Qualtrics CoreXM - Reporting on Your Insights Questions and Answers Already Passed

Qualtrics CoreXM - Reporting on Your Insights Questions and Answers Already Passed What are the three components of a compelling report? 1. Know your audience 2. Synthesize and simplify 3. Make a clear ask How might you structure a report for a C-level? Presentation accompanied by a push report How might you structure a report for a Director? Heavily curate the report, accompany with a push report. They care about overall business performance and direction. They want to focus on 1-2 specific visualizations. How might you structure a report for Managers? Push and pull reports Need to be able to "drill down" They care about summary or day to day ops How might you structure a report to individual contributors? Pull reporting with ability to access raw data More likely to have ground level context for analysis Interested in day to day operations and impact on a focused problem What are ways to synthesize and simplify reports? Bring actionable insights, not just raw data Use targeted visualizations, not random and exhaustive visualizations for every question How can you make a clear ask with your report? 1. Don't ask for too much. 2. Establish a follow-up mechanism to build in accountability to execute How might you use a mock report? 1. Check for relevance - ask stakeholders, "If I gave you this, would you feel empowered to take meaningful action?" 2. Confirm applicability - design, delivery, info What would you do if you wanted to put a report online but only have certain people access it? Put an access code on it What are results reports? - Gives you a visualization for each question in the survey - Limited customization - Auto-generated Why might you use the results report? - Quick snapshot for when you're synthesizing - When you're only analyzing one survey's results T/F The results report allows you to pull from multiple data sources False, you can only pull data from one source in results reports When would you want to use the Advanced Reports feature? 1. You need branding customization (logo, colors, layout, etc) 2. You're starting from a QRF template (allows for consistent reporting across an organization) 3. When you need to pull data from different sources Why might you want to pull data from multiple data sources into a report? 1. Comparisons over time (eg. a longitudinal study or different annual surveys) 2. Comparisons across demographics 3. Comparisons to benchmarks T/F You can showcase different metrics in one visualization using a Results Report False. You can only do this in the Advanced Reports T/F You can create multiple Reports within one Project True. This allows you to create tailored Reports for different purposes/audiences