Reporting Survey Results with Results Dashboards

Course 6 of 6 in Week 1 - XM For Customer Experience Learning Journey

Once you have completed data collection for the survey, it is time to analyze and share the results with stakeholders. In this course, you will learn how to use the Results Dashboards to customize reports and communicate findings.

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About this course

Course Summary

This course is designed for Qualtrics users who need to analyze and report on their survey data. You will gain practical skills in using Results Dashboards to build custom visualizations, apply filters to uncover deeper insights, and organize findings into clear, digestible pages. These abilities will empower you to quickly transform raw data into compelling reports and share actionable insights with stakeholders, fostering data-informed decisions within your organization.

Learning Objectives:

  • Identify the primary functions of the Results and Reports tabs to select the appropriate reporting tool.
  • Construct a custom Results Dashboard page by adding and modifying widgets to visualize survey data.
  • Apply page-level filters, widget-level filters, and data series to segment data for targeted analysis.
  • Distribute a Results Dashboard to key stakeholders by exporting it to a file or scheduling a recurring email.

Recommended Users: 

  • New Users
  • Basic Users 
Qualtrics Features Covered
  • Add button (for pages)
  • Add filter button
  • Adding widgets to a report
  • Advanced Filter conditions (All/Any)
  • Bar Chart widget
  • Breakdown Bar
  • Copy page option
  • Data Series
  • Data Table widget
  • Data source selection
  • Display options (e.g., Stacked chart, Legends)
  • Download Report (button)
  • Gauge Chart widget
  • Metric editing (Count, Average, Percent, Decimal Places)
  • Page filters
  • Page menu (Add, Rename, Copy, Remove)
  • Page-level filters
  • Rename page option
  • Reports tab
  • Results dashboard
  • Results tab
  • Rich Content Editor
  • Rich Text Editor widget
  • Schedule email (via Share button)
  • Simple Chart (for Bar, Donut/Pie charts)
  • Widget editing pane
  • Widget options (menu)
  • Widget-level filters
  • Widgets
  •  
 

Curriculum60 min

  • Reporting Survey Results with Results Dashboards
  • Available Reporting Features 2 min
  • Creating Results Dashboard Pages 4 min
  • Challenge 5 min
  • Customizing Results with Results Dashboards
  • Modifying Results Dashboard Pages and Widgets 6 min
  • Using Filters with Results Dashboards 8 min
  • Adding New Pages to Results Dashboards 5 min
  • Challenge 8 min
  • Designing and Sharing Results Dashboards with Your Audience
  • Sharing a Results Dashboard 7 min
  • Catering Results Dashboards to Different Audiences 8 min
  • Challenge 7 min
  • Module Quiz: Reporting Survey Results with Results Dashboards
  • Module Quiz: Reporting Survey Results with Results Dashboards
  • End of Course

About this course

Course Summary

This course is designed for Qualtrics users who need to analyze and report on their survey data. You will gain practical skills in using Results Dashboards to build custom visualizations, apply filters to uncover deeper insights, and organize findings into clear, digestible pages. These abilities will empower you to quickly transform raw data into compelling reports and share actionable insights with stakeholders, fostering data-informed decisions within your organization.

Learning Objectives:

  • Identify the primary functions of the Results and Reports tabs to select the appropriate reporting tool.
  • Construct a custom Results Dashboard page by adding and modifying widgets to visualize survey data.
  • Apply page-level filters, widget-level filters, and data series to segment data for targeted analysis.
  • Distribute a Results Dashboard to key stakeholders by exporting it to a file or scheduling a recurring email.

Recommended Users: 

  • New Users
  • Basic Users 
Qualtrics Features Covered
  • Add button (for pages)
  • Add filter button
  • Adding widgets to a report
  • Advanced Filter conditions (All/Any)
  • Bar Chart widget
  • Breakdown Bar
  • Copy page option
  • Data Series
  • Data Table widget
  • Data source selection
  • Display options (e.g., Stacked chart, Legends)
  • Download Report (button)
  • Gauge Chart widget
  • Metric editing (Count, Average, Percent, Decimal Places)
  • Page filters
  • Page menu (Add, Rename, Copy, Remove)
  • Page-level filters
  • Rename page option
  • Reports tab
  • Results dashboard
  • Results tab
  • Rich Content Editor
  • Rich Text Editor widget
  • Schedule email (via Share button)
  • Simple Chart (for Bar, Donut/Pie charts)
  • Widget editing pane
  • Widget options (menu)
  • Widget-level filters
  • Widgets
  •  
 

Curriculum60 min

  • Reporting Survey Results with Results Dashboards
  • Available Reporting Features 2 min
  • Creating Results Dashboard Pages 4 min
  • Challenge 5 min
  • Customizing Results with Results Dashboards
  • Modifying Results Dashboard Pages and Widgets 6 min
  • Using Filters with Results Dashboards 8 min
  • Adding New Pages to Results Dashboards 5 min
  • Challenge 8 min
  • Designing and Sharing Results Dashboards with Your Audience
  • Sharing a Results Dashboard 7 min
  • Catering Results Dashboards to Different Audiences 8 min
  • Challenge 7 min
  • Module Quiz: Reporting Survey Results with Results Dashboards
  • Module Quiz: Reporting Survey Results with Results Dashboards
  • End of Course