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Qualitative Reporting: Overview

How do I use this feature?

Qualitative Reporting is available for Fuel Cycle activities, member forums, diary studies, and live chats.

Visit the “Discovery” tab within Fuel Cycle to view a listing page of all of your available Fuel Cycle qualitative activities that contain at least one comment or posting from members.

If you have multiple communities, this page will list activities from all communities.

Key Features

  • From the landing page, you are able to view activities that are archived, closed, or published.

    • You can filter by the following categories:
      • Status: Published or Closed
      • Community: Defaults to all but you may choose a specific community
    • You can also search activities by name
  • Clicking into an activity will take you to a list view of all first-level member responses in the selected activity with the most recently added response first (reverse chronological order)

    This view does not include moderator, client or test member responses

  • The following information is available per response:

    • Username
    • Age
    • Gender
    • Full response
    • Number of replies (if any exist)
    • Number of likes (if any exist)
    • List of files attached to response, clickable to view the attached file (if any exist)
    • Visibility status in community (Approved, Pending, Deleted or Private)
  • You are able to hide a response from the qualitative reporting list view if it is not related to the project you are currently working on or if it includes inappropriate content (see screenshot below):

    • When you click the eye icon, it immediately hide the response from the list view.
      • When viewing hidden responses, the icon will be the slashed out eye icon and you can click the hidden icon to return the response to visible status.
      • Hiding responses here will not effect the visibility of the response in the community or activity exports. Hiding in this section is to allow you to more quickly parse through your data and get to the root of your research without effecting the data exports or community visibility.
      • You can always view hidden responses by changing the filter at the top to “Filter by Hidden”
        • Hidden responses will not be included in Exports unless you are viewing all hidden response and select the Export option.
  • You are able to view the full comment thread including moderator and client replies under a top-level response, so that you can get the full context of a threaded discussion in this section.
  • For each response, automated machine learning methods are used to automatically discover keywords and entities.
    • Keywords represent a word or phrase that is determined to have value in the context of the full response.
      • For example, one response might have a keyword of “work” added to it, but another response that includes the word “work” might not because work does not have the same importance as in the other response.
    • Entities are words or phrases associated with known entities such as locations, people, brands, companies, etc. When viewing the entities, it will give a description of the entity type, such as “Location” or “Brand” before the actual entity used in the response.
    • Keywords are color-coded with dark blue in the far right column
    • Entities are color-coded with light blue in the far right column
    • You cannot remove or edit Keywords or Entities.
    • You can click on on Keyword or Entity to view all responses with the same Keyword/Entity
    • NOTE: Responses must have at least 25 characters in order for it to be parsed by the machine learning processor. 
  • You are able to manually tag responses as you review them, so that you can more easily manage the data for preparation in final reports to suit your organizations methods.
    • To manually tag a response, simply click the green “+” and type in the tag.
    • As you type, matching tags will display if any exist in the activity you are viewing. You can either select an existing tag or create a new one as you type.
    • Manually added tags are color-coded in green and you can remove tags if needed.
    • You can click on on a Tag to view all responses with the same Tag
  • You can search qualitative data by keyword or phrase to view only responses that include that keyword or phrase with the option to tag all or hide all responses.

    • To search for matches in the response text, keep “In Comments” selected.
    • You can also choose to search in Keywords, Entities or Tags by selecting one of those options from the dropdown menu next to the search field.
    • Tagging all matching responses is similar to individual tagging. Click “Tag All Results” after performing a search and start typing the tag. You can select from an existing tag or create a new one. Once you click Save, all responses in the search results list will have the tag added.
    • To hide all matching responses, click the “Hide All Results” link and the status will change for all responses to the hidden and the slashed out eye icon will display to indicate this.
  • You have the option to export the data at any time and have the export match the responses that you are viewing (such as only responses in a search results).
    • The data will be exported as an Excel file.
Updated on May 8, 2020

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