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Report Templates Overview (EX)

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Qtip: This page describes functionality available to Engagement, Lifecycle, and Ad Hoc Employee Research projects. For more details on each, see Types of Employee Experience Projects.

About Report Templates

Report templates are a dashboard feature that add another dimension to the reporting experience, by providing a way to make Powerpoint-compatible slides or PDF one-pagers of your employee experience data. These reports provide another way for managers and other dashboard users to export reports from the dashboard, and are often meant to showcase highlights and more condensed data summaries than the dashboard itself.

Every dashboard comes with one report template you can either make from scratch, or from a previously customized dashboard’s report template. Users will be able to export this report from the dashboard, and much like the dashboard, it’ll only contain the data you’ve given them access to in their roles.
image of a fully made report template

Qtip: Report templates are available in the following EmployeeXM projects: Engagement, Lifecycle, and Ad Hoc Employee Research projects. These reports are not available in 360.

Creating the Report Template

To create or edit the report template that’s paired with a dashboard:

  1. Go to the Dashboards tab.
    image of the dashboards tab. The dropdown arrow next to a dashboard has been expanded to show the manage report template option.
  2. Click the dropdown next to the dashboard you want to add a template to.
  3. Click Manage Report Template.
  4. Name your template.
    image of the screen to create a report template. There are options for determining the report's name, size, orientation, and margins.
  5. Determine the page size you want to work with. These are based on common sizes for printable pages.
  6. Choose whether to make your report in portrait or landscape.
    Qtip: Powerpoint slides tend to be Fullscreen 4:3 (10” x 7.5”) size, with a Landscape orientation.
  7. Determine the margins of your report. Click Advanced to set separate margins for each side of the page.
  8. Click Create to get started on your template!
Qtip: Do you want to change these settings later? No worries! It’s easy to rename your report or change the page layout.

Import from an Existing Template

Warning: Do not use a QRF file from other parts of the Qualtrics reporting platform. 360 reports and Survey Platform reports come with different features that may not be compatible with the customization you have in a Lifecycle, Engagement, or Ad Hoc Employee Research report template.

If you have customized a dashboard report template in the past and want to use it again in a new dashboard report, follow these instructions.

Qtip: You may need to add fields to your charts and tables after you upload the template.
  1. Go to the existing template.
    image of the dashboards tab. The dropdown arrow next to a dashboard has been expanded to show the manage report template option.
  2. Click File.
    image of a report template. the file menu at the top of the report toolbar has been expanded to show the export to QRF option
  3. Select Export to QRF.
  4. Go to the new template.
    image of the dashboards tab. The dropdown arrow next to a dashboard has been expanded to show the manage report template option.
  5. Click Import from QRF.
    image of the report template creation screen. the option to import from QRF is selected
  6. Click Choose file and select the QRF you just downloaded.
  7. Select Create.

Editing the Report Template

As the project and dashboard owner, you can edit a report template at any time by going to the Dashboards tab and selecting Manage Report Template next to any dashboard.

Users that you give the Dashboard Edit permission (through a role or as an individual user) will be able to edit the report template if they go to Settings and select Manage report template.
image of thee dashboard settings for a dashboard. We are in the dashboard settings tab. At the bottom of the list of options, the Manage report template option is highlighted

When they edit this template, the data they see will be restricted the same way their dashboard data is, by role / user permissions and any filters they applied to the dashboard.

Report Filters

Filtering works differently in report templates than it does in the dashboard. Because each report is linked to a dashboard, the report should display data with the same restrictions. This includes any filters you have applied to the dashboard.

When a user exports a report, it will have the same filters that they applied to the corresponding dashboard.

Example: While on the dashboard, the manager adjusts filters for high attrition risk individuals with high performance ratings.
image of an EX dashboard. 2 filters are applied to the dashboard
When they click Export Manager Report, the data they see will be for these same high attrition risk, exceptionally performing individuals.

To remove a filter from the report, first remove it from your dashboard, then export the report again.

Qtip: You may want to add a Filter-Summary to the top of your report so users understand this.

Visualization-Level Filters

Visualization-level filters are different, in that you can customize these with your report templates. This is so you can match the configuration of any widget-level filters you might’ve added to the dashboard. See Visualization-Level Filters on the Visualization Overview for more details.