Qualtrics - Reports Tab
Qualtrics is a simple-to-use web-based survey tool to conduct survey research, evaluations and other data collection activities. Anyone can use this research suite to build surveys, send surveys and analyze responses.
Getting Started
- After logging in to Qualtrics, use the three-line icon in the upper left-hand corner to click on 'Projects'.
- Find the survey you are interested in.
- Select the survey you just activated by clicking on its title.
- Click on 'Reports' towards the top.
There will be a 'Results' and 'Reports' tab. The 'Results' tab allows you to quickly view and analyze your results in a default report consisting of question-based pages and customizable visualizations. The 'Reports' tab allows you to format reports and better control the layout.
Creating a Report
- After clicking on the 'Reports' tab towards the top, select 'Create a Report'.
- On the side, you can choose if you want your report to be a 'New Report', 'From Results Report', or 'Import form QRF' report. A 'New Report' will start a new report from scratch. A 'From Results Report' will begin with a previously saved Results Report. An 'Import from QRF' will allow you to import a Qualtrics Report File from a previously made report to carry over all settings and visualizations.
- Once you have selected the option that works best for you, enter a name for your report under 'Report name'. Change the sizing, orientation, and margins if desired.
- Select 'Create'.
Navigating the Report Tab
- Selecting the 'Insert' button reveals many more options. From the drop-down menu that appears, you can add a visualization, text, and image, a blank space, a divider, a page break, other projects, and survey data (questions, survey metadata, and embedded data).
- The 'view' drop-down menu towards the top allows you to add or remove page margins, add or remove a page grid, add or remove outlines, change the zoom amount, and preview your report.
- The 'edit' drop-down menu towards the top allows you to manually copy, paste, and remove text. However, you can simply use the commands you are used to, if all else fails use these manual buttons.
- The 'share' drops down menu allows you to share a report by downloading a report or sharing a public report. When you share a public report, you users can access it through a link that is generated; you can add a passcode if desired. Sharing a public report is used for when you want to share your report with non-Qualtrics users.
- The 'file' drop-down menu contains some general settings, such as an option to delete your report, page settings, and so on.
Adding a Filter
Filtering excludes information from visualizations and reports. Several data sources can be used to define the condition necessary to create a filter.
- Select 'Add Filter'.
- Select a data source, and then move your mouse over and click on 'Manage Filters'. For the data source options, you can select 'Question Answers', 'Survey Metadata', and 'Embedded Data'. For reference, 'Survey Metadata' includes information automatically collected when a respondent takes a survey such as Start Date, End date, Response Type, IP Address, Duration, Finished, and Recorded Date. 'Embedded Data' includes extra information recorded in your project beyond question responses and metadata.
- Click on 'Create a Filter'.
- Enter a title for your filter.
- Either select 'All' of the following are true or 'Any'. 'All' means that all conditions must be met. 'Any' means that at least one condition must be met.
- Select a field from either survey metadata, contact fields, embedded data, or questions.
- From there, select an operator, and fill out the appropriate operand in the field that appears. For reference, an operator is used to launch your decision criteria. An operand can be a numeric value or keyword that finishes off your conditional statements.
- To add more filters, click 'Insert New Condition'.
- To organize related filters into subcategories, select 'Insert New Condition Set'.
- When ready, click 'Save and Apply'.
Adding Visualizations
- Select 'Insert'.
- Click on 'Visualization'.
- Select 'Chart', 'Table', or 'Other'.
- A sidebar will appear where you can customize your visualization.
- In the 'metrics' field, you can input a data 'source'.
- To insert a title, select 'Options' at the top of your visualization. Then select 'Insert Title'.
- You can also export your visualization individually from this 'Options' drop-down menu. From there you can either select export as 'JPEG image' or 'Microsoft Word'.
- You can delete your visualization from the 'Options' drop-down menu by clicking on 'Remove'.