How do I use the Respondents tab in Card Sorting results to manage respondents?

In this help, we'll explain how to use the Respondents tab to:

• Use the respondent list
• View details about individual respondents
• Filter respondents
• Apply mass actions to selected respondents
• Get exports of respondents

Use the respondent list 

The list of respondents is the main feature of the Respondents tab. These are are all the people who participated in your study. Each respondent's entry contains:

• The respondent's number and icon. The icons are randomly generated and serve only for easier identification of respondents
• Respondent selection via a checkbox. Selected respondents are highlighted and can have several operations done on top of them
• Time taken - how long it took the respondent to complete the whole study
• Questions answered - the number of questions expressed by a percentage
• Cards sorted - the number of cards, expressed by a percentage
• Include in analysis - determines whether the respondent should be counted in the calculations found under the Analysis tab. Respondents who abandon the study are excluded by default.
• After you've adjusted which respondents should be included in the analysis, click Recalculate analysis above the list of respondents to apply the changes to the analysis (everything under the Analysis tab)
• By default, the respondents are ordered by the time when they participated in the study. You can change this order by selecting a different sorting metric in the Sort by dropdown list above the respondent list. Click the arrow buttons to change between ascending (arrow up) and descending (arrow down) order

View details about individual respondents 

To view more information about the respondent, click More details beneath the respondent's entry. There are four tabs in the detailed respondent modal view with the following contents:

Respondent's Details 

• ID - the number of the respondent
• Started - when the respondent opened the study
• Time taken
• Questions answered
• Cards sorted
• Instructions seen - count of how many times the respondent re-opened the study instructions after seeing them initially (seeing instructions for the first time doesn't count)
• Number of comments - how many comments the respondent left behind
• IP address
• Device
• Operating system
• Browser
• Screen resolution
• Location (city, region, country)

Respondent's Questionnaire 

Select the questionnaire you want to see answers for:

• Screening question
• Pre-study questions
• Post-study questions

The question results show the respondent's answers for each question, as well as the question text and the list of available options (in case of multiple-option questions). If you include Skip Logic in your questionnaire it is important to differentiate between:

• Question skipped - the participant didn’t see this question because of the Skip Logic rules
• Question seen, did not answer - the participant saw this question and decided to skip it

Respondent's Card Sort 

• This tab shows how the respondent sorted the cards
• The result is displayed as a list of categories, with cards placed into them as they were sorted by the respondent
• There's a card counter in the upper right corner of each category

Respondent's Comments 

The comments left by the respondents during the study. Each comment contains text and the information about the step of the study during which it was submitted.

Filter respondents 

• Filter the respondents to only display the ones who meet a certain criteria
• You can filter the respondents based on the time it took them to complete the study
• If your questionnaires contained multiple-option questions, you can also filter the respondents based on their answers
• Enter your filter and then press Apply filter to filter the respondents
• If any selected respondents become invisible due to a filter, they will also be de-selected

Apply mass actions to selected respondents 

• You can either select respondents individually, or en masse by using the Select all and Deselect all buttons
• Deselect respondents by a chosen criteria by using the filters
• Pick an action that you want to do with the selected respondents and click Go to execute it
• Mark as included/excluded - marks all selected respondents as either included or excluded in the analysis
• Delete - permanently deletes all of the respondent's data related to the study
• Export as CSV - exports details about the selected respondents (the same details as seen in the Respondent's Details tab) as a CSV spreadsheet
• Export as PDF - exports details about the selected respondents (the same details as seen in the Respondent's Details tab) as a PDF report

The order of columns in the respondent export:

• Order
• Identifier
• Started
• IP
• Device
• Operating system
• Browser
• Location
• Time taken
• Answered questions (percentage)
• Cards sorted (percentage)
• Categories created
• Categories named (percentage)

Get exports of respondents 

You can get a CSV export or PDF report of all the respondents in the respondents tab, with all respondent data as you can see it in the web interface. To create an export, click Export in the upper right corner of the tab contents and select between a CSV file and a PDF file.

If you wish to create a PDF report using more than one section of your study's results, go to the Export tab