CASE Insights Survey

Survey Documentation

Survey Participation Documentation

These documents have been created to help you participate in the survey.

Survey Guidance Document (PDF)

This document contains definitions, counting standards, and examples. Please review this document carefully before you gather your data and complete the survey.
 

Survey Questions (PDF)

This document contains the survey questions and instructions as they appear within the survey system.
 

Survey Data Collection Worksheet (Excel)

All data will be collected and validated within the CASE Insights survey platform. This worksheet may be used to assemble data before entering it into the survey platform. While all data submitted on the CASE Insights survey platform will be stored for future access, saving data in the data collection worksheet can serve as a backup for your reference.

Benchmarking and Analysis Documentation

Once the submitted data is validated, CASE Insights will open up access to benchmarking.

Data for the 2023-24 survey is available within the resources section of the CASE Insights Survey Platform. 

CASE Insights benchmarking toolkit

Data from previous years (2014-15 to 2022-23) will continue to be available on the CASE Insights benchmarking toolkit (formerly known as the CASE Benchmarking Toolkit).

To access the CASE Insights benchmarking toolkit, please use either the Firefox or Internet Explorer browsers, as some features of the toolkit are not compatible with the Google Chrome and Microsoft Edge browsers.

Please note, access to the CASE Insights benchmarking toolkit requires a CASE account. If you have previously logged into case.org, please use the same email and password to access the CASE Benchmarking Toolkit. If you don't have an account, you will have to create a new account. If you're not sure if you have an account, you can look up your email address through our portal.

If you’d like to update your institution’s data for 2021-22, 2022-23, or 2023-24, please email [email protected]

 

Benchmarking Toolkit How-To Guide

This how-to guide provides a click-by-click guide to help you navigate the toolkit while benchmarking.

Global Standards

CASE Global Reporting Standards

The CASE Global Reporting Standards are a common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.