Reporting guide

IntelliSurvey features a powerful reporting interface. Much of what traditionally is outsourced to data processing can be performed online, within the same software, without exporting data. The UI (user interface) connects you with your survey data and is easy to understand and manipulate.

This section of the documentation provides the foundation for building and viewing reports, and then moves on to advanced capabilities. If you have a question about current functionalities, need customized reports, or even wish to share your ideas about improving/adding features, you can reach out to Support. For basic information about navigating the UI, see Getting started on the IntelliSurvey platform.

Creating reports, exports, and digests

The following articles will help you get started with creating reports, exports, and digests.

• Accessing reports
• Reporting Field Selector — Selecting the questions for the report
• Reporting Field Tree — Understanding the data organization in the report
• Reporting Record Selector — Specifying which survey records should appear in the report
• Understanding respondent statuses — A breakdown of the various statuses respondents may be assigned while taking a survey
• Expression Builder — Learning to use the Expression Builder modal to create data cuts
• Data cuts — Creating filters to manipulate the data
• Deliverables — Reviewing your centralized location for all saved reports and exported files
• Saved reports
• Creating a new export 
• Create a digest — Bundling reports

Report types

The IntelliSurvey platform offers the following report types:

• Topline reports — A quick overview of responses by question using "tiles"
• Frequency reports — A quick overview of survey field counts, base sizes, and percentages
• Response reports — A report with data organized and displayed in a grid format
• Individual Response reports — A report with detailed survey data for a single respondent
• Crosstab reports — A cross-tabulation/contingency table report
• Base Counts reports — An overview of the number of responses for each survey field
• Page reports — A report organized by survey pages
• Verticalized (Tableau) exports — A report driven by the verticalization of specific questions
• Verticalized by list exports — A report driven by the selection and verticalization of a single list
• Miscellaneous report types — ASCII, Excel, Flattened Delimited, SPSS, Triple-S

Additional tools and resources

IntelliSurvey's software supports advanced analytics which are often outsourced, like TURF analysis and MaxDiff scoring. Additionally, there is extensive customization available for reports and some interesting, hidden features we wish to point out.

• Using weights — Correcting differences between sample demographics
• Migration — Exporting/importing files to transfer data cuts, saved reports, etc. between surveys
• Scoring a MaxDiff — Calculating the utility of each attribute based on "best"/"worst" ratings
• TURF analysis — Understanding the best combination of products/attributes
• Correlation report — Measuring how closely survey fields are related
• Customizing and uploading Excel reports