Advanced Quota Sheets


Quota sheets allow you to easily setup and manage both simple and complex interlocked quotas. Defining the quotas is done using a convenient user interface and with little effort. To use quota sheets:

  1. Step 1: Define the quota sheet(s)
  2. Step 2: Edit the quota sheet targets
  3. Step 3: Track the progress

Step 1: Define the quota sheet(s)

To define a new quota sheet: 

  1. Open the survey you wish to generate data for:
  2. Select the “Quota Sheets” tab:

  3. Now you are ready to configure the quota sheets
  4. If needed you can add multiple quota sheets by clicking the “+” sign on the top left, next to the first sheet name
  5. The Use Global Quotas allows you to define the quotas as global or surveyor based. You should check this if you wish to have your quotas defined globally rather than per surveyor.

    Please Note: Global Quotas can in certain scenarios lead to over quota for example in these cases:
    1) Some surveyors were interviewing on the same time and captured the same quota of which the remaining target was 1.
    2) The surveyors finished interviews but didn't uploaded the interviews for some time, so the global quotas statues was not updated on the server so other surveyor’s devices were not aware of the fact the that remaining quota is less than they actually see on the device.
  6. Once you are done configuring the quota sheets, save the survey.

Here is a description of the various parts of the quota sheet:

Component Description
(0) Sheet name box You can change the name o the sheet from this box
(1) List of questions Contains all the single choice questions in the survey that can be used in the quota sheets
(2) Add to rows After selecting a question click this button to add it to the rows of the quota sheet
(3) Add to columns Adds the selected question as an interlock. Multiple interlocks can be defined.
(4) Rows/Columns list Contains the list of questions. Drag a question next to the one above it to create an additional interlock level.
(5) Answers list Allows you to de-select various answers that do not participate in the quota

Using the lists in (4) you can also create a new interlock level by dragging a question next to the one above it:

Which will change the view to this:

Now Q15 has an interlock level with Q1:

Step 2: Edit the quota sheet targets

To edit the quota targets we have 2 options available

Option 1 - Manual Update Targets

  1. Double click the “Quotas” node from the tree:

  2. Choose from the active surveys and then switch to the “Editing” tab:

  3. You can then edit the targets by simply writing into the cells. You can also copy & paste a number of cells directly from Excel into the targets.Open the Tracking tab of the quotas view and press the Export Values button. Edit the values in the corresponding target fields in the excel

  4. Copy the relevant Columns and rows from the Excel

  5. Open the Editing tab of the quotas view and then paste them to the sheet

  6. Once the targets have been defined, click the “Save Changes” button to save the targets:

  7. Change Exceed Actions - you can control each quota's exceed action. The exceed action will determine what happens in case the quota is filled. 
  8. - "None" - Interviews will keep being collected 
    - "Filter" and "Cancel" - Interviews will be canceled or filtered, and will be terminated at that point. To learn about the differences between a canceled interview and filtered interview enter here:
  9. To do so, simply mark the quota/s and set the exceed action you want. Then press "Save Changes" as shown before


Option 2 - Expression Export/Import Target

  1. Double click the “Quotas” node from the tree:

  2. Choose from the active surveys and then switch to the “Expression Quotas” tab:
  3. Click on the 'Export To Excel' to create a blank File to fill out. 
  4. Fill the exported file with the quotas you would like 
  5. Click on 'Import From Excel File', choose the file you would like to import and click 'Open'
  6. That's It !

Step 3: Track the progress

To track the quotas progress:

  1. Double click the “Quotas” node from the tree:

  2. Choose from the active surveys and then make sure you are on the tracking tab:

  3. If you wish to refresh the numbers, click the refresh button:

Best Practices

  • Quotas are checked at the beginning of a survey, when going over a question that makes part of the quota and at the end of a survey. If a question that takes part in the quota is set by questions after it, the quota will only be checked at the end of the survey. Best Practices is to never set quota questions from questions that come after them.


That’s it!

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