Introduction

This article walks through what the feature does and how to use it.

What Export Accounting Is For

Export Accounting is built for anyone who needs a clean, exportable snapshot of system activity, for example:

• Reconciling panellist rewards and balances
• Auditing project and session activity over a date range
• Pulling panellist contact and category data for reporting or compliance
• Getting a quick read on total responses, logins, and anonymous participation

Rather than being one report, it is a small set of report types you choose from, each producing its own export.

Step 1: Set Your Date Range

At the top of the Export Accounting screen, you'll find From and To date fields. These define the reporting window for whichever export type you select. Leave them blank to pull the full history, or narrow them down to a specific period, for example a month or a quarter, if you only need recent activity.

Step 2: Choose an Export Type

The Export Type dropdown is where you decide what kind of data you want to check. The available options are:

• Panellist: A full list of panellists with login ID, name, email, country, postal code, city, year and session count, and which panels and sites they belong to.
• Project: A log of project-level activity, showing which panellist did what project, when, and any reward amount tied to it.
• Sessions: A high-level summary of total responses, split into anonymous and logged-in sessions.
• Rewards: A detailed ledger of reward transactions per panellist, including reward type, amount granted, amount paid out, and running balance.

Pick the one that matches the question you're trying to answer. If you want to check reward balances, use Rewards. If you want to check overall engagement, use Sessions.

Step 3: Filter by Project Name (Optional)

The Project Name dropdown lets you narrow the export to a single project rather than pulling data across all of them. This is useful when you only need to check activity or rewards tied to one specific study, such as a taste test or a training exercise.

Step 4: Filter by Panellist Category (Optional)

Using Export Panellists Categories, you can filter or include specific panellist attributes and categories, for example demographic fields like age, gender, or location, and study-specific categories like dietary flags. This is helpful when you only need to check information for a defined subgroup rather than your entire panel.

Step 5: Select the Panels to Include

The Panels table lists every panel in the system, along with its type (Static or Dynamic) and current user count. Use the checkboxes to select one or more panels to include in the export. You can search the list or sort by column if you're working with a long list of panels.

Step 6: Export and Review

Once your filters and selections are set, click Export Accounting. This generates a spreadsheet file containing the data you selected, complete with a header showing who ran the report, when it was generated, the site, and the date range covered, so you always have an audit trail for the data you're checking.

From there, you can open the file to review, filter, or share the information as needed.

Export Accounting is a fast way to get a reliable, timestamped snapshot of your system's data without needing manual lookups, useful whether you're doing a routine check or preparing information for a stakeholder or audit request.