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, and examples. Please review this document carefully before you gather your data and complete the survey.
The 2023-24 Supporting Document will be available soon.
Survey Data Collection Worksheet (Excel)
All data will be collected and validated within the CASE Insights survey platform. This worksheet may be used to assemble data before entering it into the survey platform. While all data submitted on the CASE Insights survey platform will be stored for future access, saving data in the data collection worksheet can serve as a backup for your reference.
The 2023-24 Survey Data Collection Worksheet will be available soon.
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 2020-21, 2021-22, or 2022-23 please email insights@case.org.
Benchmarking Toolkit How-To Guide
This how-to guide provides a click-by-click guide to help you navigate the toolkit while benchmarking.