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Managing Response Data (EX)

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Attention: Many links on this page link back to pages regarding standard Qualtrics surveys, not just EmployeeXM. Detailed below are the differences you will need to be aware of on each page. While some content may look slightly different when creating your EmployeeXM survey, feature functionality remains the same.
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.

Recorded Responses

Recorded Responses include any survey response that was 100% completed by the respondent, as well as any partially completed responses that have been closed out. These responses, unlike Responses in Progress, are included in dashboard data.

The Recorded Responses page functions similarly in EmployeeXM and in the Survey Platform, except that in EmployeeXM, you do not need to worry about your data containing preview or test responses, and dashboards replace the other reporting features available in the Survey Platform.

Recorded Responses can be viewed by navigating to the Data & Analysis tab and making sure Recorded Responses is selected on the right.

Recorded Responses link on the top-right of the Data and analysis tab

Filtering Responses

To filter in EmployeeXM, navigate to the Data & Analysis tab and click Add Filter on the top-left. You can even save these filters for later if you’d like.

Add Filter button on the top-left

Filtering responses in EmployeeXM is very similar to filtering responses in the Survey Platform, with just two key differences in the fields you can filter by.

First, you can find metadata fields listed under Embedded Data. This includes the participant’s full name, Unique Identifier, email, and parent unit.

Add Filter dropdown expanding to reveal filtering options

Second, you will not see an option for Contact or Panel info, but that’s because participant contact information is stored under Embedded Data.

Choosing Columns

You can customize the data that appears on your Recorded Responses page by choosing columns. This works the same way in EmployeeXM as it does in the Survey Platform.

When adding and removing columns for metadata or participant info, look under Embedded Data.

Attention: Have an Org Hierarchy question in your survey? This data cannot be displayed on the Recorded Responses page, and so any hierarchy questions you have in your survey cannot be selected when choosing columns.

Saving Layouts

After you’ve finished choosing columns, you can save this layout so you can feel free to change the columns again without losing configurations you may want to reuse. This works exactly the same in EmployeeXM as in the Survey Platform, so see our Survey Platform support page on saving layouts for more details.

Navigating the Data Table Pages

Navigating the Data Table pages works the same way in EmployeeXM as it does in the Survey Platform.

Viewing Individual Responses

Viewing individual responses works the same way in EmployeeXM as it does in the Survey Platform. Note that these responses do not contain participant-identifying information.

Exporting an Individual Response to PDF

Exporting an individual response to PDF works the same way in EmployeeXM as it does in the Survey Platform.

Deleting Responses

Deleting responses works very similarly in EmployeeXM as it does in the Survey Platform, with a few key differences.

EmployeeXM does not have specialized preview or test survey functions that generate dummy data. So when you delete data by type, the only options are Imported Data and All Responses.

Tools button clicked to expand options for deleting data

Also, because EmployeeXM do not have a quotas feature, the only option offered on the final Delete Responses popup is to delete the data.

Deletion confirmation window

Translate Comments

Translate Comments makes analyzing participant feedback easier by allowing you to translate text responses. It is a feature only available to those with Advanced Text iQ, and it works the same way in standard Qualtrics surveys as it does in EmployeeXM.

Response Editing

Response editing is a feature that allows you to edit your data right inside the Data tab. It works very similarly in EmployeeXM as it does in the Survey Platform, with all changes being reflected in your dashboard data.

However, only the primary data source’s response edits will pull into the dashboard. For example, the dashboards made on the 2012 Employee Engagement project will reflect edits made to 2012 responses. However, if you are pulling data from a separate 2010 Engagement project into the 2012 dashboard for historical comparison, response edits made to the 2010 responses will not be reflected in the 2012 dashboard.

Additionally, note that you cannot directly edit metadata fields in your EmployeeXM data. The only exception to this rule are Lifecycle projects, which do allow direct metadata edits in recorded responses.

Attention: Have an Org Hierarchy question in your survey? This data cannot be displayed on the Recorded Responses page, and so cannot be edited using this option.

Creating New Fields

In Qualtrics, you can create new fields that add information to responses after they’ve already been recorded. These fields can be mapped to dashboards and appear in Dashboard Data as Derived Data.

Manual Variable Creation

You create a manual variable the same way in EmployeeXM as you do in the Survey Platform. Categorize based on attributes like age, dates, or certain answers to questions without having to set up Branch Logic and Embedded Data fields before launching the survey. You can also annotate responses or easily categorize text entry data.

Bucketing Variable Creation

The process of bucketing variables works the same way in EmployeeXM as it does in the Survey Platform. It allows you to combine choices from existing variables into new groups. Also check out our Editing Custom Variables page for information on how to edit bucketed variables.

Formula Variable Creation

You create a formula variable the same way in EmployeeXM as you do in the Survey Platform. It allows you to combine choices from existing variables into new groups. Also check out our Editing Custom Variables page for information on how to edit formula variables.

Stats iQ for EX

Attention: Stats iQ is an add-on feature not included in the standard Qualtrics license. If you do not have a Stats iQ section, please contact your Qualtrics Account Executive for more information. If you would like to know if you have access to Stats iQ, you can contact your Brand Administrator. If the proper permissions have been granted you may have to generate an API token in order to activate Stats iQ.

Stats iQ can be used to perform powerful statistical analysis on your employee results. To get started using Stats iQ, click Stats iQ in the Data & Analysis tab. Please note that analyses done in Stats iQ cannot be mapped into dashboards.
image of stats iq in the data & analysis tab of an engagement project

Attention: At this time, Stats iQ is only available for Engagement projects.

Below is a list of pages to get you started using Stats iQ. While some of the use cases and examples may not be applicable to Engagement projects, the core functionality is the same.

FAQs