From Qualtrics to Word: Automating survey workflows in Stata

This presentation describes a Stata-based workflow for processing Qualtrics survey data, from initial import to a Word report. Survey-based research and program evaluation often require repeated manual steps across different tools, including data export and import, data cleaning, recoding variable names and values, creating plots, and assembling results into a written report. These tasks are not only time consuming but also prone to inconsistency and error, particularly when repeated across multiple survey waves. To reduce this manual work, I present a Stata-centered workflow that uses API-based data retrieval, metadata-driven recoding from the Qualtrics survey structure, and data visualization by running R and Python within Stata when helpful. This approach reduces manual processing and makes the pipeline easier to rerun. The presentation focuses on practical strategies that Stata users can adapt to their own survey analysis workflows.