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Global Advanced-Reports Settings

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About Global Settings

You can adjust global settings for the font color, font size, margins, and other aesthetic features for your whole report.

To adjust the global settings for a report, go to one of the following:
In the toolbar, the gear button and the settings option under the file menu

  1. File > Settings
  2. The global settings icon
Qtip: These settings automatically apply to visualizations you haven’t edited. Once you edit a visualization, global settings will no longer apply to it.

Visualization Tab

On the Visualization tab, you can adjust global settings for visualizations. This affects their default font, decimals, colors, and margins. As you make adjustments, the visualizations on the right of the window will adjust, so you can preview your changes before saving them.

Fonts and Table Density

For each portion of the report, you can adjust the font face, the font size, and the font color. For table headers, you can also make the font bold, if desired.

Click the corresponding dropdown to change the font face or size.

Font settings and their corresponding place in the report

Qtip: Changes made to the Body Text Format apply to the global header and footer, in addition to any text areas you might insert into the report.

You can also adjust the Table Density to determine how close or far apart the text in a table is.

Metric

Metric dropdown

Change what metric appears in your visualizations by default.

Choice Count is the number of times each choice was selected by a respondent. For answers where the respondent can choose more than one answer, this may mean the numbers add up to more choices made than people who responded.

Percentage is the percentage a choice makes up of all the choices in a question. Like Choices Count, this is also based on the number of choices made, not the number of respondents.

Decimal Places

Decimal places field

The Decimal Places dropdown allows you to choose how many decimal places display with your numeric data. This setting affects both charts and graphs.

Weighting

Weighting field

If you have set up Response Weighting, determine if you will use the weighted values in your report or if you will use the unweighted data.

Select Disabled to use unweighted data in the report. Select Enabled to use the weights.

Table Totals

Totals option is selected revealing more selections

Table Totals allow you to calculate and display the total sum of each row or column in a Data Table visualization. When deselected, you will not be able to add Table totals.

Below are the options included when you enable Table Totals.

  • Show Totals: Decide between totals being displayed for rows or columns.
  • Show Percentages: Decide if you would like to display percentages next to each value in a data table.
    Table with percentages next to integeres
  • Total Counts: This option is useful if you are reporting on a multiple select-style question, where respondents can choose multiple answers.
    • Choice Totals: Base data on the number of choices. This can add up to more than the number of respondents because respondents can choose multiple answers for one question.
    • Respondent Totals: Base data on the number of respondents. This will only ever add up to the number of respondents who answered the question. If the respondent skipped a question, then this number may be less than the number of completed responses you’ve received.

Visualization Margin

Margin option on the left and what it affects outlined in red on the right

Under Visualization Margin,  you can select how much space appears between one visualization and the next. These margins are represented by solid and dotted blue lines around each chart and graph. These lines only appear to you when building your report, and will not appear in exports or print outs.

Your options include NoneCompact, Normal, and Spacious.

Display Logic

Qtip: This is not the same as Display Logic in the survey editor.

Display Logic selected revealing a field

When selected, Display Logic allows you to determine the default anonymity threshold of your report. Determine how many people must answer a question before the visualization appears in the public link to the report. (This data will remain in PDF exports.)

This feature is important in making sure no one knows who answered what. If there’s no display logic set and Barnaby is the only person to answer the survey, everyone who looks at the report will know what answers Barnaby gave to the survey.

Color Palette

Global Color Palette

Click the dropdown to select the colors you want your chart visualizations to appear in by default.

Select Reverse Colors to reverse the order the colors in the palette appear.

Modifying Custom Palettes

In addition to choosing from preset color palettes, you can create your own custom palette to use in your reports.

  1. Click Modify Custom Palettes.
    modify custom palettes link
  2. Click Add Custom Palette.
    add custom palette button in the center of the modify custom palettes window
  3. Drag your cursor around the middle of the color picker to choose the shade. Drag your cursor on the bar on the right of the color picker to select a color.
    add custom palette window where you select colors
  4. Click Remove to get rid of a color.
  5. Click the plus sign ( + ) to add another color to your palette. You can add up to eight.
  6. Click a color to change it.
    create button on bottom-right of add custom palette window
  7. Click Create to save your palette.
  8. Click the edit icon to edit your palette.
    edit and delete buttons next to new color palette
  9. Click the trash icon to delete your palette.
  10. Click Close.
  11. Back on the global settings, click Save.

Default Settings

It can be a hassle to edit your colors, fonts, and visualizations over and over again. Global Settings help you create a standard style for your whole report, but what about when you create a new report? Do you have to start editing your global settings all over again?

Thanks to Default Settings, you can choose your favorite global settings for reuse over and over again. Any new reports you create will take on your personalized default settings, and you can easily switch old reports over.

Applying Default Settings

When you click the default settings dropdown arrow, you have three options:
apply my default settings dropdown

  • Save as my default settings: Allows you to save changes you’ve made on this window as personalized default settings. This option does not apply changes to the report you’re working on, but saves them for reuse. These default settings will be applied to new reports you create.
  • Apply my default settings: Apply the default settings you saved earlier.
  • Apply Qualtrics default: Go back to the default Qualtrics settings.

Page Tab

The Page tab on the global settings window allows you to adjust how the report will appear when printed or saved as a PDF.
page tab of the setting window

  • Page Size: Decide the size of paper that each page of your report should fit on when printed. Letter is standard printer paper size.
  • Orientation: Decide the orientation of the page. Portrait is standard.
  • Margins: Decide the size of the margins. By default this is in inches, but you can change it to centimeters in the Locale tab, described in the section below.
Qtip: If you click Advanced on your margins, you can determine the margins on the top, bottom, and sides of the page independently.
at the bottom of the page settings, fields for all sides of the margin

Locale Tab

The Locale tab allows you to make changes for default measurements and timezone.
locale tab of the settings window

  • Length Unit: The default unit used to measure margins in your report.
  • Timezone: The timezone of your report. If you adjust filters based on time, they will obey this global timezone rather than the timezone in your account settings.

FAQs