Edit Subject Report Basic Overview (360)

About the Edit Subject Report Section

You can access the Subject Report by going to the Reports tab and clicking Edit Subject Report.

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 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 has 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.

Generating a Report from Scratch

The first time you navigate to Edit Subject Report, a Generate Report window will pop up. You will have a chance to determine some settings before you start editing your report. These are settings that can be modified at any time.

1. Data Sources: Data sources specify the type of data you can include in your subject report. By default, we provide you with data sources that isolate each relationship you’ve included in your project. For example, in this image, the “Self” will only contain the subject’s evaluation of his or herself. “Others” is a source that combines all evaluators who are not the subject themselves. Click the linked page to learn more about how to set up custom data sources.
   
2. Graph Colors: Here, you can determine what color groups your graphs will use by default. Visit the linked page to learn more about setting a color group up.
3. Page Options: Determine the formatting of each page of the report.
   
   • Size: Determine the size of the page. This corresponds to the type of paper you’d use to print the report.
   • Number: Decide whether to include page numbers, and where.
   • Logo: Select a logo to appear at the top-right of every page except the header.
   • Theme: Choose between themes.
4. Title Page: If you enable this option, your subject report will include a title page.
   • Title: The text of the title.
   • Subtitle: The text of the subtitle.
   • Summary: If you enable this option, your subject report will include a table that breaks down the types of evaluators invited and how many of each completed the evaluation.
     
   • Background: Choose an image to appear in the background of the title page.
5. Scoring Radar: Choose whether or not to include a Composite Radar Chart when you generate your report. You should have scoring categories set up if you want to enable this option.
6. Scoring Perception Map: Choose whether or not to include a Scoring Perception Map when you generate your report. You should have categories set up if you want to enable this option.
7. Scoring Overview: When enabled, your subject report will have a page with a Composite Bar Chart for each category in the project.
   
8. Scoring Spider Graph: Choose whether or not to include a Radar Chart when you generate your report. You should have categories set up if you want to enable this option.
9. Highest/Lowest Analysis: Choose whether or not to include a Highest/Lowest Table containing your categories when you generate your report. You should have categories set up if you want to enable this option.
10. Gap Analysis: Choose whether or not to include a Gap Assessment Table when you generate your report. You should have categories set up and multiple relationships in your project if you want to enable this option.
11. Questions: Choose which questions should have pages and tables automatically generated for them.

When you are finished configuring your settings, select Generate Report.

Qtip: If you delete all the pages in your report, the Generate Report window will reopen. You can also go to Report Options and select Reset Report to generate from scratch. Remember that if you do this, you will lose all previous changes to your report, and they will be irretrievable!

Importing a Report from a QRF

If you or a colleague have already built out a subject report you like and you want to reuse it, you can export a copy of the finished report and import it into the report of another project.

1. Navigate to the subject report you want to copy.
   
2. Click Export Report.
   
3. Click Export to QRF. This will save a file to your computer.
   Qtip: Don’t try to open this file. Only Qualtrics knows how to read this file type. You only need to have the file to proceed to the next steps.
4. Navigate to the report you want to apply the copy to.
5. If you haven’t generated a report, just click Cancel.
   
   
6. Click Export Report.
   
7. Select Import from QRF.
8. Click Choose File and choose the QRF you saved earlier.
   
9. Click Import.

Navigating Subject Reports

1. Click the dropdown menu to choose which subject’s report to view, or click Export Report to export a copy of that specific subject’s report.
2. This toolbar contains your report’s data sources. Click the link to learn more about how data sources work.
3. This bar allows you to insert tables, graphs, text boxes, and images. You can also access the Report Options.
4. Here, you can navigate between pages in your report. Click on a page to go to it, or deselect the check box next to the page to hide it from the report.
5. Here is where you edit the pages of your report.
6. With this bar you can add a new, blank page to your report, change the zoom under Actual Size, or change which language version you are viewing.
   Qtip: To switch between languages, you must have another language set for your report first.

John Doe

When switching between subjects, you’ll notice that there’s an option called John Doe (Example Data). This is a fake participant with sample data.

John Doe will not affect your admin reports, your raw data export, or your limit on auditable participants. John Doe data is there to help you visualize what your subject report will look like with data in it, so you can start building reports before you collect any data.

Export Report

From this dropdown, you can save a copy of your report in PDF, Excel, Powerpoint, or Word format.

Select Print to print your report.

This dropdown is also where you access the options for exporting and importing your subject report.

FAQs