Recoding answers in modern reports

Recodes enable you to create new fields with the values required for reporting and analysis based on the values in an existing field in your report data.

You can create recodes that map original field values to new values in the recode, or that roll-up values into groups based on criteria you specify. You can use recodes to present data in a report in a way that is meaningful for your reporting and analysis. For example, if the answers recorded in your survey are not meaningful to the audience of your report because they use unfamiliar terminology, you can use a recode to change the labels for the answers.

Recodes are added as new fields that are available in your report. They do not replace or modify the survey question, profile variable, or response data they are based on.

Types of recodes

You can choose from several recode types. The recode type to use depends on the type of survey question or profile variable you want to apply the recode to and how you want to group or change the answers.

Type of recode	Available?	Description	Supported types
Convert to Numbers		Assigns a number to each answer from the original field. The resulting new recode field type is Number, and it can be added as a tile to your report and used to calculate statistics. You can use this option to assign numerical values to Likert scales and CSAT scores. Note: Convert To Numbers recodes cannot be used in banners.	Survey questions: Single Choice Single Choice Grid Multiple Choice Multiple Choice Grid Rating (Single Choice tiles only) Profile variables: Single Choice Multiple Choice
Group Answers		Groups answers to recategorize them as new values. For example, you might group Very Satisfied and Satisfied as a single answer in the recode field. You can use this option to exclude answers. You can also use this option to create Top 2 Box and Bottom 2 Box fields.	Survey questions: Single Choice Single Choice Grid Multiple Choice Multiple Choice Grid Rating (Single Choice tiles only) Profile variables: Single Choice Multiple Choice
Group Dates		Divides continuous date ranges into distinct groups. You can use this option to specify the date ranges for each fiscal quarter, or similar time periods. Each date in the original field will be mapped to the time period it falls within in the recode field. The recode group criteria are defined as exact dates. For example, Q1 2024 might be defined as "from Jan 1, 2025 to March 31, 2025".	Survey questions: Date Profile variables: Date
Group Time Periods		Dynamically assigns elapsed month or year values to the appropriate time period group. The recode values are evaluated as the number of years or months elapsed at the time the report data is loaded. You can use this option to create age groups. The recode group criteria are defined as relative dates from the current date when the report is opened, or the report data is refreshed. For example, a Seniors group would be defined as "65 years or more".	Survey questions: Date Number (For grouping time periods by years only.) Rating (Number tile only. For grouping time periods by years only.) Profile variables: Date
Group Numbers	Coming soon.	Divides continuous numeric ranges into distinct groups. You can use this option to create age groups and income levels.	Number
Conditional Recode	Coming soon.	Assigns values in the recode field using IF conditions. You can use this option to create a new entry in the recode field based on the responses to multiple questions or profile variable values.	All question types.

Recode templates

Save commonly used recodes as templates that can be reused in new reports. You can also import recode templates into banners. For more information, see Add a recode template and Import a recode template.