x

Styling and Sharing a Report

Home > Reporting > Reporting Beta > Styling and Sharing a Report
Reporting

Guide

Styling and sharing a report can be accomplished through the Page Options menu, the Report Styles menu, and the Report Options menu.

Page Options Menu
Edit settings for an individual page of your report. To access these settings, click the gray Page Options drop-down 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: Choose 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, which you can edit as needed.
  • Remove Page: Delete the page plus all of the items it contains.
Report Styles Menu
The Report Styles menu will be available in the options area when no page items are selected.


The following options are available:

  • 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 be used 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.
Report Options
Change general settings for your report and share it with others. To access Report Options, click the report name at the top left of the report.


The following options are available:

  • Page Size: Toggle the page size between the default Letter, ISO A Series, North American, and custom PowerPoint sizes.
  • Page Orientation: Choose between Portrait (default) and Landscape page orientation for the entire report.
  • Page Numbering: Include numbering on your report pages.
  • Template Manager (Borders & Margins): Create, manage and apply page templates.
  • Web View: Create a web version of your report that can be shared with anyone. Optionally, apply Password Protection to add a level of security to this report.
  • Email Scheduler: Schedule a weekly or monthly email including an attached copy of the report.
  • Rename Report: Change the report’s name.
  • Copy Report: Copy the report and all of its page items.
  • Delete Report: Delete the report. You will be asked to confirm deletion.
  • Reorder Pages: Drag and drop report pages into a new order.
  • Export Report: Exports the report as a file in the Qualtrics Report Format (.qrf), which you can save or email as needed.
  • Import Report: Import a downloaded report file (.qrf).
  • Export: Export your entire report to PDF, Excel, PowerPoint, or Word format.
Template Manager
Create report templates that can be applied easily to any report, similar to the Master Slide function in PowerPoint. To access the Template Manager, open Report Options and select Template Manager (Borders & Margins).


The following options are available:

  • 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.