I'm newish to Qualtrics and have been handed what seems like an intricate project that I can't find an answer to. Hope you can help.At present we have a baseline, review and exit survey that asks the same questions. It is designed to track clients progress and understand service impact. However, we can't guarantee that all clients will complete every survey or every question. But, we only want to include 'matched responses'. That is, for each question, we only use responses from individuals that have done the same question at baseline/review/endline. To identify individuals, we can use their client code and can enter it in each survey. Workers who complete the survey with the client will access the survey using a generic survey link.How do I go about matching individuals' results and reporting matched responses for each question?Further, is it possible to report progress? E.g. if a client scores 1 on the first baseline question, but then at review for the same question they score 3, we can say it was a 2 point progress. We can then find average progress between time points within the group (i.e. progress is based on individual progress rather than the difference between group averages at two time points). What is your suggestion for the best way forward? Insights much appreciated!

I would definitely recommend custom metrics for this. You can create calculations with various filters applied - for example, you can set a filter that questions at all 3 toupoints had answers, and use that as a flag/filter for the dashboard, etc.

In terms of your last question, I think you could use a custom metric in the dashboard for that?I'd be interested if someone has a solution to your matched responses question because we have a similar use-case.

Using dashboard to report on matched responses from different timepoints using client unique ID

Using dashboard to report on matched responses from different timepoints using client unique ID | Experience Community

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