Saving a Qualtrics Report to Microsoft Word

Overview

This guide will walk you through exporting graphs from Qualtrics to Microsoft Word using the new dashboard view features. This functionality makes it easier to generate reports and presentations directly from Qualtrics data.

Instructions

Step 1. Access the Qualtrics Dashboard

  1. Log into Qualtrics: Go to pct.qualtrics.com and log into your account using your PCT login credentials.
  2. Select the Survey: In your Qualtrics account, click See all projects and select the survey containing the graph you want to export.
  3. Go to the Results tab and click on the Edit dashboard icon (see below).

 

Qualtrics Results Dashboard highlighted in red.

Step 2. Customize the Dashboard (Optional)

 

To filter results by date, click Add Filter and scroll until you locate the Start and End Date options (see below).

Qualtrics Add Filter button and options from the dropdown menu

 

 

To remove a graph, click the ellipsis (…) in the upper-right corner of the graph and select Remove.

To add a widget to the report, click the +Add icon at the bottom of the graph (see below).

Options to remove or add a widget highlighted in red

 

Step 3. Export the Graphs to Microsoft Word

 

  1. Click on the download button and select Download Dashboard (see below).

 

Download option and dashboard highlighted in red and indicated with an arrow

  1. Choose Export Format: From the available report options, choose DOCX as the file format (see below) and Export.

 

File Type highlighted in red with a red arrow pointing to DOCX

 

Step 4. Open and Edit in Microsoft Word

 

If you have further questions or need assistance with any specific issues, please contact EET.

Print Article