List Data
List Data can be used to create a listing of ALL question types.
- Click the Data Analysis Tab
- Click Data Utilities
- Click List Data
- You will be presented with a screen that looks similar to Run Verbatims but the difference is that you can run the listing using ALL question types; i.e. FIELD, NUMERIC, VARIABLE and TEXT
- When listing data, you have the option to use Live or Test data or an assembled suspend TR file
- If you haven’t deployed your project live yet List Data will automatically use the test data
- If you have collected both test and live data, you can choose which data file to use from the drop down menu
The List Data feature creates a temporary listing. This listing will NOT be saved unless you click the “Save Output File” button after initially creating the listing. Once you click the “Save Output File” button, you will then be prompted to name your listing as well as set security on it. Only saved listings can then be viewed through the View Listed Data option.
Running List Data
When running List Data, only fields marked in blue are required. Other fields marked in gray are optional. After specifying the fields, click the “Run List” button to process the listing. The report will automatically pop up in a separate window. (Make sure you have allow pop-ups turned on).
Saving List Data Spec for Future Runs
When running your List Data, you have the option to save your list specifications. After specifying the fields, click the “Save List Spec” button to process your listing. When choosing that option, you will be prompted for a file name. In future List Data runs, you can choose your saved spec from the drop down menu where it says Select a Previously Saved Spec. The list input options will be imported so you don’t have to re-select them again. The report will automatically pop up in a separate window. (Make sure you have allow pop-ups turned on).
Input Fields:
| Required Fields in Blue | |
|---|---|
| Option | Description |
| DB file to Use | Select a database file from the drop down menu. The database stores all question variables |
| Question Type(s) to Use | Report on FIELD, NUMERIC, VARIABLE and/or TEXT questions |
| Questions to Use | Report on All questions, a subset of questions or specific questions |
| Output Options | Display output by question or by case id |
| Output File Name | Specify name of output file. The default output file name will be: studycode_loginname. |
| Non Required Fields in Gray | |
| Option | Description |
| Title of Report | Title will appear at the top of the report created. If a title is not entered, the title will default to the project name. |
| Use Base | Basing allows you to report on certain criteria rather than ALL criteria. Click on the “Click here to see examples of selection criteria” to see examples of bases. |
| Print Additional Variable | The additional variable will print with the case id in the output |
Selecting Your Saved List Spec
To Select a previously saved spec, choose your saved spec from the Select a previously saved Spec drop down menu and then click the “Read Spec” button. All previously saved list input options will import. When finished, click the “Run List” button to run your list. The report will automatically pop up in a separate window. (Make sure you have allow pop-ups turned on).
Subsetting Questions
When creating your listing, you have the option to use a subset of questions.
To run your listing off of a subset of questions, choose the Subset of questions of type(s) selected option next to Questions to Use. Two additional input boxes will appear where you can define the first and last question to run your list from.
Choosing Specific Questions
When creating your listing, you have the option to use specific questions. To run your listing off of specific questions, choose the Specific question(s) of type(s) selected option next to Questions to Use. Additional input boxes will appear where you can define each question. You can also use a wildcard to print all questions of that type. For example, if you entered q*, it would print all questions that started with a “q.”
Output Files Created
When the listing has finished processing, a new screen will refresh with a SUCCESS message. Three different output files are generated and automatically named. The output files generated will be in the format of studycode_loginname and will have “_oe” appended to them. An extension for each file type is added to each file name.
| Files Generated | Description |
|---|---|
| studycode_loginname_oe.csv | Comma delimited listing which can be opened in Excel |
| studycode_loginname_oe.prt | Printable listing which can be opened in any editor |
| studycode_loginname_oe.html | HTML formatted listing which can opened in a browser |
Downloading Output Files
- Available files for download will appear on the screen
- You can click the “All” or “Check All” box to select all the files, the “None” or “Uncheck All” box to deselect all the files, or you can select the specific file hyperlink that you want to download
- These files will be automatically compressed and saved as a zip file
- Click the “Download” button to download the file
Saving List Data under View Listed Data
The files generated will NOT appear under View Listed Data automatically. To save the report, click the “Save Output File” button.
A pop up box will appear where you can specify the file name and the display name (which can be different from the file name). You can also choose a previously saved file from the drop down menu. The file generated will automatically be named as: studycode_loginname and will have “_oe” appended to it. After choosing your file names, you can set security on these reports by clicking the Set Security check box. When finished, click the “Submit” button. The file will now be listed under the View Listed Data option in Data Utilities. If you do not set security, the file can be accessed by anyone who has access to View Listed Data for that particular study.
Setting Security on List Data Files
If you chose the Set Security option when saving your file in the above step, a popup box will appear allowing you to specify which users can have access to the files. A listing of Available Users will appear on the left and a listing of Assigned Users will appear on the right. Use the arrow buttons to move the users between the two boxes. To assign multiple users at once, hold down the ctrl or shift key as you highlight each user. For non-Survox Console users, choose a username and password. This is often used for clients that do not have Survox Console access. You can provide the link with their username and password. After setting security options, click the “Submit” button. Once the listing is finished processing, the link will be added to the the list of files in View Listed Data. You can then click View Listed Data under Data Utilities on the panel on the left side of the screen to view saved listings. In the example below, the assigned users on the right will have access to this report. In addition, the non-Survox Console user John Smith will also have access to the report. His user name is John and his password is Smith.
