Previous Next

You'll want to monitor data as it comes in to your SurveyCTO server. Options available on the Monitor tab of your server console include:

  1. Submission statistics. In the Submission statistics section of the Monitor tab, you can plot form submissions over time for each of your forms. You can customize the time period displayed in the graph to show submissions over the last 7, 30, or 60 days, or, any individual month's submissions over the last year. This graph is downloadable to your local hard drive in either PNG or PDF format.
  2. Form submissions. Also on the Monitor tab, all of your forms will be listed under Form submissions and dataset data with both the number of Complete submissions and date and time of the most recent submission reported below each. Once you have downloaded, exported, and backed up your data, you can also purge old data from here, so that it doesn't take up server storage or slow your data downloads.

  3. Monitor form data. Also under Form submissions and dataset data, you can click the "Monitor form data" action for any form to jump into SurveyCTO's built-in Data Explorer. There, you can configure and save a monitoring workbook, review aggregate data as well as individual submissions, and catch potential data-quality issues right away. See Using the Data Explorer to monitor incoming data for more.

  4. Review workflow. Also under Form submissions and dataset data, you can click the "Review workflow" action for any form to enable a review and correction workflow. Once this workflow has been enabled, you will have the opportunity to review and correct new submissions before they are released for publishing or export. See Reviewing and correcting incoming data for more.

  5. Automated quality checks. Further down on the Monitor tab, the Automated quality checks section is where you can go to configure automated checks to supplement and complement your manual monitoring efforts. See Using automated quality checks for details.

For more sophisticated monitoring with dashboards or summary tables, you can publish subsets of your data – like key indicators – to Google Sheets or some other outside system. From there, you can easily summarize the data and share it with your team. See Publishing data to the cloud for a full discussion.

Previous Next