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XM Essentials 10: Report to the Neighborhood

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This is it!

You’ll soon be done and dusted with XM Essentials. Creating reports is the finishing touch — the ice in your coconut-mango lassi.

For Moksh and Naman, visualizing the responses from their friends and neighbors was, well, kind of cool. They were about to see how everyone had responded.

Reports tab

The Reports Tab: A Choice

It’s no shock that the Reports tab helps you build, well, reports. In fact, you have two reporting options, each meeting distinct needs:

Results and Reports tab

Before you ponder which to use, take our advice and start with Results-Reports. The goal of Results is to, “Provide 90% of the reporting a person needs with 10% of the effort.” Put this to the test!

Qtip: Compare Qualtrics’ two reporting options by reading the Results-Reports and Advanced-Reports pages.

About Results-Reports

With Results:

Reports

  1. Each question has a corresponding question page.
  2. Flip through your question pages by clicking the question selection list to the left.
  3. Edit your question pages in the editing pane to the right.

Most question types will yield three default visualizations per question page. For example:

  1. Breakdown Bar
  2. Statistics Table
  3. Simple Results Table

Click any visualization to open its editing pane and customize your visualizations. Don’t limit yourself to the default charts and predetermined color schemes! For example, multiple choice questions can be visualized with:

  • Bar Charts
  • Pie Charts
  • Statistics Tables
  • Breakdown Bars
  • And more!
Qtip: To review the range of visualization types, visit the Results-Reports Visualizations page.

Results-Reports also let you:

  • Add and delete visualizations.
  • Export visualizations as Portable Graphics Format (.png) image files.
Qtip: PNG is the most common, uncompressed data image format on the internet, and can be used in presentations and papers or converted into .jpg files.

Try it!

Exercise A-I: Exploring Results-Reports

  1. Open your project.
  2. Choose the Reports tab.
  3. Click Results.
  4. Click each question in the side panel (4a – 4f) and view the question pages and visualizations generated for each question.
  5. Click on any visualization to open its editing pane. (We’ll explore this more in the next exercise.)
  6. Create a copy of a default report by clicking the Default Report down arrow and picking Copy Report.
  7. Enter a new name (e.g., My Report).
  8. Click Copy.

Reports For Every Occasion

If you followed steps 6-8 above, you now have two Results-Reports to choose from:

  • A Default Report
  • A copy (renamed My Report)

Switch between reports by picking from the report selection dropdown. The currently open (or active) report is marked with a check.

The report selection dropdown also reveals two very different report generating  alternatives:

Report selection dropdown upper-left

  1. Create New Report: Generate a fresh report.
  2. Copy Report: Make a duplicate copy of the active report (the highlighted report with the check mark).
Qtip: The Copy Report option is very useful when you’ve built an elaborate report and want to create a second, similar one with changes.

Try it!

Exercise A-J: Navigating Pages

  1. Open your project.
  2. Click the Reports tab.
  3. Select Results.
  4. Open one of your reports.
  5. Choose a question page from the list to the left.
  6. Locate the title in the header of any page. Initially, the title is the question that has been asked.
  7. Glance at the top and bottom of each page to see the page separators.
    Qtip: You’ll also see the Add Note and Add Visualization buttons at the bottom of every page.
  8. Return to the first question page by clicking Back to Top.
  9. Click the title box and select a question’s title.
    Red horizontal bar chart
  10. Enter a new title. We entered “Drink Satisfaction Results.”

Changing Up Your Visualizations

We’ll now show you the changes we made to the visualization that corresponds to the five point scale used for the smiley face slider. This happy question deserves a snappy visualization to reveal its insights. Let’s change it up — a lot.

A smiley face slider

Try it!

Exercise A-K: Changing Visualizations

  1. Click a visualization to open its editing pane.
  2. Rename the title. We named ours “Overall Happiness.”
  3. Change the visualization type. We changed the default Bar Chart to a Breakdown Bar.
  4. Modify the large labels. We chose Category name. This dictates that we must enter the legend values seen below.
  5. Alter the small labels. We chose Response count, which lists the total number of respondents for each answer and appears below the large labels.
  6. Fix the bottom labels. We chose both Category name and Percent, which shows the percentage of respondents next to the legend value labels.
  7. Reword the Legend Values. Here we entered the five point scale values from “Very Unhappy” to “Very Happy”.

Making Colorful Visualizations

Some visualizations will represent your data better than others. For example, a simple bar chart may not communicate the percentage of respondents under 24 as well as a breakdown bar or a pie chart.

Colorful pie chart

This is where experimentation comes into play! Don’t overthink a visualization and worry about messing it up. Simply try things out. Keep the good ones, delete the bad ones, and make more! When you have nailed a visualization, you will know it.

One of the important aspects of nailing a visualization is to get the color scheme right. Sometimes you’ll need to match your institution’s colors, and at other times you can be creative with color.

Qtip: Learn about the various visualizations and their many versions on the Results-Reports Visualizations page.

Exercise A-L: Altering Colors

  1. To alter colors, first try reversing the colors by clicking the Reverse Colors checkbox below the Color Palette.
    Color palette in rightmost editing pane when you click a visualization

    Qtip: The Reverse Colors option flips the color variance from darker to lighter. We left the default visualization so you can compare the color shift.
  2. To make more drastic color changes, click the dropdown arrow next to the color palette. Choose among the many options.
    List of palettes expanded
  3. If you are unhappy with the available color palettes, create your own by choosing Add Custom Palette and define the colors you wish to see one-by-one.
  4. To change an individual Legend Value label, click the color box next to the legend value name and choose your color from the pop-up palette.
Qtip: Learn to create custom palettes to match your organization’s color scheme and branding by visiting the Custom Color Palettes section.

Exporting Visualizations as Image Files

Imagine you are in the middle of writing your thesis and need an image defending a key aspect of your research. Simply download a PNG of a graph and use it in whatever context you like (e.g., papers, presentations, websites, texts, email, and  social media).

Try it!

Exercise A-M: Exporting Visualizations as Images

  1. Click the small vertical dots in the upper-right corner of a visualization.
  2. Pick Export followed by Image File.
  3. A .png file will be downloaded to your computer.
  4. Open your file up and take it from there.

Exercise A-N: Adding & Removing Notes & Visualizations

  1. Remove a visualization by selecting it and pushing the big, red Remove Visualization button.
    Remove visualization button in red in rightmost visualization editing pane
  2. Click Add Note to enter a note at the bottom of a question page. Click outside the note to save it.
    On a report, bottom, white button to left of green add visualization button says add note

    Qtip: A note is just like another visualization. Notes can be deleted like other visualizations as explained in step 1.
  3. Click Add Visualization.
    Pie chart. Visualization type option is in editing pane to right
  4. Pick a Pie Chart as your type. Play with the color schemes and the depth of its inner radius.
  5. Add a new statistical table at the end of your question page by clicking Add Visualization.
    Statistical table
  6. Select the Statistical Table option.
Qtip: Statistical Tables are often placed at the end of a question page for data experts to evaluate. Placing the more graphical (and colorful) visualizations at the beginning will make most reports easily accessible to the non-data-driven decision makers.

What’s Next?

  1. Continue to XM Essentials 11: Filtering Neighborhood Demographics.