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Account - Studies

Manage your studies - create, access, sort and filter

Updated over a year ago

Your Account Studies page gives you access to each study within your account. You can see past, present and future studies. From this page, you can view studies and create new ones.

Accessing the Account Studies

You can find the Account Studies page in the Left navigation panel underneath your Account name. If you have more than one account assigned, you can use the search bar to find the one you want to work with.

Navigating the Account Studies

If you have not created any study yet, the image below will be seen on your account. Here, you can "Start from scratch" and create a study from a blank canvas, or you can select one of our pre-existing templates.

Within each template, you'll see a brief description of the template topic and information regarding how many questions are included in the template and its length of interview.

If you've already created a study, your Account Homepage will appear as the image below. Learn more about creating studies in this article: How to design a survey.

You'll still have the option to create a study at the top (the drop arrow will allow you to select from the template options), and you can view your previously created studies below.

To open an existing study:

  1. Find the study in the study list.

  2. Click the name of the study.

  3. Alternatively, there are four icons to the right of a study name which redirect you to different pages within the selected study:

    Study design: Click on Study design to view the page where the study is coded in detail. This page also contains quota tracking statistics for live studies.

    LiveSlides: This option will bring you to the LiveSlides for that particular Study.

    Answers: This option will bring you to the AI Open-End Manager page.

    Download: This option will bring you to the Data Downloader page, where you can export your data into an Excel, .csv, or SPSS format.

Searching

To search for studies:

  1. Click the search bar at the top of the page that says "Filter studies" and start typing in the study’s name.

  2. As you type, studies will appear that match the characters you entered in the search bar.

Filtering

To filter your study list by study stages:

  1. Click the drop-down menu found after the search bar titled "All studies."

  2. Click on any study state to only view studies currently under that stage.

Sorting

To sort your study list:

  1. Click the drop-down menu to the right of the “All studies” drop-down menu.

  2. Select the criteria by which you would like to sort your studies.

    Sort by name: Sorts studies in alphabetical order by name.

    Sort by create date: Sorts studies based on when the study was created.

    Sort by last data update: Sorts studies based on when the last respondent completed the study.

    Sort by last study update: Sorts studies based on the last change to a study’s code or settings.

  3. Click on the icon with three horizontal bars to set whether the sorting is based on a descending or ascending order.

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