BACKGROUND
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.
The following sections in this guide provide a summary of more detailed information available on Qualtrics' support pages, for example:
Results Dashboards intro
Results Dashboards overview
Results Dashboards pages
Results Dashboards widgets
SECTIONS IN THIS GUIDE
INTRODUCTION
1. Access the survey Results tab
In order to build a report, you will need to begin by selecting a survey that has already collected some responses.
Select the survey from the Projects screen then elect the Results tab at the top.
Check your Results version
Check that you have the new ‘Results Dashboards’ version of the Results screen enabled: if you see this banner, click on ‘Try it now’ to swap to the new version
Confirm you are using Results Dashboards by checking for this banner
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.
TOP BANNER AREA
The top banner area shows the current page title, and provides settings, editing, filtering and downloading options.
The following activities are available in the banner area.
Page title
This area shows the title of the currently selected page. When entering the Results tab for the first time, the top page in the panel is selected and its title is thus shown here.
Settings screen
The Settings screen is available off the cog wheel icon. It offers options to control
- theme: dashboard appearance including colour; widget width, border, title and content font size, scale palettes; commenting
- workflows: trigger email notifications when an event occurs, a time is reached or data is handled
Editing option
The editing option is available off the pen and paper icon.
Set up widgets to visualise survey metadata or responses from specific questions; control what information is shown with each widget and what chart or table type is used to illustrate the responses; define what styles should be applied to the widget
Filter option
The filter option is available off the levers icon.
This option hides or displays a ribbon under the banner that allows controlling the filters.
When a page with filters is selected, this option displays the number of filters already applied to that page:
When a page with filters is selected, this option is greyed out.
Export options
The download option is available off the down arrow icon.
Download the dashboard in formats such as Word (docx), PowerPoint (pptx), Excel (xlsx), csv, pdf; or email the dashboard on a desired schedule.
- numeric data in xlsx downloads will be saved as text so you may need to convert back to a number format in sheet cells.
NAVIGATION PANE
The following activities are available in the page navigation pane:
1. Pane pinning
The navigation pane can be pinned and unpinned. When unpinned, the pane will disappear allowing more space for the main content area.
To pin and unpin, click on the pin icon
To repin the pane, click on the page title then click the pin icon
2. Page browsing
All pages are shown in the pane as a list.
Pages in this list can be collapsed to provide you with more room.
If you click on a page, any widgets on that page will be shown in the content area and can be browsed by scrolling the content area.
Alternatively the page can be expanded in the pane by clicking the dropdown to the left of the page title.
The expanded page then lists the widgets in order by title.
The icon to the left of the title gives an indication of each widget's chart type.
If the widget hasn’t been given a title, it will display as ‘(Untitled widget)’.
To expand and collapse a page, click on the dropdown arrow to the left of the page title.
If you expand a page, any other already-expanded page will collapse to save space.
To just select a page, click on its title rather than the arrow.
3. Page searching
You can search for widgets by title within each page.
Click on the page you want to search in, then type in part of the widget title in the ‘Search current page’ box.
Any matching widget titles are then displayed as you type, allowing you to then select the desired page.
4. Page addition
The Results pane begins with a single page already created.
Three page types can be created - blank, private and report.
Blank pages are pages that are empty on creation.
In contrast, Report pages allow you to define a template to apply across an entire page including which questions and fields should be included.
Qualtrics will then produce a page populated according to your selections.
For more info on private pages, see ‘Page availability’ below.
5. Page copying
Pages can be copied by selecting the page, then clicking the 3 dots at the right and selecting Duplicate.
The new page appears in the navigation bar under the original with ‘(Copy)’ added at the end of its title
- the cursor placed in the title box allowing you to edit the title if desired; hit Enter to save the new title.
For creating a private copy of the page, see ‘Page availability’ below.
6. Page renaming
Existing pages can be renamed copied by mousing over the page title then clicking the 3 dots at the right and selecting Rename.
Enter the new name in the text box then hit Enter.
Page moving
Pages can be moved by clicking on the page title then dragging it to its new destination.
(For steps on how to move widgets within a page, see ‘Content area - Move widgets’ below.)
Page filtering
Filters can be applied on a per-page basis, allowing focus on viewing a particular aspect or aspects of the responses collected.
These filters can be saved and given a suitable name when saved.
When applied, these filters are cumulative and remain in place until removed.
For example, applying a filter of respondents aged 30-40 and a filter of respondents from Sydney will show responses from 30-40 year old Sydney respondents rather than just Sydney respondents.
This combination of age and location filters could then be saved under the title ‘Sydney 30-40 year olds’.
To remove this combined filter, both the age and location filters need to be removed separately.
To apply and save filters, click on the desired page in the navigation pane, then turn on editing mode in the top banner.
This will also automatically enable the filter option in the top banner which controls the display of a filter ribbon under the top banner.
- To apply a new filter on a page with no filters, click on the ‘Add filter’ link to the right of the Filters dropdown.
(To apply further new filters on a page with existing filters, click the + icon to the right of any filters shown.)
Once the filter conditions are selected, they are immediately applied to the content area allowing you to adjust your selection if needed.
- To apply a saved filter to a page, select the filter by name from the Filters dropdown.
Once a filter or filters are applied, the Filters dropdown in the filter ribbon allows managing these filters.
Select ‘Manage saved filters' from the dropdown then to…
- view the details for each filter by clicking the dropdown arrow to the left of the desired filer
- rename or delete a filter by selecting the 3 dots to the right of the desired filter and selecting either Rename or Delete.
It seems saved filters can’t be edited: in the Filters dropdown, changes made to a filter applied to a page don’t enable the ‘Save’ option; and an Edit option is not provided in the ‘Manage saved filters’ dialogue.
However, the following workaround can be used to save an improved filter version.
- create a temporary page
- add the desired filter/s to the page and configure as needed
- select ‘Save as…' from the Filters dropdown to save the filter/s under a new name
- delete the temporary page and unwanted filter.
As mentioned above, if no filters are in place for a page and that page is selected from the navigation pane, the filter display option in the banner is greyed out.
For pages with filters however, this option will provide the ability to change the current filter display status (regardless of whether editing mode is turned on or not)
- if the filter ribbon is shown, this option will offer to ‘Hide filters’
- if the filter ribbon is hidden, this option will offer to ‘Show filters’.
The option selected is then applied across all pages with filters until changed.
9. Page availability
Pages can be made public or private. Private pages are only visible to person who created them.
Private pages are shown in a separate section in the navigation pane, and can be renamed like other pages.
Private pages can be created by
- clicking the ‘Private page’ option off the ‘Add’ dropdown at the top of the navigation pane
- clicking ‘Create a private copy’ off the 3 dot menu to the right of an existing page.
Private copies can be made of both private and public pages.
In both instances, select the ‘Create a private copy’ option rather than the ‘Copy’ option off the 3 dot menu for the relevant page.
See also section ‘Content area - Move widgets’ below.
CONTENT AREA
This link takes you to a summary table in the Reports guide that compares which page content options are available in Results and Reports tabs as at December 2024.
For a fuller list of content items and what configuration options are available for them, see the table in the Settings and Styles section of the Reports guide.
The following activities are available in the content area on the Results tab.
Content area - informational icons
Informational icons to the right of the widget title display conditions currently applying to the widget. Clicking these icons displays a pane providing more detail.
- if a description has been added for the widget, an info icon is shown
- if the ‘Show number of responses’ option has been selected for the widget description, this number is shown in a pill
- If a filter or filters have been applied within the widget, a filter icon is shown
- If you apply a filter which excludes some data from displaying, a warning triangle is shown
→ 
Content area - View widget data
A table version of the responses currently illustrated by a widget can be displayed.
This table takes into account any filters and other options currently applied to the widget.
(If no options or conditions have been applied to the widget (e.g. because it’s the first time the Results tab has been viewed and Qualtrics has generated some automatic widgets), then Qualtrics will display some standard metrics based on the type of data collected (text, numbers. dates. etc).)
This table may not be available for some widgets, because e.g. the widget is not pointing to a survey question, or because the question’s data doesn’t lend itself easily to display in a table, eg free text responses.
Qualtrics will find it easier to offer a table if there are amounts that can be tallied.
Access this table by clicking the 3 dots to the top right of the desired widget and selecting ‘View data’.
3. Content area - Edit widgets
Two options are available to edit widgets - Edit widget and Edit dashboard:
- Edit widget:
To edit a single widget, click the 3 dots at the top right of the widget and select Edit (regardless if editing mode has already been turned on).
This will take you into a dedicated edit mode for the widget.
To save any edits, click the Done button at bottom left to return to the main display.
To abandon any edits, click in the greyed out area outside the options pane or content window.
You can edit a single widget without enabling the Edit dashboard option
- Edit dashboard:
To edit all pages and the widgets within them, click on the ‘Edit dashboard’: 
icon on the right side of the banner.
When finished, click the same icon, now titled ‘Finished Editing'.
Changes are saved at this point. There is no undo option provided in the Results tab.
The options available in the left hand bar while editing a single widget depend on the widget’s currently selected chart type.
To add and change these options, click the 3 dots to the right of the relevant widget then select Edit.
Then select the chart type on this page for more information on how to use the options for a given chart type.
Content area - Rename widgets
Widgets can be renamed from within the edit widget screen.
Note that multiple widgets can have the same name in a page, however if they do they won’t show in the list of widgets for that page in the navigation pane.
To change a widget title, click the 3 dots at the top right of the widget and select Edit.
On the widget edit screen, ensure you are in the Data tab in the left hand pane.
Change the title in the Title field and optionally add an accompanying description.
Click Done to exit the edit screen.
Content area - Widget groups
Widget groups may allow you to combine “multiple widgets into a single unit. This allows you to apply widget display options to all widgets in the group.”2
This may not be a very useful option in the Results tab, since the only editing options shown once widgets are grouped are:
- grouped widgets behaviour: ‘combine widgets' or ‘keep widgets separate’
- group container: ‘On’, ‘Off’ or ‘Use dashboard default (On)’
and no editing options are available on the widget itself.
Multiple groups can be created in the same page.
Groups cannot be named.
With 'combine widgets’ enabled, adding or moving a widget in the group next to another widget will then show those widgets without a border.
Multiple widgets can be merged in this way:
To enable the group option, select the desired page then turn editing on. Move to the bottom of the page and select the ‘Add group’ button.
Then drag the widget/s into the desired position within the group.
Once the group has been created, it can be seen by scrolling to the bottom of the page and mousing over the widgets until the group header is seen.
Left clicking on the header then allows the group to be moved to a different location within the page.
Groups can be deleted in two ways:
- Ungrouping removes the widgets from the group
- Removing the group deletes the group and any widgets within it.
To select the ungrouping and removal options, enter edit mode then scroll and mouse over the group until the group header is shown. Click on the three dots to the right of the header and select either Ungroup or Remove Group.
Confirm your wish to delete the group including any widgets within it by clicking ‘Remove Group’.
Content area - Add widgets
To add a widget, turn on editing mode then mouse over the widget you want to add the widget below.
Click the +Add button then select Widget.
Select the chart or table type you want to use for the widget.
- Some widgets are incompatible with specific question/response types.
See here for more information on each chart and table type
See here for more information on chart and table suitability for given question/response types
See here for the fixed field types which affect what chart and table types can be selected for a given question
After selecting the chart/table type, the widget edit screen will display.
The left hand bar allows selection of various options while the main content area in the middle displays the effect of choosing these options.
The bar consists of two tabs - Data and Display: Data largely controls what information sources the chart draws on, while Display controls layout, colour, styles and display of certain information.
Scroll down in each tab to see all the options available.
Options presented will change depending on combinations of the chart type selected and choices made within this bar.
If you decide you want to use a different chart/table type because the content area is not showing what you’re hoping to create, select the new type from the dropdown at the top of the bar:
The only mandatory selection in the bar is Dimension. Use this option to select the survey question or metadata the widget should display. You can search on part of the title of the question or metadata field to see a list of matches to select from.
You can change this dimension later if desired by editing the widget and clicking on the existing dimension to select a new one, then clicking Done.
Content area - Add widget divider
A light horizontal line can be placed between widgets.
If you add a divider to widgets combined in a group, the divider won’t show.
To add a divider, turn on editing mode then mouse over the widget you want to add the divider below.
Click the +Add button then select Divider
Content area - Resize widgets
Widgets can be resized larger or smaller.
Limits for resizing are that widgets have a hard minimum height but flexible maximum height, and can be made smaller horizontally but only as large horizontally as the left and right boundaries of the content area.
Any contents within the widget will scale to fit the new boundaries.
Resizing can be done from all sides of the widget except the top.
A corner icon is available at the bottom right to allow changing the height and width of the widget at the same time.
Resizing mode is engaged when the icon turns to a double arrow (for side resizes), and a diagonal arrow (for corner resizes).
To resize a widget, turn editing on and move the pointer to the edge or corner you want to use. Then left click and drag to the new dimensions.
Content area - Copy widgets
To copy a widget, turn on editing using the 'Edit dashboard' icon at top right, or by clicking the three dots at top right of the widget and selecting Duplicate.
Select to have the new widget appear either below the current one or at the end of the current page.
In the widget edit screen, make any changes to the copy then click the Done button.
Content area - Embed widgets
Widgets can be embedded in Salesforce and ServiceNow pages.
For further details see here.
Users viewing the widget in pages in these platforms will be counted towards any user counts in our Qualtrics licence.
Content area - Add widgets to TXRs
To push a widget from a Results tab to a TXR, this TXR needs to have been created first.
Once this is created, do not turn on editing mode in Qualtrics.
Click on the 3 dots to the right of the desired widget and select ‘+Add widget to TotalXM Report’.
In the dialogue that then displays, select the target TXR, add an optional message click Confirm.
To go directly to this TXR click ‘View report’, else click Done.
See here for adding the widget once inside the TXR.
Content area - Move widgets
To move a widget within a page, turn on editing using the 'Edit dashboard' icon at top right, or by clicking the three dots at top right of the widget and selecting Edit.
Mouse over the widget you want to move and notice that the pointer becomes a hand icon.
Left click and drag the widget to its new location.
To move a widget to a different page, turn on editing using the ‘Edit dashboard' icon at top right, then click the three dots at top right of the widget and select Move to page.
Then (search and) select the destination page.
Widgets on Blank pages cannot be moved to Private pages and vice versa.
If you want to make private widgets and/or an entire Private page visible to others, you can copy the Private page then edit/move/remove any widgets within.
You can then opt to delete the copied page if it’s no longer needed.
For more details see the ‘Page availability’ section above.
Content area - Delete widgets
Two options are available to delete widgets:
- deleting the individual widget
- adding the widget to a group then removing the group (see 'Content area - Widget groups' above)
To delete an individual widget, you can enter edit mode then
- click the 3 dots at the top right of the widget, click Remove then confirm your choice by clicking ‘Yes, delete this widget’
- click the 3 dots at the top right of the widget, click Edit, click the rubbish bin icon at bottom left then confirm your choice by clicking ‘Yes, delete this widget’
Content area - Export widgets
Individual widgets can be exported as a file.
Available formats are as an image (jpg), spreadsheet (csv, tsv, xlsx), or document (pdf).
Larger files (which e.g. may take time to be ready) can be sent to the notification area then downloaded.
The notification area is available off the bell icon to the left of your account details
Clicking on ‘See more’ then takes you to a download dialogue for the file
To export a widget, there is no need to turn on editing mode.
Click the 3 dots to the right of the relevant widget then select Export.
Select your desired format and whether you would like to send the file to the notification area.
Content area - Filter widgets
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:
Compare this with unlocked filters, which provide a dropdown where choices for a given filter are available:
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.
COMPATIBLE VISUALISATIONS FOR EACH SURVEY QUESTION TYPE
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:
SHARING
Sharing Results visualisations
Apart from using the Collaborate option to share editing privileges to a survey to allow the user to then view the Results tab, perhaps the easiest way to share the contents of the Results with others are to
- download the Results dashboard
- email the Results dashboard
- export single widgets
- send relevant widgets to a TXR.
Go to top
Go to Introduction
Go to Guide 2: Reports tabs
Go to Guide 3: TotalXM Reports