9.5

Reporting

Crosstabs

There are major improvements to Crosstabs performance, functionality, and experience. Crosstab reports are now build-as-you-go, with rows, columns, and data populating as configurations are selected (no more "preview!"). Crosstabs will display the full table set, rather than just the first 10 tables. We’ve also introduced a cleaner and slimmer configuration drawer, allowing for more data in the viewport.

Some additional highlights include:

• A persistent N-size row at the top of the Crosstab, displaying the N-size of each banner point (column).
• Ability to download a specific table to Excel.
• Quickly filter by individual question options (e.g., Males or Northeast) — no need to make a data cut for every filter.
• Improved display of some hierarchical question types, such as tables or loops. Easily collapse and expand parent questions (formerly summary tables) and children questions (formerly individual tables) to make data digestion and navigation easier.

Nets & Metrics

Historically, nets and metrics created within the survey code (SPL) have displayed only in Crosstabs, but with 9.5, we’ll see these data points also display in Frequency reports as well!

Additionally, the ability to add nets and metrics outside of the survey code has been re-introduced back into Crosstabs.

Frequency reports

Frequency reports are now easier to analyze with new and improved result displays. Key updates include:

• Displaying nets and metric data in frequency tables.
• MaxDiff results will display as summary tables.
• Enabling users to easily view results from open-end loops, blocks, and table questions.
• Improving how decline to answer data is displayed.

Survey editors

IntelliBuilder

New features and expanded capabilities have been introduced to IntelliBuilder (IB) in 9.5.

Just as you may rearrange questions and groups within IB, a user may now rearrange options, rows, and columns within a widget via drag-and-drop!

Within valid question types, the reporting only property can be added, converting your hidden single-select and multi-select closed ended questions, as well as numeric values, into variables that calculate on the reporting side, rather than respondent side, allowing for efficiencies in the survey tool.

When respondents hit a termination point, they typically terminate right then and there after choosing a non-qualifying option. The term after property allows users to indicate if a respondent should be sent to termination at a later point. This feature is now available for closed-ended questions within IB.

To streamline survey creation, we've added AI-generated options for closed-ended questions. By using the question text as a prompt, IntelliBuilder can now automatically generate a ready-to-use list of options. These suggested options can be applied instantly or easily customized to suit your needs.

SPL editor

New efficiencies have been built into the SPL editor, including:

• Line-wrap your code using the Line Wrap button (or keyboard shortcut Ctrl+Alt+L or Ctrl+option+L).
• Find and Replace has a new interface and instance counter. Use the keyboard shortcut Ctrl+F or ⌘+F to activate the feature.
• Snippets (accessible via Ctrl+space) updated!

Survey Links introduced; changes to Testing in navigation

Various types of survey links may be found throughout the platform, but for ease in finding the one you need now, we’re introducing the Survey Links dashboard. Find test links, live links, country or language specific links, and draft or published links here. Note that these links are panel-agnostic, so for links formatted to panels’ needs, you’ll need to visit Panels within the Audiences subsection.

Within the survey left navigation, we’ve grouped together items related to testing. You can find the test link, new Survey Links, and Dummy Data all within the new Testing subsection.

Translations and locales

Surveys may now share the primary language’s “translation” with other countries. For example, if a study is fielding in the UK, US, and Canada, the English translation may be shared with all three countries, rather than requiring a secondary English translation to be made.

For times when the concept of base country isn’t as relevant to a study, we’ve introduced a 'World' country option. This is often true when fielding for expert networks or highly specialized non-consumer studies that are focused regionally rather than on a specific locale.

In the Translation Overlay, the “Status” column has been renamed to “Translated By” and updated to better reflect the source of the translation.

Lastly, questions that are invisible or not shown to the respondent (such as background variables or quotas) will no longer be included in a translation overlay by default.

SPL updates

Alternate labels

Occasionally there is a need for exports to use a different question label (question ID) than what is used in the survey code itself. With the new SPL tag alt label, this is possible. Once applied via SPL, include the alternate labels in your exports via the Advanced Options in the Export Survey Data applet.

This new tag allows survey programmers to enter an alternative question ID at the widget level to meet client needs for exports. Users will have the option of exporting data with the original question ID or with this alternate label.

Example usage of the alt label tag:

S1. What is your gender?
alt label: GENDER
type: radio
1. Male
2. Female

Honorable mentions

• autocomplete now supports conditions on lists to eliminate the need for making multiple lists to support different respondent groups.
• Checklist options will now be reset to blank/unchecked if the answer that triggered it is changed to an answer that does not meet the condition.
• All questions with an implicit invisible: y tag (quotas, selectby variables, coded variables, summary variables, and reporting-only variables) will no longer appear in the translation overlay.

Additional updates

Visual changes to the interface

We’ve introduced a new notification system for background processes that previously required staying on the current screen. For the exporting data and downloading Crosstabs processes, these will now show an indicator at the bottom of the screen. These processes will continue as a user continues to interact with the platform.

Look for more rollout of this new “in-progress notification” throughout the next few months.

Other items

• We’ve reintroduced the Approve/Reject applets as a single feature, which now allows specified panel partners to release records themselves, streamlining the fielding process.
• Measures have been taken to ensure data recalculation is error free. When recalculating data, a confirmation page will show to confirm the questions to be recalculated, and the process may now be canceled without Support’s intervention.
• Charts now supports reporting-only variables.
• Performance updates to improve speed were made across several applets, including Testmode, both Editors' parsing and compile times, Export Survey Data, Frequency Reports, and Charts.

Bugs of mention

• Users may now enter diacritics (accents, dots, tildes, etc.) within their profile display names.
• Within Email Send applets, cloned batches no longer copy the sending status, allowing full functionality of cloning.
• Within IntelliBuilder, questions with desc tags will be shown correctly.
• Sheets properly display in the Appendix within IntelliBuilder.
• Panels now show the correct survey ID for the base country.
• Configuration and Translations no longer break when removing a locale that shared the same language as the primary language.