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New 360 Reports Basic Overview

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About the New 360 Subject Reports

Subject reports are reports that contain the evaluation data for one subject. For example, John Doe’s subject report will contain data from his self evaluation, as well as his manager and peers’ evaluations of him, but it will not contain the evaluation John completed for his manager.

Subject reports are usually only viewable by the subject and the Brand Administrators / Employee Insights administrators who edit and distribute the project. Through the use of special report options, managers can also be given access to their direct reports’ subject reports.

The subject report is one template that applies to all subjects. Any formatting changes you make to the subject report for one participant will apply to all other participants’ reports. This means you can build a standard report quickly without worrying about having to manually apply it to every individual participant.

Major Components of a Subject Report

In this section, we’ll cover the major components that comprise a subject report, in order of importance.

Toolbar along top; contains, left, the PDF export button, and right, the subject selector and the filter dropdown. Below that, the actual report populates, where you can add visualizations

  1. Switching between subjects: In the upper-right of the subject report, you can switch between subjects’ data using the View for dropdown. This can help you determine whether the changes you’ve applied look good on all subjects’ reports. This can also help you determine whose data to preview or export.
    Qtip: There is no John Doe data. However, if you haven’t collected data yet, you can always add yourself as a subject, add one or two demo evaluators, and complete the 360 survey.
  2. Filters: This is where you’ll find your rater filter groups, among other filters. This is where you can define the relationships you’ll use to break out the subject’s data or compare how different groups rated the subject. By default, we provide you with a few rater groups to get started.
    Example: See how the chart in this screenshot shows average scores provided for the subject. These scores are split out by all evaluations, the self-evaluation, and other evaluations (evaluations of the subject excluding the self-evaluation).
  3. Visualizations: The charts and tables you use to display data in your report. There are many different kinds of visualizations, each with its own support page to describe its options and what kind of data it’s best equipped to visualize. Each page can have up to 20 visualizations with data. See New 360 Reports Visualizations.
  4. Exporting subject reports: Although we advise subjects to access their own reports using their participant portal, you can also export any subject’s report as a PDF right inside the report. See Sharing New 360 Reports for more information.
  5. Toolbar: This tool bar can help you build and personalize your reports. Edit global report settings, insert visualizations and other content, and more. See Report Toolbar (360).

Enabling the New 360 Reports

Qtip: New 360 Reports must first be enabled by Qualtrics. If you do not see the new reports in your account and would like to try them, please contact Qualtrics Support.

Before you can use the new 360 reporting experience, you need to enable the new experience in your project.

the "use the new report template" option in report options

  1. Go to Reports.
  2. Go to Options.
  3. Enable Use the new report template.

Enabling the new reporting experience will not remove your ability to edit older subject reports. However, only the new style of reports will appear in the subjects’ and their managers’ participant portal. To return to the old report style, enable Use the classic report template.

Although the Options section may appear hidden when you are editing your new 360 report, if you go to another tab and return to Reports, you’ll be able to open your report options. These options all function the same with new reports.

Creating Your Subject Report

After you’ve enabled the new reporting experience, you will be able to create a 360 subject report. You will have the option to create this report from a template, from scratch, or from the QRF of another “new report” you made for a past 360 project. Be careful how you choose to create this report, because you will not be able to delete this report or start over. You can always continue to edit your report and to add and remove content as needed, but you will not be able to delete the entire report at once or start over using a template or QRF.

  1. Select the Reports tab.
    First option when you are in the options section of the reports tab
  2. Go to New Report.
    Create Report button blue, center of page
  3. Click Create Report.
  4. You must select between the following three options. We highly recommend selecting the Template.
  5. Name the report and verify its initial page layout settings (e.g., Page Size, Orientation, and Margins).
  6. Click Create to continue.
    Qtip: Don’t stress over the page layout settings. You can easily change them later in the Page section of your Global Settings.

Creating a Subject Report from a QRF

We recommend using this option if you run a 360 project with relatively similar questions year to year, and want to reuse a previous subject report in a new 360 project.

Warning: Do not import an old 360 subject report into your new 360 subject report! Old and new 360 QRF files are not compatible. You also should not try to import a QRF from anywhere else in the platform that is not a new 360 report.
  1. Find a 360 report that you’ve already built (e.g., a past 360 project).
    In an existing subject report, opening the file menu to get to the export to QRF option
  2. Click File.
  3. Choose Export to QRF.
  4. Return to your current 360 project.
    Create Report button blue, center of page
  5. Create a new report.
  6. Select Import from QRF.
    Create report window opens. To left, import from QRF is selected. Because a file has been selected, there is a field for naming the report, an explanation of the need to establish a new data source, and a dropdown for selecting that data source
  7. Click Choose a file and select the downloaded QRF on your computer.
  8. Give your file a name.
  9. This is the survey that the report will pull the data from. Select the 360 project that you are working in / that you want to use the template with.
  10. Click Create.