Migrating to Results Dashboards
What's on this page
About Migrating to Results Dashboards
Qualtrics has released a new version of Results-Reports called Results Dashboards. This page is a guide to learn about new Results Dashboards functionality, to help you recreate features from your Legacy Results-Reports. For more in-depth information about each feature described here, visit the linked pages.
Qtip: If you’re looking for an introduction to each reporting platform, read these support pages:
Content You Must Migrate
While some of the Legacy Results-Reports migration to Results Dashboards is automatic, some of it will require manual work on your part.
The following features are NOT migrated automatically:
- “Question pages” that have been customized. See how to identify these.
- “Custom pages.” See how to identify these.
- Existing filters. Learn how to filter in Results Dashboards.
- Existing scheduled emails. Learn how to set up new email schedules from Results Dashboards.
- Public report links and passwords. Learn about public Results Dashboards options.
Best Practices for Recreating Results-Reports
As you manually recreate Legacy Results in Results Dashboards, here are a few tips to make the process faster and easier:
- Save Legacy Results before they’re deprecated: For record-keeping, download Legacy Results into visual files, like PDFs.
- Compare your old and new reports side-by-side: Open your old Legacy Results and your new Results Dashboard side-by-side so you can compare settings as you go.
- Use report templates: While you can individually edit and move widgets as needed, Results Dashboards lets you create “Report pages” from a template.
- Bulk delete widgets: You can bulk delete widgets in Results Dashboards.
Accessing Results
Switching to Results Dashboards
If your results are set to legacy, here's how to switch to dashboards:
Switching to Legacy Results-Reports
If you're already on Results Dashboards, you can go to Legacy Results by clicking Settings, then going to the Themes tab and clicking Revert dashboard.
Creating a Report
In Legacy Results, a default report would be created automatically, with a separate page for each survey question. A new report could be created by clicking Default Report and selecting Create New Report.
In Results Dashboards, a dashboard will be created automatically with 1 default page. While you can add pages to this dashboard, there can only be 1 dashboard in a survey project.
Editing Reports
In Legacy Results, you could start making edits as soon as you entered the Results tab.
In Results Dashboards, click the edit icon first. This lets you start making many types of edits, from adding pages, to adding visualizations, to editing dashboard settings.
Learn more about editing Results Dashboards.
Adding Pages
In Legacy Results, each report would have a separate page created for each question in your survey. You could also click Create Custom Page to add a custom page to your report.
In Results Dashboards, a default page will be created with a visualization for each survey question. This page is called a report page. Click Add to add a blank page, private page, or report page to your dashboard.
We recommend starting with a Report page. Instead of having to build from scratch, widgets are generated for you that show data for the corresponding question, similar to how the Legacy experience behaved. In addition, you can make edits to the report template, changing the default metrics, theme settings, charts, and more.
See Results Dashboards Pages for more information.
Question Page vs. Custom Page Migration
Qtip: Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason.
On April 1, 2027, question pages of Legacy Results that haven't been edited from their default setup will be automatically migrated to Results Dashboards. This requires no action on your part.
However, custom pages and edited question pages of Legacy Results will not be migrated. Before March 31, 2027, you will need to migrate custom pages manually or save them. We recommend becoming comfortable with Results Dashboards as soon as possible.
Question Pages (Migration May Be Required)
Warning: If a question page is customized with page filters or breakouts, or the visualizations are modified from their defaults, that question page will not be transferred automatically to a Results Dashboard. You will need to migrate custom pages manually or save them by March 31, 2027.
Question pages are default pages of the report that Legacy Results generate for you. The visualizations on a question page can only show data for the corresponding question.
Here are some ways to tell if a page is a Question Page:
- The page is named after a question / field, and cannot be renamed.
- Under Page Options, you can’t delete the page.
- The visualizations' sources can’t be changed to different questions or fields.
Extra visualizations or different themes and color schemes are not necessarily evidence of a custom page.
Custom Pages (Migration Required)
Custom pages include any page created by clicking Create Custom Page.
Here’s how to tell if a page is a Custom Page:
- You can name the page whatever you want.
- Under Page Options, you can delete the page.
- There is data from different questions on the same page.
- In the list of pages, the Custom Pages are listed above Question Pages, with a dividing line between them.
If you’d like to save your Custom Pages, you can download individual pages or download the entire report. Make sure to download content before March 17, 2027, when editing is disabled.
To rebuild Custom Pages in Results-Dashboards, read the rest of this support article.
Adding and Editing Visualizations
Adding Visualizations
In Legacy Results, visualizations were automatically created for every question in your survey. You could click Add Visualization at the bottom of a page to create a new visualization.
In Results Dashboards, widgets are also already created for every question in your survey. Once you are in editing mode, click Add Widget at the bottom of the page to add a new widget.
Qtip: New widgets are added at the bottom of the current page. After creation, they can be moved anywhere within the page.
Editing Visualizations
In Legacy Results, clicking on a visualization would open the editing panel. Here you could customize the visualization, change the visualization type, transpose the visualization, remove the visualization, and more. Visualizations on question pages of Legacy Results could not be moved, and no visualizations could be resized.
In Results Dashboards, once you are in editing mode, double-click on a widget or click Edit to open the editing panel. You can also drag the corner of a widget to resize it, or move the widget by clicking the 3 horizontal bars at the top and dragging it to your desired location. Click the 3 vertical dots to duplicate, remove, or move the widget to a different page.
Within the editing panel you can customize the widget, change the widget type, transpose the widget axes, remove the widget, and more. See Results Dashboards Widgets for more information.
Qtip: Within Results-Dashboards, the transpose option will only appear when a Y-axis and Data Series are added to the widget. Click the transpose icon to switch the Y-axis and Data Series.
Adding Filters
In Legacy Results, you could click Add Filter next to the report name to add a filter. You could also load saved filters, or click Manage Filter to view and edit previously saved filters. Filters applied to all visualizations within the report.
In Results Dashboards, click Add Filter when you are in editing mode to add a filter that will apply to all widgets on the page. Click Filters to save a filter or manage saved filters.
Filters can also be added to individual widgets. While editing a widget, click Add within the filters section to create a new filter.
Learn more about Results Dashboards Filters.
Qtip: In certain situations, Results Dashboards widget filters can override page ones. See Filter Interactions to learn more.
Recreating Breakouts
In Legacy Results, you could create breakouts, which grouped data in visualizations by different categories. Below is a line chart of average NPS, broken out by time. The results are grouped by specific day.
You can also create breakouts in Results Dashboards.
Creating a Report-wide Breakout
“Report” pages are special Results Dashboard pages that mimic Legacy Results, letting you decide the breakouts included, preferred chart types, specific questions included, and more. This simple interface can be great for those who aren’t used to editing Results Dashboards widgets yet.
By following these steps, you will generate an entire page of widgets that share the same breakouts.
Qtip: Although we’ll use a date breakout in the example below, you don’t have to break out data by date. In the last step, you can instead choose a category like Department, Office, or Product. It all depends on the data you have and the story you want to tell.
Add a new page to your Results Dashboard.
Select Report page.
In Template options, choose the default Metric you want to use.
Choose the decimal places displayed.
Select Breakout question by field.
Choose the field you’d like to break out by.
Select each of the chart types you want to include.
Choose whether to display the question number in the widgets’ titles.
Go to Fields.
Select which survey questions and fields you want to apply the template to.
Click Create.
For each question/field you selected, you will get all of your chosen widgets, each with your chosen breakouts and other selected settings.
For more information, read about Results Dashboards Template Report Pages.
Creating a Chart or Table Breakout
To create just one widget with a breakout, or to edit an existing widget to give it a breakout, follow the steps below.
Click the dashboard’s edit button.
Open the page you want to add the widget to.
Use one of the following types of widgets:
Add a metric to the widget.
Set your specific metric.
Example: To recreate the line chart above, we’d choose Average, then our NPS question.
Depending on your choice of widget, add the X-axis, Y-axis, or Row.
Choose the field you want to break out by.
Example: To recreate the line chart above, we’d choose a date field, like Recorded Date.
Qtip: For date fields, you also need to choose how to group the data (e.g., by day). Learn more about breaking data out by dates.
Example: Line and bar charts let you add another level of breakout called the Data Series. Here’s response count broken out by marital status:
Here’s the same graph further broken out with gender set as the data series:
Example: Meanwhile, Table widgets let you add another breakout layer by letting you set both rows and columns. Here are some general examples of different tables with breakouts:
Downloading or Sharing Results
In Legacy Results, you could click Share Report to export your report or share it via a public report link or scheduled report email.
In Results Dashboards, click the download icon to download your dashboard or share it over email.
You can click Download dashboard to save a static snapshot of your Results Dashboards in many formats, including PDF, JPG, Microsoft Docs, Microsoft Powerpoint, Microsoft Sheets and more. See Sharing Results Dashboards.
Qtip: State & Local Governments and Academic research products also have access to a public report link for Results Dashboards. However, this feature comes with important restrictions to consider. Read more on Manage Public Results Dashboards.
Creating and Downloading Question-Specific Pages
When you downloaded reports in Legacy Results, you could pick a specific question to download, getting just those related charts and tables in your report.
In Results Dashboards, you can only export specific pages or export specific widgets. Because your default page of a Results Dashboard has charts for all questions in your survey, you can only export the entire page or individual widgets, not a collection of one question’s multiple widgets. For a download format similar to Legacy Results, you’ll have to make some quick adjustments.
Making a New Page from a Template
With these steps, you’ll create a whole new dashboard page with multiple charts reporting on one specific, selected survey question.
Add a new page to your Results Dashboard.
Select Report page.
In Template options, choose the default Metric for each widget.
Choose the decimal places displayed.
If desired, add a breakout.
Select each of the chart types you want to include.
Choose whether to display the question number in the widgets’ titles.
Go to Fields.
Select which survey question you want to generate all of this content for.
Click Create.
For more information, read about Results Dashboards Template Report Pages.
Other Tips
If you’d like to reuse existing content rather than generating a new Report page, you can move widgets to different dashboard pages.
You can even duplicate widgets first, if you’d like to keep both your old and new pages intact.
Once you have a page set up with the right widgets, you can export the page’s content to any format you’d like.
FAQs
When will I lose access to Results-Reports?
When will I lose access to Results-Reports?
- November 1, 2026: You can no longer create new Legacy Results-Reports, for either existing or new survey projects. Existing Legacy Results-Reports will still be viewable and editable.
- March 17, 2027: You can no longer edit existing Legacy Results-Reports. Existing Legacy Results-Reports will still be viewable.
- April 1, 2027: Question pages automatically move to Results Dashboards. Legacy Results-Reports is completely removed from Qualtrics, and old reports are no longer accessible.
Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason.
Will reports I built in Results-Reports be automatically transferred to Results Dashboards?
Will reports I built in Results-Reports be automatically transferred to Results Dashboards?
Default Reports will automatically be transferred. Reports with any customization will not be transferred.
Will scheduled emails in Results-Reports transfer to Results Dashboards?
Will scheduled emails in Results-Reports transfer to Results Dashboards?
Does copying a project also copy the Results Dashboard?
Does copying a project also copy the Results Dashboard?
Yes. Copying a survey project also copies the Results Dashboards created to visualize data. Note that private report pages will not be copied.
Does Results Dashboards have the same visualizations as Results-Reports?
Does Results Dashboards have the same visualizations as Results-Reports?
Yes, Results Dashboards supports all of the same visualizations, including Text Highlights and Heat Map Plots.
Can I create a Statistics Table widget within Results Dashboards?
Can I create a Statistics Table widget within Results Dashboards?
There is no Statistics Table widget in Results Dashboards. A similar widget can be created by making a Table widget and adding your desired statistics as metrics within the Metrics section.
Will public links to Legacy Results-Reports be migrated to Results Dashboards?
Will public links to Legacy Results-Reports be migrated to Results Dashboards?
No. Any links (and optional passwords) for public Legacy Results-Reports will be removed when Legacy Results-Reports is no longer supported. Learn more about Public Results Dashboards.
Does the deprecation of Legacy Results affect Advanced-Reports in the Reports tab?
Does the deprecation of Legacy Results affect Advanced-Reports in the Reports tab?
No. The Advanced-Reports in the Reports tab will continue to be available, but the option to create a report from Legacy Results-Reports will no longer be available.
Will filters defined in the survey project’s Data & Analysis tab transfer to Results Dashboards?
Will filters defined in the survey project’s Data & Analysis tab transfer to Results Dashboards?
Unlike Legacy Results-Reports, Results Dashboards does not share filters with Data & Analysis. However, you can recreate these filters in Results Dashboards.
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