Running reports

When you run a report, you can choose whether the report will include the following:

1 From the Tools menu, choose Options. This opens the Options dialog box.

2 By default, many reports include data only for real interviews. If you want your report to include data only for test interviews, or for both real and test interviews, change the value of Data Filter as required.

If your project was created using version 3.0 or earlier of UNICOM Intelligence Interviewer, or you intend to run one of the three reports that are related to the use of an autodialer, skip the previous step – your report will always include data for both real and test interviews.

Note In the project’s sample table, participant records are defined as either real or test by the value of the Test column. If the value is Null, the Interviewing activity will treat the record as being both real and test. For more information, see Mapping fields to required columns in the sample table.

3 To include a chart with your report, select Include chart and choose the chart type from the list.

To be able to select the “Include chart” option, you must have first enabled charts in the Interviewing activity. For more information, search the UNICOM Intelligence Interviewer Installation Instructions and Configuration Notes for ‘Enabling Charts in the Interviewing Activity’.

Not all reports can include a chart: see the individual description of each report in Interviewing for details.

5 In the frame on the left of the Overview tab, you can select an existing Date Filter or Sample filter from the lists.

To enter your own date and time range, select Other from the Date Filter list and then specify the start and end dates and times using the lists. The start and end times refer to times in the UNICOM Intelligence Interviewer server’s local time zone, which might not be the same as your local time zone. To specify that no filtering is required, select No limit.

For more information about creating your own filters, see Filtering reports.

Note The Appointments Summary report ignores any filter that you have selected. If you run that report, the Interviewing activity will prompt you to enter a time period.

6 In the Available Reports window, select the report that you want to run. This opens the Selected Reports tab.

▪For the Review Contacts report, select the variables that are to form the side and top of the table from the lists.

▪For the Appointments Summary report, select the start and end dates from the calendars.

8 If you have been prompted to enter additional information, click Generate Report to run the report.

After a brief pause, the Interviewing activity displays the report in the Selected Reports tab.

You can change the filter criteria for the displayed report (except for the Appointments Summary report) by selecting a different option from the Date Filter or Sample Filter lists and clicking the Refresh button.

Note When the current report does not include time filters, the Refresh button is enabled and the time filters are disabled. To specify that a specific report should not include time filters, the report name must be added to the Interviewing activity’s web.config file. For more information, see Settings for the Interviewing activity