1 Electronic reporting in Statistics Norway 27th Voorburg group meeting Warsaw, Poland 1-5 October, 2012 1 Content of presentation • • • • History behind electronic questionnaires (IDUN Portal) • • • History behind electronic reporting (EDI) of annual accounts • Future plans IDUN – some technical facts and functionality Development of electronic reporting (EDI) 2002-2012 Consequences of EDI Development of EDI from annual accounts Consequences of EDI from annual accounts 2 The Board Director general Administration • • • • • • Staff – administration International secretariat Finance management Development cooperation Property management Human resources Communications • Staff • Information and documentation • Publishing IT and statistical methods • • • • • IT infrastructure Statistical methods and standards Data collection systems Statistics systems Communication systems Economics, energy and the environment statistics • Energy and environmental statistics • Natural resources and environmental statistics • Income and wage statistics • Price statistics • Labour market statistics Social statistics • Population statistics • Health statistics • Social welfare statistics • Education statistics Industry statistics National accounts and financial statistics Research • Primary industry statistics • Transport, tourism and ICT statistics • Construction and service statistics • Manufacturing and R&D statistics • National accounts • Financial markets statistics • Public finance • Financial corporations • Accounting statistics • External trade statistics • Public economics • Environmental economics • Macroeconomics • Microeconomics • Energy economics • Social and demographic research Data collection • • • • • • Statistical populations Data collection methods Data collection Interviews Support services Data collection coordination 3 History - IDUN • • • • • IDUN: Information and data exchange with the business environment • • 2004: All ”business-surveys” included possibility for EDI (IDUN) • 2011 – 2015 IDUN is phased out 2000: IDUN project was established in SSB 2001: First pilot – limited scale. 2002: New pilot, larger scale 2003: > 50 per cent of surveys directed towards businesses included a possibility for electronic reporting 2005-2010: Efforts put into integrating IDUN with Altinn. Altinn is the electronic portal used by other public institutions ( tax. authorities, other register authorities) 4 IDUN – some few technical facts • Metadata is defined by the division responsible for survey • Data are registered in the metadatabase by division for data collection • The electronic questionnaire is generated through this database. • IDUN is (therefore) not a tool for questionnaire designing • Interactive communication with the respondent is not possible • Front page is standard for all (business) surveys 5 IDUN - functionality • Respondents get access to IDUN through a user ID and password for each survey • • Guideline is available for each survey (if necessary) • Respondent can move forwards and backwards in the questionnaire • Respondent can”Jump” directly from the first page to the last page if the unit has no information for the survey (e.g. no activity, wrong NACE code) Respondent can change basic information (adress etc.) directly in the questionnaire 6 IDUN - functionality • Sum up functions ( e.g. percentages) • Logic controlls: 1. Red warnings: Answer is unacceptable. Respondent can not move on to the next page or send the questionnaire 2. Yellow warnings: Answer should be considered once more by the respondent but can be send 7 IDUN - functionality • Questionnaire includes a box at the last page where comments can be written • Same questionnaire can be send more than once in case of mistakes • Respondent receives an electronic receipt after the questionnaire has been send 8 Development of electronic reporting in SSB 2005-2011 90 80 70 Per cent 60 50 40 30 20 10 0 2005 2006 2007 2008 2009 2010 2011 Calendar year 9 Selected statistics, first reference year before 2002 100 % 90 % 80 % 70 % SBS, construction Per cent 60 % SBS,business services 50 % SBS, wholesale/retail trade Turnoverindex, business services 40 % SPPI, architectural services 30 % 20 % 10 % 0% 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 Reference year 10 Selected statistics, first reference period 2005-2007 120 % 100 % per cent 80 % SPPI, legal services 60 % SPPI, cleaning activites SPPI, management consulting 40 % 20 % 0% 2005 2006 2007 2008 2009 2010 2011 Reference year 11 Selected statistics with first reference period 2008 or later 120 % 100 % 80 % per cent SPPI, civil engineering SPPI, technical testing 60 % SPPI, advertising agencies SPPI, mediarepresentation 40 % 20 % 0% 2008 2010 2009 2011 Reference year 12 Consequences • Less resources were needed for opening post, scanning and verfication • New tasks were borned: IDUN-support for respondents, creation of electronic questionnaires, testing and approval of questionnaires before each reference period • SSB is still obliged to offer paper questionnaire = increased workingburden for designing new questionnaires • Time for package and cost of postage have decreased after cutting out paper questionnaire in the first sending 13 Consequences • Exceeding resources (especially in the first years) were used for supporting other divisions in SSB by editing data and for support service • Better quality of reported data ? We do not know for sure. • Hopefully – perceived responseburden has decreased 14 Electronic reporting of annual accounts • Project was established by the tax authorities in the late 90’ties. SSB and The Brønøysund register centre participated in the project • SSB did also consider scanning of these data, but gave it up • A common database for this matter for all divisions in SSB was established between 1999-2001. Purpose: Exploiting the expected significant increase of accounting data, independent of statistics, divisions and samples • 2001: SSB receives the first electronic reported annual accounts. Units report electronically to the tax authorities, who passes on the data to SSB 15 Development of electronic reporting of annual accounts 450 000 420 000 390 000 360 000 330 000 300 000 Number 270 000 Total no. in the NO base 240 000 Number electronic reported 210 000 Number manually registrated 180 000 150 000 120 000 90 000 60 000 30 000 0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Reference year 16 Development of electronic reporting of annual accounts 100,0 90,0 80,0 70,0 Per cent 60,0 50,0 Electronic reporting, per cent 40,0 30,0 20,0 10,0 0,0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 * Referenceyear 17 A practical example of reduced response burden Residual sample, SBS. Consist of units, where we have no administrative data sources for turnover. Must be collected by a survey. Residual sample, SBS - no. of units 60 000 50 000 40 000 No. of units • 30 000 20 000 10 000 0 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 Re fe re nce ye ars 18 Consequences • Decreased repsonse burden. Units reporting electronically only have to send their annual account to one institution (the Tax Authorities). • Manual registration has been reduced by 90 per cent, measured by number of units. Some of the exceeding resources have been used on new tasks (IDUN-support, edition of data) • Quality of accounting based statistics (e.g. SBS) has increased, due to a higher coverage rate of accounts. 19 Future plans • Transferring questionnaires from IDUN to a new portal – Altinn II • Altinn II is already today used by other central public institutions as the portal for electronic reporting • Cutting number of surveys automatically including a paper questionnaire in the first sending 20 Advantages – Altinn II • Respondents will have one common portal for sending electronic information to public institutions • Increased functionality: Interactive communication, possibility of sending data directly from the respondents own systems, respondents have access to previous surveys, same data can be send to several institutions in one operation • Easier to change questionnaire design (through Microsoft Info Path) • The Brønøysund register Centre is responsible for running and managing Altinn II. SSB will save costs 21
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