9.7.6

Reporting Improvements

Crosstabs features additional confidence levels for significance testing. In addition, new Advanced tab enables users to pick the location for the total records column and more granularity when it comes to displaying Question IDs for tables, loops, and blocks. 

Throughout all reports, usability improvements were made to the field picker. 

In addition,

• Saved URL now updates after clicking the Close Report button
• The creation of duplicate metrics now prevented
• Charts is updated with the newer filters, ensuring consistency across reports
• Response: Records can now be sorted by looped fields 
• Individual Response Report: Select Fields filter now correctly matches fields when opening report

AI Open-end Coding

The Open-end Coder now supports coding all open-end responses at the parent level for blocks, tables, and loops.

SPL Improvements

Referencing columns / cells in a sheet has gotten easier and more efficient. Historically, to pull data from a sheet based on an answer in a previous question, it required fetch_cell/fetch_row statements. Now, simply use the standard sheet decorator with the variable reference to pull in the data, as such: 

before: 
optsfrom: demo.colors { text: I like [text] }  {if fetch_cell(name=> 'colors', row => [id], column => $QSEL)}

after
optsfrom: demo.colors { text: I like [text] } {if [$QSEL]==1}

In addition, 

• MaxDiff now accepts statement definitions on the widget directly, rather than requiring the list to be defined elsewhere 
• Define the chapter where decline to answer options should fall with {chapter: X}
• mark as now supports reporting placement and text parameters, allowing for customization of mark descriptions and report order
• selectby: steps variables may use applyif at the step-level for further filtering
• For text highlighters, a shift to how pre and post decorators are written will now appear in translation overlays. Rather than double-curly brackets, use single-curly brackets (i.e., {PRE: x} rather than {{PRE: x}})

Honorable Mentions

• Respondent ID field (trans_id) now permitted to be masked within exports 
• When a series of questions sharing the same format and options are chaptered together, this chapter may be used as a reporting parent, allowing for compact reporting and comparison within Crosstabs and Charts 
• Better handling of autoother options within ranking questions 
• Templated surveys no longer require a reparse to test survey links; Custom Fields now supported
• Fixed issue with crossby: panels; variables / quotas using this now function as expected
• Makers may now delete surveys via Survey Configuration 
• “Deep recursion” error message in parser fixed 
• Multiple scenarios where loops gave a 555 error; fixed
• Ongoing issues with locked users resolved.

Release of 9.7.6 started on January 21, 2026.

9.7.5

Reports

Improved filtering experience

Report settings have been redesigned with a new tabbed interface. Field and record selection now live together on one tab, while filters have their own dedicated tab.

Enhanced field sorting

The Field Sorter now supports parent and child fields. Users can sort entire chapters, subchapters, or individual child fields across Response, Frequency, and Crosstab reports, as well as on the Export page.

Additional updates

• All Frequency tables will be collapsed by default
• Crosstab exports: Option to display significance test notation in columns

Further integration of NPS question type

• NPS tables may be built within IntelliBuilder.
• NPS questions may be visualized within Charts

IntelliBuilder

New and improved Condition Editor

The enhanced Condition Editor offers improved functionality for reusing lists and carrying forward items from earlier widgets. It allows users to build complex statements with ease by directly referencing a wider array of widget and variable types.

Bug fixes & improvements

• Copy and paste now supported across all grids
• Initiated status has been renamed to Not Started
• Crosstab Table of Content hyperlinks link to correct metric tables
• Spruce theme: Questions with inline declinetoanswer display options in expected order
• Multi-select tables display expected output in Charts
• Changes in $testmode value (such as by using Mark As Tests) will update counts immediately
• Deliverables in a template can be accessed without issue
• Simulated Data: Loops can reference short form of loop field ID
• mark as will now work with questions using selectby

Release of 9.7.5 started on December 11, 2025.

9.7.4

Survey question updates

Default handling of a survey's language and country options updated

System variables $language and $base_country have been converted from open-end to closed-ended variables for ease in reporting and programming logic.

To ensure backward compatibility and prevent disruption to existing survey logic, the codes for $base_country will remain as ISO codes. Similarly, the codes for $language will continue to display as the language names. There will be minor changes to the data maps of new surveys or upon the parsing of an existing survey.

New question types: NPS and NPS table

NPS (Net Promoter Score) and NPS Table question types are now available both via SPL and IntelliBuilder. Using these question types will create derived Promotor, Passive, and Detractor fields and an associated NPS score for streamlined reporting and analysis.

Custom Fields and reporting only fields improvements

These two field types saw various bug fixes:

• reporting only fields will recalculate after survey parse if conditions changed
• Editing custom fields after survey re-parse/publish will retain field options
• Weights may now be applied to Custom Fields

Response reports have better functionality

In addition to addressing some performance bottlenecks, Response sees these improvements:

• Fewer Grey/Blank Cells: When navigating back to the Response Report from another page, you'll no longer see grey or blank cells
• Sticky Sorting: Your chosen sort order now stays put even after you add more fields to the Response Report
• Search Functionality: We've added a search and highlighted results feature to Response 
• Better Copy and Paste: Copying data out of Response Reports is now more accurate and reliable

Bug Fixes & Improvements

• When exporting data, a time-remaining estimate is now shown
• Page Report now defaults to All Records
• IntelliBuilder’s table summary variables now allow creating conditions on numeric open ends
• List functions may be used for single-line set values
• Creating a datacut based on a status no longer fail if a survey has a question or chapter with the same name as a status ID
• Full Contact lists can now be successfully exported without error
• Blocks with autoother options will now display in field picker as expected
• Users are now prevented from adding duplicate language or country options
• IB Editor was unable to display source code; fixed

Release of 9.7.4 started on November 19, 2025.

9.7.3

Streamlined session inactivity

To prevent loss of in-progress work, the login process after a session timeout has been updated. Users will now be prompted with a pop-up window to provide their login information, instead of being redirected to the main login page.

Major bugs fixed

We've also fixed a series of major bugs:

• We have resolved the issues with exporting Open-Ended Coding fields, Weights, and Custom Fields. These field types are now also supported in SPSS downloads.
• A previous issue causing quota parsing failures when a variable ID included "REGION" has been resolved. Variables with "REGION" in their ID can now be referenced in quotas without any problems. 
• The tag export_unseen_options_as previously was not supported on hidden variables. With this release, users may now identify how unseen options should export for hidden variables.  
• The Encrypted Data User add-on role can now be assigned to users without needing to reparse the study for data unencryption.

Honorable Mentions

• Introduced warning when highly-permissioned roles are given to users outside the organization 
• Audience Quotas' export sees each audience type on its own worksheet. Additionally, create and define parameters for custom audience types, such as the description, basis, and apply if logic. 
• Within Delete Responses, "IDs" will be checked by default instead of "Completes"

Bugs

• Within IntelliBuilder, formulas in hidden numeric question types will no longer be removed upon browser refresh 
• Survey Navigator better handles slow loading 
• Checklist options are no longer punched (indicating failure) when the trigger question is skipped 
• Surveys created from templates now display proper survey ID in links in Panels
• Removed extra lines in translation overlay when using oq text on question or translate on group
• Within Reports, looped variables now display metrics
• Conditioned loops no longer display incorrectly when question referenced in condition was skipped 

Release of 9.7.3 started on October 23, 2025.

9.7.2

Faster Exports

Get your data more rapidly with improved exporting. Average speeds are now two to three times faster than before.

Notes within Survey Links 

Leave notes with testing instructions, invite links, or project updates in the new Survey Links scratchpad. Makers and Field Managers can edit, while Researchers and Panel Vendors can view.

Honorable Mentions

• Panels is now the default landing of Audiences; Managed Sample is retired. For future IntelliSurvey sampling requests, please reach out to support@intellisurvey.com 
• Audience Quotas may be exported for ease in sharing updates with project partners 
• Response report columns may be sized easily with a double-click to fit the longest answer. Additional sizing options provided when right-clicking on the column header
• Line spacing / blank lines entered in the SPL editor will now be preserved when visiting the IntelliBuilder editor 
• Files uploaded via type: upload questions will automatically sort into a folder named after the question (allowing for ease in downloading) and the file name will include the respondent ID
• Highlighter tables may now be written as type: highlighter rather than type: highlighter table

Bugs

• Fixed: Data Cuts were unavailable for some users
• Frequency PDF exports display the proper N for percentile metrics 
• Numeric entry questions no longer permit percent signs to be entered. This previously affected the way data was stored
• Rank questions with conditional options may now use ‘greater than' syntax; no longer an issue 
• Language "Brazilian Portuguese” was unable to used within a survey's language picker; now permitted
• Within Batches, cloned batches will now properly clone both the timezone and any filters 
• For type: password questions, prefix and postfix tags may now be used

Release of 9.7.2 started on October 7, 2025.

9.7.1

Improvements to Reports

Response reports is the latest to join the build-as-you-go report types. Adjust fields, filters, and configurations and see the report update live. Pin/freeze columns for ease in data checking.

Additionally,

• Loops now display as summary charts (like tables and blocks) in Charts
• Charts moved into the Reports navigation section
• Copy table content directly from Crosstab reports
• Reset Crosstab reports with one click

Build table summary questions within IntelliBuilder

Table summary variables allow for consolidating table selections into a single variable for ease in data analysis, now available within IntelliBuilder.

SPL Improvements and Bug Fixes

• Fixed: ranking questions skipped due to logic no longer auto-punch as "Not ranked"; will be blank
• Auto-others within ranking questions are handled more accurately when unranked
• show if is no longer allowed on most groups (permitted for inline groups, only). Use condition instead
• create closed variables now accept inline reporting_only: y
• Auto-other now anchored when optsfrom includes "double exclusion"

Honorable Mentions

• Faster performance when adding data to surveys
• Save versions more quickly with keyboard shortcuts
• Spruce theme now supports tables with totals
• Version History now includes loop iterations in data column counts
• Panels can be reset to default settings; improved panel redirect dialog
• In IntelliBuilder, workflow for Text Highlighter questions has been streamlined
• Hidden numeric value fields in IntelliBuilder now support mathematical expressions

Release of 9.7.1 started on September 22, 2025.