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Longitudinal Dashboard for Data Entry

  • June 5, 2026
  • 1 reply
  • 12 views
A
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I’m migrating some surveys from another survey platform and struggling with how to replicate the dashboard we used.

We have a longitudinal project with a pre- and a post-survey. In our previous platform we were able to display the IDs and whether or not a pre- or post-survey was completed. 

Example:

ID Pre-Survey Completed? Post-Survey Completed?
A001 Yes No
A002 No No
A003 Yes Yes
A004 No No
A005 Yes Yes

 

I have been able to organize the Directory within Qualtrics to populate the ID and to update the list data with a completion flag after a survey has been completed, but I’m stuck on presenting this information in a concise form. Due to some administrative limitations our data entry staff will not have Qualtrics accounts so I am trying to figure out a way to present this information with limited authenticators. 

Any suggestions?

1 reply

Lpena
Qualtrics Employee
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  • Lpena
  • Qualtrics Employee
  • June 12, 2026

 

First, for tracking the pre- and post-survey completions, utilizing the Directory to store IDs and update completion flags is the perfect move. Each respondent’s record in the XM Directory can maintain fields like ID, PreSurveyCompleted, and PostSurveyCompleted, which can be updated automatically via workflows right after a survey is finished.

When it comes to presenting this data in a clean table, you will want to use a CX Dashboard with either a Table Widget or a Record Table Widget. Start by adding your contact data and completion flags as a dashboard source. From there, you can build a dataset in the Data Modeler to combine your directory info with the survey responses using a left outer join on your unique ID. Once that is linked up, just pull in a Table Widget and configure it to display your ID, PreSurveyCompleted, and PostSurveyCompleted fields.

For sharing this with data entry staff who might not have full Qualtrics accounts, you can set up limited dashboard access to share it securely. If having accounts at all isn't an option, exporting the dashboard data to a CSV for offline review or looking into a public dashboard page (depending on your organization's permissions) are great alternatives.

If you run into any technical snags or weird behavior while mapping these directory joins in the data modeler, it might be worth having our support team take a closer look at your specific setup. You can easily get in touch with them by logging into the Customer Success Hub and opening a ticket under the technical support section.

Hopefully, this gets your tracking system running smoothly! Let us know how it goes.

This reply contains AI usage for clarity and language purposes.
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