Recoding answers in modern reports

Recodes enable you to create a new field based on the values in an existing field in your report data.

Use recodes whenever you want to map original answers for survey questions, response data, or profile variables to different values in a new field. This is useful when the information in a survey question is not captured the way you need it for your analysis and reporting.

Recode CSAT answers to numeric values
For your report that includes Customer satisfaction (CSAT) responses you need to perform statistical analysis on the results. You need to convert the text-based CSAT answers to numeric values. To do this, you create a Convert to Numbers recode. This recode adds a new "CSAT values" field that converts and copies the values of the responses from the original "CSAT" field. The original field contains string values (Very satisfied, satisfied, etc.). The new recode field maps the string values to numbers, which can be analyzed using the available statistical tools and added to filters. You create a recode rule that maps each answer, to the original CSAT question, to a number. After the recode is created, you can add a tile for the recode to your report and choose the statistics to display. When you use the Convert to Numbers recode, the tile type in the report is Number and includes all of the options for working with Number data in your report. After creating the recode, you can also filter on the recode field.

Recode CSAT answers to numeric values

For your report that includes Customer satisfaction (CSAT) responses you need to perform statistical analysis on the results. You need to convert the text-based CSAT answers to numeric values. To do this, you create a Convert to Numbers recode. This recode adds a new "CSAT values" field that converts and copies the values of the responses from the original "CSAT" field. The original field contains string values (Very satisfied, satisfied, etc.). The new recode field maps the string values to numbers, which can be analyzed using the available statistical tools and added to filters.

You create a recode rule that maps each answer, to the original CSAT question, to a number.

After the recode is created, you can add a tile for the recode to your report and choose the statistics to display. When you use the Convert to Numbers recode, the tile type in the report is Number and includes all of the options for working with Number data in your report.

After creating the recode, you can also filter on the recode field.

Types of recodes

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: The Convert To Numbers type recode cannot be used in banners.	Single Choice Single Choice Grid Rating Single Choice profile variable
Group Answers	Coming soon.	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 also exclude answers. You can use this option to create Top 2 Box and Bottom 2 Box fields.	Single Choice Single Choice Grid Multiple Choice Multiple Choice Grid
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.