Version Notice: This article covers features in our r9/IS Pro platform. If you're looking for information on this topic related to r8, see Getting started with reports.
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. Our UI (user interface) connects you with your survey data and is easy to understand and manipulate.
Tip! For basic information about navigating the UI, see Getting started on the IntelliSurvey platform. Also, check out the Reporting Guide for a full, bulleted list of articles related to creating reports, different report types, and additional resources on this topic.
Permissions
Permissions and privacy are taken seriously. To minimize risk, we strongly recommend that all users have the least privileged role that provides the permissions necessary to perform their duties.
Anyone with the survey role of Maker can view all data cuts and reports in a given survey. All other users can only see reports and data cuts created by users within their same organization. In more general terms, this means you should only see the data you need to see at all times. If you find yourself unable to perform the functions you need to due to these restrictions, reach out to the survey Manager to adjust your role.
Video overview - Reporting Tools in IS Pro
The following video provides a brief overview of the various reporting tools found in IS Pro/r9. Additional information is provided below in more detail.
Overview of reporting applets
Any survey role other than Limited can create and view most reports. Depending on the user's role, there may be restrictions on a few reporting applets. All reporting applets can be found in the Survey Navigation menu in the Analyze navigation group.
Deliverables (saved reports and exports)
The Deliverables applet is your centralized location for all saved reports and saved exported files. This applet allows you to view, edit/update, download, or upload existing reports or previously exported files. Deliverables also supports bundled saved deliverables known as digests. Digests combine multiple reports and/or Excel files into a single, downloadable file. Lastly, this applet provides a shortcut to create a new export.
Frequency reports
Frequency reports provide a quick overview of survey field counts, base sizes, and percentages rendered in HTML. This report loads lots of data, very fast.
Use case - Often this report is used in Soft Launch data reviews to confirm base sizes and skip patterns are correctly programmed.
Crosstabs reports
Crosstab reports are also known as cross-tabulation reports, contingency tables, or banner books. Crosstab reports allow users to examine the data by subgroups and create frequency tables cut by the options of the column variables. These tables can be displayed as percentages and/or counts. Additional metrics, such as nets that combine responses, or summary statistics (e.g., standard deviations), can be included as well. Weights can be applied to this report if needed. Even Statistical Significance Tests can be run within this same applet.
Use case - This report helps show relationships between the main categories of the survey with other subgroups and important data points.
Response reports
Response reports display actual field data, organized in a grid format, and display option codes and field names in much the same format as they appear in its Excel output. Open-end responses appear inline in the data columns, with closed-end responses defaulting to displaying option IDs.
Use case - The Response report is the ideal view to look at individual responses to a limited question subset without needing to actually export data.
Understanding respondent statuses
Every individual respondent within a survey data set has a status. The status indicates if the respondent is still progressing through the survey, stopped, or finished. Understanding respondent statuses.
or "non-finished" statuses may continue to take the survey, provided the survey is not closed (shut down). Meanwhile, respondents with c statuses are considered "finished" and cannot continue interacting with the survey. The most common statuses are described below. For a full list of statuses, please readLabel | Status | Description |
In Progress | P | Respondents are considered In Progress if they have started the survey but have not yet reached a closed status. They remain as a status P for up to 30 minutes of inactivity before becoming Inactive. |
Inactive | N | Inactive (N) respondents are formerly In Progress respondents who have not responded to the survey for 30 minutes. In the event that they return to the survey, their status will change back to In Progress. |
Completed | C | Completed respondents qualify as such when they have answered all of the required questions and have reached the final page of the survey, wherein they see the survey complete ending message or a sample provider redirect. |
Over Quota | Q | Over Quota respondents are those that hit a quota stop in the survey when the answers they provided place them in a survey quota bucket that is at, or over, the maximum set in the Quota Manager. |
Terminated | T | Terminated respondents are those whose answers failed to meet a survey's qualifying criteria, usually by meeting the conditions of a term if . |
Creating new reports
To create a Response or Frequency report, use the Report Builder to define which records (respondents) and which questions, variables, or other fields, should be included in the reports.
Crosstab reports are created using the Crosstab Editor, which is similar to the Report Builder, but with additional options specific to Crosstabs.
All reporting applets have a toolbar where you'll find common tasks such as the Save and file download options available for that specific report type. We suggest you save your report. You can come back to it later in Deliverables, where you can access it again and edit it if need be. Once it's saved, you can also schedule it to be emailed to yourself/the team on a set frequency.
Creating new exports
To create a new export, click on Export Survey Data in the Analyze button group, or click on the New Export button while in the Deliverables applet.
This is similar to creating any other report, but this allows you to select a file type such as Excel, SPSS, etc., to export the raw data. Unlike other reports, an export is not editable once you have saved it and closes the applet or tab. Like reports, saved exports are found in Deliverables. If additional data is collected after an export has been saved, the export will need to be rerun to update it with the latest data.
Tip! What is the difference between a Response report and an export?
- Response reports store the data for a checkbox question in a single column with a comma-delimited string of answers, and display the option IDs if selected, whereas an export stores the data for a checkbox question in a multi-column format where each option has a unique column that displays a '1' (selected) or '0' (not selected).
- Exports have a second tab called "Questions" which map the question and option IDs to the values displayed in the column headers; Response reports do not have this tab.
Data cuts
Data cuts are filters that allow users to define which respondents to include in a report. To create, edit, or organize these filters, use the Data Cuts applet. Data cuts can also be created from within the Report Builder using the Expression Builder tool. Data cuts can be applied to any report or export. When you apply a data cut to a report, it will effectively cut the base size of the full report.
"Draft" and "Pub" modes
Everyone needs a "sandbox" where they can safely program and test without putting the live survey data at risk. This is what the Draft/Pub (Published) framework provides. There are two different versions of a survey that are available to review at any one time:
- View the survey in "Draft" mode to see the most recent version. This is the preview or "sandbox" where every new change applied will be seen when the survey page is refreshed or submitted.
- View the survey in "Pub" (published) mode to enjoy a more stable review space. When a survey version is published, that means the survey code, files, spreadsheets, and translations are locked in place until the next version is published. This is the version that live respondents will experience.
It is perfectly normal to have dozens or even over 100 development versions, but only a fraction of those may need to be published.
Draft and Pub question sets
In the Frequency, Response, and Export Survey Data applets, you will have the option to choose between the latest Draft version and the Published version of the survey. Questions and options that have been added to the survey but not yet published will only be available in reports when the Question Set pulldown is set to Draft Version. In other applets such as Crosstabs, only the Published version of the survey is available.
Closing
Creating reports seems simple enough, but always remember, data is what ultimately drives your reports. In order to have impactful data, the survey content should be designed and structured by an expert team. The survey should respect the full QA process and Soft Launch "data checks" to avoid any errors. Data should be reviewed thoroughly to remove any poor quality respondents. Clean, accurate data will help you create insightful reports.
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 our Support team.
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