Getting Started with Advanced Reporting

Add data to Crosstab by dragging variables to rows or columns. Customize categories, apply filters, reorder questions. Generate and export tables to Excel.

1: Adding Data

Data is added to your Crosstab by dragging and dropping variables into the rows and columns sections.

1.1: Adding Questions

Drag and drop questions into the 'Rows' section, these variables will act as rows in your Crosstab. Demographics cannot be added to the Rows (Questions) box or the Columns (Questions) box, if the table has been transposed.

Tip: You can add multiple questions simultaneously using multi-select checkboxes before drag and dropping.

1.2: Re-ordering Questions

Questions can be re-ordered by drag and dropping. This affects how they appear in the generated table later.

1.3: Removing Questions

Questions can be removed by hovering over the question you want to remove and clicking the "X".

1.4: Customizing Categorical Questions

For categorical questions, you can specify which answer categories to include in the crosstab.

First, drag and drop the categorical question onto the Crosstab, then follow these steps:

1. Click the orange / blue shaped text next to the name of the question / split. This opens the selection panel.

2. Check or uncheck the boxes to include or exclude categories.

3. Click the Save button to apply your selections to the Crosstab.

1.5: Top/Bottom Box Calculations

When adding a question with scored answers, you can add top/bottom box nets to their crosstab, and then position those calculations as desired.

To do this, first drag and drop the categorical question onto the Crosstab, then follow these steps:

1. Click the orange shaped text next to the name of the question you want to customize. This opens the selection panel.

2. Select the required top/bottom boxes. The options you are given here depend on the number of answers available. For example, you can check options like "Bottom 2," "Top 2," "Bottom 3," and so on, based on the included answers.

3. Use the drop-down menu to choose the position you would like the selected categories to be shown in the table.

4. Click the Save button to apply your selections to the Crosstab.

Display Options Based on Number of Answer Categories

There are options for 2, 3, and 4 categories which will display depending on the number of answers the question has. The rule is as follows:

• 4 to 5 Answers: Show top/bottom 2 box options.

• 6 to 8 Answers: Show top/bottom 2/3 box options.

• 9 or More Answers: Show top/bottom 2/3/4 box options.

1.6: Adding Columns (Splits)

Use the "Columns (Splits)" section to add columns to your crosstab. Adding columns will enhance your analysis, however they are not mandatory. Without columns, the crosstab will show total results.

To add columns, drag and drop the variables you want to act as columns from the left panel, into the "Columns (Splits)" section.

2: Applying Filters

Filters can be applied to your Crosstab by dragging the variable you want to act a filter into the 'Filters' section.

2.1: Creating Filter Conditions

After adding a filter to your Crosstab, you can apply a condition to it.

1. Click the Create condition button next to the desired filter. This opens a new menu.

2. Using the drop-down, select the filtering criteria for your condition.

3. Select the responses that should match your condition by ticking the check-boxes next to the relevant answer labels.

4. Click the Save button to apply the condition.

2.2: Enhanced Date Filtering

Advanced Reporting offers advanced date variable selection for filtering and interval splitting, such as weeks and months. This feature is particularly beneficial to compare the responses of those who responded early to the survey to those who responded late and for “always on” surveys.

2.2.1: Date Variable Selection for Reporting Periods

Using the reporting period menu, you can specify which date variable should be used to filter results by reporting period. The chosen date variable and interval will organize your data analysis across the specified time frames.

1. From the Filters section, select the "Reporting period" option. This opens the reporting period menu.

2. Use the Date Range drop-down to choose an appropriate interval.

3. Customize the date range further using the radio buttons.

The filter will automatically be applied to your Crosstab as you make the above selections.

3: Generating the Table

After adding rows, and optionally Columns and filters, click the Generate table button to generate your table.

To return to the Crosstabs dashboard, click the Edit Table button.

4: Exporting the Table to Excel

Once generated, you can export the table to excel by clicking the download icon to the top right. This will start the excel file download automatically.

5: Show Question and Answer Codes in Generated Crosstabs

You have the ability to display question and answer codes directly within your generated crosstab tables. This is helpful for identifying the underlying structure of your data, especially when working with complex surveys or standardized code frames.

5.1: Enabling Code Display:

1. Navigate to the “View Settings” menu at the top of your crosstab workspace.

2. Select the checkbox for “Show codes in tables”.

The table will now display question and answer codes in parentheses next to their labels.

6: Remove Empty Categories from Crosstab Rows

You remove empty rows (defined as those with no recorded data across any columns) from generated crosstabs.

1. Go to the “View Settings” dropdown in your crosstab table toolbar.

2. Click “Remove empty categories” to enable the feature.

Once toggled on, the table will automatically hide any row that contains all-zero counts across your selected columns (e.g., Complete, Incomplete, Quota Full, etc.).

7: Re-ordering Answers

You can customize the display order of answers in generated Crosstabs by doing the following:

1. Click the orange shaped text next to the name of the question you want to re-order answers for. This opens the selection panel.

2. Click and hold an answer option, drag it to the desired position in the list

3. Click the Save button to apply your changes. The crosstab will update to reflect the new order of answers.

8: Sync Answer Selection Across Shared Lists

It is possible to synchronize changes across all questions that share the same answer list. This is useful when you make an update to an answer list, such as selecting which answers to display or changing their order, and want those changes to automatically apply to all other questions that share the same answer list.

To use this feature:

1. Click the orange shaped text next to the name of the question you to synchronize changes for.

2. Toggle "Apply selection to all questions sharing the same answer list" to on.

3. Click the Save button.