In this article
The Interviewer Productivity Report provides statistics regarding the work of the selected interviewers.
This report is built based on a selected template - the user can choose from a number of report templates that were created/edited by different supervisors, or create/edit a template of his own. A special dialog allows for creation of such a template which is then stored and becomes available (depending on chosen settings) for other supervisors - see Creating and Editing the Interviewer Productivity Report Templates for instructions.
To generate the Interviewer Productivity Report:
- Choose Reports in the Navigation menu, then choose the Interviewer Productivity Report from the drop-down list that unfolds.
- 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. - click on the Range icon on the right of this field to do this. Clicking the Range icon will display the Date Range form. Select a single survey (or a number of surveys) for which it will be generated.
- When no interviewers are selected the report is generated for all interviewers working for the current company. You can select certain interviewers (users) for whom this report will be generated. Click the Select button for the User filter. This will display the Select Interviewers/Groups dialog.
- Click Save selected in this dialog to save this setting.
- Then choose a survey to include in the report. Choose the Select button to display the Select Surveys dialog.
- Click Save selected in this dialog to save this setting.
- Click the Shift button to limit a time range of the report to certain shifts within a day. If you skip configuring this option the report will be generated for all hours within the selected Date range - this is the default setting.
- Choose the desired start and end times of the shift using corresponding spin controls.
- Click Save when you are done. The page will close and the updated report settings will be saved. You can check what Shift time was set - hover the mouse cursor over the pencil icon and the tooltip will show the Shift's start and end times (see the picture below).
If the report is generated for a single survey - this survey has got at least one defined variable, or
If the report is generated for multiple surveys - all these surveys have got similar variables defined in each one. Otherwise the option remains hidden.
- The rest of the report is configured with the use of a template. Select a template to use from the Template drop-down list (next to the Build button). The System template is selected by default.
- When all settings are configured, click the green Build button to generate the Interviewer Productivity Report.
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/Interviewer Productivity Report from the context menu that appears.
This will display the Interviewer Productivity Report settings (this dialog opens in the separate window if you run the command from the Surveys list).
Figure 1 - Configuring the Interviewer Productivity Report
Figure 2 - Choosing the date range for the Interviewer Productivity 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 and decreasing value with the help of the buttons, or entering the value manually. Click OK below this list 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.
Figure 3 - Selecting interviewers to include into the Interviewer Productivity Report
This dialog is described in Selecting Interviewers or Interviewer Groups.
The start and end times of the shift you choose will be displayed in the generated report.
When you click the Shift button, the Select Shift page is displayed (see the picture below).
Figure 4 - Choosing the Shift start and end times
Checking the Shift time setting
If you need to reset shift values you have specified you should check the "Reset shift" box in the page. Then you should click the Save button. The shift start and end values will be reset to zeros (the default value) and the Shift button border highlighting will be removed.
You can filter the report contents by a survey variable of your choice.
This option is available only in the following situations:
Note that only variables that have the property "Available as CATI filter" set in the Authoring module become available and can be applied using the variable filter (refer to the Forsta Authoring documentation for instructions on setting up this property).
To apply a variable as a filter you should choose the Filter drop-down list (see the picture below), then select a variable from this list and finally enter the required variable value in the box to the right of this drop-down list. You can additionally apply the second filter (the drop-down list and the text field located next to the first group of controls).
When you apply a variable as a filter you create a filtering condition. When you additionally apply another variable you enhance the condition expression - the second variable is added to this expression using the AND operator (like, for example 'q1=2 AND q2=5').
Note that this filter is available only for reports based on a single survey - if you do not choose a survey when configuring the report, or choose more than one survey, the Filter group of controls will not be available at all.
Figure 5 - Choosing a variable to filter the Interviewer Productivity report data
Template configuration includes shifts, extended statuses, dialer attempts, break-time handling, report column settings and public availability status (go to Creating and Editing the Interviewer Productivity Report Templates for more information).
Figure 6 - The generated Interviewer Productivity Report
The default Interviewer Productivity Report provides the following information:
| User ID | This is the ID of the CATI interviewer |
| User name | This is the login name for the CATI interviewer |
| Log on time (hours) | This is the total time (in hours) spent logged into the system during the date range selected |
| Waiting time (hours) | This is the total time (in hours) spent by the interviewer logged into the system waiting for the next interview to be delivered during the date range selected. |
| Paid break time (hours) | This is the total time for which payment is provided (in hours) spent on breaks during the date range selected |
| Unpaid break time (hours) | This is the total time for which payment is not provided (in hours) spent on breaks during the date range selected |
| Review time (hours) | This is the time spent by the interviewer on reviewing open-end questions |
| Interviews | This is the number of records worked on during the given date range for the report. All records presented on-screen to interviewers are counted as ‘Interviews’ (although many of the started interviews are likely to be terminated without going on to become ‘completed’ interviews). All records dialed in manual or automatic mode will be counted as ‘Interviews’ regardless of the call outcome. Note that if calls are dialed in predictive mode the ‘Interviews’ count will not include non-connected call attempts which have automatically coded outcomes like ‘no reply’ or ‘busy’. These calls are not directly attributable to interviewers because they are dialed and coded before needing to be allocated to an interviewer. If the ‘Show dialer attempts’ setting is enabled before building the report then a row will be added to the top of the report and the ‘Interviews’ column will provide the total count of numbers dialed (inclusive of non-connected outcomes like ‘busy’ or ‘no reply’). |
| Interviews per log on hour | This is the number of interviews worked on for this survey per logged in hour for the date range specified |
| Completes | This is the count of interviews that are selected as in the status filter and considered as completes (based on the status filter and selected filter variable(s)) in the date range specified |
| Completes per log on hour | This is the number of interviews with the complete status worked on for this survey per logged in hour for the date range specified |
| Interviews per complete | This is the number of interviews worked on per completed interview |
| Average completed interview length (min) | This is the average time (in minutes) for a completed interview |
| Preview time (hours) | The difference in seconds between the interview start time and the first time the phone connection was established within the interview. Only applicable for Preview interviews. This field is not included in the default report and can be inserted by adjusting the column settings of the report template. |
| Wrap time (hours) | The difference between the last time the phone connection was disconnected within the interview and the start of the open end review (if open end review is enabled for the survey) or the interview end (if open end review is not enabled for the survey). This field is not included in the default report, and can be inserted by adjusting the column settings of the report template. |
| Connected call time (hours) | The difference between the first time the phone connection was established within the interview and the last time the phone connection was disconnected within the interview. This field is not included in the default report, and can be inserted by adjusting the column settings of the report template. |
| Interview time (hours) | Duration of the call attempt. This field is not included in the default report, and can be inserted by adjusting the column settings of the report template. |
Break Time statistics
Each time the interviewer goes on a break they enable the break timer in the CATI Interviewer Console (go to Taking a Break for more information). To enable the timer they first select the type of break that they intend to take: either paid or unpaid. Totals for these timings are calculated separately. Break types are specified by a supervisor on the Break Classifications tab in the Resources section (go to Viewing the Break Classifications List for more information).
Note that if any type of break is deleted from the Break Classification tab during the period selected for the report generation, all the relevant statistics will be counted as the "paid" type regardless of what type of break has been deleted.
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.