CASE Insights Survey

Survey Documentation

Survey Participation Documentation

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

Supporting Document (PDF)

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

Supporting Document 2022-23 (pdf)

 

Survey Validation Worksheet (Excel)

This document is for use in assembling and checking the data prior to entering it on the online survey platform. The Excel sheet performs some automatic quality checks on your data. For example, it checks that ‘contactable alumni’ is less than ‘total alumni’.

It is highly recommended that you complete the Survey Validation Worksheet offline before entering any data on the online survey platform to minimise the risk of errors and to support data validation. Saving data in the Excel validation form also provides a backup should you have issues saving data or have a connectivity issue.

Survey Data Collection Form 2022-23 (Excel)

Benchmarking and Analysis Documentation

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

CASE Insights benchmarking toolkit

Previous year’s data (from 2014-15 till 2021-22) 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 2019-2020, 2020-21 or 2021-22, please email [email protected] or [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.