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Reconciliation is how buyers review completed sessions and dispute invalid completes before they are billed. Research Desk provides a guided workflow to accept, reject, and export respondent IDs by status.

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How reconciliation works

  1. A respondent completes a survey and is initially recorded as a Complete
  2. By default, completes are billable if no action is taken
  3. During the reconciliation window, you review completes and reject invalid sessions
  4. Rejected completes are not billed to you and suppliers are not paid for them
  5. After the deadline, unprocessed completes are auto-accepted and become billable
Completes are billable by default. If you do not actively reject invalid completes before the deadline, they will be accepted automatically.

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Reconciliation window

You can dispute completes until the end of the month following the month the respondent completed. Attempts to accept or reject IDs after the deadline fail with a past-deadline error.

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Starting reconciliation

Open a project and select Reconcile Project. Research Desk routes you to the correct reconciliation experience:
  • Projects created on or after October 1, 2024 use the current reconciliation system
  • Older projects that were previously reconciled under the legacy flow may use the legacy experience
The current system lets you:
  • Filter by date range, survey, and source to reconcile portions of a project
  • Differentiate IDs accepted by a user versus auto-accepted by the system deadline
  • Accept completes that were recorded as terminates, over-quotas, or dropouts
  • Export IDs by supplier to confirm costs with external vendors
  • Access reconciliation transaction history for troubleshooting

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Status categories in the UI

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Accepted completes (billable)

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Rejected completes (not billable)

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Unprocessed completes

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Error states

When bulk-processing IDs, some may fail:

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Reconciliation workflow

1

Filter (optional)

Narrow the list by date of first/last complete, survey, or source. Useful for multi-country studies or projects that field across many months.
2

Accept and reject IDs

Process IDs using:
  • Paste — Bulk-accept or bulk-reject a list of IDs
  • Checkbox selection — Select individual rows and click Accept or Reject
  • Bulk reject — Leave remaining unprocessed IDs and reject the rest
3

Confirm

Review the summary, error counts, and updated project total before submitting.

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Correcting mistakes

  • Click Back to change filters
  • Select IDs in Accepted or Rejected and click Clear to move them back to Unprocessed
  • Use View Previously Accepted to copy and re-paste IDs if needed

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Exports

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Key rules

  1. Completes are billable unless you reject them before the deadline
  2. You can change a complete’s status before the deadline (accept, then reject, or vice versa)
  3. After the deadline, status changes are blocked
  4. Rejected completes are not invoiced and suppliers are not paid for them

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Need help?

Contact your Rep Data representative or submit a case through the support form.