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New 360 Reports Settings

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About Global 360 Reports Settings

You can adjust global settings for the font color, font size, margins, and other aesthetic features for your whole report.

To adjust the global settings for a report, go to one of the following:

  1. Click File then Settings.
    accessing the report settings by clicking file and then settings
  2. The settings icon in the report toolbar.
    accessing report settings by clicking the settings icon
Qtip: These settings automatically apply to visualizations you haven’t edited. Once you edit a visualization, global settings will no longer apply to it.

Visualization Tab

On the Visualization tab, you can adjust global settings for visualizations. This affects their default font, decimals, colors, and margins. As you make adjustments, the visualizations on the right of the window will adjust, so you can preview your changes before saving them.

Fonts and Table Density

For each portion of the report, you can adjust the font face, the font size, and the font color. For table headers, you can also make the font bold, if desired.

Click the corresponding dropdown to change the font face or size.

the color and density options for visualizations in global settings

Qtip: Changes made to the Body Text Format apply to the global header and footer, in addition to any text areas you might insert into the report.

You can also adjust the Table Density to determine how close or far apart the text in a table is.

Response Count

The Response Count displays how many responses make up the data in a given visualization. You may choose to show the response count in either the top left or top right corner of your visualizations, or choose to hide the response count altogether.

the response count setting for determining where response counts appear on visualziations

a gauge chart with response counts in the top left corner

Metric

the metric dropdown for determining the default metric in visualizations

Change what metric appears in your visualizations by default.

Choice Count is the number of times each choice was selected by a respondent. For answers where the respondent can choose more than one answer, this may mean the numbers add up to more choices made than people who responded.

Percentage is the percentage a choice makes up of all the choices in a question. Like Choices Count, this is also based on the number of choices made, not the number of respondents.

Decimal Places

the decimal places option for determining how many decimals appear in data

The Decimal Places dropdown allows you to choose how many decimal places display with your numeric data. This setting affects both charts and graphs.

Table Totals

the table total options for enabling totals in data tables

Table Totals allow you to calculate and display the total sum of each row or column in a Data Table visualization. When deselected, you will not be able to add Table totals.

Below are the options included when you enable Table Totals.

  • Show Totals: Decide between totals being displayed for rows or columns.
  • Show Percentages: Decide if you would like to display percentages next to each value in a data table.
    a data table visualization with percentages enabled
  • Total Counts: This option is useful if you are reporting on a multiple select-style question, where respondents can choose multiple answers.
    • Choice Totals: Base data on the number of choices. This can add up to more than the number of respondents because respondents can choose multiple answers for one question.
    • Respondent Totals: Base data on the number of respondents. This will only ever add up to the number of respondents who answered the question. If the respondent skipped a question, then this number may be less than the number of completed responses you’ve received.

Visualization Margin

the visualization margin settings next to the preview visualizations

Under Visualization Margin,  you can select how much space appears between one visualization and the next. These margins are represented by solid and dotted blue lines around each chart and graph. These lines only appear to you when building your report, and will not appear in exports or print outs.

Your options include NoneCompact, Normal, and Spacious.

To precisely set your margin dimensions, click Advanced below your margin settings. You can then specify the default margin on each side of your visualizations.
after clicking advanced under margins, you can set the margin on each side of a visualization independently

Display Logic

Qtip: This is not the same as Display Logic in the survey editor.

the display logic option in report settings

When selected, Display Logic allows you to determine the default anonymity threshold of your report. Determine how many people must answer a question before the visualization appears in the report.

This feature is important in making sure no one knows who answered what. If there’s no display logic set and Barnaby is the only person to submit an evaluation, the subject who looks at the report will know what answers Barnaby gave to the survey.

Qtip: Check out Rater Category Display Logic for information about how to limit data being shown based on the relationships of the submitted evaluations.

Color Palette

the color palette option next to the preview chart

Click the dropdown to select the colors you want your chart visualizations to appear in by default.

Select Reverse Colors to reverse the order the colors in the palette appear.

Modifying Custom Palettes

In addition to choosing from preset color palettes, you can create your own custom palette to use in your reports.

  1. Click Modify Custom Palettes.
    modify custom palettes link
  2. Click Add Custom Palette.
    add custom palette button in the center of the modify custom palettes window
  3. Drag your cursor around the middle of the color picker to choose the shade. Drag your cursor on the bar on the right of the color picker to select a color.
    add custom palette window where you select colors
  4. Click Remove to get rid of a color.
  5. Click the plus sign ( + ) to add another color to your palette. You can add up to eight.
  6. Click a color to change it.
    create button on bottom-right of add custom palette window
  7. Click Create to save your palette.
  8. Click the edit icon to edit your palette.
    edit and delete buttons next to new color palette
  9. Click the trash icon to delete your palette.
  10. Click Close.
  11. Back on the global settings, click Save.

Default Settings

It can be a hassle to edit your colors, fonts, and visualizations over and over again. Global Settings help you create a standard style for your whole report, but what about when you create a new report? Do you have to start editing your global settings all over again?

Thanks to Default Settings, you can choose your favorite global settings for reuse over and over again. Any new reports you create will take on your personalized default settings, and you can easily switch old reports over.

Applying Default Settings

When you click the default settings dropdown arrow, you have three options:
apply my default settings dropdown

  • Save as my default settings: Allows you to save changes you’ve made on this window as personalized default settings. This option does not apply changes to the report you’re working on, but saves them for reuse. These default settings will be applied to new reports you create.
  • Apply my default settings: Apply the default settings you saved earlier.
  • Apply Qualtrics default: Go back to the default Qualtrics settings.

Page Tab

The Page tab on the global settings window allows you to adjust how the report will appear when printed or exported as a PDF.
the page tab of report settings

  • Page Size: Decide the size of paper that each page of your report should fit on when printed. Letter is standard printer paper size.
  • Orientation: Decide the orientation of the page. Portrait is standard.
  • Margins: Decide the size of the margins. By default this is in inches, but you can change it to centimeters in the Locale tab, described in the section below.
Qtip: If you click Advanced on your margins, you can determine the margins on the top, bottom, and sides of the page independently.
at the bottom of the page settings, fields for all sides of the margin

Locale Tab

The Locale tab allows you to make changes for default measurements and timezone.
locale tab of the settings window

  • Length Unit: The default unit used to measure margins in your report.
  • Timezone: The timezone of your report. If you adjust filters based on time, they will obey this global timezone rather than the timezone in your account settings.

Rater Category Display Logic

Rater Category Display Logic is used to customize the conditions under which a data source is displayed based on how many responses have been submitted by evaluators that have a specific relationship with the subject. You can set logic that allows you to hide or display a data source under specific conditions. Typically this is used to protect response anonymity when there is a low response rate. For example, if only one of the subject’s Peers respond, then the subject knows who gave the responses they’re seeing in the Peer graphs and tables. Hence, you should hide Peer data until a certain amount has been collected.

Creating Rater Category Display Logic

  1. In the Global Settings, click Modify Rater Category Display Logic.
    the modify rater category display logic option in report options
  2. Click Create New.
    creating a condition to not display data if other responses is below 1
  3. Give your logic a name so you can easily identify it.
  4. Choose if you’d like to Hide or Show data when the conditions are met.
  5. Select the data you’d like to hide or show. You can select the Entire Report, or any of the available data sources, such as manager responses or self evaluations.
  6. Choose if all of your conditions must be true, or if any of them can be true. See All vs. Any for more information on these options.
  7. Choose the relationship to base the condition on.
    Example: If I wanted to hide manager responses below a certain threshold, I would select Manager.
  8. Select the operand for your condition.
  9. Choose how many responses must exist for the condition.
  10. If desired, click Insert New Condition or Insert New Condition Set to add additional conditions to your logic. See New Conditions and Condition Sets for more information.
  11. Click Save and Apply.

Using Multiple Rater Category Display Logic Conditions

You can create multiple rater category display logic conditions that will apply to your subject report. After creating rater category display logic conditions, they’ll be saved in the sidebar of display logic editor. You can click on a given condition set to view its conditions and edit them as needed. To remove a display logic set from your report, click the X next to the display logic’s name.

multiple rater category display logic conditions in the editor

FAQs