Recoding answers in modern reports

Recodes enable you to create new fields with the values required for reporting and analysis based on the values in an existing field in your report data.

You can create recodes that map original field values to new values in the recode, or that roll-up values into groups based on criteria you specify. You can use recodes to present data in a report in a way that is meaningful for your reporting and analysis. For example, if the answers recorded in your survey are not meaningful to the audience of your report because they use unfamiliar terminology, you can use a recode to change the labels for the answers.

Recodes are added as new fields that are available in your report. They do not replace or modify the survey question, profile variable, or response data they are based on.

Types of recodes

You can choose from several recode types. The recode type to use depends on the type of survey question or profile variable you want to apply the recode to and how you want to group or change the answers.

Type of recode	Available?	Description	Supported types
Convert to Numbers		Assigns a number to each answer from the original field. The resulting new recode field type is Number, and it can be added as a tile to your report and used to calculate statistics. It can also be used to filter your report. You can use this option to assign numerical values to Likert scales and CSAT scores. Note: Convert To Numbers recodes cannot be used in banners.	Survey questions: Single Choice Single Choice Grid Multiple Choice Multiple Choice Grid Rating Profile variables: Single Choice Multiple Choice
Group Answers		Groups answers to recategorize them as new values. For example, you might group Very Satisfied and Satisfied as a single answer in the recode field. You can use this option to exclude answers. You can also use this option to create Top 2 Box and Bottom 2 Box fields. Note: Group Answers recodes cannot be used in filters.	Survey questions: Single Choice Single Choice Grid Multiple Choice Multiple Choice Grid Rating Profile variables: Single Choice Multiple Choice
Group Numbers	Coming soon.	Divides continuous numeric ranges into distinct groups. You can use this option to create age groups and income levels.	Number
Calculate Time Periods	Coming soon.	Calculates the time difference between two dates. The result can be retrieved in different time units (days, months, or years). You can use this option to calculate the number of days, months, or years between the answers in two date fields.	Date
Group Dates	Coming soon.	Divides continuous date ranges into distinct groups. You can use this option to specify the date ranges for each fiscal quarter, or similar time periods. Each date in the original field will be mapped to the time period it falls within in the recode field.	Date
Conditional Recode	Coming soon.	Assigns values in the recode field using IF conditions. You can use this option to create a new entry in the recode field based on the responses to multiple questions or profile variable values.	All question types.