Exporting Data from CX Dashboards

About Exporting Data from CX Dashboards

CX Dashboards allow users to export data for use outside of the dashboard. Data can be exported or emailed in many formats. See each section for the available export types.

Downloading Dashboard Pages

Dashboard exports generally respect the default filters set for the dashboard, unless you have adjusted the filters. The page you export will respect any filters you currently have applied instead of the filters set as the default. If you are exporting multiple pages of the dashboard, only the page you’re currently on will respect filters you currently have applied; otherwise, the additional pages of the export will revert to the default filters for the page.

1. Navigate to the dashboard you want to export.
   
2. Click on the Export button.
3. Select Download dashboard.
4. Select the file type and other settings you want to use for the export. See Export Options for more details.
   
   Qtip: For PDF and JPG export formats, we recommend designing your dashboard to display your widgets in a grid layout. If your widgets aren’t configured in a grid format, your export will have extra white space surrounding your widgets. For more information about how to rearrange the widgets in your dashboard, read the Resizing & Positioning Widgets section.
5. Click on the Export button.

Export Notification

Once you export a dashboard page, you can leave the page to work elsewhere in Qualtrics. Depending on your export options, 1 of 2 things will happen when your export is complete:

1. If you selected Retrieve file in notification center, then you will receive a notification when your export is complete. You can click anywhere on the notification to download the file to your computer.
   
2. If you selected Automatically download file, then the export will automatically download to your computer when complete.
   Qtip: If you’re having trouble finding the file, check the downloads folder on your computer or the downloads section of your web browser.

Export Options

The export options available to you depend on your selected file type.

• File Type: Can be PDF, JPG, PPTX, DOCX, CSV, TSV, or XLSX.

PDF-Exclusive Export Options

• No Page Breaks: Eliminate page breaks in your PDF. This removes paper size and orientation settings.
• Paper Size: In inches. Standard printer paper sizes included.
• Margin: In inches.
• Select Pages: Select the specific pages of the dashboard that you want to export. By default, only the page you’re on is selected.
• Zoom: Can select from a list of preset options, or Custom to set a custom percentage. The minimum zoom you can set is 50% and the maximum is 150%.

PDF and JPG Export Options

JPG exports only show the selected dashboard page.

• Hide Filters: Select to hide filters from the export. This doesn’t remove filter effects from the data in the export; instead it hides the filters being used from the top of the exported page.
• Hide Header: When deselected, you will see the name of the dashboard at the top.
• Hide Page List: When selected, exports the dashboard page without the name of the page. When deselected, shows the name of the dashboard page in the selected orientation (either to the left or top).
• Include all widget content: Some widgets contain so much data that dashboard viewers must scroll or navigate widget pages to see it all. If you select this option, all of the widget’s data is included in the export. This setting is only available in the new dashboards experience. It only works for table, response ticker, and record table widgets.

CSV, TSV, and XLSX Export Options

CSV, TSV, and XLSX exports contain data for fields mapped in the dashboard, and are only filtered by role restrictions.

• Data: Determine whether you want to export all the survey data mapped to the dashboard, the ticket data, or the action planning data.
• Limit Results: Limit how many responses should be included in the data. By default, this will be the total number of responses in the dashboard. If you choose a smaller value, the results will be limited to the newest data.
• Remove Line Breaks: Remove line breaks from open text data.
• Include Filter Selection: Adds another header above the columns of data that specifies the filter selection used in the dashboard.

PDF and PPTX Export Options

• Orientation: Portrait or landscape.

All export formats

These export options are available for all file types. You can choose 1 of the following:

• Automatically download file: When the export is complete, the file will automatically download to your computer.
• Retrieve file in notification center: When the export is complete, the file will be available in your notifications.

Email Dashboards

Email Dashboard allows you to email static versions of your dashboards to individuals with or without a Qualtrics account. These emails contain the version of your dashboard at the time the email sends.

1. Navigate to the Dashboard from which you want to export.
   
2. Click on the Export button.
3. Select Email dashboard.
4. Choose who to send this email to. If you click the To field, you can choose from a list of users or Roles who have access to the dashboard, or select New Email(s) to add other email addresses to send to.
   

   Attention: When a dashboard is emailed to an existing user or role, the dashboard data will reflect the permissions of the recipient.

   When a dashboard is emailed to a new email without access to the dashboard, the dashboard data will reflect the permissions of the sender.

5. Enter a desired Subject.
   
6. Choose the dashboard page you wish to share.
   
   Attention: Ticket Reporting pages cannot be exported to CSV format in recurring emails.
7. Choose the desired frequency for when to send the dashboard.
   
8. If Recurring Email is selected, specify either Weekly or Monthly distributions.
   
   Qtip: To prevent emails being blocked as spam, ensure that you have allowlisted the Qualtrics Servers.
9. Choose a time.
   
10. Add an optional message if desired.
    
11. Choose between the following:
    
    • Attach report: Attach a report to the email rather than including it in the body of the email. Click Export.pdf to change the format of the report. You have the export options shown here to choose from. Note that the report will only contain data for the page you’ve shared.
    • Include widgets in email body: This option includes the widgets as JPG images in the body of the email.
12. If Include link to dashboard is selected, the email will include a link to the dashboard.
    Qtip: If the respondent has not been given access to the dashboard, then the email will not contain a dashboard link.
13. If Include currently applied filters is selected, the filters you are adjusting in the dashboards will be applied to the emailed data. If deselected, the data will export with whatever default filters are applied. Default filters are filters that are applied by dashboard Admins when editing the dashboard, and they are automatically applied for all dashboard users. See Adding Filters for more information about default filters.
    Attention: If you are exporting multiple pages of the dashboard, only the page you’re currently on will respect filters you currently have applied; otherwise, the additional pages of the export will revert to the default filters for the page.
14. If you want to test the email, click Send me a test email. This will only send the email to the address associated with your account.
15. Click Send Email or Schedule Email.
    

Adding, Removing, and Updating Scheduled Emails

You can have as many recurring emails set up as you desire. Click New Email on the lower-left to add another.

You can manage existing recurring emails from the Email Dashboard window. Select an email along the left to edit. You can change any detail you desire. Click Update on the lower-right to save the changes.

Click Delete to delete the email and stop it from going out.