The projects page includes option tabs found under the project title.

survey tabs.jpg

Click each tab below for more information.

Survey
Actions
Distributions
Data & Analysis
Reports

Open the Survey tab to create and edit an existing project/survey/

For more information on the Survey tab.

The Actions tab will allow you to trigger tasks based on various events. Examples include creating a ticket when someone opts-out of your XM Directory, sending a follow-up email to a customer after a low satisfaction score.

For more information on the Actions tab.

The Distributions tab is how you would pick a distribution channel and a method within that channel to start collecting survey responses.

For more information on the Distributions tab.

The Data & Analysis tab lets you filter, classify, merge, clean, and statistically analyze your response data. Learn more about filtering, classifying, merging, importing, data cleaning activities, and statistically analysis options here.

For more information on the Data & Analysis tab.

There are two places to build reports under the Reports tab, each with a separate purpose:

Results: Quickly view and analyze your results in a Default Report consisting of question-based Pages and customizable Visualizations.
Reports: Format Reports from the ground up where you control the layout.

For more information on the Reports tab.

The Reports tab also, allows you to export your entire results-report, a single page, or individual visualizations to a variety of formats. You can export all your custom pages and question pages at once to a PDF, Word, Powerpoint, or CSV document.

Find more information here at Exporting Results-Reports (Links to an external site.) .

If there are additional questions or if advanced support is needed call the Qualtrics support helpline at 800-340-9194 or by visiting the Qualtrics Support website . Additionally, General support queries can be directed to the OIT Help Desk by emailing helpdesk@uah.edu or by calling 256-824-3333.