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Editing Quota Limits in Field

For an overview of the quota tab in Field Report, click here.

1:  Editing Hard Quotas

Hard quotas are an exact number or limit of respondents for your survey.

To edit your quotas in the Field Report, click on "Edit Quotas" in the top right corner of the quota screen.

The editable quotas will be outlined with dotted blue lines. Simply click on the numbers you want to edit, type in your edits and click save.

In the example below, we have increased the hard quotas set from 200 males, 200 females and 400 total, to 250 males, 250 females and 500 total. When you are finished editing all the quotas, click the save button in the upper right hand corner.

After clicking save, your quota totals on the right will update formatting to reflect the edits made. In the example provided, the red number 212 shown above will now be visible in black, since the new 250 quota has not yet been met.

When specifying cells in a quota with a predefined total limit, using the asterisk (*) notation will divide the specified total equally across each cell with an asterisk. To leave a cell open, use the "inf" notation for that cell.

2:  Editing Soft Quotas

Instead of limiting to one exact number, soft quotas can be set to allow for a range of respondents. In the example below, we are going to edit the hard quota of 200 males and females to a range of 200-300 males and females and a total quota of 500 respondents.

Editing soft quotas follows the exact same process as shown above, except instead of editing one number you can enter a range of numbers.

After saving your edits, your new quotas will automatically update and adjust to reflect any data that has already been collected.

  1. Limit Range: The limit ranges will automatically adjust for the totals already collected towards the quota. In this example, 212 males have already qualified, so the real quota limit for females is now 288. This is reflected in the female limit range shown as 200-288(300).
  2. Total Range: When entering a total for soft quotas, you can only enter one number, not a range. Your total limit must equal the sum of the minimum and maximum numbers set in all categories. So in this example, the minimum quota is 200 and the maximum quota is 300, so the total quota must be set at 500. Although you entered one number, after saving, the total will automatically adjust to show a range. The minimum in the range will automatically be set based on the sum of minimum values you set for each category. In this example, because the minimums are set at 200 males and 200 females, the 500 total we entered will automatically adjust to a range of 400-500. The survey will continue allowing respondents into the survey until the maximum total number is reached.
  3. Floating Respondents: This value (+88) represents the number of floating respondents that can be used beyond the soft quotas set. Because 212 males have already responded and 200 is the minimum number of females set in the quota, then 88 respondents are left as floaters until the 500 number is reached, meaning they can either be males or females.