About Subject Report Options
Your subject report has additional options that can help you build and customize the report to your liking.
Global Report Styles
Global Report Styles allows you to change settings for the entire report.
- Font: Change the font face, size, and color.
- Decimal Places: Determine the number of decimal places on each graph and table.
- Edit Date Format: Modify the date format.
- Graph Options: Determine the default settings for your graphs. See the Graphs Overview page for more.
- Table Options: Determine the default settings for your tables. See the Tables Overview page for more.
- Snap to Grid: This setting determines how fluidly you can move and adjust visualizations on the page. If you select Snap to Grid, visualizations follow invisible lines separated by the length of the pixels determined in Grid Size. If you deselect Snap to Grid, you will be able to move visualizations anywhere on the page.
The global Graph and Table Options are only applied to visualizations you haven’t personally customized yet. So if you change your global settings, edits you’ve already worked hard on will not be lost.
Data Source Options
Edit the options for your data sources. See the section on Additional Data Source Settings on the Data Source support page for more details.
You can edit several global settings that apply to the formatting of report pages. These changes will only apply to pages where you have not made individual edits to the Page Options.
This option allows you to choose from a variety of page sizes.
Choose between Portrait and Landscape. Portrait is standard.
Choose a style of numbering to appear on every page of the report.
- Sequential: The standard page numbering. Every page is numbered in sequential order.
- Export Tags: See the question numbers on every page. This works best for automatically generated reports. For example, a page automatically that displays data from question 35 will say Q35.
Choose how far you zoom into the pages. This does not effect full page size, just how you see things on your screen.
Tag Display Logic
This option allows Allows you to add a Tag Group. With tag groups, you can display certain pages of the report to certain people based on a number of criteria. The logic you then set on your tag group determines if that set of pages should be displayed at all and under what circumstances.
Creating Tags with Conditions
- Go to Report Options.
- Select Tag Display Logic.
- Click Add a Tag.
- Name your tag.
- Select Click here to create an initial expression.
- Select the field you’ll base the condition on.
- Select the corresponding values.
Qtip: For additional help on using complex logic, see the page on Using Logic. Although this page is for the Survey Platform, the same principals apply to 360.
- As desired, add additional conditions, Copy the tag, or add another tag.
- When finished, click Done.
To delete tags, reopen the editor and click the X to the top-right of a tag.
Adding Tags to Pages
Once you’ve set up your tags, it’s time to assign them to the appropriate pages.
- Inside your subject report, click Page Options.
- Select Assign Tags.
- Click on the tags you want to apply to the page.
Tag Navigation Bar
When you edit tags, a green bar will appear above the pages of your report.
- Visible Tag Groups: To make the editing process faster or to double-check you’ve assigned tags correctly, you can narrow down which tags display on the screen. For example, clicking Managers will make it so that only pages tagged with Managers will display.
- Show Assigned Tags: Show the tags you’ve assigned to each page on the top-left. You can also use this tool to assign or unassign tags by selecting or deselecting them as desired..
- Edit Tag Groups: This opens the tag creation window.
You are able to set multiple languages for your subject report and switch between them.
You can add more languages to your report by going to Report Options, selecting Language, and then selecting Modify Available Languages.
Select the languages you want to have reports for and click Close when you’re done.
Switching Between Languages
Once you’ve added languages to your report using the method described above, you can switch between the reports. Go to Report Options and select Language to decide on the version to view.
If your survey is already translated into these languages, you will not have to worry about translating tables or graphs. However, any text areas you have included in your report will have to be manually translated by you. Just double-click inside the text area and type your translation.
If you move items around in the translated version, they will move in all other versions. The same goes for adding and deleting items.
Go to Default Language to change the report that automatically loads when you enter the Edit Subject Reports section.
When you select Reorder/Remove Pages, a tool appears to make it easier to do just that. Drag and drop pages into different orders, or select pages to delete and click Remove Selected Pages.
To completely erase all edits to your report and start over, select Reset Report.
Once the report is reset, you will be given the option to generate a subject report from scratch.
Copy Report from Project
If you want to copy the subject report from another project in the same Qualtrics account, use this option.
Select Report Options, highlight Copy Report From, then find and click the project you want to copy the subject report from. Your subject report will be overwritten.
Rater Category Display Logic
Under Report Options, if you select Rater Category Display Logic, you can customize the conditions under which a data source is displayed. 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 someone’s Peers respond, then the subject knows who gave the responses they’re seeing in the Peer graphs and tables. Hence, you want to hide Peer data until a certain amount has been collected.
Deciding What to Show/Hide
- Decide whether to show or hide something.
- Choose whether that something is a specific data source or the entire report.
Conditions can only be based on relationships the participants have to each other.
- Select a rater category (relationship).
- Select the operand.
- Select the number of responses that must be collected to make the condition true.
To add another condition, click the plus sign ( + ) to the right of the condition.
Click And to see more options for how to join your conditions.
- And: Add two or more conditions together by an “and” statement.
- Or: Add two or more conditions together by an “or” statement.
- Move to 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.
Example: Under the conditions displayed above, subjects cannot view their report if they haven’t responded to their self-evaluation, and if any of their raters groups has 0 responses. If ten colleagues responded by no managers did, the report will be blocked. The self-evaluation must always be incomplete for these conditions to be true.
Adding and Removing Rules
On the bottom-right, click Add Rule to add a rule. Click the red X in the upper-right of a rule to delete it.
Clear Results Cache
This option refreshes the report. Nothing is lost when you select this option.