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.

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.

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THE TOOLBAR

The Toolbar comprises the area at the top of the Reports tab. We will break this down into two areas in this guide: the Toolbar Menu and the Toolbar Banner.

TOOLBAR MENU

The Toolbar 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
      Multiple reports can be created within the Reports tab.
      To create a new report, click on the dropdown arrow the right of the current report name and select +New…
      Check you are in the New Report tab, then enter a report name, report size, orientation and overall margin.
      If you want to specify the margin for each edge of the report, select the Advanced link and enter these.
      Finally, click the Create button.
      
      Note that you can have multiple reports with the same name.
      See below under Menu options > File for steps on how to rename and delete reports.
      

   2. Select current report
      If you have more than one report saved in your Reports tab, you can select the report to display by clicking the dropdown arrow the right of the current report name and selecting the name of the desired 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 options found in the Settings shortcut in the toolbar banner.

      1. New…
         This option is used to create a new report. See the Toolbar Menu > Report name and creation > 'Create new report' section above for more detail.

      2. Copy
         Use this option to create a copy of the currently displayed report. The new version of the report will have ' (Copy)' at the end of its name.

      3. Export to QRF
         An exported QRF file should contain all settings and visualisations from the source report.
         Qualtrics doesn’t include the name of the survey project in the filename it suggests, so while it is possible to find this survey from within the QRF file, it might be quicker to include this in the filename when saving it.
         Since you can include content from other surveys in Reports tab reports, QRF files should not need to be used in the same survey project they were created in.
         
         QRF report files can be imported into the Reports tab by clicking the report name dropdown in the toolbar menu, clicking on the ‘Import from QRF’ tab, then using ‘Choose a file’ to browse in your system to find and upload the file.

      4. Delete
         To delete a report, select it via the dropdown arrow the right of the current report name. Then in the Toolbar Menu select File > Delete and confirm the deletion.

      5. Rename…
         To rename a report, select it via the dropdown arrow the right of the current report name. Then in the Toolbar Menu select File > Rename.

      6. Settings… and Page Setup…
         These options provide much the same functionality across their Visualisation, Page and Locale tabs.
         On selecting either of these options, a dialogue box is displayed.
         - The Visualisation tab allows setting these options across the entire report: typeface including font size and colour for body text, table header, table body, and chart text; default table density, response count, metric, decimal places, weighting, table totals and cell character limits, colour palette, visualisation margin, response lower limit; and the ability to create custom metrics.
         Some of these options may be offered at the widget level, in which case they would only apply to the widget being edited
         - The Page tab
         The Page tab in this menu option is a duplicate of the options available when creating a page.
         See the Toolbar Menu > Report name and creation > ‘Create new report' section above for more detail.
         - The Locale tab provides options for length units and timezones.
         For the length unit display, you may only be able to select between Cm and Centimetres since our Qualtrics instance may not have been set up to include American measures such as inches.
         For the timezone, NIDA’s standard setting is Australia/Canberra UTC+10 (or UTC+11 during daylight savings).
         
         In addition to these tabs, there is the option to save these settings as defaults so that they can be applied to new reports.
         To save a default, select the dropdown arrow to the right of ‘Apply my default settings’ at the bottom of the dialogue box and click ‘Save as my default settings’.
         No confirmation is provided that the settings have been saved, however if you then make a change to a setting and then select ‘Apply my default settings’, your change should be reversed.
         Another option that can be used to restore settings is 'Apply Qualtrics default’
         
         

      7. Help Link
         Clicking the Help Link opens a new browser tab to https://www.qualtrics.com/support/survey-platform/reports-module/reports-section/paginated-reports-overview/?utm_medium=ReportsSection&utm_source=product&utm_campaign=AdvancedReportsOverview, which is a landing page on the Qualtrics website with more in-depth information on Reports tab options.
         zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz UP TO HERE zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz
         
         

   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 area

         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 for the survey
(If you want to change your timezone across your entire Qualtrics login, you can do this by going in to 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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TOOLBAR BANNER

In standard mode, the Toolbar Banner consists of four areas: shortcuts; zoom level; response count; and filter management.

1. Shortcuts

2. Zoom level

3. Response count

4. Filter management
   

In text edit mode, the Toolbar Banner shows some standard and extra text tools

1. Text preset

2. Font

3. Font size

4. Font style

5. Font colour

6. Bullet style

7. Alignment

8. Remove styles

9. Link management

10. Text piping

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 Toolbar 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 Toolbar 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.

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
      
      
      >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

3. Summary table
   The following table summarises options across items that can be added to the Content Area
   

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