1. In the Page Layout instruction, click the Page Setup tab.
2. Select Modify Columns.
3. Select Custom widths. This lets you use the Define button.

4. Click the Define button to open the Custom column width dialog where you can set the column widths.

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1. In Title enter a name for the Instruction.
2. In N/A enter a condition where the Text Grid is not shown in the report.
3. Adjust the size of the grid in Rows and Columns.
4. Select Style to change the look of the Text Grid.
5. Click and select Edit Styles to change the Text Grid style and Sizing to change the column sizing.
6. In each grid cell enter text or click Insert to add an image, variable field, survey field, date or time, HTML field or cell value.
7. Click Reset to set the font settings back to the defaults.
8. Click OK to save the Text Grid.

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1. In Title enter a name for the Instruction.
2. In the N/A enter a condition where the Information is not shown in the report.
3. Enter text in the contents box.
4. Click Insert to add an image, variable field, survey field, date or time, HTML field or cell value.
5. Click Reset to set the font settings back to the defaults.
6. Click OK to save the Information.

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Setting the window size

1. To use the default window size select Standard in the Size box.
2. To set custom window dimensions click Set Custom.
3. In the Set Window Size dialog, change the size of the dialog by dragging the sides or bottom corners.
4. When you have set it to the required size click Save .

Setting the analysis placement

1. Resize the analysis to always fit the specified space, select Scale in the box.
2. Resize the analysis only if it is larger than the specified space, select Limit in the box.
3. Set the percentage of the Page or Column that the analysis occupies.

Example

Scale the plot to 80% of the Column resizes the analysis to fill 80% of the current column.

Limit the plot to 80% of the Page reduces the size of the analysis if it is larger than 80% of the page.

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1. Select the Start New Page check box to create a page break and put the subsequent content on a new page.
2. There are three types of Page Breaking.
   • Unchanged uses the existing method of page breaking.
   • Break between items puts a page break between every instruction.
   • Continuous report starts a new page if the next item does not fit on the current page.
3. Select the Restart Page numbers check box to start the page number from the entered number.
4. Select the Start New Document check box to put the subsequent content in a new file. This is normally used when creating multiple reports.
5. Use Insert to use one of the fields as part of the filename.

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• Page Breaks
• Page Setup
• Report Fonts

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1. Enter an Analyses or Report in the Execute box.
2. Click View Analysis to see the selected analysis or report.
3. If you have selected a report, enter the range of instructions to be executed in the Instruction box.
4. Filter your report or analysis data by entering an expression in the Filter box.
5. Specify a condition which stops the report or analysis executing by entering an expression in the N/A box.
6. Click OK to create the Instruction.

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The Results definition window is a simplified version of the Analysis Definition window that includes the Definition and Notes/Titles tabs.

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The charts within the Summary and Summary Dashboard reports use a Chart Style that is saved within the Styles folder of Snap XMP Desktop.

In order to edit the format of the charts within these 2 reports, the Horizontal Bar Summary Report chart style needs to be edited.

Steps

1. Create a chart using the Horizontal Bar Summary Report style
2. Make the required styling edits to the chart
3. Save the chart style, replacing the original
4. Run the reports to check the are reports are as expected

1. Create a chart using the Horizontal Bar Summary Report style

2. Make the required styling edits to the chart

Double click on a blue bar, open the Series1 folder and select Datapoint Defaults

Edit the Fill Color, using the RGB (Red / Green / Blue).

3. Save the chart style, replacing the original

Right click to Save Style

Save the chart style (using the original name of Horizontal Bar Summary Report) in the Styles folder of Snap XMP Desktop.

This will replace the original file.

As a backup, you might wish to store a copy of the original file elsewhere, should you wish to go back to the original style at a later date.

4. Run the reports to check the are reports are as expected

The post Changing the colour of the default Summary Reports appeared first on SnapSurveys.

To find more information on all the standard reports, see The standard reports.

Executing the Summary Dashboard report

1. Click Reports  on the toolbar to open the Reports window.

2. Select the Summary Dashboard report in the Reports window.
3. Click the Execute  button on the Reports window toolbar to run the report. This opens the Report Execution dialog showing the report selected in the window title.

4. In To, select Export as the output type. This exports the report to a file.
5. In Type, select the file type as Web Format (HTML).
6. Tailor allows you to set the file details for the exported report
7. Click OK to export the report. This opens the Export file details dialog.
8. Enter the file name giving the location where the HTML file saves.
9. Enter the file numbering, output method, encoding and sizing for the export file.
10. Click OK to export the file.
11. From the file location, open the file. The report opens in a web browser displayed in a two-column layout. Each chart or table image can be saved as an image file to be used elsewhere. (This may depend on the web browser used.)

Changing the standard Summary Dashboard report

You can change the content of the Summary Dashboard report.

1. Click Reports  on the Snap XMP Desktop toolbar to open the Reports window.
2. In the Reports window, double-click on the Summary Dashboard report to open it. It consists of five instructions. There are three instructions laying the report out, an Information instruction giving the title and a brief description, and a Summary Report instruction.
3. Double-click the Information instruction to open it. You can change the default description.

4. Double-click the Summary Report instruction to open it.

5. Specify a Filter to restrict the data used in the report.
6. In the N/A box enter a logical expression that refers to a table cell or context value and for which the report is not applicable. You can use this to test if an analysis is empty. For example, if you have an analysis of visitors AN1, you can use the condition AN1 empty. This would only build the report if there were visitors.
7. In the Content box enter the variables that you wish to include. If the field is left blank, all the question variables will be included. You can include paradata and derived variables in the list.
8. Click OK to save your changes.
9. Click Execute  on the Report toolbar to run the report.

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In Snap XMP, reports are built up using instructions. These instructions allow you to add text, graphics, and analyses to a report. When the report is run, the current response data is inserted into the analyses and text information.

You can insert references in your instructions. When the report is run these references are replaced with data from the survey or responses.

In Snap XMP you can insert table cell references. If you create a table, you can use references to the row labels, column labels and the table cells in the report text, notes on analyses or even in another table. This means that you can use any data that is in the table in your report, and it will automatically use the latest data.

In Snap XMP Desktop, you can create a ranked table and order the columns from highest to lowest. This means that you can automatically place the highest and lowest values in your report without needing to edit them.

This tutorial explains how to create a simple report showing satisfaction rankings. The report uses data from analyses in the report text and shows how to use ranked tables to headline important points. For example, you can automatically include the aspects your customers are least satisfied with.

This tutorial uses the Course Evaluation survey which is distributed as a sample survey with Snap XMP Desktop.

How table cell references work

Cell references are a means of inserting automatically updated data in a report (or in the notes for an analysis). A cell reference is the position of the data in the specified table.

The cell referred to can be:

• A row label (describe by tablename RN label e.g., AN1 R1 label
• A column label (describe by tablename CN label e.g., AN1 C1 label)
• A data cell described by its row and column number (describe by tablename RNCN e.g., AN1 R1C1)
• A statistic value described by its row and statistic number (where its statistic number is its position in the list of statistics, S1 being the top, given by tablename RNSN e.g., AN1 R1S1)

where N is replaced by the row or column number.

Once you have inserted the cell reference into the report, any filters applied to the whole report are applied to the table containing the referenced cell.

You can use any analysis as the basis for the reference. For example, if you wish to insert a reference to data in a chart, view the chart as a table to find the cell reference then redisplay it as a chart.

You can find out what the code for a given cell is by putting the cursor on it or clicking it. The cell reference information will be displayed in the status bar.

You can also find the cell reference details by double-clicking the cell and checking the information in the Override Analysis Value dialog.

Step 1: Deciding what goes into your report

When you create a Smart Report, it is important to plan your report. The simple report used in this worksheet will include:

• a title
• a sentence giving the number of people totally satisfied with course content (from the table AN4)
• a sentence giving the topic that most needs improvement (using ordered gap analysis)
• the gap analysis chart AN15

Step 2: Creating the instructions

The report will contain a title, an information line, and an analysis.

Add the title

1. Click Reports on the Snap XMP Desktop toolbar to open the Reports window.
2. Click New Report   to create a new report. This is created with a Tailor Analysis instruction.
3. In the Report details, click New Instruction   then select Information from the menu to add a new Information instruction.
4. In the Information window, enter the title for your report in the text pane. Leave the Title field blank (this is the title of the Instruction). Style your title text by selecting text and using the format buttons.

5. Click OK to save the instruction.

Create the satisfaction reference

1. Click Analyses on the Snap XMP Desktop toolbar to open the Analyses window.
2. Open the grid table AN4 to check which cells you need. The report uses the label of the first row, and the value in the fifth column of the first row.

3. Close the table and the Analyses windows.
4. Return to your report and add another Information instruction.
5. Enter the text “The number of people who were totally satisfied with the ” then click the Insert button and select Cell Value Field from the menu. This opens the New Cell Value Field dialog.

6. Enter the reference AN4 R1label in the box and click OK. This will put the contents of the label for row 1 of analysis AN4 in your report. When it appears in the report, it will be in curly braces. Note that the Base row is row 0.
7. Add the text ” was: ” and then insert another cell value of AN4 R1C5. Style the text and references.

8. Click OK to save the Information instruction.

Insert the gap analysis table in your report

1. In the Report details, click New Instruction   then select Execute from the menu to add a new Execute instruction.
2. In the Execute dialog, select AN15 (the Gap Analysis chart) from the Execute list.

3. Click OK to add the Execute instruction to the report.

4. Click Save to save the report.

Step 3: Testing your report

It is important to check that your report looks the way you want it and is picking up the correct data.

1. Click the Execute  button on the Report toolbar. This opens the Report Execution dialog with options to Check, Preview or run the report.
2. It is a good idea to check and preview your report on screen before sending it to a printer. Click the Printer button to select to print to a pdf file or to paper.
3. Click OK to close the printer window and then click OK to run the report. Your report will look something like this.

4. Check that the data that appears in the report is from the correct table cell. The chart includes the description, title and notes. You can stop those appearing by changing the Analysis Definition.
5. Click Analyses on the Snap XMP Desktop toolbar to open the Analyses window.
6. Open the chart AN15 and select Properties to open the Analysis Definition.
7. Select the Report Styles tab and clear the Reports Include options: Description, Notes, Analysis Text, and Title.

8. Click OK to save your changes.
9. Click Save to save the analysis
10. Click Execute on the Report toolbar to and run the report again. Your report will now look something like this.

Step 4: Putting in the best and worst values

You can put the highest and lowest values in a report automatically. This step shows you how to put the area needing the most improvement in the summary line by using a sorted table.

Create a sorted table

1. Select AN15 in the Analyses window.
2. Click Clone Analysis to make a copy of it.
3. In the Analysis Definition window showing the cloned analysis, change the Type to Table and the Order to Mean. This sorts the columns in order by the mean value, so the highest value will always appear in the first column and the lowest in the last.

4. Click OK to display the table.
5. The lowest value in this table is in the fourth column. You can reference the column label to show which area is most in need of improvement.

6. Click Save to save the table.

Add the area needing most improvement to the report

1. Open your report.
2. Open the second Information instruction (instruction 3).
3. Add the text “The area most in need of improvement is :”.
4. Insert the cell reference AN19 C4label to insert the label of the fourth column.
5. Click OK to save the changes.
6. Click Execute  to save changes and run the report again. Your report will now look something like this:

When more responses come in, you can run the report again, and it will be updated with the new data. If the outcomes are different, that will automatically be carried through to the report.

If there is a topic you would like a tutorial on, email to snapideas@snapsurveys.com

The post Creating reports that include automatic text appeared first on SnapSurveys.

In Snap XMP, you can include the filter and the number of filtered cases in a report instruction using a Survey field. When the filter is changed, the filter survey fields in the instruction will show the updates when the report is run.

In this tutorial, the Summary report is used. The Summary report is supplied with Snap XMP Desktop and each questionnaire contains this report. This report can be customised as required in the questionnaire.

Step 1: Inserting the survey field in your report

1. Click Reports  on the Snap toolbar to open the Reports window.
2. Select the Summary report and click  to make a copy of it. This will ensure that you can go back to the original if you make any mistakes.
3. Close the copy and open the Summary report.

4. Double-click the Information instruction to open it. The text may vary depending on the version of Snap or survey template used to create the questionnaire. The instruction shown is from a questionnaire created in Snap XMP Desktop using the Blank Template. This instruction already includes a sentence showing the number of filtered cases. The following instructions show how to add this sentence.

5. Click in the text area where the text will start and type ‘A total of ‘
6. Click the Insert button and select Survey Field from the options.

7. In the New Survey Field dialog, select Cases(Filtered) as the Field. In Modify case, select Normal as the case.

8. Click OK to insert the field.
9. Enter the remaining text ‘ cases fall into this category.’
10. Click OK to save your changes to the instruction.
11. Click Save to save the changes to the report.

Step 2: Applying the filter

1. Add the filter to the Filter field at the top of the report window. For example, using the question Q1. Are you a member of Activate Swimming Club?

2. To create a report on all the members of the club, enter Q1=1 in the Filter field.

3. Click the Execute  button on the report toolbar to run the report.
   The data that you have referenced will be filtered, so that when you run the report, you will see the number of filtered cases.

4. When you are happy with the new version of the report, delete the cloned back-up report.

If there is a topic you would like a tutorial on, email to snapideas@snapsurveys.com

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The analyses used for each question:

• Multiple and single response questions are displayed as horizontal bar charts
• Literal (free text) responses are displayed as lists.
• Quantities are displayed as statistics tables

This worksheet describes how to adapt the Summary Report to reflect your organisation’s needs and branding. This worksheet covers how to:

• Change the report description
• Change the default headers and footers
• Choose the content that appears in the report
• Filter the response data
• Add a weight to your data

Step 1: Changing the report description

1. Click Reports on the Snap XMP Desktop toolbar. This opens the Reports window.
2. In the list of reports, select the Summary report.
3. Click Clone to make a copy of it. This ensures that you can go back to the original if you make any mistakes. The cloned report contains five instructions; the first three set the defaults and page layout of the report, an Information instruction giving the title and a brief description and a Summary Report instruction which displays the analysis charts, tables and lists.

4. Double-click the Information instruction. This opens the Information dialog where you can edit the description. The default description uses survey fields to insert information automatically. The Insert button on the toolbar can be used to insert an image, variable fields, survey fields, date and time fields, HTML fields or cell values.
5. Click OK to save your changes and return to the report details.
6. Click Execute/Check report on the report toolbar to check and run the report.

Step 2: Changing the report headers and footers

If you wish to have graphics in your header or footer, it is best to create them at the correct size before you start creating your report.

You can place a running header or footer in your report by using a page layout instruction. This also allows you to put thumb text in your report. (This is text that runs vertically in the margin of your report.)

1. Open your cloned summary report.
2. Double-click the Page Layout instruction to open it.
3. Select the Page Setup tab.
4. Select Headers, Footers and Thumb Text. This enables the Header/Footer button.

5. Click Header/Footer to open the Headers/Footers dialog. It opens showing the default values.

Inserting header, footer and thumb text

The header and footer each consist of three areas (left, centre and right). The thumb text runs from bottom to top in the margin and can include titles for different parts of your report. By default, it appears in the right margin of every page.

Click inside the appropriate area and enter any free format text. Use the format toolbar to set the font name, size, style and color. The header and footer justification is fixed for each area. Select the Margin value to set the thumb text justification. Right edge places it on the right hand edge of every page; Left edge is the left edge of every page (suitable for single-sided reports). Outside edge alternates between the left and right starting on the right edge, Inside edge alternates starting on the left edge (suitable for double-sided reports).

Inserting images and survey information

In addition to free format text the header and footer and thumb text may also contain:

• images (header and footer text only)
• variable fields
• survey fields
• date and time of publication

These are inserted using the Insert button

• To add an image: Click Insert and select Image from the menu. Images can be graphics files with.jpg, .gif or .bmp format
• To add a variable field: Click Insert and select Variable Field from the menu. Using the [Insert] button gives more flexibility in the way the text is displayed. Select a variable, aspect and case to insert from the lists in the New Variable Field dialog.
• To a survey field: Select the survey field from the drop-down list in the top left corner in the toolbar, or click Insert and select Survey Field from the menu. Using the Insert button gives more flexibility in the way the text is displayed. Select a field property to insert from the list in the New Survey Field dialog.
• To add the date/time: Click Insert and select Date/Time Field from the menu.

When you have set up the headers, footers and thumb text, click OK to leave the Headers/Footers dialog. Click OK to close the Page Layout instruction.

Step 3: Choosing the content of the report

In the default Summary Report the Content field is blank and this setting includes all the variables that are visible in the questionnaire. You can choose which variables are in the report by listing them in the Content field. You can add any variable to your report except date and time variables. This includes derived variables and system variables known as paradata.

You can enter:

• A list of variable names, where the names are separated by commas (e.g. Q1, Q2, Q4, Q5).
• A range of variables, where you have the first and last variables separated by the character ~ or the word TO.

1. In the Summary report details, double click the Summary Report instruction. This opens the Summary Report instruction details dialog.
2. In the Content field, enter the variables required or leave blank to show all the visible variables. This example will show questions Q0 to Q4, Q5 to Q12 and Q14. The analyses will always appear in the order they are in the questionnaire, rather than the order that you enter them in the Content field.

3. You can limit the contents of your analyses by setting the maximum number of bars in bar charts and items in lists. If you limit the number of codes, bars are shown for the codes with the most responses. You can choose whether to limit list entries to the earliest or most recent responses.
4. Select Describe limits with the report to add a line to your report describing the limits you have set.
5. Click OK to save your changes and return to the report details.
6. Click Execute/Check report on the report toolbar to check and run the report.

Step 4: Changing your report data

You can change the data in your summary report using filters and/or weights. If you add a filter to the whole report, the default Information instruction will include a reference to it. If you add a weight, you should edit the Information instruction to describe how your data has been weighted.

Adding a filter to the whole report

1. Open your cloned report.
2. Add the filter to the Filter field at the top of the report window. For example, using the demographic question Q12. Are you male or female?
3. Enter Q12=2 in the Filter field to create a report using only the data from women.

Weighting your data

1. Open the Summary Report instruction.
2. Apply the weight to the report by entering it in the Weight field and click OK. For example, WT1 has been created to balance the numbers of men and women and then applied to the gender variable (Q12). This weights the data supplied by men and women.

3. Add the information about the weight that you have applied to the Information instruction and save your changes.
4. Click Execute/Check report on the report toolbar to check and run the report.

Further information

If you would like to find out more about Snap reports, see the help section Introduction to Smart Reporting.

For information about the report instructions see Adding report instructions.

To find out about filtering your data, see Filter expressions.

For more information about weighting your sample data, see Using weights.

If there is a topic you would like a tutorial on, email to snapideas@snapsurveys.com

The post Adapting the Summary Report appeared first on SnapSurveys.

Defining external filters and contexts

The external filters and contexts are defined from the Analyses or Reports windows. Once defined, the filter or context can be applied to reports and analyses in Snap XMP Desktop and Snap XMP Online.

1. Click Analyses or Reports  on the Snap XMP Desktop toolbar.
2. Click on Define External Filter/Context  . This opens the Define External Filter/Context dialog.
3. Select the Filter tab to enter a filter or the Context tab to enter a context.
4. Click Add to add a new filter or context variable to the list. Select from the list of variables in the selected survey and click OK.
5. Use Move Up and Move Down to change the order of the list.
6. Select the variable that you wish to apply a mask to and enter the name of the mask variable in the Mask field (this must be in the format of variable@context).

Applying external filters and contexts

External filters or contexts allow you to filter the cases used in an analysis or report without changing the analysis or report definition. This is useful for testing the filters available in Snap XMP Online.

Apply a filter or context for an analysis by:

1. Click Analyses on the Snap XMP Desktop toolbar.
2. Open the analysis in the Analysis Display dialog.
3. Click on Apply External Filter/Context  . This opens the Apply External Filter/Context dialog. If this is disabled then select Allow additional filters on the Analysis Definition dialog.

Apply a filter or context for a report by:

1. Click Reports  on the Snap XMP Desktop toolbar.
2. Select the Report and click Execute/Check Report on the Reports toolbar.
3. Click the Filter/Context button. This opens the Apply External Filter/Context dialog.

In the Apply External Filter/Context dialog:

1. Select the Filter or Context tab.
2. Select the code(s) in the selected variable(s) in the list to apply a filter or context.
3. If you have applied a mask to the filter, the filter codes displayed will depend on the mask settings.

4. Click OK to apply the filters and contexts to the analysis or report.

The post Using external filters and contexts appeared first on SnapSurveys.

This worksheet shows you how to run the Summary report to context and produce a report output for each context.

Step 1: Open the Summary report

1. Click on the Snap XMP Desktop toolbar to open the Reports window.
2. Double click the Summary report. This opens the Report Summary, including the instruction list, for the Summary report.

Step 2: Set up the context

1. In Context, enter the question name that contains the context. In this example, the question Q1 contains a location and the report will be created for each location. (It makes life simpler if your variables have meaningful names. For example, you can change the name from Q1 to Location in the Variables Details window.)
2. In Filter, enter Q1=Q1@Context. This filters each report using the current context.

3. Click to save the changes.

Step 3: Choose the questions that appear

You can set the questions that are displayed in the report. This can be useful to exclude any questions that ask for personal details, such as, name or email address.

1. In the Report Summary, double click on the Summary Report instruction (number 5).
2. In Content, enter the list of questions that are shown in the report. In the example, Q1 and Q3 to Q5 and Q7 to Q9 are included.

3. Click OK to save the content to the instruction then click to save the report.

Step 4: Create a document for each context

You can create a document, for example, as a PDF, for each context by editing or adding a Page Layout instruction. This instruction should be at the start of the report.

1. In the Report Summary, double click on the Page Layout instruction (number 2).
2. In the Page Layout, select Start New Page, Restart Page numbers and Start New Document. This sets the report up to create a new document for each context.

3. Click OK to save the Page Layout instruction then click to save the report.

Step 5: Run the report

1. In the Report Summary, click to open the Report Execution dialog.
2. Choose your preferred output, either printing to a printer or to files, or exporting to one of the available formats.

3. Click OK to run your report. This produces a copy of your output for each context, such as location.

The post Running the Summary report to context appeared first on SnapSurveys.

Context values allow you to select data that is relevant to that individual or department.

Steps for generating context reports

1. Create variables for the items that will produce the individual reports. These are your context variables.
2. Create any derived variables needed to analyse your context data relative to other data or a benchmark.
3. Create your reports, referencing the context for each item that you want to personalise.
4. Add context filters to your reports to select the appropriate data.
5. Test your reports by setting the context manually.
6. Set up your reports to run automatically through all the context values.

Setting up a derived variable to analyse your data

If you wish to include some comparison charts, showing how the subject of the report compares to the average, then you cannot use a filter, as this would only use the subject data. Instead, you must create a derived variable that you can use to break down your data.

This example shows you how to set up a derived variable for the Crocodile Rock Cafe survey supplied with Snap XMP Desktop, allowing you to compare ratings for the current (contextualised) location with ratings for all locations. It allows comparisons between the current location and all locations (including the current) and other locations (all locations excluding the current location).

1. Open the Crocodile Rock Cafe survey supplied with Snap XMP Desktop.
2. Click on the Snap toolbar to display the Variables window.
3. Click on the Variables window toolbar to add a new variable.
4. Specify the Variable details:
   • Name: CComparison
   • Label: Compare context to all
   • Type: Derived (the variable will derive its data from Q0, the existing location question).
   • Response: Multiple (each respondent will fall into two cases).
5. Double click in the first code label and click the Insert button. Select Variable Field from the drop-down list.

6. Select Q0 (the location) as the Variable, and Context as the Aspect. This will give the selected location as the code label. Press OK to return to the variable definition.

7. In the Values field, enter Q0=Q0@context. This code will be used when the response applies to the specified location.
8. In the next Label field, enter Other sites. Then enter NOT(Q0=Q0@context) as the Value. This code will be used when the response does not apply to the specified location.
9. In the next Label field and enter All sites. Then enter True as the Value.

10. Click to save the comparison variable.

Creating a comparison bar chart

You can use a context variable to create a comparison bar chart that compares the results of the subject of the report to a benchmark value or the data for other subjects.

To set up the comparison chart you need to:

• create derived variables for the comparisons you wish to make
• define the chart
• set the context to test the chart

This example uses the Crocodile Rock Cafe survey to compare the average amount spent at one site with amounts spent at other sites.

1. Click to display the Analysis Definition dialog for a chart.
2. Select the chart style Bar Counts from the drop-down list.
3. Type the names of the derived variable into the Analysis field, for example CComparison.
4. Check the Transpose box.
5. Select Means & Significances from the Calculate list and enter Q5 as the variable to use.

6. Change to the Notes/Titles tab and click in the Title field
7. Enter the title of your chart, using the Insert button to open the Variable field... dialog and insert the Label Aspect of Q5 and the Context Aspect of Q0 in the title.
8. Clear the Chart Axis titles.

9. Click Apply to see your chart. It will have no data for the subject as no context has been set.

10. Select File|Context Values to open the Context Values dialog.
11. Double click the global context value to open it. This allows you to set the context to a specific value.
12. Set the Variable to Q0 (the location) and the Value to 1. This sets the current context to Bristol.

13. Click to save the context.
14. Click on the chart toolbar to update the chart. The context information will appear.

The post Producing a comparison report using a context value appeared first on SnapSurveys.

The example shows a context value for all months of the year. An instruction is defined that is only included if the context is January. It assumes that you have a context variable Month.

1. Enter not(Month@context=1) in the NA box to only use the Information instruction when the month has been set to 1 (January).

2. Select File|Context values and open the global context.
3. Set the month to January in the global context.

4. When you run the report, check if the January instruction has been included.
5. Change the month in the global context and run the report again. Check that the January instruction has been omitted.

The post Conditional inclusion based on context appeared first on SnapSurveys.

This can be used to:

• create one large report containing multiple versions of the report, one for each context
• create a separate PDF for each iteration of the context

The examples use the Crocodile Rock Cafe survey that is supplied with Snap.

Creating the Context Data Set

1. Open the Crocodile Rock Cafe survey supplied with Snap.
2. Set up your Context Data Set. For this example, it uses the single variable Q0 (the location question) as the context. This enables you to automatically create a report for each possible value of location.

3. Click to save the context.
4. Before using the context check that the global context value is not set.

Running the report with sub reports

1. Click to open the Reports window.
2. Double click the report to open it. In this example, the Summary report is used.
3. In Filter, enter the context filter, in this case Q0=Q0@context.
4. In Context, enter the context data set, in this case CX1

5. Click to run the report. This produces a single report containing one sub-report for each possible value of the context.

Running the report to create multiple PDFs

1. In the Report Summary, click New Instruction to add a new Page Layout instruction. Alternatively, you can edit an existing Page Layout if there is one at the beginning of the Report.
2. Select Start New Page.
3. Select Restart Page numbers to ensure that each document starts on page 1.
4. Select Start New Document. This places the report in a new file, so each time it creates the report for the different context, it will start a new file.
5. Click Insert and select Variable field from the list.
6. Select the context variable, for example Q0, as the Variable and Context as the Aspect. This will use the label of the Location for the current context as the filename, so the report for Boston will be given a filename of Boston, MA.pdf.

7. Click OK to insert the variable.

8. Click OK to save the report instruction.
9. Click   to run the report then click OK on the Report Execution dialog. Depending on the PDF driver that you are using, and the way it has been set up, it will either automatically save or ask you to save the files.

The post Generating multiple reports using a context appeared first on SnapSurveys.

The Crocodile Rock Cafe survey is used as an example.

Setting the global context

1. Select File|Context Values to open the Context Values dialog.

2. Double click the global context value to open it. This allows you to set the context to a specific value. Note: The global context will always be present in Snap – it is not possible to delete it
3. In the Variable column, enter the variable that is used for the context. In the example, this is set to Q0 (the location).
4. In the Value column, enter the code value. In the example, this is set to 1, which sets the current context to Bristol.

5. Click to save the context.

Testing the report

1. Open the Reports window and double click on the report to open it.
2. To edit the data set that this report uses, apply a filter to the entire report. Adding a Filter to the report and leaving the Context blank, filters the data on the current global context. In this example, the filterQ0=Q0@Context is used to filter the data on Q0 (the location) set as the global context.

3. Click to run the report.
4. Click Preview to provide an on-screen preview of your report. It should show a single report for Bristol. Check through your report to confirm that it behaves as you expect.
5. Click Close to close the preview window.
6. Repeat for all the code values of the global context variable.

The post Testing and running a report using the global context appeared first on SnapSurveys.

Using the Crocodile Rock Survey, the instructions show how to set up a context variable for the Location.

1. Select File|Context Values to open the Context Values window. The global context value allows you to test your contexts.

2. Click to create a new context.
3. The Context Data Set dialog appears. By default it will have a name of CX1

4. Set the Type to Raw data. This uses data in the survey (the raw data file).
5. Set the Name and Label to something that you will understand later on.
6. Add the variable that holds the context information to the variable list. If you are using several variables to create your context enter them as a comma separated list.
7. Click to save the context.

You can now use this context value to automatically generate multiple reports.

The post Creating a context for reporting appeared first on SnapSurveys.

Using a filter

This allows you to select the cases that you are interested in. For example, you might filter your data so you are only looking at the data provided by respondents over 50.

This method is easy to set up, but means that you cannot see data that has been filtered out. For example, you would only be able to analyse the blue mouse data once a blue mouse filter has been applied.

Using a context

This allows you to look at a subset of data in a group of cases which have been tagged with a value in a context variable. You can also access data without that tag value, so you can compare the tagged subset with all data.

For example, if your context variable was “mouse colour”, you could set the context to “blue”.

You would be able to analyse the data for mice tagged as blue, but you could also compare the blue mice to the other mice.

The owner of the blue mice could get a personalised report that showed how their mice compared to the average mouse.

By setting the context to red, you can generate a report for the owner of the red mice with the appropriate data for their mice.

The context does not just work on data. You can associate images, chart labels or report text with the different contexts, so the report look and content will change when you change the context from blue to red.

The post Introduction to contexts appeared first on SnapSurveys.

This is most useful for

• Showing improvement recommendations for the least satisfactory aspects of service
• Showing benchmarked data in tables or charts

This data can be used in an analysis, such as a chart, or displayed in a report using a dynamic reference.

Static benchmarks allow survey results to be presented with reference to previously recorded data. Static benchmarking is most useful where:

• A comparison with published industry figures is required
• Summary figures exist but the raw data is not accessible

Using a benchmark or other static figure in a chart or table

You can add benchmarks or other static figures to your analyses by adding them to a table. If you want to use a static figure in your charts you can do so by adding it to a table analysis and converting the table to a chart. The example described below describes inserting a benchmark in a chart.

1. Set up a derived variable which is true for all cases. This provides a place to store the data.

2. Create a cross-tabulation that uses the derived variable.
3. Double-click the cell you wish to overtype to show the Override Analysis Value dialog.
4. Select the Override radio button.
5. Enter the benchmark data in the panel and click OK.
6. Repeat for any other cells you wish to overtype.
7. Click to display the Results Definition dialog showing the definition of the table you’ve just edited.
8. In the Type field, select Chart rather than Table. A cloud or map can also be used.

9. Choose an appropriate style.
10. Click Apply to convert the overtyped table to a chart. The overtyped data will be used to draw the chart.

The post Adding benchmarks and recommendations to reports by overtyping cells appeared first on SnapSurveys.

This means that you can know that the first column of a sorted table will have (for example) the lowest mean value.

You can access the contents of any table cell or label, so you can dynamically access the appropriate data for whatever aspect has the lowest mean value and use that data in your report. You can also insert the text from the column label in your report.

The example below shows how to use the data from a ranked column in a report Information instruction to add dynamic text to your report.

It uses

• A table ordered by the mean percentage with the highest scores in the first column and the lowest score in the seventh column. Please note that this topic contains no information on how to create this table.
• An Information instruction which references table cells and labels from the first and seventh column

1. Set up the ratings table definition and add the Mean to the summary statistics (you will need to ensure that the mean is scored if you are analyzing coded questions).
2. Set the ordering to be by the mean.

3. Click Apply to display the table.

4. Open the report that you wish to add the dynamic information to.
5. Create an Information instruction.
6. Add any fixed text. Click Insert and select Cell Value field… from the drop-down list.
7. Enter the table name and cell or label reference that you wish to insert. The example below shows references to the cells and labels highlighted in the table T4 shown above (T4 C1 Label, T4R1C1, T4 C7 Label and T4R1C7).

8. Click OK to save your instruction.

When the report is generated, the table labels and cell values will be dynamically inserted into the report

The post Inserting dynamic data from a ranked table to put highest and lowest values in your report appeared first on SnapSurveys.

This means that you can use whatever data is in the table in your report, and it will automatically pick up the latest data. You do not need to copy and paste from one table to another.

Getting a table cell references

1. Open the table containing the cell whose data you wish to insert.
2. Right-click and select Copy Cell Reference from the context menu.

3. The reference will be placed on the clipboard. You can insert it using Ctrl+V.

Inserting a table cell reference

1. To insert the data from a table cell, place your cursor where you wish the data to be inserted and double click to open the Override Analysis Value dialog window and click on the Insert button. Select Cell Value Field from the available options.
2. Enter the table cell reference in the New Cell Value Field dialog and click OK. Paste it from the clipboard using Ctrl+V.

How table cell references work

You can reference the data you want to insert by row and column number, or by the statistics number.

The reference is made up of the name of the analysis you wish to reference followed by a space, then a code to identify the cell to use.

The code is made up of letters representing row (R), column (C), statistic (S) or label, and numbers identifying which item you want.

You can find out what the code for a given cell is by putting the cursor on it or clicking it and looking for the cell reference information in the status bar.

You can also find the cell reference details by double-clicking the cell and checking the information in the Override Analysis Value dialog.

When the report is run, it will use the current data, for example

132 respondents ordered Hamburger

98 respondents ordered Pizza

You can also perform calculations in the field, for example you can subtract one cell reference from another, e.g. AN1 R1C1 – AN1 R1C2

If you perform calculations on cell references, it is very important that you check that you are referencing the correct cells. It is always worth testing them with known data.

The post Cell Referencing appeared first on SnapSurveys.

• Execute instructions
• Analysis (table, chart, list etc) instructions
• Information instructions
• Test grid instructions

The conditions must be a true/false evaluation, (such as whether data is in a chart). You can only use evaluation expressions that are available for the survey as a whole. This means you can:

• evaluate values in analyses (e.g. table cells)
• evaluate a survey field variable (such as cases)
• evaluate a variable@context (e.g. month@context=Jan)

You cannot use expressions that depend on the response in a particular case, such as NUM.

For example, the instruction below will only add the text to the report if the value in the table cell, row two of column one of table AN1 is not greater than 14.

The chart below will only be created if the chart C5 had data in it.

For reference information about the sort of expressions which can be used in a N/A field, see the list of filter expressions.

When creating reports that include conditional content, it is worth testing the report by running it with the option Print report item numbers. This tags each bit of the report with the report name and instruction number that created that content. You can then see exactly which instruction in which sub-report has produced content (or not).

The post Conditionally including content in your reports appeared first on SnapSurveys.

• The analysis itself (table, chart, etc.)
• The analysis title
• The analysis details (what filter is applied, what break is used, etc.)
• Analysis notes (text that you have added to the Notes tab)

You can choose which of these items appear in reports. If you are using an Execute instruction to add an existing analysis, you must make the change in the analysis itself. If you are using analysis instructions within the report, you can set up what items appear in the analyses by using a Tailor Analysis instruction.

Editing an analysis

1. Open the definition of the analysis that you are using in your report.
2. If you wish to hide the analysis but display other information, select the Hide Table option on the Definition tab.

3. If you wish to hide other aspects of the text or description, change to the Report Styles tab and select or clear the items that you wish to include.

Editing a Tailor Analysis instruction

If you are adding analysis instructions directly to your report, you can access the Hide Table check box when you add the analysis instruction. You can set which text items are included by adding a Tailor Analysis instruction before your analysis. These settings will be used until the next Tailor Analysis instruction is found.

The post Controlling which aspects of an analysis appear in your reports appeared first on SnapSurveys.

When you insert a graphical analysis, such as a chart, map or cloud, into your report, you need to make sure that it fits into the space available for it.

You can:

• Create the analysis at a particular size and ensure that there is that much space on the page.
• Create the analysis at a standard size and scale it to fit the space available
• Create the analysis at a particular size and scale it if the space is too small.

The post Positioning a chart, map or cloud in your report appeared first on SnapSurveys.

Checking the spelling of notes in Execute instructions

Spell checking a report does not check the spellings of any items included via an Execute instruction. You must check these items individually. You can check the spelling of analysis notes that you have included via an Execute instruction by opening the Analyses display window.

1. Select the Execute instruction that you wish to spell check.
2. Double click the instruction to open the Execute dialog.
3. Click on the View Analysis icon to open the Analysis Display window.
4. Click to open the Notes pane if it is not visible.

5. Click on the notes pane toolbar to spell check the text.

The post Spell checking your reports appeared first on SnapSurveys.

Prior to creating your report, it is recommended that you create graphics at the correct size for your report.

1. Click Reports on the Snap XMP Desktop toolbar to open the Reports window.
2. Open the report or click New Report to create a new report.
3. Click New Instruction then select Information from the menu to add a new Information instruction.

4. Enter and format the text and graphics. You can insert images, dynamic text and HTML using the Insert button.

Only displaying the information when appropriate

The N/A field allows you to define when the information is displayed. If it is blank, the information is always shown. Common uses are:

• display information depending on the report context (e.g., displaying a picture depending on the department you are producing a report for)
• display information depending on the value in an analysis (e.g., displaying a recommendation depending which aspect had received the highest rating)
• displaying information depending how many people have responded (for example, omitting a section if no one has answered related questions

You can set conditions based on the number of responses to a variable in a specified context or the value in a table cell.

For example, the instruction below will only add the information about there being too few responses available to the report when there are fewer than 10.

The number of responses in the table analysis AN1 is shown in the table cell at row zero and column zero. This is used in the format AN1 R0C0 in the N/A condition.

Inserting dynamic text in your report

You can insert dynamic text in your report by putting in information about the survey or the results of a particular analysis.

To insert information about the survey, add an Information or Text Grid instruction to your report, and use the Insert button to insert the following dynamic text.

• Variable Field where you can set the Name, Label or Context of the Variable field
• Survey Field which allows you to insert information about the survey
• Date/Time Field which allows you to insert a publication date or time in your report
• Cell Value Field which allows you to insert information from the analyses

The post Inserting text and graphics in your report appeared first on SnapSurveys.

• a header graphic
• a title
• a picture
• a description of the report
• a footer graphic

It assumes that you have the three graphics at the correct size for your report.

1. Click on the Snap toolbar to open the reports window.
2. Click to create a new report. You will just use this report to create a cover. You can then include it in other reports.

3. Set the name to Cover and clear the Display and Label boxes.
4. Click to add a new Page Layout instruction.
5. Check the Start New Page box. This will automatically start a new page. It is unlikely that you will have a page number on the title page so you can leave the Restart Page Numbers box clear. (You may need another Page Layout instruction before the report content starting a new page and setting the Restart Page Numbers from 1).

6. Click the Page Setup tab.
7. Check the Modify Orientation box and make sure that Portrait is selected. (This ensures that the cover page will always be in portrait orientation).
8. Check the Modify Headers, footers and thumb text box.
9. Click the Header/Footer… button to open the header footer dialog.

10. Clear all the default values of the headers and footers and click OK.
11. Click OK to close the Page Layout dialog.
12. Click to add a new Information instruction.

13. Enter the top banner graphic for your cover page using the Insert button and click OK.
14. Click to add another Information instruction and enter the title then click OK.
15. Add another Information instruction and enter the logo using the Insert button then click OK.
16. Add another Information instruction and enter any further text.
17. To create the text seen above, enter “Report date:” then format the text. Click Insert and select Date/Time field. Select Publication date from the list of available fields and click OK.

18. Then enter the text “Showing Results for:” and click Insert. Select Survey Field from the available options and select Filter as the field property. This shows any filter that has been applied to your report. Click OK to add the filter field then click OK to save your instruction.

19. Add another Information instruction and enter the lower banner graphic using the Insert button then click OK.
20. Save your report. You can now execute this report at the beginning of any other report to create a standard title page.

Remember to insert a Page Layout instruction at the top of the next part of your report that sets up a new page, new headers and a page number if required.

The post Producing a cover page appeared first on SnapSurveys.

A window size instruction defines the relative dimensions of subsequent analyses appearing in the report. The actual pixel dimensions of analyses may change when you resize the analysis.

1. Open your report.
2. Click New Instruction on the toolbar to add a new instruction and select Window Size. The Window Size instruction dialog opens.

3. Enter the dimensions that you would like for your image analyses. Click Set Custom to open an adjustable window where you can specify the size.
4. Click OK to add your instruction to the report.
5. Click to save the report.

Hints and tips

• To place analyses in the middle of the page, set max scale to 50% – the analyses will expand to fill 50% of the available space, placing it in the middle.
• The screen resolution at which a PDF report is viewed will also affect the appearance of charts.
• Set to standard size unless you are know the size used to view your reports.

The post Changing the size of charts (and other image analyses) in your report appeared first on SnapSurveys.

The distance from the edge of the headers/footers to the report content is set in the report border margins (shown in light red in the image below).

Border margins are only used if you have enabled a report border.

If you want a full width header or footer (for example, including a banner graphic) but you do not want the report content to be full width, you will need to set the page margins to position the header/footer, and the border margin to position the report content (using a transparent border).

The picture below shows the page margin set to 0 at the right and left so you can use the full width of the page

1. Click on the toolbar to add a new instruction and select Page Layout. The Page Layout instruction dialog opens. Select the Page Setup tab.

2. Select Margins and Borders and click the Margin/Border button to open the Report Borders dialog
3. Set the Left and Right page margins to 0
4. Set the Top and Bottom page margins to the height of your header and footer graphics.
5. Set the Right and Left border margins to the width you would like between the page edges and the report text

6. Set the Page Border to a style and set the Border Colour to Transparent.

7. Click OK to close the dialog.
8. Select Headers, footers and thumb text and click the Headers/Footers button to open the Headers/Footers dialog.

9. Remove any unwanted default text, and then click in the central footer pane.
10. Click the Insert button and browse for your footer graphic. Check that the Zoom is set correctly, and then click OK.

11. Click OK to save your new footer, then click OK to save your page layout instruction.
12. Run your report with the new page layout instruction.

The post Creating a banner footer (or header) with indented report text appeared first on SnapSurveys.

1. Click on the toolbar to add a new instruction and select Page Layout. The Page Layout instruction dialog opens.
2. Select the Page Setup tab.

3. Select Margins and Borders and click the Margin/Border button to open the Report Borders dialog

4. Change the margin dimensions to the values you need.

5. Click OK to save your margins.
6. Click OK to save your instruction.

The post Setting the page margins of your reports appeared first on SnapSurveys.

Click on the toolbar to add a new instruction and select Page Layout.

3. Select Modify Columns.
4. Select Custom widths and click Define… to open the Custom column widths dialog.
5. Enter the number of columns that you want (defaults to number of equal width columns).
6. Enter the width of the gap you desire between all your columns.
7. Drag the column dividers to set your columns.
8. If you need to set precise widths,
   • start at the left hand column
   • drag the right-hand column divider until the column is slightly larger than you wish
   • enter the percentage width in the column width field.
9. Click OK to save your columns.
10. Click OK to save your instruction.

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1. Click on the toolbar to add a new instruction and select Page Layout. The Page Layout instruction dialog opens. Select the Page Setup tab.

2. Select any item that you wish to change on the left, and make the changes to that item on the right.
3. Click OK to save your instruction.

Other example layouts –

Hints and tips

Add a page break at the beginning of each page. This ensures page layout for one section does not overlap into another.

Use the text grid instruction to insert text tables.

The post Changing the margin and column layout of your report appeared first on SnapSurveys.

1. In the Reports window, click New Report . In Name type BlankPage or a similar identifier.
2. Click New Instruction and select Page Layout. The Page Layout instruction dialog opens.
3. Select the Start New Page check box. This ensures that this sub-report will always start on a new page.

4. Click OK to save your instruction.
5. Click New Instruction and select Information. The Information instruction dialog opens.
6. Leave the Title and contents blank and click OK to add your instruction to the report.
7. Click to save the report.
8. Select the default Tailor Analysis instruction at Number 1 and click Delete Instruction .
9. Click to save the report.
10. Insert an Execute instruction and execute this report whenever a blank page is needed.

The post Inserting a blank page in a report appeared first on SnapSurveys.

You can place a running header or footer in your report by using a Page Layout instruction. This also allows you to put thumb text in your report. (This is text that runs vertically in the margin of your report).

1. Click Reports on the Snap XMP Desktop toolbar to open the Reports window.
2. Double-click to open the report where you want to add a header or footer.
3. Click New Instruction and click Page Layout.
4. In the Page Layout dialog click the Page Setup tab and select the Headers, Footers and Thumb text check box.

5. Click Header/Footer to open the Header/Footers dialog. It opens with the default values shown.

The header and footer each consist of the three areas (left, centre and right). The header or footer may contain:

• free format text
• survey fields (auto text)
• date and time of printing/publication
• images

The contents can be formatted using the format buttons and fields at the top of the dialog to set the font name, size, style and color. The justification is fixed for each area.

Inserting a field

Click Insert to add the following fields:

Thumb text

Thumb text runs from bottom to top in the margin. You can use it to include titles for different parts of your report. By default it appears in the right margin of every page.

1. In the Thumb Text box type the text you want to appear.
2. In the Margin box select the position of the thumb text.

The post Adding a running header, footer or margin text in your report appeared first on SnapSurveys.

1. Check that the instructions in the report complete successfully.
2. Preview the report to test that it appears the way you want.
3. Run the report to print or export the report results.

All these actions are carried out in the Report Execution dialog.

Report Execution dialog

1. Click Reports to display the Reports window showing a list of reports for the current survey.
2. Select the report you want to run and click Execute to open the Report execution dialog.

Entering a range of instructions

You can also execute a range of instructions by selecting the instructions you wish to execute in the report, and then clicking the right button on the mouse to display the context menu. Select Execute Selection from the menu. The Report Execution dialog will be displayed with the selected instructions ready to execute.

Checking a report

In the Report Execution dialog, click Check to test the report instructions complete successfully. A message appears once the check has been run.

Previewing a report

1. In the Report Execution dialog, enter a range expression in Range of instructions to preview parts of the report or leave blank to preview the whole report.
2. In the Output To list, select Printer.
3. Click Preview to preview the report on-screen.

Running a report

1. In the Report Execution dialog, enter a range expression in Range of instructions to preview parts of the report or leave blank to preview the whole report.
2. Set the Output details to print or export a report, depending on your requirements.
3. Click Check to test that the report instructions complete successfully. A message will appear once the check has been run.
4. Click Preview to show the report on-screen. Review the report to make sure everything is correct. (The Output must be set to Printer for this option to be available.)
5. Once you have reviewed the report, click OK. All the required analyses are created and the reports are sent to the printer or a file, as specified in Output.

If you need to cancel a report after it has started, click Cancel while the report is running.

Exporting report results to a single report file

1. In the Report Execution dialog, specify the range of instructions to be executed or leave blank to execute all instructions for the report.
2. Set the file Type according to the package that the reports will be used in.
3. Click OK. The Export file details dialog opens.

4. Check the file numbering. By default, Snap starts each run at the next available number. Click OK to export the report data to a single CSV file.

Exporting report analyses to separate files for inserting into documents

An entire report of tables and charts can be output to separate files that can then be inserted into a presentation software program such as PowerPoint or word processing package such as Word.

1. In the Report Execution dialog, specify the range of instructions to be executed or leave blank to execute all instructions for the report.
2. In the To: box select Export, then in the Type box select Enhanced Metafile (EMF).
3. Click Tailor.
4. In the Report Tailoring dialog, click File Details.
5. In the Export file details dialog set the File Name to one that includes “??”. For example use the filename “Crocodile Rock Cafe??.emf” to ensure that each table or chart produced is stored in a separate file, starting Crocodile Rock Cafe 01.emf, Crocodile Rock Cafe 02.emf, and so on continuing in the sequence.
6. Click OK to save the file settings, then click Keep to save the new tailoring settings.
7. Click Check to check the report. If there are no errors, a separately numbered file is created for each table or chart.
8. In the presentation software you want to use, such as PowerPoint or Word, insert the picture from the exported files. For example, select “Crocodile Rock Cafe01.emf” and import into your chosen software.

Printing report results

1. Click Reports to display the Reports window showing a list of reports for the current survey.
2. Select the report you want to run and click Execute to open the Report execution dialog.

3. In the To: box select Printer.
4. Click Tailor, then in the Report Tailoring dialog, click Page Details.

5. In the Page Setup dialog, click Printer Setup to change printer settings such as type of printer and page orientation (portrait or landscape). The Printer Setup dialog depends on the currently installed printer. You can select a PDF printer driver which will create the report to a PDF file.
6. Click Margins to change the distances between the edge of the page, the drawn border and the analyses.
7. Click Header/Footer to specify the contents of your headers and footers.
8. Click OK to save your page settings and return to the Report Tailoring dialog.
9. Click Keep to use these settings for all subsequent reports. Click Use to only use these settings for this report.
10. Click OK to print the report.

The post Running the reports appeared first on SnapSurveys.

1. In the Report window, click Print to display the Print Report Details dialog.

2. In the Print Report Details dialog, you can type a different Title to replace the default title.
3. In the Content section, select the Style of report you want.

4. Click Setup to change the Page Setup details.
5. Click Print to print the report.

The post Printing a summary of the report instructions appeared first on SnapSurveys.

A report contains report instructions that either specify how the report will appear, or put content into the report.

The different report instructions are:

In addition there are three pre-built reports that are included with every new survey. These pre-built reports can be included as an instruction in any other report. These are covered in more details in the help topic The standard reports.

Creating a report instruction

1. Click Reports to open the Reports window showing a list of reports for the current survey.
2. Double-click the Report where you want to add an instruction. This opens the Report definition dialog.
3. Click New Instruction on the Report definition dialog toolbar. This opens a menu with the list of available instructions.
4. Click on the type of instruction you want to create. This opens a report instruction dialog that depends on the instruction selected.

Tables, Chart, Cloud, List and Map Results Definition

The Results definition window is a simplified version of the Analysis Definition window that includes the Definition and Notes/Titles tabs.

Tailor Analysis

The Tailor Analysis instruction sets the default options for the analysis while the report is running. When a report is created it contains one Tailor Analysis instruction. The Analysis Tailoring dialog is similar to the Analysis Definition dialog used to create Analyses. The Tailor Analysis has six tabs.

Execute

Saved analyses and other reports are run using the Execute instruction.

1. Enter an Analyses or Report in the Execute box.
2. Click View Analysis to see the selected analysis or report.
3. If you have selected a report, enter the range of instructions to be executed in the Instruction box.
4. Filter your report or analysis data by entering an expression in the Filter box.
5. Specify a condition which stops the report or analysis executing by entering an expression in the N/A box.
6. Click OK to create the Instruction.

Page Layout

The Page Layout dialog contains three tabs.

• Page Breaks
• Page Setup
• Report Fonts

Page Breaks

1. Select the Start New Page check box to create a page break and put the subsequent content on a new page.
2. There are three types of Page Breaking.
   • Unchanged uses the existing method of page breaking.
   • Break between items puts a page break between every instruction.
   • Continuous report starts a new page if the next item does not fit on the current page.
3. Select the Restart Page numbers check box to start the page number from the entered number.
4. Select the Start New Document check box to put the subsequent content in a new file. This is normally used when creating multiple reports.
5. Use Insert to use one of the fields as part of the filename.

Page Setup

On the Page Setup tab, modify the page orientation, modify columns, and set page margins, borders, headers, footers and thumb text

Report Fonts

On the Report Fonts tab, select the fonts for the Instruction Titles and the Instruction Content.

Window Size

Use the Window Size dialog to change the size of the window and change where the report is placed in the window.

Setting the window size

1. To use the default window size select Standard in the Size box.
2. To set custom window dimensions click Set Custom.
3. In the Set Window Size dialog, change the size of the dialog by dragging the sides or bottom corners.
4. When you have set it to the required size click Save .

Setting the analysis placement

1. Resize the analysis to always fit the specified space, select Scale in the box.
2. Resize the analysis only if it is larger than the specified space, select Limit in the box.
3. Set the percentage of the Page or Column that the analysis occupies.

Example

Scale the plot to 80% of the Column resizes the analysis to fill 80% of the current column.

Limit the plot to 80% of the Page reduces the size of the analysis if it is larger than 80% of the page.

Information

Content containing words and images can be included in the report using the Information Instruction.

1. In Title enter a name for the Instruction.
2. In the N/A enter a condition where the Information is not shown in the report.
3. Enter text in the contents box.
4. Click Insert to add an image, variable field, survey field, date or time, HTML field or cell value.
5. Click Reset to set the font settings back to the defaults.
6. Click OK to save the Information.

Text Grid

Add a grid table, containing words or images, to a report using the Text Grid Instruction. This can be used to create recommendations dynamically.

1. In Title enter a name for the Instruction.
2. In N/A enter a condition where the Text Grid is not shown in the report.
3. Adjust the size of the grid in Rows and Columns.
4. Select Style to change the look of the Text Grid.
5. Click and select Edit Styles to change the Text Grid style and Sizing to change the column sizing.
6. In each grid cell enter text or click Insert to add an image, variable field, survey field, date or time, HTML field or cell value.
7. Click Reset to set the font settings back to the defaults.
8. Click OK to save the Text Grid.

The post Adding report instructions appeared first on SnapSurveys.

To open the Reports window, click on the toolbar, press Ctrl+H or select Reports from the View menu.

Toolbar buttons

Button	Menu Option	Alternative	Description
	Edit | New	Ctrl + N	Create a new report.
	Edit | Clone	Ctrl + O	Clone/copy an existing report to create a new report.
	Edit | Delete	Delete	Delete an existing report.
			View details of an individual report.
	Edit | Cut	Ctrl + X	Delete report and place data on the clipboard.
	Edit | Copy	Ctrl + C	Copy report and place data on the clipboard.
	Edit | Paste	Ctrl + V	Create report from data held on the clipboard.
	Edit | Run		Execute (run) or check the current report.
	File | Print Report	Ctrl + P	Produce a report on the contents of the Reports window.
	View|Sources and Dependents		Open the Sources/Dependents dialog to show what variables, reports and analyses are required by the selected report and which other reports require the selected report.
			Open the Define external filters and contexts dialog

Report definition

The Report definition dialog is used to define the instructions in a report and the data the report will run on. A report is built up from a series of instructions that can then be executed, in full or in part, to create the report.

The post Using the Reports window appeared first on SnapSurveys.

An instruction can:

• Set page properties (number of columns, orientation, page numbering etc.)
• Establish contexts (to specialise analyses and texts to a particular viewpoint)
• Execute analyses (charts, tables, response lists, word clouds or analysis maps)
• Show a block of text that can include data from variables or analysis, for example a particular cell value of a table
• Execute another report, or part of another report
• Be included conditionally

The example Smart Report page below has been built from a series of instructions, arranged to produce a part of a larger report.

This page is part of an executive summary section. A complete Smart Report will comprise a number of sections, for example, a cover page, demographics, and appendices. When run together, the sections combine to produce a Smart Report.

Report content

A Smart report will commonly include the following:

• Cover page
• Summary
• Benchmarked analysis
• Recommendations
• Literal responses
• Appendix

This section describes how they can be generated.

Executive summary

An executive summary serves two purposes –

• To describe how and why the survey was conducted.
• To give an overview of the results

An executive summary will commonly have a chart or benchmark and paragraphs of standard text with cell references to analysis tables throughout.

Static benchmarks

A static benchmark allows survey results to be presented with reference to previously recorded data. Static benchmarking is most useful where:

• A comparison with published industry figures is required
• Summary figures exist but the raw data is not accessible

This example Smart Report page shows charts including benchmark data.

Using a static survey-wide figure in a chart

Analysis takes place using case data. If you wish to use a static (non-case data) figure such as a benchmark in a survey, you can do so by adding it to a table analysis and converting the table to a chart. Set up a derived variable which is true for all cases. This provides a place to store the data so it can be used in charts.

Use the derived variable in a cross tabulation analysis, and overtype the empty values in the table cells with benchmark data.

Convert the overtyped table to a chart (as above example) or an analysis map. The overtyped data will be used to draw the chart.

Identifying most / least positive results for the commentary and recommendations

Smart reports often have commentaries which refer to the most positive or least positive results.

In the above example, an information instruction includes permanent text and a number of dynamic fields, drawing cell values and row/column labels from a ranked table into the Smart Report.

The ranked table below is the source for dynamic fields in this example. This table is ordered by % most positive – resulting in the highest scores appearing in the first column.

Hints and tips

• If identifying the 3 most or least positive, ensure there are sufficient categories that no item might appear in both lists
• Only the first 3 categories would be picked out, even if the fourth category has the same low score

Creating the recommendations dynamically

You can insert different information in a report depending upon positions in a ranked table. This is very useful if a report includes recommendations for improvement for those areas rated as least satisfactory.

For example the report below includes an instruction to execute the instructed found in the label of column one of a specified table.

A named report of recommendations has been created for each area that is included in the ranking. The table used to rank the areas has been set up to include the names of the recommendation reports as the column labels.

When Actaa is executed, it includes the appropriate recommendations in the report.

Note that this requires

• Named reports or analyses containing the recommendations (the example uses a text grid to lay out the recommendations)
• Ranked table column labels to be overtyped with the correct table or report name

Creating appendices

Supplementary to the main report, the appendix offers more detail for those who are interested. An appendix will commonly comprise a number of sub sections, including –

• A response summary
• Comments
• Respondent profile
• Sub group analysis
• A copy of the questionnaire

These are easily created using standard analyses such as lists.

The post Introduction to Smart Reporting appeared first on SnapSurveys.

There are three steps to creating your own reports. They are shown below, based on the crocodile survey provided with Snap.

• Step 1: Creating the report This example shows you how to create a simple title page
• Step 2: Adding content This example shows you how to add an existing analysis to your report
• Step 3: Running your report You can create much more sophisticated reports using dynamic text, filtered analyses and conditional content.

Step 1: Creating the report

This step shows you how to create a new report and add three instructions to create a title page.

1. Click on the toolbar to open the Reports window. You will see the three default reports.

2. Click to create a new report. By default this will have a Tailor Analysis instruction in and nothing else.
3. Click on the report dialog and select Information from the drop-down menu to add a new Information instruction.
4. Click in the text pane.
5. Click Insert and select Image… from the list of options.
6. Click Browse and select an image file. The example shows the Crocodile Rock Cafe banner.

7. Click OK to insert the image.
8. Click OK in the Information dialog to save the instruction.
9. Click on the Report dialog to insert another Information instruction.
10. Enter the title for your report in the text pane. (Report on the Crocodile Restaurant). Leave the Title field blank (this is the title of the Instruction.). Style your title text by selecting the text and using the format buttons. The example below has been set to 28pt bold text

11. Click OK to keep your title.
12. Click on the report dialog and select Page Layout from the drop-down menu.
13. Select Start New Page and click OK. This will put a page break in your report after the title page.

14. Click OK to save the instruction.

Step 2: Adding content to your report

This step shows you how to add some text and an analysis to your report. Although you can create analyses directly in a report, it is a good idea to create any analyses you want first, so you can check that they are the way you want.

1. Click on the report dialog and select Information from the drop-down menu to add a new Information instruction.
2. Enter your text to describe your report.
3. Click OK to keep your introduction.
4. Click on the report dialog and select Execute from the drop-down menu to add a new Execute instruction.
5. Expand the Execute field and select the analyses you want, in this example AN14 (the radar chart) is selected.

6. Click OK to add the Execute instruction to the report.
7. Click to save the report.

Step 3: Running your report

1. Click the button on the report window toolbar to run the report.
2. It is often a good idea to check your report on screen rather than sending it to a printer. You can check what it will look like by clicking Preview.
3. You can also save the report to a file by choosing any print to file option available in the print settings.
4. Click OK to close the printer window and then click OK to run the report.
5. You can see that there is information about the chart between the last information instruction and the chart itself. You can stop those appearing by changing the Analysis Definition for the chart
6. Click on the Snap toolbar to open the Analyses window.
7. Open the chart AN15.
8. Click on Properties to open the Analysis Definition. Select the Report Styles tab.
9. Clear the Reports Include options (the Description, Notes and Title were set in the sample survey).

10. Click OK to save your changes.
11. Click on the report window bar to and run the report again.
12. Your report will now look something like this.

The post Creating a simple report appeared first on SnapSurveys.

• The Questionnaire report generates a top-line summary report showing the counts and percentages of responses in the questionnaire layout.
• The Summary report generates a chart, table or list for every question
• The Summary Tables report tabulates responses to all questions.
• The Summary Dashboard report is used to generate an HTML summary report with images of each chart, table or list for each question and displayed in a double column format. (This report is available for surveys created using build 12.10 and after.)

You can find these in the Reports window.

Preview and executing the standard report

1. Click Reports on the toolbar to open the Reports window.

3. Select the report required in the Reports window.
4. Click the Execute button on the Reports window toolbar to run the report. This opens the Report Execution dialog showing the report selected in the window title.

5. Click Preview to preview your report on screen.
6. Close the preview window.
7. Click the Execute button on the Reports window toolbar again to open the Report Execution dialog.
8. In To, select the output type: Printer to print the report or Export to export to a file. If Print is selected the Printer button allows you to select a different printer. If Export is selected you can select the file type.
9. Tailor allows you to set the page details for a printed report or file details for an exported file.
10. Click OK to run your report.

Executing the Summary Dashboard report

1. Click Reports on the toolbar to open the Reports window.

2. Select the Summary Dashboard report in the Reports window.
3. Click the Execute button on the Reports window toolbar to run the report. This opens the Report Execution dialog showing the report selected in the window title.

4. In To, select Export as the output type. This exports the report to a file.
5. In Type, select the file type as Web Format (HTML).
6. Tailor allows you to set the file details for the exported report
7. Click OK to export the report. The report is shown in two columns. Each chart or table image can be saved as an image file to be used elsewhere. (This may depend on the web browser used.)

Changing the standard Questionnaire report

You can change the instructions and layout of a questionnaire report to match a specific edition. You can also choose to show hidden questions.

1. Click Reports on the Snap toolbar to open the Reports window.
2. In the Reports window, double-click the Questionnaire report to open it. It consists of two instructions, a Tailor Analysis and a Questionnaire Report instruction.

3. Double-click the Questionnaire Report instruction to open it.

4. In the Edition box select the edition you want as your report layout.
5. Select the Background check box to include the background image or colors for that edition.
6. Select the Margins and headers check box if you want to use the margins and headers for that edition.
7. Specify a Filter to restrict the data used in the report.
8. In the N/A box enter a logical expression that refers to a table cell or context value and for which the report is not applicable. You can use this to test if an analysis is empty. For example, if you have an analysis of visitors AN1, you can use the condition AN1 empty. This would only build the report if there were visitors.
9. In the Content box enter the Variables that you wish to include. If the field is left blank, all the question variables will be included. You can include paradata and derived variables in the list.
10. Click OK to save your changes.
11. Click Execute on the Report window to run the report.

Changing the standard Summary report

You can change the content of a Summary report.

1. Click Reports on the Snap toolbar to open the Reports window.
2. In the Reports window, double-click on the Summary report to open it. It consists of five instructions. There are three instructions laying the report out, an Information instruction giving the title and a brief description and a Summary Report instruction.
3. Double-click the Information instruction to open it. You can change the default description.

4. Double-click the Summary Report instruction to open it.

5. Specify a Filter to restrict the data used in the report.
6. In the N/A box enter a logical expression that refers to a table cell or context value and for which the report is not applicable. You can use this to test if an analysis is empty. For example, if you have an analysis of visitors AN1, you can use the condition AN1 empty. This would only build the report if there were visitors.
7. In the Content box enter the variables that you wish to include. If the field is left blank, all the question variables will be included. You can include paradata and derived variables in the list.
8. Click OK to save your changes.
9. Click Execute on the Report window to run the report.

Changing the standard Summary Tables report

You can change the content of a Summary Tables report.

1. Click Reports on the Snap toolbar to open the Reports window.
2. In the Reports window, double-click on the SummaryTables report to open it. It consists of four instructions. There are two instructions laying the report out, an Information instruction giving the title and a brief description and a SummaryTables report instruction.
3. Double-click the Information instruction to open it. You can change the default description.

4. Double-click the Summary Tables Report instruction to open it.

5. Specify a Filter to restrict the data used in the report.
6. In the N/A box enter a logical expression that refers to a table cell or context value and for which the report is not applicable. You can use this to test if an analysis is empty. For example, if you have an analysis of visitors AN1, you can use the condition AN1 empty. This would only build the report if there were visitors.
7. In the Content box enter the variables that you wish to include. If the field is left blank, all the question variables will be included. You can include paradata and derived variables in the list.
8. In the Options section, specify whether to show the top and bottom results and the sorting.
9. Click OK to save your changes.
10. Click Execute on the Report window to run the report.

Changing the standard Summary Dashboard report

The Summary Dashboard report is based on the Summary report and includes a Summary Report instruction. This can be changed in the same way as described for the Summary report.

The post The standard reports appeared first on SnapSurveys.