Generating the Survey Productivity Report

The Survey Productivity Report provides statistics regarding the work of the selected interviewers. This is a multi-survey report, which means it can be configured to produce statistics for a number of surveys simultaniously. To generate the Survey Productivity Report:

1. Go to Navigation > Reports and select Survey Productivity Report from the drop-down list.

Alternatively you can run the report from the All Surveys tab. Choose the All 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 Productivity Report from the context menu that appears.

The Survey Productivity Report settings page appears.



Figure 1 - Configuring the Survey Productivity Report

2. Select the survey or a number of surveys for which the report is to be generated.
3. Click Select to display the Select Surveys dialog.
4. Click Save selected in this dialog to save this setting.

The Date Range drop-down box allows you to select the time period for which the report is to be generated. You can select a period from the drop-down list or you can choose to define the period manually. In the latter case, click the Calendar icon to the right of this field. The Date Range form opens.



Figure 2 - Choosing the date range for the Survey Productivity Report

5. Specify the start and finish times for the desired period using the From and To fields. Choosing these fields invokes a calendar form (click the arrow button in the date field). The time spinbox allows you to increment the value, or enter the value manually. Click OK to confirm the setting.

The Date range drop-down list contains semi-automatic options for "n days ago". These options allow you to set the date for which the report is to be generated relative to today's date. These options set dates that are 1..7 days before the current date.

6. Click the Shift button to limit the time range of the report to specific shifts within a day. If you do not configure this option the report will be generated for all hours within the selected Date range (this is the default setting).

The start and end times of the shift you choose are displayed in the generated report. When you click the Shift button, the Select Shift window is displayed.



Figure 3 - Choosing the Shift start and end times

Choose the desired start and end times of the shift and on completion click Save. The window closes and the updated report settings are saved. To view the specified Shift time, hover the mouse cursor over the pencil icon to show a tooltip with the Shift's start and end times.



Figure 4 - Checking the Shift time setting

If you need to reset the shift values you have specified, click the Shift button and check the Reset shift box in the dialog, then click Save. The shift start and end values are reset to zero (the default value) and the Shift button border highlighting is removed.

7. The Status field allows you to select interviews with specific Extended Statuses. Only interviews with the selected statuses will then be included in the report. Click the Select button and check the required statuses in the scrollable list that appears. Choose the "Select all" or "Deselect all" option to select or deselect all the available statuses simultaneously. Click OK to confirm the setting.



Figure 5 - Selecting extended statuses to include into the Survey Productivity Report

When no interviewers are selected, the report is generated for all interviewers working for the current company. You can select Interviewers (persons) or Interview Groups for whom this report will be generated. Click the Select icon to display the Select Interviewers/Groups window.



Figure 6 - Selecting users to include into the Survey Productivity Report

This dialog is described in Selecting Interviewers or Interviewer Groups. Click Save selected in the dialog to save this setting.

You can filter the report contents by a survey variable of your choice.

Note that only variables that have the property "Available as CATI filter" set in the Authoring module will be available and can be applied using the variable filter (refer to the Forsta Authoring manual 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 7 - Choosing a variable to filter the Survey Productivity report data

8. Click the Build Report button to generate the Survey Productivity Report.

Figure 8 - The generated Survey Productivity 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.