Quota
The Quota Report enables users to run a report on the current quota values. The report produced is based on the information from the quota file. This report displays current counts and calculates balance needed for each quota cell created in the survey.
The report can only be run on studies that use Target quotas, not on studies that use Set Quotas or Numbered Quotas.
You can run the report using Test or Live data. The information included in the Quota Report is different for cati, webCATI and webSurvent surveys and there are 2 different Quota Reports – basic and expanded. You can choose to sort the results alphabetically.
- Click on the Project Tracking Tab
- Click Quota
- Select a study from the drop down menu
- Select Test or Live data
- Select a Basic or Expanded report
- Select Sort Results to see the quotas listed alphabetically
- De-Select Sort Results to see the quotas as listed in the order the quotas were created in your questionnaire
- Click the “Get Quota Report” button
- Report will open up in a popup window
- You can view the report results by clicking on the hyperlinks listed under View Reports
- Available files for download will appear on the screen
- You can click the “Check All” box to select all the files, the “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
Basic Quota Report Example
Basic Quota Report Information Includes:
| Variable | Definition |
|---|---|
| Quota Name | Quota name defined in the questionnaire |
| Target | Goal for each quota group |
| Completes | Number of completes |
| Percent Complete | Shows the percent complete by dividing completes by the balance needed |
| Resettable Quota | Displays current resettable quota value |
| Balance Needed | Balance needed for each quota group |
Expanded Quota Report Example
Expanded Quota Report Information Includes:
| Variable | Definition |
|---|---|
| Quota Name | Quota name as defined in the questionnaire |
| Target | Target # completes for each quota group |
| Completes | Number of completes so far |
| Percent Complete | Target divided by # completes so far |
| Resettable Quota | Current resettable quota value |
| Balance Needed | Target minus completes |
| Completes Per Hour | # completes/total time on project |
| # Resolved per Complete | Total resolved numbers / completes in group (“Hit rate”) |
| Sample Needed To Finish | Amount of sample needed to finish the project |
| Hours To Finish | Estimate of hours it will take to finish the project at the current pace |
| Sample Information | Summary of the sample information for the project |