Export Accounting (Panelist History)

Export Accounting (Panelist History)

If you want to create an overview (in Excel) of your projects and participants or of your panelist' participation, then the Export Accounting is the way to go.

Go to Tools > Data tools > Export Accounting



Use the filters to filter on date or time period (from-to), a specific project or panel group.

 

You can choose the Export Type: This means either downloading a list based on Panelist (Accounting) or Project (Accounting 2).

Clicking the Export "Accounting" button  will generate an excel file where the following information is exported from your database : 
  1. Panelist information (Panelist=login, name, email address, country, postal code and city as entered in the database)
  2. Year (the export is about. If you have added more than one calendar year to the export, you will see several rows for each panelist; one row per panelist per year)
  3. Projects (counts the amount of projects the panelist took part in during the exported time period)
  4. Label (shows the manually entered information in the matching field on the panelist page, to be found under the header "other")
  5. Reward (which is based on the rewards entered in the general settings; NOTE: this option is not possible anymore for new projects, but still shows the information from older ones if there were rewards entered)
  6. Sites (in case your environment has several sites, otherwise you will see Default Site here)
  7. Panels (the panels this panelist is part of)
Clicking the Export "Accounting 2" button  will generate an excel file where the following information is exported from your database : 
  1. Project (the project name; you will see as many rows with the same project name as panelists took part; one row per panelist)
  2. # (the project number)
  3. Login (of the panelist who took part in this project; plus the Full name, and email address of this panelist)
  4. time_stamp (the moment the panelist finished this project)
  5. Reward (which is based on the rewards entered in the general settings; NOTE: this option is not possible anymore for new projects, but still shows the information from older ones if there were rewards entered)
  6. Day, Month and Year (the project was finished)
Panelist (Accounting): Shows you a list of all panelists with the number of projects they took part in during the chosen time period (no specifics about the projects).



Project (Accounting 2): Shows you a list of projects (with the name of the project) and the panelists that took part in these projects, with a date.




Tip: If you download the Excel based on a specific project, make sure that this project was executed within the chosen time period (or leave the time period empty). Otherwise the Excel list will contain no data.

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