Creating Reports in ATLAS.ti Cloud
Written by: Dr. Neringa Kalpokaite & Ivana Radivojevic
ATLAS.ti Cloud has a brand-new section dedicated to generating and exporting reports. Now you can visually explore the frequencies of your codes and how they are distributed throughout your documents. In other words, once you have coded your data, you can query and retrieve your results in the new reports page. Code distribution reports show how many data quotations are associated with each code, and the code-document table displays frequencies of codes across documents. Thus, you can use code distribution reports to explore how the data linked to each code, and you can use code-document tables to examine where in your data the different codes are appearing.
Access the reports page by clicking on the reports icon in the left-hand toolbar (see Figure 1). Then, click on “+ Create report” to create a new report.
Figure 1. Accessing the reports page & creating a new report
Code distribution reports
You can choose whether you would like to create a code distribution chart or a code-document table. A code distribution chart displays all the codes in descending order of their frequency (i.e., the codes with the most associated quotations appear first; see Figure 2). Below the chart, you can see all of the data quotations. By clicking on any code in the chart, ATLAS.ti Cloud will filter the quotations below to only show quotations that are associated to your selected code(s). You can also toggle the chart view by clicking on the button along the time (i.e., you can open and close the chart view).
Figure 2. Code distribution chart
A powerful way to query your data is to apply filter rules (see Figure 3). Click on “Filter Quotations” button, and you then select which information you want to filter your quotations by. You can filter by the content of quotations (e.g., the text a quotation contains), by document name (e.g., quotations that come from a particular document), by document group (e.g., quotations that come from documents in a particular group), by code (e.g., quotations associated to a particular code), by code group (e.g., quotations that are associated with codes from a particular group), by comment (e.g., the content of a quotation’s comment), and by creator (e.g., which team member created the quotations).
Figure 3. Filter quotations by a variety of parameters
You can add as many filter rules as you would like. For example, if we wanted to see what executive leaders thought about the benefits of using a web-based software, we could set the filters for the document group that contains all data coming from executive leaders and another filter for the code group that contains all the codes about benefits of using a web-based software (see Figure 4).
Figure 4. Setting filter rules (e.g., searching for codes from a particular group within a specific group of documents)
You can also edit the name and comment of this chart view by clicking on the “information” button along the top (see Figure 5). A great benefit of ATLAS.ti Cloud’s reports is that you can save multiple chart views to capture different queries. Thus, you could save a report view for each research question you may be interested in, and these saved report views will automatically update as you continue coding your data. The comment space of the report view offers a perfect space to note down your research question (or the purpose for which you created this report view).
Figure 5. Editing the name and comment of the chart view
You can save the report to your computer by clicking on the “Download” button. This will generate an Excel spreadsheet of the data quotations, their associated codes and comments, and the document from which each quotation comes.
In addition to examining code distributions, you can construct code-document tables to explore code frequencies across your documents (see Figure 6). In other words, the code-document table lets you see where in your project the different codes are being used.
Figure 6. The code-document table
From the code-document table, you can add codes, code groups, documents, and/or document groups. For example, if we wanted to compare which benefits were mentioned by male and female participants, we could select the individual codes on benefits. Then, we can select the document groups for male and female participants (see Figure 7).
Figure 7. Comparing benefits mentioned by male and female participants
The code-document table then shows how many times each code was used across all the data from male and female participants, providing a helpful global overview and permitting comparisons across the data. With this tool, you can construct tables that show the frequencies of your codes and/or code groups, so you can see how many times a certain code (or code group) was used in a particular document (or document group).
The new reports tools in ATLAS.ti Cloud permit more fine-tuned examinations of your coded data so that you can query your findings and build rigorous insights. You can save as many reports as you would like in ATLAS.ti Cloud, and these interactive reports will keep updating as you continue your analysis. Therefore, you can save different reports for each of your research interests and objectives, and you can easily revisit and download these reports as your analysis develops and evolves. Part of the great power of ATLAS.ti resides in its capabilities to make querying and retrieving findings comfortable and easy, so that you can build the unique contributions of your research and share your findings with the rest of the world.
Kalpokaite, N., & Radivojevic, I. (2020). Best Practice Article: Creating Reports in ATLAS.ti Cloud. Retrieved from https://atlasti.com/2020/06/21/best-practices-article-creating-reports-in-atlas-ti-cloud
About the authors:
Dr. Neringa Kalpokaite has dedicated her professional career to qualitative methodology. From her doctoral thesis for which she received the cum laude award in the Complutense University of Madrid to working as a visiting researcher at Harvard University, all of her research projects have been qualitative and carried out with ATLAS.ti. During her 15 years of professional work, she has published numerous articles in a variety of high-impact journals, she has given over 450 trainings, and she has helped over 8,500 people carry out qualitative research. In addition to leading the Europe Team of ATLAS.ti and being the CEO of NkQualitas, she is also a member of the Editorial Advisory Board of the Journal of New Approaches in Educational Research and a professor at the international IE University. Following students’ demand for more rigorous training in qualitative research, she pioneered and taught the qualitative research and ATLAS.ti course at IE University. She continually participates in international conferences to continue sharing knowledge, and she is part of a team of reviewers of articles from high-impact journals. She has repeatedly received awards for excellent teaching in qualitative research. She has also received several research grants from the Ministry of Foreign Affairs and International Cooperation, the Government of Lithuania, and Harvard University. Her latest publications include “Demystifying Qualitative Data Analysis for Novice Qualitative Researchers“, “Teaching qualitative data analysis software online: A comparison of face-to-face and e-learning ATLAS.ti courses“, and “Leading a successful transition to democracy: A qualitative analysis of political leadership in Spain and Lithuania“.
Ivana Radivojevic, a former student of Dr. Neringa Kalpokaite’s Qualitative Research course, is passionate about qualitative research and ATLAS.ti. After finishing her training, she was invited to join Neringa’s NkQualitas team and has been participating in numerous qualitative research projects since 2015, resulting in multiple publications in high-impact journals. She is currently the Project Coordinator of ATLAS.ti and is a Senior Professional Trainer. She has given numerous courses, including over 250 webinars, and she has helped over 3,000 people learn to use ATLAS.ti and conduct qualitative research. She continually participates in international conferences to learn and share knowledge with the scientific community. Her latest publications include “Demystifying Qualitative Data Analysis for Novice Qualitative Researchers“, “Teaching qualitative data analysis software online: A comparison of face-to-face and e-learning ATLAS.ti courses“, and “Leading a successful transition to democracy: A qualitative analysis of political leadership in Spain and Lithuania“.