displayed in each.

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BANNER

The Banner consists of four areas: shortcuts; zoom level; response count; and filter management.

1. Shortcuts

2. Zoom level

3. Response count

4. Filter management

CONTENT AREA

The Content Area is the main work area in the Reports tab.

Content can be inserted by selecting a point in the content area then

• using either

  • the Insert button and selecting the content to add

  • the Options button

• using the Insert menu in the Top Menu to select a content item, then configuring the options for that item after insertion

The following sections describe these two actions in more detail.

1. Insert
   See the Top Menu > Menu options > Insert section above for details on options available from this button

2. Options
   a. Copy
   b. Insert title
   b. Export as JPEG image
   b. Export as Word document
   b. Remove
   
   

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.

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.

The following tables show what Settings and Styles options are available for different content items.

[[REPLACE WITH DATABASE? → THESE TABLES WOULD BE REPLACED WITH THE DATABASE

1. Settings

   1. Breakout

   2. Column values

   3. Display logic

   4. Field

   5. Filter

   6. Metrics

   7. Response count

   8. Show percentages

   9. Sort

   10. Table totals

   11. Total counts

   12. Visualisations

   13. Remove
       

2. Styles

   1. Response count

   2. Table header

   3. Table body

   4. Table density

   5. Margin
      

SHARING

x. Sharing Reports visualisations
(Potentially (also) sharing it internally and/or externally (eg by adding jo.bloggs@gmail.com) by collaborating the survey and ticking only the ‘View Reports’ option when doing so?)
https://www.qualtrics.com/support/survey-platform/reports-module/reports-section/sharing-your-report/

Note the precautions listed here re publicly sharing information via dashboards.

‘Sharing’ inhttps://www.qualtrics.com/support/survey-platform/reports-module/results-dashboards/results-dashboard-overview/?parent=p002090#Sharing

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Sources
1. Results vs. Reports