About Shapes, Text, & Images
When editing your report, a toolbar will appear at the top of the page. This toolbar allows you to insert tables and graphs and access the report options, but that’s not all. You can also add shapes, text, and images to your reports.
To insert a shape, click the New Shape button in the toolbar.
A gray rectangle will automatically be added to your report. To modify it, click Shape Styles in the toolbar.
- Background Color: Select a background color for your shape.
- Border Color: Select a border color for your shape.
- Rounded Corners: Choose how many pixels the corners of the shape should be rounded by. The higher the number, the more rounded. Select Round to turn your rectangle into an oval.
- Drop Shadow: Give your shape a shadow. The higher the pixels, the bigger the shadow.
You can insert a text area onto your report by clicking New Text.
Double click the new text area to start typing and editing.
Rich Text Editor
When you double click the text area, a rich text editor will replace the toolbar above. Here you can adjust font alignment and size, insert images and hyperlinks, insert Piped Text, and more.
The Piped Text option in 360 reports can be useful for inserting results from particular Data Sources, or for inserting certain 360 Fields such as the Subject’s name.
When you click a text area and choose Data Source from the toolbar, you can automatically load certain information into your text area without using Piped Text.
- Text: This is the default data source. It allows you to type whatever you want into the text area.
- Conditional Text: Conditional Text allows you to create different text based on conditions the subject meets. See the linked section below for more detailed instruction.
- Survey Question: Automatically load question or choice text (not results) into a text box. For example, this can be helpful if your questions or Matrix Table statements are very long and you want to display them, but you don’t want to have to retype them. To set this up:
- Choose any data source.
- Select a question. Do not select a scoring category or Embedded Data!
- Select whether you want to display the question text or one of the choice descriptions.
- Page Information: Display one of the following:
- Page Number: The number of the page.
- Export Tag: For automatically generated pages, this is the number of the question being displayed on the page. For example, Q24.
- Page Description: For automatically generated pages, this is the question text. For example, “Rate John Doe on the following.”
- Item Information: Select a page of your report and an item on the page. The question linked inside the item will display in the text area. This option can only load one question at a time. It will not load scoring categories.
- Date: Display the current date, or display the last date your report was modified.
- Result: Insert statistical results, such as a mean, variance, the number of respondents, and more. The data source you choose matters, because the numbers of each will modify to fit whatever filters are applied.
Click on your text area and then select Text Options from the toolbar to open more customization options.
- Font: Modify the font face, size, and color.
- Bold: Bold the text.
- Italics: Make all the text italic.
- Background Color: Change the background color of the text area. Clicking Reset makes it transparent again.
- Border Color: Change the border color of the text area. Clicking Reset makes it transparent again.
- Rounded Corners: These settings work best with a background or border color applied. Choose how many pixels the corners of the text area should be rounded by. The higher the number, the more rounded. Select Round to turn your rectangle into an oval.
Qtip: To create a circle, go to Rounded Corners and select Round. Then drag and resize the shape until you get a circle.
- Decimal Places: If you’ve set the Data Source to Results, you can make the decimal places that appear for each number uniform. Piped Text is not affected by this setting.
- Padding: Add space between the borders of the text box and the text itself.
- Alignment: Align your text left, center, or right.
- Vertical Alignment: Decide whether text naturally appears at the top, in the middle of, or at the bottom of the text box.
- Allow Manager Comments: Selecting this option turns the text area into a section where managers can leave comments when the report is live in Participant Portals. In order for Managers to comment, they will need access to the report. Read the Report Options page for more information on releasing subject reports to managers.
- Clear Properties: Erase any edits you’ve made in the Text Options menu. Edits made in the Rich Text Editor are safe.
Conditional Text allows you to create different text based on conditions the subject meets. For example, you might want a special message to appear for subjects who score very highly on a category, and a different message for those who score low on a category.
Accessing the Conditional Text Editor
- Click your text area.
- Go to Data Source.
- Choose Conditional Text.
- Click Edit Conditional Text.
Conditional Text Tools
In the image below, we will go over the basic parts of the Conditional Text editor.
- This is the first condition and message.
- This is the second condition and message.
- This message has no condition. It appears if the subject meets none of the previously defined conditions. This can be an error message, or a catch-all. It’s up to you.
- Change the order of conditions, copy a condition, or delete it altogether. Whatever happens to the condition will happen to the attached text.
- Click Add Additional Text to add another condition with its own message.
- Click Cancel to discard options.
- Click Save to save your changes.
Creating conditions is the same as building Report Page Display Logic. See the linked support page for more details on how to build your conditions.
You can add an image from your computer or Qualtrics library to your report. Click New Image and then Choose Image.
From there, you can either click the desired picture, or click Upload New Image to find something saved to your computer.
Layout is a button that doesn’t appear in the toolbar until you click on an item. It determines positioning of an item on the page.
- Show On All Pages: Show the item on every page of the report. Editing one copy of the item edits all of them.
- Send to Template: Choose a template to put the item in. Whatever position it is in will be the same position it will take on in the template. See the page on Templates for more information on templates.
- Always on Top: Position the item so it’s always on the top. This means that any items dragged around it will be overlapped by it.
- Always on Bottom: Position the item so it’s always on the bottom. This means that any items dragged around it will overlap it.
- Add Description: This creates a small text box above the item where you can type a description.
- Center Within Page Horizontal: Center the item horizontally on the page.
- Center Within Page Vertical: Center the item vertically on the page.
- Reapply Layout: Allows you to revert to the original page layout from when the report was originally generated.
- Remove Item: Delete the item.