Custom PDF Reporting FAQs

How does implementation work for Custom PDF Reporting?

Starting with a scoping call, an implementer will help you decide what works best for your organization. Then, you meet a few times as your implementer builds a completely personalized solution to fit your requirements.

What are Custom PDFs?

Custom PDF Reports are a powerful Qualtrics distribution reporting feature that enables you to generate accurate readouts of your survey or dashboard data in PDF format. These reports are highly customizable and shareable, and they can be used to distribute insights to anyone in your organization, regardless of their Qualtrics status.

Can I automate report generation and email delivery using Custom PDFs?

Yes, you can automate report generation and email delivery using Custom PDFs. You can set up triggers to generate reports automatically whenever a specific event occurs, such as survey completion or ticket completion. You can also schedule report emails on any custom interval or schedule.

 

Can I create custom score reports or generate single response reports with Custom PDFs?

Yes, you can create custom score reports or generate single response reports with Custom PDFs. You can even set up triggers to generate new PDF reports for each response to your survey, or send a randomized sample of responses to get an in-depth view of a larger group.

 

Can I schedule report emails with Custom PDFs?

Yes, you can schedule report emails with Custom PDFs. You can set up custom intervals or triggers, including on a schedule, to generate and automatically send reports via email.

 

Is it possible to create personalized reports using Custom PDFs?

Yes, you can create personalized reports using Custom PDFs. You can generate new PDF reports for each response to your survey or customize report templates to suit your needs.

What kind of support and resources are available for users of Custom PDFs?

There are several support options available from Red Pepper Software for users of Custom PDFs. If you are a Qualtrics user, you can use the free Qualtrics support line. Red Pepper can help you with complex issues and questions specific to your organization.

What are some use cases for Custom PDFs

Custom PDF Reports can be used for a variety of purposes, including team productivity reports, detailed “deep dives” on individual responses, employee sentiment and feedback from annual reviews for company leadership, ticketing reports for IT and customer service, the ability to share survey results with external parties or non-registered users, and audit reports for managers. Custom PDFs reports are highly customizable and can be tailored to suit your organization’s unique needs.

 

How can custom PDFs benefit my organization?

Custom PDF Reports can help your organization distribute valuable insights from your Qualtrics projects to anyone in your organization, regardless of their Qualtrics status. This can create new possibilities for collaboration and action within your teams, and it can help drive positive change in your organization.