Downloading reports
You can download one or more reports to HTML or CSV files. The Interviewing activity will add the report files to a .zip file, which you can save to the location of your choice.
When you download reports, you can choose whether the reports will include the following:
▪Real or test interview data, or both interview types.
▪A chart.
▪All records, or only records that relate to a specific time period.
▪Project sample information or data.
To download reports
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 reports 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 , or you intend to download only the three reports that are related to the use of an autodialer, skip the previous step – your reports 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 From the Download report format list, select the format for the downloaded file, either HTML or CSV.
4 To include a chart with each 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 To save your settings and close the Options dialog box, click OK.
6 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 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 filter that you have selected will apply to all the reports that you choose to download, except for the Appointments Summary report. If you download that report, the Interviewing activity will prompt you to enter a time period.
7 From the Interviewing activity menu, choose Tools > Download > Selected Reports:
This opens the “Download Selected Reports” dialog box.
8 Select the reports that you want to download and click OK.
9 Some reports prompt for additional information, as follows:
▪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.
10 If you have been prompted to enter additional information, click OK to download the reports.
11 When prompted, choose whether to open the .zip file in its associated program or save it to the location of your choice.
See also