Participant list ![\"Copy](\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\")
<\/a><\/h2>\n\n\nThis list offers a quick and easy overview of all attended participants. You can change the rating of any of the participants here, as well as include them in your favorites using the heart button. To access the recording of any of the interviews, simply click on it on the card of the participant. For each participant, you can see in their card:<\/p>\n\n\n\n
\n- Their name<\/li>\n\n\n\n
- Whether they are included in the favorites<\/li>\n\n\n\n
- Their rating<\/li>\n\n\n\n
- The recording of their interview<\/li>\n\n\n\n
- Details about their time slot<\/li>\n\n\n\n
- Source from where they were recruited<\/li>\n\n\n\n
- Any of your colleagues who were present as Moderators, Note-takers, or Observers<\/li>\n\n\n\n
- A brief summary of the interview<\/li>\n<\/ul>\n\n\n\n \n
![\"The](\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/05\/1-10.png\")
\n \n \n The list of participants<\/h4>\n
A quick and easy overview of all attended participants with the key details of their interviews.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\nFiltering, sorting, and searching <\/a><\/h2>\n\n\nThe analysis of multiple interviews can be eased with access to robust filtering, sorting and search options.<\/p>\n\n\n
Filtering <\/a><\/h3>\n\n\nYou can filter the participants by any combination of:<\/p>\n\n\n\n
\n- The date of the time slot<\/li>\n\n\n\n
- The time of the time slot<\/li>\n\n\n\n
- Collaborators – anyone from your team who was present in the call in any of the available roles<\/a><\/li>\n\n\n\n
- Source – where the participants were recruited from<\/li>\n\n\n\n
- Rating – the custom rating you gave the participants<\/li>\n\n\n\n
- Favorites – filter participants included in favorites<\/li>\n<\/ul>\n\n\n\n \n
![\"Filter](\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/05\/2-9.png\")
\n \n \n Filter by date<\/h4>\n
Filter the participants by the date when they had their interview.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n \n\n \n ![\"Filter](\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/05\/3-8.png\")
\n \n \n Filter by time<\/h4>\n
Filter the participants by the time when they had their interview.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n \n\n \n ![\"Filter](\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/05\/4-6.png\")
\n \n \n Filter by rating<\/h4>\n
Filter the participants by the custom rating you gave them.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n \n\n \n ![\"Combining](\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/05\/5-2.png\")
\n \n \n Combining the filters<\/h4>\n
You can combine filters to filter participants by multiple different attributes.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\nSorting <\/a><\/h3>\n\n\nYou can sort the participants ascending and descending by:<\/p>\n\n\n\n
\n- The date of the time slot<\/li>\n\n\n\n
- Rating – the custom rating you gave the participants<\/li>\n\n\n\n
- Length of the interview<\/li>\n<\/ul>\n\n\n\n \n
![\"Sorting](\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/05\/6-2.png\")
\n \n \n Sorting participants<\/h4>\n
You can sort the interviews by date, rating, and the interview length<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\nSearching <\/a><\/h3>\n\n\nUse the full text search to comb through:<\/p>\n\n\n\n
\n- Names<\/li>\n\n\n\n
- Emails<\/li>\n\n\n\n
- Notes<\/li>\n\n\n\n
- Summaries<\/li>\n\n\n\n
- All of the above at once<\/li>\n<\/ul>\n\n\n\n \n
![\"Search\"](\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/05\/7-1.png\")
\n \n \n Search<\/h4>\n
Use full-text search to easily find the insight you are looking for.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\nViewing Screened-Out Participants <\/a><\/h2>\n\n\nIn moderated studies, participants who receive a screenout in the screening questionnaire<\/strong> can be viewed in the participant list.<\/p>\n\n\n\nWhen at least one participant is screened out, a toggle appears in the dropdown above the participant list that allows you to switch between:<\/p>\n\n\n\n
\n- Accepted participants<\/strong> \u2013 participants who passed the screening and attended the interview<\/li>\n\n\n\n
- Screened-out participants<\/strong> \u2013 participants who did not pass the screening questionnaire<\/li>\n<\/ul>\n\n\n\n
Accepted and screened-out participants are displayed in separate lists<\/strong> and cannot be shown together.<\/p>\n\n\n\nThis option works the same way in Study interviews<\/strong> and Freeform interviews<\/strong>.<\/p>\n\n\nParticipant detail <\/a><\/h2>\n\n\nThe participant details can be accessed after clicking on the Details button<\/strong> on the card of the participant.<\/p>\n\n\n\nThe details are split into 3 tabs:<\/p>\n\n\n\n
\n- Overview<\/li>\n\n\n\n
- Recording Info<\/li>\n\n\n\n
- Notes<\/li>\n<\/ul>\n\n\n
Overview <\/a><\/h3>\n\n\nIn this tab, you can see the general information about the participant including:<\/p>\n\n\n\n
\n- Their name<\/li>\n\n\n\n
- Whether they are included in the favorites<\/li>\n\n\n\n
- Their rating<\/li>\n\n\n\n
- The recording of their interview<\/li>\n\n\n\n
- Their email<\/li>\n\n\n\n
- Details about their time slot<\/li>\n\n\n\n
- Source from where they were recruited<\/li>\n\n\n\n
- Any of your colleagues who were present as Moderators, Note-takers or Observers<\/li>\n\n\n\n
- A brief summary of the interview<\/li>\n<\/ul>\n\n\n\n
You can also edit the summary of the participant\u2019s interview on this tab.<\/p>\n\n\n\n
\n ![\"Overview](\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/05\/8.png\")
\n \n \n Overview tab<\/h4>\n
The general information about the participants and their time slot. Edit and review your summary here as well.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\nRecording Info <\/a><\/h3>\n\n\nUse this tab to see:<\/p>\n\n\n\n
\n- Whether the participant was reported or not<\/li>\n\n\n\n
- The length of the actual interview<\/li>\n\n\n\n
- How many notes were recorded for this interview<\/li>\n<\/ul>\n\n\n\n
\n The list of participants<\/h4>\n
A quick and easy overview of all attended participants with the key details of their interviews.<\/p>\n <\/div>\n
Filtering, sorting, and searching <\/a><\/h2>\n\n\nThe analysis of multiple interviews can be eased with access to robust filtering, sorting and search options.<\/p>\n\n\n
Filtering <\/a><\/h3>\n\n\nYou can filter the participants by any combination of:<\/p>\n\n\n\n
\n- The date of the time slot<\/li>\n\n\n\n
- The time of the time slot<\/li>\n\n\n\n
- Collaborators – anyone from your team who was present in the call in any of the available roles<\/a><\/li>\n\n\n\n
- Source – where the participants were recruited from<\/li>\n\n\n\n
- Rating – the custom rating you gave the participants<\/li>\n\n\n\n
- Favorites – filter participants included in favorites<\/li>\n<\/ul>\n\n\n\n \n \n \n \n
Filter by date<\/h4>\n
Filter the participants by the date when they had their interview.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n \n\n \n \n \n \n Filter by time<\/h4>\n
Filter the participants by the time when they had their interview.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n \n\n \n \n \n \n Filter by rating<\/h4>\n
Filter the participants by the custom rating you gave them.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n \n\n \n \n \n \n Combining the filters<\/h4>\n
You can combine filters to filter participants by multiple different attributes.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\nSorting <\/a><\/h3>\n\n\nYou can sort the participants ascending and descending by:<\/p>\n\n\n\n
\n- The date of the time slot<\/li>\n\n\n\n
- Rating – the custom rating you gave the participants<\/li>\n\n\n\n
- Length of the interview<\/li>\n<\/ul>\n\n\n\n \n \n \n \n
Sorting participants<\/h4>\n
You can sort the interviews by date, rating, and the interview length<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\nSearching <\/a><\/h3>\n\n\nUse the full text search to comb through:<\/p>\n\n\n\n
\n- Names<\/li>\n\n\n\n
- Emails<\/li>\n\n\n\n
- Notes<\/li>\n\n\n\n
- Summaries<\/li>\n\n\n\n
- All of the above at once<\/li>\n<\/ul>\n\n\n\n \n \n \n \n
Search<\/h4>\n
Use full-text search to easily find the insight you are looking for.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\nViewing Screened-Out Participants <\/a><\/h2>\n\n\nIn moderated studies, participants who receive a screenout in the screening questionnaire<\/strong> can be viewed in the participant list.<\/p>\n\n\n\nWhen at least one participant is screened out, a toggle appears in the dropdown above the participant list that allows you to switch between:<\/p>\n\n\n\n
\n- Accepted participants<\/strong> \u2013 participants who passed the screening and attended the interview<\/li>\n\n\n\n
- Screened-out participants<\/strong> \u2013 participants who did not pass the screening questionnaire<\/li>\n<\/ul>\n\n\n\n
Accepted and screened-out participants are displayed in separate lists<\/strong> and cannot be shown together.<\/p>\n\n\n\nThis option works the same way in Study interviews<\/strong> and Freeform interviews<\/strong>.<\/p>\n\n\nParticipant detail <\/a><\/h2>\n\n\nThe participant details can be accessed after clicking on the Details button<\/strong> on the card of the participant.<\/p>\n\n\n\nThe details are split into 3 tabs:<\/p>\n\n\n\n
\n- Overview<\/li>\n\n\n\n
- Recording Info<\/li>\n\n\n\n
- Notes<\/li>\n<\/ul>\n\n\n
Overview <\/a><\/h3>\n\n\nIn this tab, you can see the general information about the participant including:<\/p>\n\n\n\n
\n- Their name<\/li>\n\n\n\n
- Whether they are included in the favorites<\/li>\n\n\n\n
- Their rating<\/li>\n\n\n\n
- The recording of their interview<\/li>\n\n\n\n
- Their email<\/li>\n\n\n\n
- Details about their time slot<\/li>\n\n\n\n
- Source from where they were recruited<\/li>\n\n\n\n
- Any of your colleagues who were present as Moderators, Note-takers or Observers<\/li>\n\n\n\n
- A brief summary of the interview<\/li>\n<\/ul>\n\n\n\n
You can also edit the summary of the participant\u2019s interview on this tab.<\/p>\n\n\n\n
\n \n \n \n Overview tab<\/h4>\n
The general information about the participants and their time slot. Edit and review your summary here as well.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\nRecording Info <\/a><\/h3>\n\n\nUse this tab to see:<\/p>\n\n\n\n
\n- Whether the participant was reported or not<\/li>\n\n\n\n
- The length of the actual interview<\/li>\n\n\n\n
- How many notes were recorded for this interview<\/li>\n<\/ul>\n\n\n\n
<\/a><\/h3>\n\n\nYou can filter the participants by any combination of:<\/p>\n\n\n\n
- \n
- The date of the time slot<\/li>\n\n\n\n
- The time of the time slot<\/li>\n\n\n\n
- Collaborators – anyone from your team who was present in the call in any of the available roles<\/a><\/li>\n\n\n\n
- Source – where the participants were recruited from<\/li>\n\n\n\n
- Rating – the custom rating you gave the participants<\/li>\n\n\n\n
- Favorites – filter participants included in favorites<\/li>\n<\/ul>\n\n\n\n
\n\n \n\nFilter by date<\/h4>\n
Filter the participants by the date when they had their interview.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n \n\n\n\n \n\nFilter by time<\/h4>\n
Filter the participants by the time when they had their interview.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n \n\n\n\n \n\nFilter by rating<\/h4>\n
Filter the participants by the custom rating you gave them.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n \n\n\n\n \n\nCombining the filters<\/h4>\n
You can combine filters to filter participants by multiple different attributes.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\nSorting
<\/a><\/h3>\n\n\nYou can sort the participants ascending and descending by:<\/p>\n\n\n\n
- \n
- The date of the time slot<\/li>\n\n\n\n
- Rating – the custom rating you gave the participants<\/li>\n\n\n\n
- Length of the interview<\/li>\n<\/ul>\n\n\n\n\n\n \n\n
Sorting participants<\/h4>\n
You can sort the interviews by date, rating, and the interview length<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\nSearching
<\/a><\/h3>\n\n\nUse the full text search to comb through:<\/p>\n\n\n\n
- \n
- Names<\/li>\n\n\n\n
- Emails<\/li>\n\n\n\n
- Notes<\/li>\n\n\n\n
- Summaries<\/li>\n\n\n\n
- All of the above at once<\/li>\n<\/ul>\n\n\n\n\n\n \n\n
Search<\/h4>\n
Use full-text search to easily find the insight you are looking for.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\nViewing Screened-Out Participants
<\/a><\/h2>\n\n\nIn moderated studies, participants who receive a screenout in the screening questionnaire<\/strong> can be viewed in the participant list.<\/p>\n\n\n\n
When at least one participant is screened out, a toggle appears in the dropdown above the participant list that allows you to switch between:<\/p>\n\n\n\n
- \n
- Accepted participants<\/strong> \u2013 participants who passed the screening and attended the interview<\/li>\n\n\n\n
- Screened-out participants<\/strong> \u2013 participants who did not pass the screening questionnaire<\/li>\n<\/ul>\n\n\n\n
Accepted and screened-out participants are displayed in separate lists<\/strong> and cannot be shown together.<\/p>\n\n\n\n
This option works the same way in Study interviews<\/strong> and Freeform interviews<\/strong>.<\/p>\n\n\n
Participant detail
<\/a><\/h2>\n\n\nThe participant details can be accessed after clicking on the Details button<\/strong> on the card of the participant.<\/p>\n\n\n\n
The details are split into 3 tabs:<\/p>\n\n\n\n
- \n
- Overview<\/li>\n\n\n\n
- Recording Info<\/li>\n\n\n\n
- Notes<\/li>\n<\/ul>\n\n\n
Overview
<\/a><\/h3>\n\n\nIn this tab, you can see the general information about the participant including:<\/p>\n\n\n\n
- \n
- Their name<\/li>\n\n\n\n
- Whether they are included in the favorites<\/li>\n\n\n\n
- Their rating<\/li>\n\n\n\n
- The recording of their interview<\/li>\n\n\n\n
- Their email<\/li>\n\n\n\n
- Details about their time slot<\/li>\n\n\n\n
- Source from where they were recruited<\/li>\n\n\n\n
- Any of your colleagues who were present as Moderators, Note-takers or Observers<\/li>\n\n\n\n
- A brief summary of the interview<\/li>\n<\/ul>\n\n\n\n
You can also edit the summary of the participant\u2019s interview on this tab.<\/p>\n\n\n\n
\n\n \n\nOverview tab<\/h4>\n
The general information about the participants and their time slot. Edit and review your summary here as well.<\/p>\n <\/div>\n
\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\nRecording Info
<\/a><\/h3>\n\n\nUse this tab to see:<\/p>\n\n\n\n
- \n
- Whether the participant was reported or not<\/li>\n\n\n\n
- The length of the actual interview<\/li>\n\n\n\n
- How many notes were recorded for this interview<\/li>\n<\/ul>\n\n\n\n
- Screened-out participants<\/strong> \u2013 participants who did not pass the screening questionnaire<\/li>\n<\/ul>\n\n\n\n
- Accepted participants<\/strong> \u2013 participants who passed the screening and attended the interview<\/li>\n\n\n\n
![\"Recording](\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/05\/9.png\")
\n ![\"Notes\"](\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/05\/10.png\")
\n