What are you using for reporting?

@bstrahin, our office is very frustrated with Qualtrics reporting too. We still tend to stick with the results reports out of convenience. When our clients need anything other than an online report we have been exporting to Word and running some macros to clean it up. We typically only export the tables to Word because the graphs always look awful. If graphs are needed we build them from scratch in Word.

@Mohammedali_Rajapakar_Ugam we did explore Vocalize. The cost was prohibitive and its limited use to Qualtrics versus other dashboarding tools that can connect to things like Google Analytics made it less appealing. So right now, I am exploring very low cost to free options as well as wanting to gather what others are using for reporting as supporting arguments for the purchase of necessary analytics tools. To be transparent we compared Vocalize to Tableau and Domo. We have a preference within my team but have to prove to central purchasing that is not duplicative of other tools currently available on our campus.

i prefer to pull spss data and running crosstabs, datacuts and than preparing powerpoint reports using these data cuts.

@Akdashboard I think we will end up having to move to Tableau at some point but being a new user it will be a rather large hurdle to learn. I also wasn't seeing a way to have an automatic live connection to Qualtrics. There is an integration but from what I could tell reading, I had to go in and hit a button to get it to refresh. So we weren't in love with it as a solution for those two reasons. But if it's the solution that a lot of others have found useful then the investment in learning to use the product becomes more appealing.

Hi @bstrahin! Check out this page for more information about our Qualtrics / Tableau Integration! I also believe this community post about creating a live connection between Tableau and Qualtrics will be useful!

Because I have 20+ years experience in Excel, I normally export the Qualtrics reports as a CSV file. I have a number of Excel chart templates saved, so once the data is in Excel I can quickly turn them into charts that look exactly how I want them to look. Then they go into PowerPoint. I've spent time crafting the templates, which saves much more time on every project.

For some datasets, I've also found it easier to export the data, turn them into a pivot table, and do the work there.

Though, vocalize would be best option as we have managed to run complex data but also achieved comparison with different data sets. Qualtrics is the only tool provides integration of both survey creation and eye popping dashboards. We have tried other tools as well but the kind of customization and widgets available makes Vocalize different from other tools.

@GeorgeIssa any advice you can give on the setup you use? Platform + browser you use?

Trying to create a template in Reports>Reports but it's incredibly buggy/lagging. Exactly like @bstrahin was describing.

I'm a bit late to this comment thread but figure I'd share what we use for reporting. The simple answer is that we use Microsoft Power BI for most of our reporting. A more complex description of our setup can be found below (from a previous thread on a similar subject):

"Before I begin, I'll start by saying the solution we have developed isn't ideal. The ideal solution would be Power BI directly connecting to Qualtrics via their web service and bringing in survey responses on a regular basis. As far as I am aware, this is not possible. I have found that using the Qualtrics API to bring survey responses into either Excel or Power BI comes with a few annoying difficulties. The issue with the old API (version 2.5) was that any changes or additions to your survey which created extra columns in your data would often break the query. Also, version 2.5 of the Qualtrics API often failed after too many requests in a certain amount of time. This is difficult for our organization as we need to report our survey results as close to real-time as possible. The issue with the new Qualtrics API (version 3) is that survey responses are broken up into multiple JSON files after a certain number of responses. After a few attempts, I could not figure out a way of building a query in either Excel or Power BI that can bring in multiple JSON files from an API.

This is what led me to our current solution... I discovered one of the Qualtrics APIs for contact lists, specifically the "List Contacts" API, can be used to bring an entire Contact List (formerly known as a Panel) into Excel or Power BI using power query. This required me to develop some code which works beautifully. Of course, this is of no use unless your survey results are embedded into your contact list. However, pushing your survey responses to a contact list is possible using the Qualtrics webservice within your survey flow (this is the less than ideal part). This requires you to create embedded data from the responses to each of the questions in your survey, then create a webservice that pushes all that embedded data into the contact list you'd like to report from. Next, you would download your contact list (which now has your survey responses) into either Excel or Power BI using Power Query and the code I developed. From there, you can create all the tables, charts and dashboards your heart desires.

I developed this process about a year ago. Since then I have created countless reports and dashboards for our clients with very little issues. If anyone is interested in learning more about this process or if you'd like to use the code I developed to bring contact lists into Excel or Power BI via Power Query, please feel free to contact me."