tsheets

Stata program that creates formatted tracking sheets for field staff during field data collection.

Installation

tsheets can be installed directly into Stata from GitHub using the following command:

net install tsheets, from("https://raw.githubusercontent.com/PovertyAction/tsheets/master") replace

Contents

Stata help file:

Title

    tsheets -- Create formatted tracking sheets in Excel for field staff.


Syntax

        tsheets varlist [if] [in], sortvars(varlist) [options]

    options               Description
    -------------------------------------------------------------------------
    Main
    * sortvars(varlist)   variables to sort tracking sheets

    Specifications
      titlevars(varlist)  variables for title of tracking sheets; if not
                            specified, sortvars are used
      filename            specifies the name of the tracking sheets file;
                            default is Tracking_Sheet
      number              number of entries on one page; default is 25
      variable            specifies that variable names should be used as
                            column headers instead of variable labels
      nolabel             export variable values instead of value labels
    -------------------------------------------------------------------------
    * sortvars() is required.


Description

    tsheets takes the dataset currently in memory and exports an excel file
    of specified tracking variables sorted by up to two variables.

    If only one sort variable is specified, tsheets will create a separate
    workbook for each of the values of the variable, with each sheet holding
    25 (or fewer) observations. If two sort variables are specified, each
    sheet of a workbook will be specific to the second sort variable.


Remarks

    tsheets is meant to reduce the time spent creating tracking sheets for
    field officers by automatically formatting them to expand all cells and
    including titles, page numbers, and variable labels if specified.


Examples

    Create tracking sheets for only the first three communities in comm_live
        . use master_data.dta
        . tsheets dob gender full_name phone1 phone2 contact1 if comm_live <=
            3, sortvars(comm_live)

    Create a tracking sheet with an instruction for field officer to check
    box if they interview someone, with a name variable for the community
    comm_name
        . use master_data.dta
        . gen surveyed = ""
        . lab var surveyed "Check box if interviewed"
        . tsheets dob gender full_name phone1 phone2 contact1,
            sortvars(comm_live) titlevars(comm_name)

    Tracking sheets for communities that are further stratified by villages,
    and both variables have name variables comm_name and vill_name
        . use master_data.dta
        . tsheets dob gender full_name phone1 phone2 contact1,
            sortvars(comm_live vill_live) titlevars(comm_name vill_name) 


Authors

    Rosemarie Sandino
    Christopher Boyer

    For questions or suggestions, submit a GitHub issue or e-mail
    [email protected].