Skip to main content
Loading...
Skip to article
  • Qualtrics Platform
    Qualtrics Platform
  • Customer Journey Optimizer
    Customer Journey Optimizer
  • XM Discover
    XM Discover
  • Qualtrics Social Connect
    Qualtrics Social Connect

Migrating to Results Dashboards


Was this helpful?


This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

The feedback you submit here is used only to help improve this page.

That’s great! Thank you for your feedback!

Thank you for your feedback!


About Migrating to Results Dashboards

Qualtrics has released a new version of Results-Reports, called Results Dashboards. Both versions of Results are designed to give you a quick and simple visualization of your survey results. Each question in your survey will have a visualization pre-made for it. However, there are also many customization options available to you to help you build a report to fit your needs.

This page is for Results Dashboards users as a guide to learn about new functionality and recreate features from your 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:

Accessing Results

Qtip: Results Dashboards have been enabled for all users. If you do not see them in your account and would like to try them, please contact Qualtrics Support.

To access Results:

accessing results dashboards from the "try it now" banner in results-reports

  1. Go to the Results tab in your survey. Results-Reports will be displayed by default.
  2. To access Results Dashboards, click the Try it now banner.
Qtip: If you’ve previously clicked this, you can return to Results-Reports by clicking Settings, then going to the Themes tab and clicking Revert back.
switching back from results dashboards

Creating a Report

In Results-Reports a default report will be created automatically with a separate page for each survey question. A new report can be created by clicking Default Report and selecting Create New Report.

creating a new report within results reports

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.

viewing the dashboard within results dashboards

Editing Reports

In Results-Reports you can use the settings icon to make changes to the appearance or set-up of your report. See Adding & Editing Visualizations for more information on editing specific widgets.

accessing report settings in results-reports

In Results Dashboards Click the edit icon to make changes to your Results Dashboard. See Adding & Editing Visualizations for more information on editing specific widgets.

edit dashboard button within results dashboards

Adding Pages

In Results-Reports, each report will have a separate page created for each question in your survey. Click Create Custom Page to add a custom page to your report.

creating custom page within results-reports

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. See Results Dashboards Pages for more information.

Adding & Editing Visualizations

Adding Visualizations

In Results-Reports, visualizations will automatically be created for every question in your survey. Click Add Visualization at the bottom of a page to create a new visualization.

add visualization button within result-reports

In Results Dashboards, widgets will be 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.

add widget button within results dashboards

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 Results-Reports, clicking on a visualization will open the editing panel. Here you can customize the visualization, change the visualization type, transpose the visualization, remove the visualization, and more. Visualizations in Results-Reports cannot be moved or resized.

visualization editing panel within results-reports

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.

editing, moving, and resizing buttons within a results dashboards widget

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.

editing pane for a results dashboards widget

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.

transpose button within a widget

Adding Filters

In Results-Reports, click Add Filter next to the report name to add a filter. You can also load saved filters, or click Manage Filter to view and edit previously saved filters. Filters apply to all visualizations within the report.

adding a filter within results-reports

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.

adding a filter within results dashboards

Filters can also be added to individual widgets. While editing a widget, click Add within the filters section to create a new filter.

adding a widget-level filter in results dashboards

Qtip: Widget-level filters will override any page-level filters.

Sharing Results

In Results-Reports, click Share Report to export your report or share it via a public report link or scheduled report email.

share button within results-reports

In Results Dashboards, click the download icon to download your dashboard or share it over email.

sharing a results dashboard

FAQs