How to: Using the Operational Dashboards Fieldwork Reports


The Dashboards Fieldwork reports feature allows you to easily view various reports about your fieldwork and more importantly allows you to generate custom reports based on the operational data of your project. To use the Fieldwork reports:

  1. Step 1: Define the Fieldwork reports date range and survey
  2. Step 2: Run the pre-set report
  3. Step 3: Run Custom reports

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Step 1: Define the Fieldwork reports date range and survey

To define the Fieldwork reports date range and survey:

  1. Open the project and the Dashboards node:
  2. Double click the Fieldwork Reports node and set the relevant filters:

  3. Once you are done setting the filters (dates, included interviews and the survey) click the “Refresh” to generate the Fieldwork reports

Step 2: Run the pre-set reports

After you click the “Refresh” button you will see the Fieldwork reports screen with the first pre-set report already loaded, the “Daily uploads by surveyor”:


To switch between the pre-set reports simply choose one of the reports from the “Preset Views” box:

The following pre-set reports are available, along with the “Custom” report that allows you to pivot the data and generate any custom report that you wish:

Daily uploads by surveyor

The “daily uploads by surveyor” shows you the number of uploaded interviews per interviewer for any given day along with the totals.

Daily Uploads by Survey versions

The “daily uploads by survey version” shows you the number of uploaded interviews for a given survey version for the time range. This report is very useful to make sure that once you deploy a new version of the survey you do not get any new interviews for the older version of that survey and thus confirm that all interviewers are running with the latest version of the survey.

Daily Uploads by Interview status

The “daily uploads by interview status” shows you the number of interviews in each of the different statuses for a given day in the time range. This report is very useful when you need to make sure that no “old interviews” have not yet been approved.

Daily filtered interviews

The “Daily filtered interviews” shows you the interviews of any given day, broken down by the question index that caused the interview to get filtered. -1 stands for “not filtered”. Please note that to make this report show accurate data you will need to check the “include filtered interviews” in the report filter:

GPS Usage by surveyor

The “GPS Usage by surveyor” shows you for each of the surveyors, how many interviews they completed vs the number of interviews completed with GPS information. This report is very useful to pin point which interviewer is not using the GPS feature on his/her device and get the interviewers to start using GPS.

Attachments uploaded by surveyor

The “Attachments uploaded by surveyor” report shows you the number of interviews uploaded by the interviewer vs the number of attachments uploaded during that day for that interviewer. The data is also broken down by day. This report is useful to confirm that interviewers are collecting attachments for surveys.

Step 3: Run custom reports

In addition to the pre-set reports, the fieldwork reports feature also includes the ability to run any custom reports on the various data fields available. To do this, first select the “Custom” out of the preset reports box:

Then, you can start dragging the relevant fields to the reports pivot area. This is very similar to the Excel Pivot tables feature, so if you are familiar with that you should feel right at home with this pivot report.

Let’s generate a sample custom report that will show us the status of the interviews broken down by interviewer (instead of by day as in the pre-set reports). First we’ll start with dragging the “# interviews” to the “Values” report box:

 This will tell the Pivot report that we are reporting on the “# of interviews” value and will generate a report with only the “value” visible as we have yet to break it down. The value represents to total number of interviews for this date range: 

Next, we will drag the “Surveyor” field to the “Row labels”: 


This will tell the Pivot report to break down the number of interviews by the different interviewers and will expand the report with the breakdown of the interviewers:

The final step, is to add the cross break down of the status. To do this, drag the “Status” field to the “Column labels”:

This will add a cross break down by the status and will generate the report:

This concludes the sample custom report. Lets add a final step, and add an additional cross break down of the day. To do this, drag the UploadTime.Day field to the “Column labels”:

This will generate a 2nd level cross of the data and will break it also down by day:

As you can see you can generate any custom report on the data by dragging the relevant fields to the “Row Labels” and “Column labels”. We’ve also seen that you can drag more than one field to the row/column to generate multi level reports. You can also drag the following fields to the “Values”:

  • # of interviews
  • # of GPS (number of interviews with GPS location information)
  • Attachments (number of attachments)


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