Generating the Sample Utilization Report

The Sample Utilization Report provides statistics reflecting utilization of the uploaded sample records. You can use the report to analyze how each uploaded sample batch was used:

• to check the number of uploaded, deleted, attempted and currently available records, and also the number of attempted interview sample records;
• to monitor the exact number of the uploaded sample records that were blocked due to the exceeded cell quotas, and also the number of sample records that were attempted repeatedly after such blocking;
• to see how many of the attempted interviews were completed and also the average number of attempts per completed interview.

The Sample Utilization Report shows each uploaded sample batch on a separate row in the generated report. For each batch the report provides the following information:

• Time added - shows the exact time this batch was uploaded;
• Interviews added - shows how many records this sample batch contains;
• Current interviews - shows how many interviews the batch contains at the moment;
• Interviews attempted - shows how many interviews from this sample were attempted;
• Blocked by FCD attempted - shows the number of interviews that were blocked by FCD after they were attempted;
• Blocked by FCD not attempted - shows the number of interviews that were blocked by FCD before they were attempted;
• Attempted after blocked by FCD - this figure shows how many interviews were attempted after they were blocked by FCD;
• Blocked by blacklist - shows the number of sample records that were blocked during the sample batch upload operation (these numbers were blocked because they already exist in the CATI blacklist);
• Completes - the number of interviews from this batch that were completed;
• Attempted per complete - the number of attempted interviews from this batch per one completed;
• Average interviews per complete - average number of interviews from this batch per one completed;
• Deleted - the number of interviews deleted from this batch since it has been uploaded.

Note: ‘FCD’ is the abbreviation for ‘Filtered by Call Delivery’, and is enabled by the quota setting ‘CATI Delivery when Quota not Full’. When enabled, CATI interviews will automatically be removed from the CATI call list and be given an extended status value of 27 (Filtered by call delivery) when the quota cell they fall into is full.

To generate the Sample Utilization Report:

1. Choose Reports in the Navigation menu, then choose the Sample Utilization Report from the drop-down list that unfolds.

Alternatively you can run the report from the Surveys tab. Choose the Surveys tab in the Navigation frame, select a survey in the list in the top right frame, right-click this survey and choose Reports/Sample Utilization Report from the context menu that appears.

This will display the Sample Utilization Report settings (this dialog opens in a separate window if you run the command from the Surveys list).



Figure 1 - Configuring the Sample Utilization Report

2. Select a single survey (or a number of surveys) for which it will be generated. Click the Select button to display the Select Surveys dialog. Click OK in this dialog to save this setting.
3. Next you can choose to apply the Status filter option. Click the Select button to display the Status filter form.



Figure 2 - Applying extended status filter to the Sample Utilization Report

Put a check in front of extended statuses you want to include in the Sample Utilization Report. Click OK to save this setting.

4. The Date Range drop-down box allows selecting the time period for which the report should be generated. You can select a period from the drop-down list, or you can choose to define the period manually (the "Range" item in the list) – in this case the Range button on the right of this field becomes available. Click the Range button to display the Date Range form.



Figure 3 - Adjusting the date range for the Sample Utilization Report

Specify the start and finish time of the desired period using the From and To fields. These fields include the calendar form which opens when you click the arrow button in the date field, and the time spinbox which allows increasing or decreasing value with the help of the buttons, or entering the value manually. Click OK to confirm this setting.

The Dates range drop-down list contains special semi-automatic options - "n days ago". These options allow choosing the date for which the report would be generated automatically, without opening the calendar form. When chosen, each of these options sets a date in the calendar which is 1..7 days before today. For example, if today is May 17, and you choose "2 days ago" from the drop-down list, then May 15 is selected as the report date in the range.

5. Click the Build Report button to generate the Sample Utilization Report.

Figure 4 - The generated Sample Utilization Report

In case the generated report is large enough and occupies more than one page you can navigate through its pages using the browsing controls displayed above the report header.

If the current report page does not fit into the application window it can be scrolled with the help of the scroll bar displayed on the right side of the frame.

Click the Previous button to jump one page back, click the Next button to jump one page forward.

Numbers in the drop-down box to the right of these buttons show the current page number and the total number of pages in the report. You can jump to the specified report page – enter the page number in the box field and press Enter on the keyboard to do this.

Alternatively you can click the Go to First page button and choose to jump to the first report page, or choose the Go to Last page button to jump to the last report page.

You can refresh the generated report if the data updates. Click the Refresh button to do it.

The generated report can be exported and printed out – refer to Exporting the Generated Report and Printing out the Generated Report for instructions.