Styling and Sharing a Report

Edit settings for an individual page of your report. To access these settings, click Page Options at the top right of any page.


The following options are available:

• Add Page Above: Insert a blank page above the existing page.
• Rename Page: Assign a name to the page.
• Select Templates:
  • None: No template is applied.
  • Use All Templates: Apply all templates to this page. This is selected by default.
  • Make All Pages Like This: Create a template based on this page and apply it to the entire report.
  • Manage Templates: Open the Template Manager window to create and modify page templates.
• Reapply Layout: Reapply the layout after changes have been made.
• Select Page Layout: Apply a pre-made page layout of charts and graphs.
• Select Page Theme: Select No Theme or use the default Qualtrics theme, which represents the basic formatting around the question text.
• Page Orientation: Toggle the page between Landscape and Portrait orientation.
• Display Logic: Use logic statements to specify under what conditions the page should show up in the report.
• Copy Page: Make an exact copy of the page that you can edit as needed.
• Remove Page: Delete the page and all of the items it contains.

• Font: Change the report’s default font style, size and color.
• Graph Options: Set default graph styles to be used throughout the report. These styles will be used for all graphs that don’t have pre-selected styles.
• Table Options: Set default table styles to use throughout the report. These styles will be used for all tables that don’t have pre-selected styles.
• Report Theme: Toggle between the Qualtrics theme and no theme for the report.
• Snap to Grid: Specify how large of a snap area to use when moving items on a page.

• Global Report Styles:
• Font: Adjust the font style, size, and color for the entire report. This will not override any manual changes you made to specific page items.
• Graph Options: Allows you to change the Graph Type and Graph Options for the entire report, where possible. This will not override any manual changes you made to specific page items.
• Table Options: Allows you to change the Table Options for all tables in the report. This will not override any manual changes you made to specific page items.
• Report Theme: Select no theme or use the default Qualtrics theme, which is the simple formatting around the question text.
• Snap to Grid: Sets an invisible grid on the report pages. Use the Grid Size field to set the distance apart of the grid lines.
• Page Size: Toggle the page size between the default Letter, ISO A Series, North American, and custom PowerPoint sizes.
• Page Orientation: Select Portrait (default) or Landscape page orientation for the entire report. This can also be adjusted on a page by page basis as needed using the Page Options button for a particular page.
• Page Numbering: Number the pages sequentially or by showing the Export Tag for the first question being represented on that page. No numbering is the default.
• Template Manager (Borders & Margins): Create, manage and apply page templates.
• Template Name: Name used to identify template for future use.
• Settings:
• Locked: Prevent changes from being made to the template.
• Master Account Template: All reports in the account start with this template applied.
• Master Organization Template: All reports for all users under your organization will start with this template applied.
• Margins: Set specific margin distances for each side of the paper.
• Borders: Set specific border thickness, color, and distance from paper edge.
• Edit This Template: Takes you into a report view, where you can add some page items (like Shapes) to be the default on each report page.
• Delete This Template: Remove the template from your list of available templates.
• Tag Display Logic: Allows you to add a Tag Group. Adding a tag group is the equivalent of creating a copy of the report’s pages. You can then click the Edit tagged pages button to edit the report (edit text, graphs, tables), specific to that tag group. The logic you then set on your tag group determines if that set of pages should be displayed, as opposed to another tag group.
• Rename Report: Change the name of the report.
• Copy Report: Create an exact replica of the current report. This can also be done in the My Reports view.
• Delete Report: Delete this report. This can also be done in the My Reports view.
• Reorder Pages: Shows all pages in thumbnail view, where you can click and drag them into the desired positions.
• Save to File: Exports the survey as a Qualtrics Report File (.qrf), which you can store as a backup or send to someone. The .qrf file can be imported using the Import Report feature under Report Options, working as a report template for other data sources.
• Import Report: Import a Qualtrics Report File (.qrf). The .qrf can function as a template for other reports. Export the report using the Save to File feature under Report Options.

• Create New Template: Build a new template to be applied to reports.
  
• Template Name: Assign a name to the template.
  
• Locked: Prevent changes from being inadvertently made to the template.
  
• Master Account Template: Available in some accounts, set this template as the default for all reports in your user account.
  
• Master Organization Template: For administrators, set this template as the default for all reports in your organization.
  
• Margins: Adjust white space around the edge of each page in the report.
  
• Add Border: Add a border to each page in the report.
  
• Edit This Template: Edit the template in report view by adding images or other branding to the template page.
  
• Delete This Template: Remove the template from your account.