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Advanced-Reports Basic Overview

Suite

Strategy & Research

Product

Qualtrics

What's on this page

About Advanced-Reports

The end goal of Advanced-Reports is to create informative online and printed reports to share with your stakeholders.

Advanced-Reports provide the layout tools you’ll need to design:

Visualizations: Individual charts, images, graphs, text areas, or tables pulled from your dataset.
Filters: Logic to include or exclude data from your visualizations and reports.
Page Layouts: Collections of visualizations with accompanying headers, themes, color schemes, margins, and fonts.

Creating an Advanced-Report

To start an initial advanced-report:

Select the Reports tab.

Choose Create a report.

Select what kind of report to create:

selecting a report type and changing settings

New Report: Start a blank, new report from scratch.
From Legacy Results Report: Begin with a previously saved Results-Report.
Qtip: This is an option for users with the old version of Reports. Read the Results-Reports Basic Overview for details. This option is not compatible with the new version of Results. Read the Results Dashboard for more information.
From QRF: Import a Qualtrics Report File (QRF) from a previously made report to carry over all settings and visualizations. See Creating an Advanced-Report from QRF for more information.

Name the report and verify its initial page layout settings (e.g., Page Size, Orientation, and Margins).

Click Create to continue.

Qtip: You can change your initial settings in the Page section of your Global Settings.

The Page Layout Toolbar

After the initial set up, your layout tools will be accessible from the Advanced-Reports toolbar. From this toolbar you can:

Switch between multiple reports or begin a New one from the Report dropdown menu. (The active report is indicated by a checkmark.)

Use the File, Edit, View, and Insert menus to make increasingly granular changes to your layouts.

Qtip: Review all the features in each menu option in the Advanced-Reports Toolbar page.

Creating an Advanced-Report from QRF

In a report that you’ve already built, click File.

to export the QRF of a report, select File and then export to QRF

Choose Export to QRF.

Create a new report. This doesn’t have to be in the same project as the original report.

Select Import from QRF.

Click Choose a file and select the downloaded QRF on your computer.

Give your file a name.

Select the data source of the report. This is the survey that the report will pull the data from. You must select a survey that’s part of the project you’re importing the QRF into.

Click Create.

About Visualizations

“Visualizations” refer to the charts, tables, and other elements that visualize your survey data.

Creating Visualizations

To create a visualization, select Insert. You can choose to start by choosing the data you want to show, or the kind of visualization you want to use.

inside an advanced-report, clicking insert, then seeing menus. the screenshot is highlgihted to show data sources you can choose on the top, or, at the very bottom, the visualizations menu

Once you make this decision, you can complete your visualization using the editing pane on the right. Metrics are where you can change or add the data you want to show. Visualization is where you can select a type of visualization.

a bar chart showing different groups. on the right, in the editing pane, are metrics and visualizations to choose from

Different visualizations are available based on the type of data you want to report. For example, pie charts and breakdown bars are ideal for showing portions of a whole, like demographic percentages, whereas word clouds are better for open-ended feedback.

You can see a list of all visualizations here.

Qtip: You cannot insert your entire survey into a report (e.g., the full live survey showing the survey taker’s experience). Instead, you can print your survey to PDF. If you are sharing the report digitally, you could include the survey preview link in the report.

Customizing visualizations

Click the visualization you wish to style.

To remove the default title, select Options, then Remove Title.

Use the Rich Content Editor, found under the Advanced-Reports toolbar, to style your text (e.g., choose the font color tool and use hexadecimal codes or the color selector to select your colors).

Under Visualization, choose the visualization type that best represents your data.

Click the more options icon at the end of the list to display additional visualization types.

Sort through the options in the editing pane, picking elements that fit your needs, such as adjusting your Large Labels, Small Labels, and Legend.

Play with color schemes by clicking the Color Palette dropdown.

If you need to apply a branded color scheme, enter the colors based on approved company/institution hexadecimal color codes.

Legend with adjustable colors in the visualization editing pane

You can customize many aspects to a visualization. For more, see our Visualization Overview and guide to Creating Visualizations.

Sharing a Single Visualization

Create and share individual visualizations by re-styling visualizations and exporting them as a JPEG image (.jpg) or Microsoft Word (.docx) from the visualization Options.

Visualization with the options button expanded

About Filtering

Filtering excludes information from visualizations and reports. Several data sources can be used to define the condition necessary to create a filter, specifically:

Question Answers: When filtering by question answers, you’ll interact with field names and values. Field names act as variables (e.g., Gender, State, Status). Fields can have multiple values. For example, the field “Canadian Provinces” may have Ontario, Newfoundland, and British Columbia as values. See Fields You Can Filter By for more information.

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. See Fields You Can Filter By for more information.

Embedded Data: Includes extra information recorded in your project beyond question responses and metadata, consisting of fields and values that can be effectively filtered. See Embedded Data for more information.

Apply your filters at two different levels:

Filters on the upper-right of the Reports section and on the visualization editing pane

Global Filters: Click the Filters option in the Advanced-Reports toolbar to filter an entire report.

Visualization-Level Filters: Pre-select the specific visualization you want to filter and choose the Filters option from that visualization’s editing pane.

Applying Global Filters

If you choose to apply global filters, all of the individual visualizations in a report will assume these filters as their presets. For example, if you exclude all participants under the age of 21, you will not be able to include this demographic in any of your visualizations.

Filters are set by creating conditional statements which use ALL or ANY to drive your filtering criteria, operators, and operands (i.e., values).

All: All conditions must be met. Similar to “And.”

Any: At least one condition must be met. Similar to “Or.”

Filter Criteria: Choose between Question Answers, Survey Metadata, or Embedded Data.

Operator: Apply a logic operator to launch your decision criteria (e.g., is / is not, equal to / not equal to, and / or, and more).

Operand (i.e., value): Apply numeric values or character strings to evaluate your conditional statements.

Conditions are managed in the Filters popup window opened by selecting Filters from the Advanced-Reports toolbar. In this window click:

Insert New Condition: Add as many filters as you need.

Insert New Condition Set: Organize related filters into subcategories.

Minus Sign ( – ): Remove or delete filters by clicking a the minus sign ( – ) next to each one.

Save and Apply: Save your filters and exit the Filters popup window.

Qtip: Filtering is explained in detail in the Global Advanced-Reports Filters page.

Applying a Filter to a Visualization

Visualization-level filters can dramatically change a single visualization without impacting the rest of the Advanced-Report. To apply a visualization filter:

Select the visualization you wish to filter.

Filters on the visualization editing pane

Click Filters from the visualization editing pane.

The Filters popup window will appear.

Then, set the filter:

Decide between the “Any” and “All” variables.

Select a Data Source (such as a question).

Select an Operator.

Select an Operand (i.e., value).

Click Add Filter to add additional conditions to your filter.

Select Save and Apply.

Qtip: Learn more by reviewing the Global Advanced-Reports Filters page.

About Page Layouts

In your page layouts you can:

Insert menu expanded along the top and Remove button of visualization editing pane indicated on the right

Insert Text Areas, Images, Visualizations, Page Breaks, Headers, and Footers.

Edit headers.

Position graphics.

Format text areas.

Display gridlines to guide the positioning of elements.

Remove elements.

Qtip: Jump to the Inserting Advanced-Reports Content page to learn how to add and adjust report content.

About Sharing Reports (in Print or Online)

After you finish your page layouts, there are two ways to share your Advanced-Reports. See Sharing Your Advanced-Reports to learn more.

Exporting a PDF: Create a hard copy of your report by navigating to Share > Download PDF. This will generate a PDF file that can be shared (i.e., as an attachment to an email) or printed for hard copy distribution.

Sharing a Public Report:. The easiest way to share an Advanced-Report with non-Qualtrics users is with a public report link that is generated by navigating to Share > Manage Public Report.

Where You Can Find Advanced-Reports

Advanced-reports can be found in a few different project types across the XM platform:

The following projects also contain features similar to advanced-reports. However, the way you navigate to them and the exact functionality included varies. See more details linked below:

Advanced-reports are not available in any form in Conjoints, MaxDiff, Pulse projects, or any other project types not listed above.

FAQs

Can I change the default settings on a report instead of editing each visualization one at a time?

Yes, you can do this with both types of reporting.

You can learn how to change your default settings on Results-Reports on the Global Results-Reports Settings support page, and you can learn how to change the default settings for Advanced-Reports on the Global Advanced-Reports Settings support page.

Can I add other columns of information to my visualizations?

In order to add additional columns of information to a visualization, start with a Text Entry question. In Results-Reports, use a Paginated Table. In Advanced-Reports, use a Results Table.

In the visualization editing pane for either visualization, you will be able to select Add Additional Columns.

No other visualization can add additional columns like this.

Can I break down the information in a visualization into groups based on other data?

Yes, you can subdivide a visualization by selecting Breakout By in the visualization editing pane. You will then select the question, metadata, or Embedded Data field you would like to break the visualization out by.

See Breakouts for Advanced-Reports or Breakouts for Results-Reports, depending on the reporting you are using.

How do I rename my report?

Results-Reports: Click the gear in the upper-right and select Edit Report. A new window will open with a field for the name.
Advanced-Reports: Go to File and choose Rename.

I don't have the tab described on this page! What do I do?

There are a few reasons why you may not have access to certain tabs in your Qualtrics account.

If you're working on a survey that's been shared with you and you're missing a tab, it's likely the survey owner did not give you permission to access that tab. Contact the survey owner about receiving access.

Some features require you have certain user permissions before you can use them. Reach out to your Brand Administrator about enabling the correct permissions.

Some features are add-on features not included in standard licenses. Contact your Account Executive if you have questions about what's included in your license.

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