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.
There are a few data columns that are imported to take into consideration when reviewing the data in your dashboard:
When a new record is created this system column is automatically filled with Test (value = 1) or with Live (value = 2). For example, 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. (The only exceptions are Open Link schedulers that are manually set to collect Test data instead of Live data.)
Please note that only records that are marked as Live (value = 2) in this column are available for reporting.
When a new record is imported the status is 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).
By default, only records that are marked as Completed (value = 3) in this column are available for reporting.
If you want to include New or Active records as well, you can change this in the widget settings.
3. SYS_COMPLETEDDATE and SYS_CREATEDON
These date columns define the period in which the record is reported.
Once the questionnaire is completely filled out by the respondent, the column SYS_COMPLETEDDATE is automatically provided with a time stamp that indicates the moment of completion. The time stamp in this column is used to determine in which period the record should be reported, as that is the exact moment at which the feedback is provided.
As explained in point 2, it is also possible to include New and Active records in your dashboard. However, these records do not have a completed date. In those cases, the SYS_CREATEDON column is used to determine the reporting period, as that is the moment that the record entered the project.