Introduction
Visualization
Filter Your Data

Every time you log in to Qualtrics the My Surveys tab will be open.

Introduction

In the Reports module, you can view answer summaries and create custom pages to visualize and manage aggregate results. Before delving into the specifics though, there are three important elements of the Results module to understand:

Visualization: An interface to view your data as a graph or a table.
Page: A scratchpad where you can explore and analyze your data and create insightful visualizations.
Report: A collection of filters, pages, and visualizations.

interface

You can create as many visualizations, pages, and reports as you want to explore and analyze your data.

Reports Organization

The top bar of the Results module holds the global report settings. Here you can make and switch between reports, add filters to a report, and access general report options.

Reports Organization

To the far left is your page list. Custom Pages lists all of your custom work spaces, and Question Pages lists the default pages made for each question and Embedded Data field in your survey.

custom page

To the right of the page list is the report editor (similar to the survey editor). Whichever page you have selected will appear in this view. This is where you create and edit visualizations.

visualizations

You can also view and create cross tabulations for your survey questions by going to Report Options and choosing View Cross Tabs.

Report Options

Creating or Copying a Report

Click the current report name dropdown.

create a report

Select Create New Report or Copy Report.

Copy Report

Enter a name for your report and click create.

Report Options

The Report Options dropdown provides several general settings:

Report Options

View Cross Tabs: Create and view cross tabulation charts for questions in your surveys.
Publish Report: Make an interactive version of all your pages available for online viewing.
Export Report: Export a PDF, Word, or CSV version of your report, as well as view previous exports.
Rename Report: Edit your report name.
Schedule Report Email: Set up a recurring email that sends your report to chosen individuals.
Delete Report: Delete your entire report (including all filters, custom pages, and question pages).

For more information about your report
check the Qualtrics official site report overview for details instruction.

Introduction

Visualizations are interfaces you can use to view your data as a graph or table. Your question pages include default visualizations already made for you, and you can create new ones in your custom pages.

There are ten main types of visualizations:

Each visualization varies in its options and settings, but there are some basic principles that apply to all or most visualization types.

Data Sources

A data source is the specific response information you want your visualization to display, whether it be the dates responses have been recorded or the answers from a survey question. There are three main types of data sources you can represent in a visualization: survey metadata, question answers, and Embedded Data. Depending on the particular type of information you select, you’ll have different visualizations available to use.

SURVEY METADATA

Survey metadata is information automatically collected when a respondent takes a survey. Survey metadata fields include the following:

Start Date: The date and time the survey was started.
End Date: The date and time the survey was completed.
Response Type: The type of response collected (Survey Preview, IP Address, Offline App, etc.).
IP Address: The IP address collected from the respondent’s browser.
Progress: The percent to which the survey was completed.
Duration: The number of seconds it took the respondent to complete the survey.
Finished: The status of the respondent’s survey (true = completed, false = partial).
Recorded Date: The date and time the survey was recorded in the dataset.

Additional Standard Options

In addition to setting the data source of a visualization, you have a few other standard options that can be set for most data types.

SELECT METRIC

For some visualizations, you can select the metric (count, percentage, mean, etc.) being displayed. The exact options available will depend on both the particular data source and the visualization type selected.

SELECT METRIC

Depending on the metric selected, you may also control the decimal precision of the value(s) shown.

BREAKOUT BY

Sometimes you’ll want to segment, or break up, your visualization data by another question or information field. You can use the Breakout By feature for just that purpose.

BREAKOUT

For more information about visualization for your report
check the Qualtrics Visualization overview official website.

Filter Your Data

Sometimes you’ll want to look at a specific subset of result information, rather than all the results from all your collected data. You can use filters to refine reports to show only results that meet specific criteria. Filters apply globally to a report, so once applied, all visualizations and pages in the report will be filtered to show only information that meets the filter criteria.

Filter Your Data '

Adding a Filter

Navigate to the Reports module and open the desired report and Click Add Filter.

add a filter.png

add a filter (1).png

Choose the filter criteria (survey metadata, question, or Embedded Data) AND Select the desired Operator..

add a filter (2).png

Click the plus and minus sign to add additional conditions or remove conditions.

add a filter (3).png

Field Types

There are three main types of information (called “Fields”) you can filter by: survey metadata, question answers, and Embedded Data.

SURVEY METADATA

Survey metadata is information automatically collected when a respondent takes a survey. Survey metadata fields include the following:

Start Date: The date and time the survey was started.
End Date: The date and time the survey was completed.
Response Type: The type of response collected (Survey Preview, IP Address, Offline App, etc.).
IP Address: The IP address collected from the respondent’s browser.
Duration: The number of seconds it took the respondent to complete the survey.
Finished: The status of the respondent’s survey (true = completed, false = partial).
Recorded Date: The date and time the survey was recorded in the dataset.

For more information about filter of your date,
check out the date fliters on official Qualtrics website

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