Base Counts report

Base Counts is a report which allows you to see the number of responses, or counts, for each survey field. To access the Base Counts applet, click the Base Counts button under the Reports button group.

Overview

The Base Counts applet provides a list of all questions in the Survey Fields chapter for a given survey, with the number of respondents who provided an answer for each field. Hidden variables, such as quotas or US State and Region variables, and "decline to answer" options (e.g., QD6_DTA) are also included if they are placed within the Survey Fields chapter. By default, the fields are listed from the lowest number of "responses" (N) to highest, not the order in which they are listed in the source code.

Base Counts reports interact with the Published version of the survey. If a survey has any unpublished changes (as indicated by the yellow triangle in the screenshot below), these changes will not be represented in the Base Counts report. To see the most recent version of a survey in the report, publish the survey again. For more information on Published and Development survey versions, please refer to Dev and Pub Mode.

The Base Counts applet features a split interface. There is a grid format occupying the left side of the page, with a row for each survey field. On the right side of the page, there is a pane that displays a Topline tile for the field selected on the left side. The following columns are included.

As in other places in the IntelliSurvey interface, data columns can be sorted by clicking the column header. Once clicked, the data will be reorganized by that column. When the data is sorted by a column, an arrow will appear in the column header. Clicking the arrow again will sort it in reverse order. 

Column width can also be adjusted. To adjust the column width, bring your cursor over the lines dividing the columns in the column headers. A width icon will appear. When it does, click and drag the column to resize it to the desired width.

When hovering the cursor over a column header, an icon will appear for the column menu. Clicking this arrow will provide a list of options, including the Columns option, which allows the user to choose which columns to show or hide, and the Filters option, which provides a text field for searching the fields included in the report.

Creating a report

To create a new Base Counts report, use the Record Selector filter to define which records to include (Completed, IDs, Date/Time, or Data Cut). Note that unlike other reporting applets, Base Count reports does not have a Field Selector, however, there is a filter available for limiting the rows based on text or numeric input, as seen below.

Once the desired filters have been applied, press Apply to generate the new report.

Saving reports

To save a Base Counts report, click Actions > Save. The Save Report modal will appear, prompting the user to add a file name in the Description field and to add any additional users in the User Access section. Click Save to finish saving the report. 

The User Access option allows users with the correct permissions to designate which users may access the report. If not set, anyone with the survey role of Manager+ can view all reports; meanwhile all other users with lesser survey permissions can only see reports created by users within their same organization/domain. The modal is broken into three sections - Domain, which lists all domains from all users with access to the survey (with the exception of IntelliSurvey); Individuals, which lists all individual emails in alphabetical order; and Default, which is an un-editable section of users with permanent access to the report. Any users that already have access by default will be included at the bottom of the list, and their access cannot be removed. Lastly, a user must already have access to the survey to be added to the report. To provide access to a user, simply check the box next to the individual's domain or next to the individual's email.

Click Save to continue.

To check or amend which users can access a file post-saving, go to Actions > User Access. Note this option will not appear in the Actions menu unless the report has been saved. To add or remove users, check or uncheck the boxes next to their names as needed. Click Save to continue. 

Once a report has been saved, the filters will disappear, and a light blue bar will appear below the applet header with the report's Description (name) and the text "SAVED REPORT" showing. Buttons will also appear that allow the user to edit the report or copy a URL address to paste into emails or other documents.

If an open report is edited by clicking the Edit Report button, the user should go to Actions > Save to save the latest changes. If a new report name is given, the report created will be considered a new, distinct report from the one edited and the previously saved report will still appear in Deliverables under the original name. However, if the same report name is used, a second modal will appear to confirm the user's intentions. Keep the description unchanged to replace the report, or change the name to save a copy.