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Reports Toolbar (360)

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About the 360 Reports Toolbar

Once you create your first report, you will be provided with a toolbar to help you build and personalize your reports. This page will cover the function of each toolbar button.

Reports toolbar along the top

File Menu

File Menu expanded

  • Export to QRF: Export a QRF copy of your report. This saves all visualizations, settings, and customization. QRFs are files that can only be read by Qualtrics for the purpose of creating reports. For information on using the QRF, see Creating an 360 Report from QRF.
  • Delete: Delete your report.
  • Rename: Rename your report.
  • Settings: Adjust visual settings and more for your report, such as fonts, page orientation, and color palettes. See the Global Settings page for more details.
  • Page Setup: This option will take you to the global page settings. This is where you can adjust page size, orientation, and margins.
  • Help Link: Takes you to the Support Site.

Edit Menu

Edit expanded

When you click a visualization and then click Edit, you have the option to Copy the visualization, Paste one below it, or Remove the visualization. See the page on Adding and Removing Visualizations for additional assistance.

View Menu

The View button has settings that make it easier for you to edit your report. None of these settings are visible in public reports or in the PDF export.

View Menu expanded, including Zoom submenu

  • Page Margins: When selected, you can see a dotted outline around your page margins. When deselected, you cannot see this outline.
    Qtip: This does not change the margin size, just the outline around it. To adjust the size of your margins, check out the global page settings.
  • Page Grid: When selected, a grid will appear on each page to help you adjust the size and position of your visualizations.
  • Outlines: When selected, borders will appear around your visualizations.
  • Highlight Blank Spaces: Highlights blank spaces between widgets.
  • Zoom: Zoom into and out of the report. The option Fit will fit the report to the page.
    Qtip: You can also adjust the zoom using the zoom dropdown, shown below.
    Zoom option on upper-left in the bottom toolbar
  • Preview Public Report: Preview your report.

Insert Menu

Insert menu expanded
The Insert button on the toolbar allows you to add content to your reports, including visualizations, page breaks, headers and footers. See our Inserting Report Content (360) page for more information.

Timezone

Timezone in upper-right of the report

The toolbar displays the report’s timezone. You can change this by adjusting the Locale Global Settings. By default, the report’s timezone will revert to whatever is in your account settings.

Response Count

number of responses displayed to upper-right of the report

The toolbar also displays the entire 360 survey’s response count. The response count is equal to the number of recorded responses and does not include responses still in progress. This number will adjust if you add a global filter to your report.

Global Filters

Add Filter option highlighted in the top right

You can filter your entire report using the Add Filters button on the toolbar. You can also create and save new filters for use elsewhere in the report.

Qtip: We recommend adding filters to individual visualizations rather than the entire report.

There are two kinds of filters in 360 reports:

  • Rater group filters, which narrow down data by evaluator relationships.
  • Basic filters based on other information, such as responses to questions, demographic data, employee metadata, and so on.

Translating 360 Reports

The advanced report can display text from the survey in every language that the survey has been translated to. This includes question text, answer choices, and all other survey content that is translatable. All available survey languages are shown in the dropdown in the report toolbar. For more details about translation, see our page about Translating a Survey.
Language drop-down select menu in the top right of the Reports tab

Attention: The language picker does not change the language of any entered text in the report such as descriptions, headers or custom labels. Any edit in the report will apply for all languages selected in the toolbar.