360 - Reports FAQ | Qualtrics

360 Reports

Can you create text boxes that change from report-to-report dependent on the subjects scores?
Yes. You can do this by creating Conditional Text.

  1. Select “New Text” at the top left of your report.
  2. Select the new text box and click “Data Source” at the top of your report.
  3. Click on the drop down and select “Conditional Text.”
  4. Select “Edit Conditional Text” above the text box.
  5. Set up the conditions that need to be met in order to display the text in the associated text box.
  6. Click “Add Conditional Text” to create additional Condition Text boxes.

To learn more, visit our page on Design Your Subject Report > Advanced Features > Conditional Text

How do you export a report?
The best way to export a single subject report is through the Participants tab:

  1. Go to the Participants tab. Make sure you are in the “List” section, and viewing the “Subject” page.
  2. Search for the subject in the search bar at the top of the subject list.
  3. Click on the geared button on the right side of the line that contains the subject, and select “View Report. A new window will appear and the report will load in the viewer.
  4. In the upper right corner of this window, click the Adobe Acrobat icon. Qualtrics 360 will prepare the report and automatically start the download to your computer.

Alternatively, you may also go to the Edit Subject Report section of the Reports tab.

  1. Click “Report For” in the upper left corner and select the subject whose report you’d like to download.
  2. Then click the “Export Report” button and select “Export to PDF” from the dropdown menu. The report will compile and download automatically.

To export all subject reports, go to to the Participants tab, to the “List” section. Make sure you are viewing the Subject page. Then click “Download All Reports” at the top of the page.

How can I make my report available to my managers? Subjects?
  1. Go to the Reports tab.
  2. Select Report Options in the navigation bar on the left side.
  3. Toggle “On” the top two options for “Subjects can access their report” and/or “Managers can access subject reports.”
  4. Additional options are available below for determining when the reports will be available.

To learn more, visit our page on Your Assessment Workflow > Setting Up Your Report Workflow.

Who will see the reports?
Reports can be seen by Administrators, and potentially Subjects and Managers. You can determine who can see the report within Report Options, found in the navigation bar on the left side of the Reports tab. The top two options, “Subjects can access their report” and “Managers can access subject reports,” indicate whether or not the Subjects and Managers will be able to view the report. If applicable, the additional options indicate when the report will be available to the Subjects and/or Managers.
When are reports released?
Reports are released according to the options set in Report Options, found in the navigation bar on the left side of the Reports tab. The second set of options determines if a report needs to be approved before the report will be released to the Subject, and by whom. The third set of options determines any additional conditions, such as the number of evaluations completed, that need to be met before the report will be released. If you set up additional conditions, you can turn on an email trigger to notify the Subject and/or Manager when the report becomes available.
How do you do math operations in a report?
Math OperationsMath operations allow you to modify numerical values in your report. For example, you may want to report the total score of a Subject as a percentage of the total possible score. These math operations can be created in a “New Text” box created within Reports.Math Operations SyntaxAll math operations are contained within the following syntax:$e{ }The math equation will be inserted between { and }. All items in the equation should be separated by a space.$e{ 4 + 4 }Qtip: Symbols and letters can be added directly after math operations.$e{ 4 + 4 }%Using Piped TextAdding 4 + 4 is great, but more useful is the ability to perform math operations on answers provided in the assessment. For example, you may want to report the total score of a Subject as a percentage of the total possible score. This is where Piped Text comes in.Piped Text is used to pull in a dynamic number for each respondent. To learn more about Piped Text, visit our page on Design Your Subject Report > Customizing Your Report Style > Piped Text.Piped Text by default is provided in a format like this:${rp://Result/DS_5zG8ZDWVglOZ78N/SD/SC_0jQdt7FDZ8uIOu9/sum}To use Piped Text in a math operation, remove the ${ and }. The resulting code would look like this:rp://Result/DS_5zG8ZDWVglOZ78N/SD/SC_0jQdt7FDZ8uIOu9/sumOnce placed in a math operation, the operation would look like this:

$e{ rp://Result/DS_5zG8ZDWVglOZ78N/SD/SC_0jQdt7FDZ8uIOu9/sum / 100 }

Available Operations

Addition, Subtraction, Multiplication, and Division

$e{ 1 + 2 / 4 * 8 } resolves to 5.

Qtip: For an easy way to perform simple addition, consider using the Scoring feature instead of math operations.

Parentheses

Parentheses may be added to specify order of operations.

$e{ ( 1 + 2 ) / 4 * 8 } resolves to 6.

Qtip: Math operations follow the standard order of operations: Parentheses, Exponents, Multiplication, Division, Addition, Subtraction.

Exponents

$e{ 6 ^ 2 } resolves to 36.

Square Roots

$e{ sqrt( 9 ) } resolves to 3.Using an exponent instead would also be appropriate. For example, $e{ 9 ^ ( 1 / 2 ) }.

Absolute Value

$e{ abs( -23 ) } resolves to 23.

Rounding

$e{ round( 10 / 3 , 2 ) } rounds 10/3 with 2 decimal places and resolves to 3.33.

Troubleshooting Math Operations

Math operations may not evaluate if they are formatted incorrectly. If your math operation is not evaluating, check for two common errors: HTML spaces in the equation and incorrectly formatted Piped Text.

HTML Spaces

When writing a math equation in the Text box, spaces may be converted into HTML, invalidating the equation. By switching to the Source View of the text editor, you can determine if spaces have been converted to HTML, displayed as “ ”.   and other HTML tags invalidate a math equation. Remove these from the Source View to fix the equation.

Incorrectly Formatted piped Text

As discussed above, when using Piped Text in a math operation, ${ and } should be removed from the Piped Text code. For instance, the Piped Text code ${rp://Result/DS_5zG8ZDWVglOZ78N/SD/SC_0jQdt7FDZ8uIOu9/sum} should be used in a math equation as rp://Result/DS_5zG8ZDWVglOZ78N/SD/SC_0jQdt7FDZ8uIOu9/sum.

Many math operations will work fine if ${ and } are not removed from the Piped Text. However, if the Piped Text does not have a value (for example, if the respondent skipped the question the Piped Text is referencing) and if ${ and } have not been removed, the equation will fail.

Remove ${ and } from all equations to prevent failures when the Piped Text is empty.

How do you hide relationships in a report if there is no responses (or too few responses) associated to the relationship?
You can use Rater Category Display Logic to prevent a data source/relationship from appearing in the report if the subject does not have a minimum amount of responses for that data source. This helps protect anonymity.To add Rater Category Display Logic:

  1. Click Report Options at the top of your report and select “Rater Category Display Logic…”
  2. Then add rules to show or hide a datasource/relationship depending on how many responses are submitted under a specified relationship.
  3. Add additional rules by clicking the “Add Rule” button in the bottom left of the window.
  4. Click “Save” when finished.


For additional information, go to “Step 2: Designing Your Subject Report”, in the Advanced Features section, and watch the video on Report Display Logic, beginning at time (1min 40 sec).