Report Options

Note: If you are interested in creating time series graphs in Qualtrics, we strongly recommend you look at the Reporting Beta. This was built specifically to allow for easier and more complex longitudinal studies.

Time Series Option 1:

This option uses a web service to insert a month variable into your survey which is then saved as Embedded Data. You can then use this embedded data to look at data across months:

1. Follow the instructions found at the following link to set up a Date web service:

   http://www.qualtrics.com/university/display-todays-date-in-your-survey/

2. After setting up the web service, you will need to add a third variable underneath “var.” You can add this variable by clicking the blue plus button on the right of the existing variables. Call the third variable “Format” and set the variable value to “F”.
   
3. You will then click on Add Embedded Data below and type in “Month” as the Embedded Data variable. Set the value to “date.” Save the Flow.
   

Now when you go to View Results, you will have an embedded data variable called Month that you can use to create a longitudinal study.

The most basic way to do this is to select the Month embedded data and click Drill Down at the top of the question list on the left. All of your data will then be split into months on each page of your report.

Time Series Option 2:

The second option requires that each time period is represented by a Response Set. Click here to learn more about Response Sets.

To set up a time series:

1. In the Report Options drop-down list, select Time Series.
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2. Use the Response Set drop-down to choose which response set will represent your first time in the series.
   
3. If necessary, Enter a Label for your first time in the series.
4. Click add and repeat steps 2 and 3 for every response set you would like to add to the series.
   
5. Click Move and drag to reorder your response sets if desired.
6. Click Save.

You can now add a Time-Series Table or Time-Series Graph to any question in your report by clicking on the More drop-down box and selecting either of those options.

Schedule an updated copy of your report to be periodically emailed to addresses you specify.

To schedule a report email:

1. In the Report Options drop-down list, select Schedule Report Email.
   
2. Use the To: drop-down to select who should receive the email. Select a panel or Enter Email Addresses. Click here to learn more about how to Build a Panel.
   
3. Use the When: drop-down to select at what interval the email should go out.
   
4. Specify a From Name, Reply-To Email Address, and Subject for your message.
   
5. Choose which format to use for the report Attachment. The default format is PDF.
   
6. Select a message to be used in the mailing, or type your own message and click Save.
   
7. If needed, click Send Test Message to have an example mailing sent.
   
8. Click Save.

• Make Report Public: Same as clicking Public Report, share your report by providing a link to it that can be accessed without having a Qualtrics account.
• Rename Report: Give your report a new name.
• Questions Per Page: Choose how many questions will show up on each page of your report. By default, the report has one question per page.
• Question Numbering: Toggle between the default sequential numbering in your report, no numbering, and numbering by the export tags specified in the Edit Survey section.
• Reorder Report: Use the simple interface provided to reorder your report.
• Decimal Places: Choose the default amount of decimal places that should show on report items.
• Matrix Values: Choose the default values to be shown in matrix questions in your report–either Percentages or Counts.
• Graph Colors: Choose a different color swatch to be used in your graphs.
• Toggle Stretch Mode: Stretch charts and graphs to fill the full width of your report.
• Delete Report: Delete your report so that it is no longer available.