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Forsta Panel Management Support

All the topics, resources needed for Forsta Panel Management.

  • Point Reconciliation

    All point transactions completed by panelists are tracked within Panel Management and can be retrieved using the point reconciliation report.To view your pan...

  • Recurring Reports

    In addition to the one-time report published at the end of a campaign, the Panel Data Export allows you to send reports on a recurring schedule.To setup a re...

  • Export Referral Records

    By default, all referrals made by a panelist using the “Refer a Friend” feature are tracked in a record using the referrer’s panelist ID. As a panel manager,...

  • Dashboard (Panel)

    The Panel Dashboard displays vital statistics of the panel. The dashboard statistics are calculated daily at the specific time configured in the panel proper...

  • Charts and Statistics (Panel)

    The Charts and Statistics feature allows you to view or download charts and statistics for individual panelist datapoints. Select the datapoint to view from ...

  • Export Panel Data

    This menu item only appears when in the Panel Menu. To export data for a specific project, see the Export Project Data entry.Data Source ConfigurationThis al...

  • Recruitment Statistics

    Recruitment Statistics gives you detailed response rate and cost information on your sample, as broken down by Recruitment Sources. Stats can be viewed by mo...

  • Reports Repository (Panel)

    This page references the Panel Management Reports Repository. See the Survey Reports Repository entry for Survey downloads.The Reports Repository allows you ...

  • Cross Tabulations (Panel)

    This entry is for the Cross Tabs feature in Panel Management. For Kinesis Survey tabs, see the Survey Cross Tabs and Advanced Cross Tabs entries.Crosstabs ar...

  • Project Statistics

    The Project Statistics page contains statistic calculations for all successfully delivered campaign emails. Bounced and deferred invitations, as well as thos...

  • Export Project Data

    This feature allows users to export data based on datapoints and/or system fields for a specific project. To add a new datasource, select Add New Datasource ...

  • Newsletters

    This feature is not designed to send invitations, reminders or project-specific inquiries to your panelists. For survey invitations or reminders, please see ...

  • Financial Report Repository

    OverviewThe Financial Report Repository allows you to download the current year-to-previous month report and gives access to historic annual reports. Viewing...

  • Panelist Activity Report

    Overview The Panelist Activity Report is an advanced reporting tool that can be used to create new report definitions and manage existing ones. The columns ...

  • Recruitment Source Report

    The Recruitment Source Report allows you to configure and download the current month-to-date recruitment report for your panel. Additionally, it provides acc...