In this article
The Survey Overview Report provides statistics concerning the interviewing tasks for the selected surveys.
This is a multi survey report which means it can be configured to produce statistics for a number of surveys at once.
To generate the Survey Overview:
- Choose Reports in the Navigation menu, then choose the Survey Overview 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 Click Custom button to display the Date Range form and define the period manually.
- Click the Shift button to select a time range that is within the time range you have already selected on the previous step. Whatever date range you select from the Date range drop-down field the Shift selection narrows your choice and limits it to a certain time range (to a shift) that lies within the selected Date range. You may as well skip configuring this option if you want to use all hours within the selected Date range, this is the default setting.
- Status field allows selecting interviews with certain Extended Statuses. Interviews with the selected statuses will be included in the report. Click the arrow and seledt the required statuses in the scrollable list that appears.
- Select a single survey (or a number of surveys) for which the report will be generated. Click the pencil icon to display the Select Surveys dialog (see description of this form here - Selecting Surveys for the Survey Activity List View). Click Save selected in this dialog to save this setting.
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/Survey Overview from the context menu that appears.
This will display the Survey Overview Report settings (this dialog opens in the separate window if you run the command from the Surveys list).
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 custom date range filter also comes with the option to supply times.
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.
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).
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. The Shift button border will be highlighted in orange color to remind you of the specified shift limitations.
If you need to reset shift values you have specified you should click the Shift button and check the Reset shift box in the modal dialog. 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 include additional statistics reflecting the number of times the dialer attempted to connect. This figure is included in the report in case you check the Show dialer attempts box.
Additional statistics reflecting the number of times the dialer attempted to connect are included into the report by default when the User filter option is not enabled (when the User filter box is cleared) - see step 8 of this instruction. The user can turn on the User Filter option by checking this box and after that the Show Dialer Attempts option can be configured. These additional statistics are included into the report for the selected interviewers/groups in case you check the Show dialer attempts box, and excluded when you clear this checkbox.
When no interviewers or groups are selected the report is generated for all interviewers and groups working for the current company.
Selecting Interviewers or Interviewer Groups
You can select interviewers or groups of interviewers for whom this report will be generated.
The left frame in this window is called Available Interviewers/Groups and it allows selecting required persons/groups to generate the report for. Use the Type drop-down control in the grid header to reveal/hide persons or groups and check the boxes in front of the particular person/group you need to select.
Click the right arrow located between the frames to add chosen persons/groups to the Selected Interviewers list in the right frame. Selected persons and groups disappear from the left frame and appear in the right frame. Note that each group you add to the Selected list will be expanded and presented as a list of persons belonging to that group.
To delete a person from the Selected... list you should check the box in front of that person's name in the list in the right frame. Repeat this action for all persons you need to delete from the list of selected persons (or check the box in the grid header to select all persons displayed on the current page) and click the left arrow.
Click the Save selected button in this dialog when you are done selecting to save this setting.
- You can filter the report contents by a survey variable of your choice.
- Click the Build Report button to generate the Survey Overview Report.
Note that only variables that have the property "Available as CATI filter" set in Forsta Authoring module become available and can be applied using the variable filter (refer to the 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 6 - Choosing a variable to filter the Survey Overview report data
Figure 7 - The generated Survey Overview Report
| Survey ID | This is the ID of the Forsta project |
| Survey name | This is the name of the Forsta project |
| Log on time | This is the total time (in hours) spent logged into the system during the date range selected |
| Waiting time | This is the total time spent waiting for the next interview. In general this is a sum of all time intervals between finish of the previous interview and start of the next interview. In the automatic mode counting starts immediately upon logging in, in the survey assignment mode counting starts after a survey is selected, in the manual mode counting starts after the first interview is selected. |
| Interviews | This is the number of interviews conducted during the selected date range |
| Interviews per log on hour | This is the number of interviews conducted for this survey per log on hour during the selected date range |
| Completes | This is the count of interviews that are selected as in the status filter and considered as completes (based on the status filter) during the selected date range |
| Completes per log on hour | This is the number of interviews with the complete status conducted for this survey per log on hour for the selected date range |
| Interviews per complete | This is the number of interviews conducted per completed interview |
| Average completed interview length (min) | This is the average time (in minutes) for a completed interview |
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.
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.
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 the Generated Report for instructions.