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Stats iQ Templates

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About Stats iQ Templates

Templates allow you to save calculations, variables, and settings you’ve made in a workspace and reuse them in surveys all over your account. That way, if there are analyses you do in Stats iQ on a regular basis with similar formatting, you can apply templates to cut down on the amount of time you spend rebuilding these analyses.

Qtip: Templates are best applied to similar datasets. For example, you may reuse Stats iQ templates if you run the same customer satisfaction survey every year, or if you run the same employee onboarding survey every quarter.

Saving New Templates

Before you save a template, configure your workspace as desired for the template. Run analyses, configure variables, and customize your workspace as desired.

  1. Click Settings.
    Settings dropdown on right expanded
  2. Hover over Templates.
  3. Click Save.
  4. Name your template.
    Template naming window
  5. If desired, write a description of what the template contains / what it is for.
  6. Click Save.
Qtip: You cannot save changes to templates. To replace a template, save a new template, and then delete the old template.

Applying Templates

Once saved, templates are accessible throughout all the surveys in your account.

Qtip: Applying a template will not override the workspaces you’ve created in your account. Instead, you will create a new workspace that matches the template you chose. These new workspaces will have “Template” in the name.
  1. Open your workspace.
    Settings opened with described steps
  2. Click Settings.
  3. Hover over Templates, then select Apply.
  4. Select the template you’d like to use.
    New template selection window
  5. Click Apply.
  6. To keep this template, click Done.
    In yet another new window, done is a white, nondescript button in the lower-right corner

    Qtip: To undo your changes, click Revert instead.
Qtip: If you attempt to apply a template and it fails, the Template Application Summary at the end will explain what variables were unmatched (e.g., didn’t meet the format of the template).

Reverting Changes to Templates

You may try out a number of templates you created in the past before you find one you want to use, or you may accidentally apply a new template over your old template you don’t actually want to use. Thankfully, there is a way to revert template changes.

Qtip: You cannot revert to default or undo manual edits made after applying a template. You can only undo the application of a template over another template.
  1. Open your workspace.
    Settings menu
  2. Click Settings.
  3. Hover over Templates, then click Revert.
  4. Select the template change you want to revert.
    Changes listed in new window, selected in blue, bottom-right blue button says revert
  5. Click Revert.

Deleting Templates

Attention: Once a template is deleted, it is irretrievable. You must be 100% sure you want to delete a template before you do so.
  1. Open your workspace.
    Workspace selector upper-left, settings menu to right
  2. Click Settings.
  3. Hover over Templates and then click Manage.
  4. Select the template you want to delete.
    List of templates, selected in blue, delete button in red lower-right of window
  5. Click Delete Template.