When you are building your dashboard you can apply a variety of filters, settings and calculations to the data of your project. This way you are able to analyse and report your results in the way that is most suitable for your project or organisation. 

The dashboard by default already filters out any records that are not suitable for reporting, such as incomplete results and test results, so you don’t have to manually exclude these.


Selection criteria
A records must meet all of the following criteria to be available for reporting:


1. SYS_VERSIONSTATE = Live 

When a new records is created this system column is automatically filled with Test (value = 1) or with Live (value = 2). When the record is created through any of the test links on the Test & Publish tab of your questionnaire this is always filled with Test. When the record is created through a data collection scheduler this is always filled with Live. (Only exception are Open Link schedulers that are manually set to collect Test data instead of Live data.)

Only records that are marked as Live (value = 2) in this column are available for reporting.


2. SYS_RESPONDENTSTATUS = Completed

When a new record is created the status in always reflected as New (value = 1). When a respondent is in the process of filling out the questionnaire but hasn’t finished it yet, the status is reflected as Active (value = 2). When the questionnaire is completely filled out till the end, the status is updated to Completed (value = 3).

Only records that are marked as Completed (value = 3) in this column are available for reporting.


3. SYS_COMPLETEDDATE = Known

Once the questionnaire is completely filled out by the respondent this column is automatically provided with a time stamp that indicates the moment of completion. The time stamp in this column is used to categorize the records in the correct reporting period. 

Only records that have this time stamp are available for reporting.