Laying out your reports Archives | SnapSurveys Support documentation for Snap Surveys products Thu, 16 May 2024 15:08:44 +0000 en-GB hourly 1 https://wordpress.org/?v=6.4.5 https://www.snapsurveys.com/support-snapxmp/wp-content/uploads/2020/07/favicon-32x32-1.png Laying out your reports Archives | SnapSurveys 32 32 Custom columns widths https://www.snapsurveys.com/support-snapxmp/snapxmp/custom-columns-widths/ Thu, 07 Mar 2024 09:52:49 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=11417 You can customise the column widths in a report using the Page Layout instruction. Number of columns Specify the number of columns. The maximum is 10 columns. Gap between Specify the gap between columns as a percentage of the page or screen. The maximum is 10%. Columns This grid shows the column widths. Set the column […]

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You can customise the column widths in a report using the Page Layout instruction.

  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.
  1. Click the Define button to open the Custom column width dialog where you can set the column widths.
Number of columnsSpecify the number of columns. The maximum is 10 columns.
Gap betweenSpecify the gap between columns as a percentage of the page or screen. The maximum is 10%.
ColumnsThis grid shows the column widths. Set the column by dragging the bar or entering the percentage for each column in the boxes below each column.

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Producing a cover page https://www.snapsurveys.com/support-snapxmp/snapxmp/producing-a-cover-page/ Tue, 03 Nov 2020 13:47:58 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=3189 This example describes how to produce a cover page consisting of 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. Click on the Snap toolbar to open the reports window. Click to create a […]

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This example describes how to produce a cover page consisting of

  • 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.

Example of a report cover page
  1. Click ReportsIcon.png on the Snap toolbar to open the reports window.
  2. Click NewSurveyIcon.png to create a new report. You will just use this report to create a cover. You can then include it in other reports.
Create a report for the cover page
  1. Set the name to Cover and clear the Display and Label boxes.
  2. Click NewSurveyIcon.png to add a new Page Layout instruction.
  3. 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).
Insert a page break in the report
  1. Click the Page Setup tab.
  2. Check the Modify Orientation box and make sure that Portrait is selected. (This ensures that the cover page will always be in portrait orientation).
  3. Check the Modify Headers, footers and thumb text box.
  4. Click the Header/Footer… button to open the header footer dialog.
Set the orientation and header and footers for the cover page
  1. Clear all the default values of the headers and footers and click OK.
  2. Click OK to close the Page Layout dialog.
  3. Click NewSurveyIcon.png to add a new Information instruction.
Insert menu for an information report instruction
  1. Enter the top banner graphic for your cover page using the Insert button and click OK.
  2. Click NewSurveyIcon.png to add another Information instruction and enter the title then click OK.
  3. Add another Information instruction and enter the logo using the Insert button then click OK.
  4. Add another Information instruction and enter any further text.
  5. 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.
Insert the publication date on the cover page
  1. 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.
Insert a survey field showing the Filter
  1. Add another Information instruction and enter the lower banner graphic using the Insert button then click OK.
  2. 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.

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Changing the size of charts (and other image analyses) in your report https://www.snapsurveys.com/support-snapxmp/snapxmp/changing-size-of-charts-and-other-image-analyses/ Tue, 03 Nov 2020 13:45:41 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=3184 You can use a window size instruction to set the sizes of images. This ensures that image based analyses (such as charts, word clouds and maps) and text contained within them appear at a predictable size. A window size instruction defines the relative dimensions of subsequent analyses appearing in the report. The actual pixel dimensions […]

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You can use a window size instruction to set the sizes of images. This ensures that image based analyses (such as charts, word clouds and maps) and text contained within them appear at a predictable size.

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 NewSurveyIcon.png on the toolbar to add a new instruction and select Window Size. The Window Size instruction dialog opens.
Set the window size of the report
  1. 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.
  2. Click OK to add your instruction to the report.
  3. Click SaveIcon.png 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.

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Creating a banner footer (or header) with indented report text https://www.snapsurveys.com/support-snapxmp/snapxmp/creating-indented-footer-header/ Tue, 03 Nov 2020 13:34:15 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=3173 The distance between the edge of the page and the edge of the headers/footers is set in the report page margins (shown in light green in the image below). 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 […]

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The distance between the edge of the page and the edge of the headers/footers is set in the report page margins (shown in light green in the image below).

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).

Printer layout dialog with footer highlighted

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

Printer layout dialog with footer highlighted
  1. Click NewSurveyIcon.png on the toolbar to add a new instruction and select Page Layout. The Page Layout instruction dialog opens. Select the Page Setup tab.
Set the headers, footers and thumb text
  1. Select Margins and Borders and click the Margin/Border button to open the Report Borders dialog
  2. Set the Left and Right page margins to 0
  3. Set the Top and Bottom page margins to the height of your header and footer graphics.
  4. Set the Right and Left border margins to the width you would like between the page edges and the report text
Set the page margins and borders margins
  1. Set the Page Border to a style and set the Border Colour to Transparent.
Set the header and footer offset
  1. Click OK to close the dialog.
  2. Select Headers, footers and thumb text and click the Headers/Footers button to open the Headers/Footers dialog.
Create a banner footer
  1. Remove any unwanted default text, and then click in the central footer pane.
  2. Click the Insert button and browse for your footer graphic. Check that the Zoom is set correctly, and then click OK.
Inserting the banner image
  1. Click OK to save your new footer, then click OK to save your page layout instruction.
  2. Run your report with the new page layout instruction.
Printer layout dialog with banner footer

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Setting the page margins of your reports https://www.snapsurveys.com/support-snapxmp/snapxmp/setting-page-margins/ Tue, 03 Nov 2020 13:31:52 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=3167 To change the page margins in your report. Click on the toolbar to add a new instruction and select Page Layout. The Page Layout instruction dialog opens. Select the Page Setup tab. Select Margins and Borders and click the Margin/Border button to open the Report Borders dialog Change the margin dimensions to the values you […]

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To change the page margins in your report.

  1. Click NewSurveyIcon.png on the toolbar to add a new instruction and select Page Layout. The Page Layout instruction dialog opens.
  2. Select the Page Setup tab.
Set the margin and column layout in Page Setup
  1. Select Margins and Borders and click the Margin/Border button to open the Report Borders dialog
Set the page margins and borders margins
  1. Change the margin dimensions to the values you need.
Printer layout dialog with header and footer highlighted
  1. Click OK to save your margins.
  2. Click OK to save your instruction.

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Setting variable width columns in your report https://www.snapsurveys.com/support-snapxmp/snapxmp/setting-variable-column-width/ Tue, 03 Nov 2020 13:30:15 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=3163 Click on the toolbar to add a new instruction and select Page Layout. The Page Layout instruction dialog opens. Select the Page Setup tab. Select Modify Columns. Select Custom widths and click Define… to open the Custom column widths dialog. Enter the number of columns that you want (defaults to number of equal width columns). […]

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  • Click NewSurveyIcon.png on the toolbar to add a new instruction and select Page Layout.
  • The Page Layout instruction dialog opens. Select the Page Setup tab.
  • Set the margin and column layout in Page Setup
    1. Select Modify Columns.
    2. Select Custom widths and click Define… to open the Custom column widths dialog.
    3. Enter the number of columns that you want (defaults to number of equal width columns).
    4. Enter the width of the gap you desire between all your columns.
    5. Drag the column dividers to set your columns.
    6. 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.
    7. Click OK to save your columns.
    8. Click OK to save your instruction.

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    Changing the margin and column layout of your report https://www.snapsurveys.com/support-snapxmp/snapxmp/changing-margin-and-column-layout/ Tue, 03 Nov 2020 13:27:36 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=3155 To change the number of columns in your report Click on the toolbar to add a new instruction and select Page Layout. The Page Layout instruction dialog opens. Select the Page Setup tab. Select any item that you wish to change on the left, and make the changes to that item on the right. Click […]

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    To change the number of columns in your report

    1. Click NewSurveyIcon.png on the toolbar to add a new instruction and select Page Layout. The Page Layout instruction dialog opens. Select the Page Setup tab.
    Set the margin and column layout in Page Setup
    1. Select any item that you wish to change on the left, and make the changes to that item on the right.
    2. Click OK to save your instruction.
    Example showing the effect of changing the column layout in a Smart Report

    Other example layouts –

    Example of Example showing the effect of changing the column layout in a Smart Report

    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.

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    Inserting a blank page in a report https://www.snapsurveys.com/support-snapxmp/snapxmp/insert-blank-page-in-report/ Tue, 03 Nov 2020 11:45:01 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=3146 When printing a double-sided report, you may want to insert a blank page in a report, (e.g. to insert a blank page after a cover page). It is easiest to create a blank page sub-report that you can then insert when necessary. In the Reports window, click New Report . In Name type BlankPage or […]

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    When printing a double-sided report, you may want to insert a blank page in a report, (e.g. to insert a blank page after a cover page). It is easiest to create a blank page sub-report that you can then insert when necessary.

    1. In the Reports window, click New Report NewSurveyIcon.png . In Name type BlankPage or a similar identifier.
    2. Click New Instruction NewSurveyIcon.png 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.
    Insert a page break in the report
    1. Click OK to save your instruction.
    2. Click New Instruction NewSurveyIcon.png and select Information. The Information instruction dialog opens.
    3. Leave the Title and contents blank and click OK to add your instruction to the report.
    4. Click SaveIcon.png to save the report.
    5. Select the default Tailor Analysis instruction at Number 1 and click Delete Instruction DeleteSurveyIcon.png .
    6. Click SaveIcon.png to save the report.
    7. Insert an Execute instruction and execute this report whenever a blank page is needed.

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    Adding a running header, footer or margin text in your report https://www.snapsurveys.com/support-snapxmp/snapxmp/adding-header-footer-or-margin-text/ Tue, 03 Nov 2020 11:40:31 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=3139 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. […]

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    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. Click Reports ReportsIcon.png 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 NewSurveyIcon.png 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.
    Page Layout instruction setting up the headers, footers and thumb text
    1. Click Header/Footer to open the Header/Footers dialog. It opens with the default values shown.
    Set the headers, footers and thumb text

    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:

    ImageThis opens the Insert Image dialog. Select an image file from the File box or click Browse to find an image. Images can be of type JPG, GIF or BMP.
    Variable fieldThis opens the New Variable Field dialog. Select the Variable, Aspect and Modify case.
    Survey fieldThis opens the New Survey Field dialog. Select the Survey field from the Field box and select the case for displaying from the Modify case box.
    Date/Time fieldThis opens the New Date or Time dialog. Select the Publication Date or Publication Time from the Type box. Select the formatting check boxes, as required.

    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.

    Position of thumb text

    Margin

    In the right margin

    Right Edge

    In the left margin

    Left Edge

    Alternate sides, starting on right

    Outside Edge

    Alternate sides, starting on left

    Inside Edge

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