Create a Group Time Periods recode in modern reports

Use the Group Time Periods recode to dynamically assign date values to groups based on elapsed time. For example, you can create Age groups based on the difference between the current date and participants' birth dates.

Open the modern report.

You can use the recode in your report in the following ways:

• Add the Group Time Periods recode field to your report as a data tile.
• Add the Group Time Periods recode field as a banner.
• Perform significance testing and weighting on reports that include the recode.

Note: Dates are evaluated as midnight Coordinated Universal Time (UTC).

1. On the report toolbar, click Recodes.
   
2. Do one of the following:
   1. To add your first recode, click New Recode in the center of the Editor.
   2. To add additional recodes, click New Recode in the top right of the Editor.
3. In the Choose the Type of Recode page, select Group Time Periods.
   The following field types are supported by the Group Time Periods recode:

   Questions	Profile Variables	Response Data
   Date Number (For grouping time periods by years only.) Rating (Number tiles only. For grouping time periods by years only.) Note: For meaningful results for Number and Rating questions, the question must store a 4-digit year.	Date	Response Start Date Response Completed Date

4. In the Set the Recode Rule page, enter the following information about the recode:
   • Recode Name: The display name for the recode in the report.
   • Recode Description: Optional. The description of the recode. For example, add a sentence to document the purpose of the recode.
   • Based On: Select the field to base the recode on from the drop-down list. You can choose from date-based survey questions, profile variables, and response data.

     If you have created profile variable categories, the categories assigned to each profile variable are displayed next to the profile variable in the Based On drop-down list.

     If you want to save the recode as a recode template, it must be based on a profile variable field.

5. From Calculate Time Periods by, select the appropriate time period:
   • Years
   • Months
   Note: For Number questions, you must select Years as the time period. The Months option is not supported for Number questions.

   For Number questions the Group Time Periods recode works by subtracting each response value from the current year when the report runs. You can use this recode when:

   • For privacy reasons, your survey only records each participant's birth year instead of their exact birth date.
   • You have an existing survey that only records the year for birth date or any other value.

   For example, if you run the report in 2025 and you want to group members where there birth year is 2000 or less, the recode is calculated as 2025 - 2020 = 25. For this first criteria you would enter is Less than or equal to 25 year(s). You could then add additional criteria to the recode to match your required logic.

   

6. Add the required groups to your recode:
   • Less than <time period>: Specify the number of months or years and enter a name for the group. All responses less than this value will be included.
   • Add a group: To add one or more additional groups, click Add Group, specify the months or years for the group, and enter a name for the group.
   • <time period> or more: Specify the number of months or years and enter a name for the group. All responses more than this value will be included.
   • Remove a group: If necessary, you can remove any of the groups you add by clicking the minus button next to the group.

   The following recode example creates groups for commonly defined age ranges based on the members' birth year.

   

   Note that the end of the range for each group is excluded. For example, the second group above includes members between the ages of 18 and 34. 35 year olds are only included in the following group.

7. If you want to add a tile for the recode to your report, select the Automatically add a new data tile using this recode checkbox.
   The new data tile is automatically added to the bottom of your report when you create the recode.
8. Optional: If the recode is based on a profile variable, select Save as template to create a new recode template.
   You can save recodes based on profile variable fields as recode templates to use as a starting point to create recodes in any new reports for your community. The template is saved with the Recode Name of the recode you are creating.
9. Click Done.

Related information

• Recode example for modern reports
• Edit a recode in modern reports