Robust Reporting Capabilities

WinCati’s reporting capabilities let you monitor study progress and costs, and quickly respond to client requests for information.  The system’s advanced pre-defined reports ensure that you can spot problems with sample or interviewers before they have a significant impact on data collection or your bottom line.
 
WinCati provides standard, built-in reports that give you key study information in seconds. It also allows for custom reports that you can create using off-the-shelf reporting software.

“Setup is so easy, we had our first study running in one day. Our operations are smoother because WinCati takes care of the intricate details. And, pre-definded reports work together so we can provide valuable final cost estimates to accounting.”

Nena Coupar,
AutocheX

Flexible Pre-Defined Reports

Standard reports can be run at any time and are both flexible and powerful. You can run the reports based on any range of times and dates, interviewers, quotas or disposition codes that you specify - the reports are generated automatically.  WinCati includes the following Standard Reports:

• The Sample Report lets you monitor the status of your sample: how many records are available for dialing, how many have been exhausted, and so on. It gives a breakdown of sample by dialing status, quota, last disposition, number of attempts, time zone, and replicate. It helps you anticipate how many interviewers to assign to a study during a shift and if you will need additional sample.
• The Quota Report lets you see how the study is progressing toward reaching its quotas. It provides a count by quota cell of the number of completed interviews and the number of completed interviews for the entire study. It lets you spot difficult-to-fill cells so that you can adjust your quotas or sample distribution priorities accordingly.
• The Disposition Report lets you assess the quality of your sample. It shows a count of call attempts by disposition (no answer, busy, disconnect, business, and so on) and computes the actual study incidence. If your study uses the AAPOR (American Association of Public Opinion Researchers) standard disposition codes, all AAPOR outcome rates are reported automatically.
• The Callback Report lets you see when callbacks are scheduled. It displays the number of callbacks scheduled by interviewer and type in half-hour increments. It helps you in scheduling interviewers and letting interviewers know when callbacks can be expected.

The Interviewer Productivity Reports let you monitor your interviewing production rates and identify your most productive interviewers:

The following three interviewer productivity reports can help you in preparing payroll, computing interviewer bonuses, and troubleshooting interviewer problems. You can also use them prescriptively to better manage interviewing costs; for example, you could check whether interviewing for a study is more productive during evenings, weekdays, or on weekends and then adjust interviewer schedules accordingly.

• The Interviewer Productivity Disposition Report displays a count of call attempts by interviewer and disposition code, including refusals, mid-terminates, and completes.
• The Interviewer Productivity Time Report displays log on hours, number of dialings, number of completes, and so on, by interviewer. It computes measures such as the average interview length and completion rate so you can estimate when a study will be completed and control its costs.
• The Interviewer Productivity Ratings Report displays average ratings received by interviewers from supervisors who have visually monitored their performance. The Ratings report is available with the Super View option. 

WinCati has a complete set of built-in reports. You can specify quota cells, disposition codes, interviewers, the dates and times to be included in the reports, and so on. The report shown above is the Interviewer Productivity By Time report.

• The Refusal Report lets you track the number of refusals and how many of those have been converted.

WinCati reports can be based on the entire sample or only on sample that matches a search specification. They can run by study or across study.

Custom Reports

Custom reports are reports that you can create if your needs go beyond those covered by the standard reports. For example, you could analyze patterns of call attempts to determine when to stop dialing particular types of numbers, or you could transfer study and interviewer information to a spreadsheet to update your daily cost projections.

Because the WinCati study information is in a commercial database format, you can use readily available tools to create these custom reports. You can also export study information using one of several common file formats and create reports with tools such as Excel or dBase. And once you create custom reports, you can reuse them in other studies.

In addition to built-in reports, you can produce your own custom reports by exporting records from the sample database. You can use one of several standard export formats, such as Excel, and save the export specification, like the one shown here, for use in other studies.