Loading...
  • Customer Experience
    Customer Experience
  • Employee Experience
    Employee Experience
  • Brand Experience
    Brand Experience
  • Product Experience
    Product Experience
  • Core XM
    Core XM
  • Design XM
    Design XM

Report Templates Overview (EX)

What's on This Page:


Was this helpful?


This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

The feedback you submit here is used only to help improve this page.

That’s great! Thank you for your feedback!

Thank you for your feedback!


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. Open the dashboard you want to add a template to and go to Settings.
    Button that says Settings and has a gear icon
  2. Select Enable off-line report access.
    Image of the dashboard settings page, the very last option with the exact wording described in the step. Next to the toggle is the blue text link that says "Manage report template"
  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 dashboard existing template.
    Image of the dashboard settings page, the very last option with the exact wording described in the step. Next to the toggle is the blue text link that says "Manage report template"
  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 a new dashboard and open its report template.
    Image of the dashboard settings page, the very last option with the exact wording described in the step. Next to the toggle is the blue text link that says "Manage report template"
  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

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 the dashboard settings page, the very last option with the exact wording described in the step. Next to the toggle is the blue text link that says "Manage report template"

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.