Managing Survey Demographics in Quantum Workplace

Last Updated: June 8, 2026

In this article:

• Overview

• Important Considerations

• Accessing Survey Demographics

• Edit Individual Participant Demographics

• Bulk Import Demographic Changes

• Add a Survey-Specific Demographic

• View and Restore Changes

• FAQs

Overview

Survey demographics help organize participant data and enable meaningful reporting throughout the survey experience.

The ability to manually manage survey demographics allows administrators to:

1. Edit participant demographics individually
2. Bulk update participant demographics using an import file
3. Create survey-specific demographics
4. Review demographic change history
5. Restore previous demographic states if changes were made in error

These tools provide greater flexibility for autonomy in owning the maintenance of demographic data.

Important Considerations

Before making demographic changes, keep the following in mind:

Demographic Changes May Affect Reporting

Changes to demographic values can impact how survey data is grouped and displayed.

For example, changing a department name from one value to another may affect reporting continuity across surveys.

If your organization relies on historical reporting or trending across survey cycles, strongly consider working with your Quantum Workplace team before making large-scale demographic changes.

Change History Is Available

All demographic imports and updates are tracked in Change History.

Administrators can review previous changes and restore data to any prior state if necessary.

Survey-Specific Demographics

New demographics created through this workflow are available only within the survey where they were created. 

Accessing Survey Demographics

To access survey demographics:

1. Click Surveys, then Analytics
2. Select a specific survey
3. Navigate to Admin Controls in the top right corner
4. Select Manage Survey Demographics
5. Review the participant demographic list

From here, you can:

• Edit participant demographics
• Import demographic updates
• Add new demographics
• Review change history

• A. Participant Demographic Values: View and search all survey demographics.

• B. Demographics: View and add survey-specific demographics in list form.

• C. Change History: View and restore previous versions of survey demographics.

• D. Edit Demographics: Click to make manual edits to survey demographics.

• E. Bulk Edit Demographics: Make edits to survey demographics in bulk via file import.

Edit Individual Participant Demographics

Use this option when updating demographic information for a single participant.

1. Click Surveys, then Analytics

2. Select a specific survey

3. Click Admin Controls in the top right corner

4. Select Manage Survey Demographics

5. Locate the participant

6. Select the participant record

7. Update the desired demographic value

8. Click Save

9. Some standard demographics may provide predefined dropdown options to ensure consistent values.

Examples may include:

• • Age Range
  • Generation
  • Tenure Range

Bulk Import Demographic Changes

Use a bulk import when updating demographic information for multiple participants at once.

To update survey demographics in bulk:

Download the Current Demographic File

1. Navigate to Manage Survey Demographics
2. Click Bulk Edit Demographics
3. Download the current participant demographic file
4. Open the downloaded file
5. Make the desired demographic updates
6. Save the file
   1. Important: Do not modify required identifier columns.
7.  Return to Bulk Edit Demographics
8. Upload the updated file
9. Review the validation summary carefully.
   1. The validation summary displays:
      1. Which demographics will be updated
      2. How many records will change
10. Click Import, then Save

Once complete, the updates will be applied to survey participant records.

Add a Survey-Specific Demographic

Survey-specific demographics can be used to capture additional information that is unique to a particular survey.

Examples may include:

• Business-specific metrics
• Program participation
• Organizational classifications

To add a survey-specific demographic:

1. Navigate to Manage Survey Demographics
2. Click the Demographics tab
3. Select Add Survey Specific Demographic
4. Enter a name for the demographic
5. Save the new demographic

After creating the demographic, you may immediately import participant values or return later to complete the upload.

View and Restore Changes

The Change History page provides visibility into demographic updates made within the survey.

To access Change History:

1. Navigate to Manage Survey Demographics
2. Select the Change History tab

Change History displays:

• Who made the change
• When the change occurred
• What type of change was made
• The number of records affected

Restore a Previous State

If demographic changes were made incorrectly:

1. Open Change History
2. Locate the change you want to reverse
3. Select Restore

The system will restore the demographic data to its previous state.

FAQs

What types of demographic changes can I make?

You can:

• Update participant demographic values
• Import demographic changes in bulk
• Create survey-specific demographics

Can I undo a demographic import?

Yes.

All imports and updates are tracked in Change History and can be restored if needed.

Will demographic changes affect survey trends?

Potentially.

Changes to demographic values may impact how data is grouped across survey periods. If maintaining historical reporting is important, consult your Quantum Workplace team before making significant demographic changes.

Can I delete a survey-specific demographic?

Deletion of survey-specific demographics is not currently available through self-service tools.

If a demographic was created accidentally, contact Support for assistance.

Can I refresh point-in-time demographics?

No.

Point-in-time demographic refreshes remain managed through Quantum Workplace processes and are not available within the Manage Survey Demographics experience.