Studio in Qualtrics Dashboards

Attention: If you use a vanity URL, please review additional considerations for Viewing Studio Dashboards in Qualtrics.

About Studio in Qualtrics Dashboards

You can embed entire Studio dashboards in Qualtrics dashboards, allowing you to combine the powerful reporting and analytical capabilities of the XM Discover and Qualtrics platforms.

Qtip: You can only embed Studio dashboards in Qualtrics dashboards. You cannot embed Studio books.

In order to use this feature either as a dashboard-builder or as a user viewing the dashboard, you need to have certain permissions in both Qualtrics and XM Discover.

Qtip: Users with access to a Qualtrics dashboard will be able to automatically view any Studio dashboards embedded within it.

Permissions Required to Link Dashboards

These are the permissions required to embed an XM Discover dashboard in a Qualtrics Dashboard.

Qualtrics Requirements

What permissions you need enabled in Qualtrics vary based on what kind of dashboard you are customizing.

CX Dashboards requirements:

• An existing Qualtrics account linked to a Discover account.
• Brand Administrator or CX Administrator user type, or the Use CX Dashboards and Create CX Projects permissions.
• Ownership of or editing access to a CX Dashboard.

EX Dashboards requirements:

EX dashboards are dashboards made in Employee Experience projects, including Engagement, Lifecycle, and so on.

• An existing Qualtrics account linked to an XM Discover account.
• Brand Administrator or EX Administrator user type, or the corresponding project permissions.
• Ownership of or editing access to an EX Dashboard.

XM Discover Requirements

• An existing XM Discover account linked to a Qualtrics account.
• Access to a Studio dashboard.
• The user permission Share to all.
• The dashboard sharing setting Allow sharing through embedding.

  

  Qtip: If this option is turned off for a dashboard that has already been embedded, all instances where it was embedded will require viewers to have explicit view access in Studio to see that dashboard. If a viewer does not have access from Studio, they will have to request access.

Permissions Required to View Linked Dashboards

These are the minimum permissions required to view XM Discover data in a CX Dashboard. The permissions described here give viewing permission, but not necessarily editing permission.

Qualtrics Requirements

What permissions you need enabled in Qualtrics vary based on what kind of dashboard you are trying to embed an XM Discover dashboard inside.

CX Dashboards requirements:

• An existing XM Discover account linked to a Qualtrics account.
• The Vocalize User user type, or the Use CX Dashboards permission.
• Viewing access to a CX Dashboard.

EX Dashboards requirements:

This includes dashboards made in Employee Experience projects, including Engagement, Lifecycle, Ad hoc employee research, and so on.

• An existing XM Discover account linked to a Qualtrics account.
• The Participant user type.
• Viewing access to an EX Dashboard.

XM Discover Requirements

• An existing XM Discover account linked to a Qualtrics account.

Embedding a Studio Dashboard in a CX Dashboard

Open your Qualtrics dashboard.

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Click the page dropdown (if it’s not open already).

Click Add.

Select XM Discover page.

Select from the list of Studio dashboards you can embed. See Permissions Required to Link Dashboards for more information.

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Qtip: Use the search to find a specific dashboard.

Qtip: For each dashboard, you’ll see the name, date it was last modified, owner, the number of views it has, and whether or not it’s been shared. You can hover over an icon to see its meaning (Shared, Public, or Private). See Sharing Discover Dashboards for the meaning of each sharing option.

Give a name for this page that should appear in the Qualtrics dashboard.

Qtip: If you want the name to be the same as the Studio dashboard, select Inherit title from dashboard name.

Click Add.

Viewing Studio Dashboards in Qualtrics

Attention: If you use a vanity URL, you may see a “sign in” button on the embedded Studio dashboard page in Qualtrics. Click “sign in” and log in to XM Discover; the Qualtrics dashboard will refresh automatically with the Studio dashboard view.

Once your Studio dashboard has been embedded in Qualtrics, you can view this data at any time, so long as your Qualtrics and XM Discover accounts are linked.

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Qtip: If your brand uses a vanity URL, you won’t be automatically authenticated when viewing an embedded Studio dashboard. You’ll have to sign into Studio to view the page.

Qtip: You can adjust available filters and drill data points in embedded Studio dashboards!

Reviewing Where a Studio Dashboard is Embedded

Once a Studio dashboard has been embedded in a Qualtrics dashboard, you can view where the dashboard is embedded:

In your Studio dashboard, click Share.

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Scroll down to the Already shared with x users via Qualtrics embedding section.

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This section lists the Qualtrics dashboards where the Studio dashboard is embedded. Click Go to dashboard to navigate to the dashboard in Qualtrics.