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.
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 TotalXM Reports.
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
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INTRODUCTION
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.
Each widget is an illustration of responses provided by survey takers to the questions in the survey.
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.
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 MENU
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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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CONTENT AREA
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These can be removed on a page by page basis and then readded if needed
SETTINGS AND STYLES
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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.
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Sources
1. Results vs. Reports