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Managing Users Information & License Usage

  • August 21, 2024
  • 2 replies
  • 72 views

brookel
Groups Administrator
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A Brand Admin in Qualtrics, you can view reports that provide insights into the number of surveys each user has. This can help you manage resources, monitor user activity, and ensure compliance with organizational policies. Here’s how you can generate and view such reports:

Steps to View User Survey Reports

  1. Log In to Qualtrics:
    • Sign in to your Qualtrics account with your admin credentials.
  2. Navigate to the Admin Page:
    • Click on your username or initials in the top right corner of the page to open the account menu.
    • Select “Admin” from the dropdown menu to access the admin dashboard.
  3. Access User Management:
    • In the admin dashboard, go to the "Reports" tab, and select “License usage.” The License Usage Report allows you to view how many responses, SMS credits, and user seats have been used by your license within a given time period.
  4. View Usage Details:
    • The Usage Details table displays the same information as the charts in your License Usage Report, but in a different format. You can also export the data from this section. The Usage Details table is located at the bottom of the License Usage Report page.
  5. Review User-Specific Information:
    • Within the user reports section, you should be able to generate or view a report that includes the number of surveys each user has created. Filters and sorting options may be available to customize the view to your needs.

Alternative Method: Export User Data

If the above options are not available or you need more detailed data, you might consider exporting user data:

  1. Export Users List:
    • In the Users section of the admin dashboard, look for an option to export the list of users. This will typically export data in CSV format.
  2. Analyze the CSV File:
    • Open the exported CSV file in a spreadsheet application like Microsoft Excel or Google Sheets.
    • Look for columns that specify the number of surveys, responses, or other relevant metrics for each user. If the CSV does not directly include this data, you may need to manually look up user details.

Custom Reporting Using API

For more advanced reporting needs, you can use the Qualtrics API to fetch detailed user and survey data:

  1. API Access:
    • Ensure you have API access enabled for your account. You might need appropriate permissions to use the Qualtrics API.
  2. Use the API to Fetch Data:
    • The Qualtrics API can be used to pull detailed information about users and their surveys. Refer to the Qualtrics API documentation for endpoints related to user management and survey details.
  3. Example API Endpoint:
    • GET /users – Fetches details of users including metadata.
    • GET /surveys – Fetches details of surveys, which can be cross-referenced with user metadata to determine survey ownership.
  4. Automate Reports:
    • You can write scripts to automate the fetching and compilation of data, providing a detailed report on how many surveys each user has. This might require knowledge of scripting or use of data analytics tools.

Summary Report

Qualtrics typically provides summary reports that include user activity:

  1. Account Summary:
    • Look for an Account Summary or Usage Summary feature in the admin dashboard.
    • These summaries often include high-level insights such as the number of surveys, responses, and active users.

Best Practices

  1. Regular Monitoring:
    • Schedule regular checks and reports to stay updated on user activity.
  2. Compliance:
    • Ensure data access and usage comply with organizational policies and relevant regulations.
  3. User Notification:
    • Inform users if you plan to monitor or report on their activity, adhering to transparency and privacy principles.

By utilizing these methods, you can efficiently generate reports to monitor how many surveys each user has within Qualtrics, aiding in effective account and resource management.

 

2 replies

h_mckim
Level 2 ●●
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  • Level 2 ●●
  • August 21, 2024

I am able to access the Users tab of the Admin dashboard.  However, I do not see anything like what you are describing.  I see a user search at the top of the page, and then a list of users, sorted by what I believe to be account creation date.  There is nothing on my Users tab called Usage Statistics or User Reports.  There is no option to export a users list.  Can you provide screenshots?  I would like to be able to access these features.


brookel
Groups Administrator
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  • Author
  • Groups Administrator
  • August 22, 2024

@h_mckim My mistake - It is possible to generate usage reports, the usage reports are going to be under reports and license usage in the admin tab, not under the users tab.