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Qualtrics online survey software

Changes to Qualtrics reporting

Once you have collected the data for your surveys there are a number of ways in which this can be analysed within Qualtrics.  Data can also be exported to other applications such as SPSS or Excel.

In Qualtrics the basic reporting options are referred to as Results reports.or Classic reports. These allow you to create visualisations such as charts and data tables for your data, and create filtered reports to analyse your data in more detail. 

Qualtrics are making changes to the reporting within the product and the Results reports feature will no longer be available from 1 April 2021.  This means that access to any Results reports you have set up will also cease after this date. After 1 April the reporting will default to the Advanced Reports feature for all new surveys.

If you wish to keep access to any of the reports that you have previously set up for your surveys then you will need to export these by 31 March 2021 or convert them to the new Advanced reporting format.

This guide will explain how to do this and also provide links to guides from Qualtrics on how to use the new Advanced reporting feature.

PLEASE NOTE:  the changes to the reporting have no impact on the data collected for your survey.  All data will still be available within your survey.

If you have any concerns or questions on what this means for you and surveys you are running/have run, please contact Julie Adams, j.f.adams@staffs.ac.uk

Converting results reports

There are two options for handling your existing Results Reports.  Which you select will depend on whether the reports you created are historic/static reports, or whether you might need to edit these further or if you want to retain a historic/static report which can be viewed within Qualtrics.

  1. Download the report as a Word document/PDF if it is a historic/static report and you want to archive it or keep a record of it outside Qualtrics.
     
  2. Convert the report to a new Advanced Report if you want to:
    1. Edit the report further in Qualtrics
    2. Be able to still access a report in Qualtrics (even if the data is archived)
    3. Be able to view a report online or share it with others.

If you wish you can do both of these!

Exporting a Results Report

There is guidance on the Qualtrics website on how to export your results reports.  This covers exporting a whole report, a page or an individual visualisation.

The Staffordshire University document below also summarises the steps needed for exporting Results reports and converting these to an Advanced Report.  This document is available in either Word and PDF formats.

Using Advanced Reporting

The Advanced Reports feature allows you to create informative online and printed reports to analyse the data you have collected and to share these with others.

Advanced Reports provide the tools you’ll need to design:

  • Page Layouts: Collections of visualizations with accompanying headers, themes, color schemes, margins, and fonts.
  • Visualizations: Individual charts, images, graphs, text areas, or tables pulled from your data set.
  • Filters: Logic to include or exclude data from your visualizations and reports.

There are more tools available within Advanced Reporting to control the look and feel and content of your report than within the Reports Results. 

Converting a Results Report

To convert an existing Results Report to an Advanced Report:

  • Open your survey
  • Select the Reports tab.
  • Pick the Reports section.
  • Choose Create a report.
    • From the three options select: From Results Report: Begin with a previously saved Results-Report
  • Configure other settings such as page size and orientation
  • Click Create
  • You can then modify any of the content and visualisations within the report.

The guide below has a section on converting your results report to an Advanced Report

Creating a new Advanced Report

There are many features available within the Advanced Reporting within Qualtrics.  The  Qualtrics website has online help covering the following topics: