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Report Pages (360)

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About Report Pages

Your subject report is made up of pages where you can add graphs, tables, and much more content. Every page comes with additional formatting options that can spice up your report, such as templates and display logic.

Creating and Removing Pages

Right-click on a page in the sidebar or click Page Options on the top-right of a page to view the following options.

Page Options dropdown menu

  • Add Page Above: Add a new, blank page above the selected page.
  • Copy Page: Create a duplicate of the page.
  • Remove Page: Delete the page.

You can also add a new, blank page by clicking New Page on the lower-left. This page will show up at the end of your report.

New Page button in lower-left corner

Removing Multiple Pages at a Time

If you need to delete several pages at a time, you can do the following:

  1. Click Report Options. 
    Selecting Report Options and Reorder/Remove page
  2. Select Reorder/Remove Pages.
  3. Hold down Shift on your keyboard. 
    Selecting multiple pages at a time

    Qtip: If you don’t do this, you can only select one page at a time!
  4. Select the pages you wish to delete.
  5. Click Remove Selected Pages.

Managing Pages

You can hide pages from your report without deleting them, rename your pages, and change the order in which they appear.

Renaming a Page

Right click on the page in the sidebar or click Page Options. Select Rename from the dropdown.

When you view the thumbnail of the page in the sidebar, the number on the right is the real page number. The number on the left is technically the page name. If you copy a lot of pages, the rename feature can be helpful to clear this up. For example, instead of letting your copy of 25 stay Page 25 (Copy), rename it Page 26.

Reordering Pages

You can reorder pages in two ways:

  1. Drag and drop pages on the sidebar.
    Dragging a page in the left sidebar
  2. Go to Report Options, select Reorder/Remove Pages, and then drag and drop pages.
    Dragging and dropping page sin the Reorder/Remove Pages window

Hiding Pages

Hiding a page means that it still exists, but will not show up in exports or the participant’s portal.

There are three ways to hide a page:

  1. Deselect the checkbox next to the page in the sidebar. 
    Unselecting a page's checkbox in the left sidebar
  2. Right-click on the page in the sidebar and select Hide Page.
    Hide Page option after right-clicking a page
  3. Click Page Options and select Hide Page.
    Hide Page option in the Page Options dropdown menu

Templates

You can build templates for your subject reports that you can reuse. Templates allow you to change the margin, add colorful borders, and insert any additional logos or text you might desire.

View the templates menu by right clicking on the page in the sidebar or clicking Page Options. Hover over Select Templates to see your options.

Adding a template to a page

Manage Templates

To create, edit, and delete templates, click Manage Templates from the Select Templates menu.

Template Manager (Borders & Margins) window

  1. Navigate between templates.
  2. Name your template.
  3. When Locked is selected, you will not be able to click Edit This Template and add content to the template such as logos or text. You will be able to edit your borders and margins still.
  4. When Automatically apply template to all pages of my report is checked, applying this template to one page of your report means you’re applying it to every page of your report. Deselect this option to manually decide one at a time which page this template should apply to.
    Qtip: If more pages will be using your template than not, remember that pages can also have a template turned off at the individual level. Just go to Select Templates and deselect the template you don’t want to use.
    Select templates options
  5. Margin: Margins are spaces between the outer edges of a page and its content. Set a size in inches. You can even set different margins for each side by selecting that particular side and editing. Click Set All Margins to keep them the same and edit them all at once.
    Margin settings window
  6. Borders: Add as many borders as you want to your template by clicking Add Border. You can adjust the margins , width (thickness), colors, and style of the border.
  7. Edit This Template: Open the template editor. This is where you can add images and text to your template. See more below.
  8. Delete This Template: Delete the template permanently.
  9. Create New Template: Create a new, blank template.

Template Editor

Below, you’ll see the template editor. From here, you can add anything listed in the toolbar above, including text and images.

Exit Template Editor option in top-left of template editor

Once you add an item such as text or image to your template, changing that object in the main subject report editor moves it on every page with the template enabled. These changes include removing the item or deleting it.

Qtip: Although you can add graphs and tables to templates, these are specific graphs and tables, not just a decision on how all graphs and tables added to your report should look. If you’d like to modify default visualization settings, check out the Global Report Styles section of the Report Options page.

To finish editing, click Exit Template Editor.

Applying Templates to a Page

There are several ways you can apply a template to a page.

Applying templates to a page

  1. Default Settings: This will apply any template that has Automatically apply template to all pages of my report enabled to your report page.
  2. None: This will remove all templates from the page.
  3. Use All Templates: This will apply all templates at the same time.
  4. Here, you can manually select or deselect the templates you want to apply.
  5. Make All Pages Like This: This option makes the whole report match the template(s) applied to this page.

Page Formatting

Right-click on a page in the sidebar or click Page Options on the top-right of a page to view the following options.

Page formatting options

Page Layout

Select Page Layout allows you to replace your page with a one of the premade layouts. These layouts arrange content such as title, graph, and tables differently.

Page Layout options

Selecting a new page layout will not rearrange existing page content unless you’re working on a question-based page. For example, if you generated the subject report, you’ll have pages automatically generated for each question participants answered. These pages will populate content when you change the layout. But if you change the layout of a page built from scratch or a page based off something other than a question, like a scoring radar, you will be responsible for setting the data sources of your graphs and tables.

Images and text areas will be unaffected by changes you make to the page layout.

Attention: Selecting a page layout completely replaces your existing page.

Reapply Layout allows you to revert to the original page layout from when the report was originally generated.

Select Page Theme

When you automatically generate a subject report, you’ll notice that every page has a grey header at the top. If you want to get rid of the grey box around the header of a page, go to Page Options, select Select Page Theme,  and then select None.

Below, you will see a page before and after this setting is implemented.

Select Page Theme options

Select page theme options

To add the grey header back, go back to Select Page Theme and choose Qualtrics.

Page Orientation

Page Orientation allows you to choose between Portrait and Landscape. If you have a preference set under your subject report options, then you can select Use Default Settings to set the page to your preferred standard.

Page Style

Here, you can set the background color of your page.

Page Style options

Display Logic

Have you ever needed to hide a page based on certain conditions? Maybe there is content you only want members of a particular office or relationship to the subject to see. You can use display logic to display a page only under certain conditions.

Adding Display Logic

  1. Click Page Options or right-click on a page in the navigation sidebar. Display Logic option in the Page Options dropdown menu
  2. Click Display Logic.
  3. Select a field to base your condition off.
    Display Logic condition editor
  4. Fill out the remaining fields.
  5. Click the plus sign ( + ) to add another condition.
  6. Click the minus sign (  ) to remove a condition.
  7. Click the And dropdown to change how conditions are joined together.
    Qtip: Move to a new logic set will create a new statement under a new logic set. A logic set is a group of conditions that are evaluated together. They can be linked with an AND conjunction or with an OR conjunction. Logic Sets allow you to say that if one whole group of statements is true AND/OR IF another whole group of statements is true, then perform the action.

The following sections will provide information on the fields you can base your conditions off of.

Qtip: For additional help on using complex logic sets, see the page on Using Logic. Although this page is for the Survey Platform, the same principals apply to 360.

Survey Question

Display a page based on the respondent’s answer to a specific question whether a data source is displayed, their Embedded Data value, or their score in a scoring category.

Display Logic condition based off of survey question

  1. Select one of your data sources.
  2. Select a display status, question, scoring category, or Embedded Data.

From here, the next fields you fill out differ.

For display status, all you have to specify is whether the data source is displayed or not. For example, if your Managers data source is hidden and you have a page about managers’ score, you might want to hide that page, because there’s no data to see on it. Check out the section on rater display logic to learn more about hiding data sources.

Display logic condition editor

Scoring requires you choose a statistic and then specify a value.

Display logic condition based off of scoring

Embedded Data requires you specify the value of the Embedded Data you selected, then the number of respondents that question must have before the page is displayed. In this example, the page cannot be displayed until 32 women answer the survey.

Display logic condition based off of embedded data

For a survey question, you first specify  a choice within the question, and then a statistic. For example, in this screenshot, the mean score on question 25 must be greater than or equal to 32 for managers before the page will display to anyone.

Multi-conditional display logic

Person Metadata

Use information attached to the participant. For example, only display a question to those who have a metadata field named Age set equal to 25.

In the screenshot below, only those with the value “Salt Lake City” will see the page.

Display logic condition based off of person metadata

In the screenshot below, the evaluator’s city must be the same as the subject’s before the page appears in the report.

Display logic condition based off of evaluator metadata

Relationship

Use the evaluator’s relationship to the subject. With this kind of logic, you just specify the viewer’s relationship.

Display logic condition based off of relationship

Rankable Item

Display based on how well a participant scored on a scoring category or a question. You can use this feature to display only to top or bottom ranked participants, or to specify a maximum or minimum score a participant has to earn before they can see the page.

When you base logic off a Rankable Item:

Display logic condition based off of a rankable item

  1. Select a data source.
  2. Choose a question or scoring category.
  3. Choose how a subject must rank amongst other participants before they can view the page.

Tags

You can assign tags to pages to create even more complex rules about what to display to your participants and when. Visit the Tags section of the Subject Report Options for more information.

FAQs