{"id":18441,"date":"2015-04-30T12:09:23","date_gmt":"2015-04-30T12:09:23","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snap11\/?page_id=18441"},"modified":"2019-04-16T08:21:37","modified_gmt":"2019-04-16T07:21:37","slug":"tailored-reports-and-analyses-for-associates","status":"publish","type":"page","link":"https:\/\/www.snapsurveys.com\/support-snap11\/worksheets\/tailored-reports-and-analyses-for-associates\/","title":{"rendered":"Tailored reports and analyses for associates"},"content":{"rendered":"<p>You can have reports and analyses in your survey that change according to who is looking at them in Snap WebHost. You do this by creating the reports and analyses with a context in Snap. You can <a href=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/crocodile-context-report.adf\" target=\"_blank\" rel=\"noopener\">download a sample survey including a context-sensitive report and data<\/a>.<\/p>\n<p>When you assign the survey to an associate on Snap WebHost, you also set the context for that associate. Snap tailors the report according to the context. You can assign the survey manually, or you can assign it to multiple associates by uploading a CSV file.<\/p>\n<section>\n<h3>Background<\/h3>\n<p>Contexts in Snap allow you to change the data and content of a report when associates view the report in Snap WebHost.<\/p>\n<div class=\"read-more-content\">\n<p>You must have a single-response variable in your survey that you will use as the context (for example, a location, or a job function).<\/p>\n<p>You then create your reports or analyses with information that changes according to the context, or with data that is filtered according to the context or both. These are known in Snap as smart reports.<\/p>\n<p>Once you have uploaded the survey to Snap WebHost, you can assign it to an associate with the context set. You can do this individually or by uploading a CSV file which lists the associates, the surveys assigned to them and any context or filter values to set on the surveys.<\/p>\n<\/div>\n<p><a class=\"button radius read-more-show hide\">See more \u2193<\/a><a class=\"button radius read-more-hide hide\">Hide this content \u2191<\/a><\/p>\n<\/section>\n<section>\n<h3>Step 1: Create context-sensitive reports and analyses in your survey<\/h3>\n<p>You need to put context-sensitive information in your reports and analyses. You can download a version of the crocodile survey which includes a simple report that changes according to location <a href=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/crocodile-context-report.adf\" target=\"_blank\" rel=\"noopener\">here<\/a>. If you want to set up the report in your own version of crocodile, the instructions are given below.<\/p>\n<div class=\"read-more-content\">\n<p>This section describes briefly how to change the crocodile survey provided with Snap to create the context sensitive report provided in the survey available to download. If you have downloaded the survey from the link above, you do not need to do this. It consists of the following stages<\/p>\n<ul>\n<li>Stage 1: Set up a derived variable to compare all data to the current context data<\/li>\n<li>Stage 2: Create a bar chart comparing the amount spent in the specified location with the amount spent elsewhere using the comparison variable<\/li>\n<li>Stage 3: Create a comments list filtered on context<\/li>\n<li>Stage 4: Create your report including the comparison bar chart and filtered comment list<\/li>\n<\/ul>\n<h4>Stage 1: Set up a derived variable to compare all data to the current context data<\/h4>\n<ol>\n<li>Click \u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11843\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/codes.png\" alt=\"Variables window button\" width=\"16\" height=\"16\" \/>\u00a0to open the <strong>Variables<\/strong> window.<\/li>\n<li>Open <strong>Q0<\/strong> and change its <strong>Name<\/strong> to <strong>Location<\/strong> to make it more obvious what it is. This will be used as the context variable.<\/li>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11837\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/add.png\" alt=\"New button\" width=\"15\" height=\"16\" \/>\u00a0on the <strong>Variables<\/strong> window toolbar to add a new variable.<\/li>\n<li>Specify the <strong>Variable details<\/strong>:<br \/>\n<strong>Name<\/strong>: CComparison<br \/>\n<strong>Label<\/strong>: Compare context to all<br \/>\n<strong>Type<\/strong>: Derived (the variable will derive its data from Location, the existing location question).<br \/>\n<strong>Response<\/strong>: Multiple (each respondent will fall into two cases).<\/li>\n<li>Double click in the first code label and click the <strong>[Insert]<\/strong> button. Select <strong>Variable Field&#8230;<\/strong> from the drop-down list.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18506 size-full\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/der_insert.png\" alt=\"Derived variable with insert button highlighted\" width=\"555\" height=\"344\" \/><\/li>\n<li>Select <strong>Location<\/strong> as the <strong>Variable<\/strong>, and <strong>Context<\/strong> as the <strong>Aspect<\/strong>. This will give the selected location as the code label. Click <strong>[OK]<\/strong> to return to the variable definition.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18510 size-full\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/nvf_loc_cont.png\" alt=\"New vaariable field getting context aspect\" width=\"203\" height=\"161\" \/><\/li>\n<li>Press [Tab] to move to the <strong>Values <\/strong>column. Enter<strong>Location=Location@context<\/strong>. The code used will be the code that equals the location specified by the context.<\/li>\n<li>Press [Tab] to move to the next <strong>Label<\/strong> field and enter <strong>Other sites<\/strong>. Then enter <strong>NOT(Location=Location@context)<\/strong> as the <strong>Value<\/strong>. This code will be used when the response does not equal the location specified by context.<\/li>\n<li>Press [Tab] to move to the next <strong>Label<\/strong> field and enter <strong>All sites<\/strong>. Then enter <strong>True<\/strong> as the <strong>Value<\/strong>.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18505 size-full\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/der_comp_loc.png\" alt=\"New variable field getting context aspect\" width=\"471\" height=\"186\" \/><\/li>\n<li>Click <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17568\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/01\/save.png\" alt=\"save\" width=\"21\" height=\"17\" \/>\u00a0to save the variable.<\/li>\n<\/ol>\n<h4>Stage 2: Create a bar chart comparing one restaurant to the others using the comparison variable<\/h4>\n<ol>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11842\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/charts.png\" alt=\"Chart button\" width=\"16\" height=\"16\" \/>\u00a0to display the <strong>Analysis Definition<\/strong> dialog for a chart.<\/li>\n<li>Select the chart style <strong>Bar Counts<\/strong> from the drop-down list.<\/li>\n<li>Type<strong> CComparison<\/strong> (your derived variable) into the <strong>Analysis<\/strong> field.<\/li>\n<li>Check the <strong>Transpose<\/strong> box.<\/li>\n<li>Select <strong>Means &amp; Significances<\/strong> from the <strong>Calculate<\/strong> list and enter <strong>Q5<\/strong> (the amount spent) as the variable to use.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18514 size-full\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/def_comp_means.png\" alt=\"Reference dialog chart q2 by q9\" width=\"437\" height=\"203\" \/><\/li>\n<li>Change to the <strong>Notes\/Titles<\/strong> tab and click in the <strong>Title<\/strong> field.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18516 size-full\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/not_ins_tit_loc.png\" alt=\"Reference dialog titles with context and insert button\" width=\"488\" height=\"182\" \/><\/li>\n<li>Enter the title of your chart, using the <strong>[Insert]<\/strong> button to open the <strong>Variable field&#8230;<\/strong> dialog and insert the <strong>Name Aspect of Q5<\/strong> and the <strong>Context Aspect<\/strong> of<strong> Location<\/strong> in the title.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18511 size-full\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/nvf_name.png\" alt=\"New variable field getting context aspect\" width=\"203\" height=\"161\" \/><\/li>\n<li>Clear the <strong>Chart Axis<\/strong> titles.<\/li>\n<li>Select the <strong>Base\/Labels<\/strong> tab.<\/li>\n<li>Clear the <strong>Reports Include<\/strong> options for <strong>Description<\/strong> and <strong>Notes<\/strong> if set.<\/li>\n<li>Click <strong>[Apply]<\/strong> to see your chart.<br \/>\n<em><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18513 size-full\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/basic_comparison.png\" alt=\"Comparison bar chart for crocodile cafe locations: no context\" width=\"420\" height=\"409\" \/><br \/>\n<\/em>It will have no data for the title and subject as no context has been set.<\/li>\n<li>Click <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17568\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/01\/save.png\" alt=\"save\" width=\"21\" height=\"17\" \/>\u00a0to save your chart.<\/li>\n<\/ol>\n<h4>Stage 3:\u00a0Create a comments list filtered on context<\/h4>\n<ol>\n<li>Click <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18515 size-full\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/list.png\" alt=\"Toolbar: list\" width=\"16\" height=\"16\" \/>\u00a0to create a list. The picture below shows a list consisting of the variable (<strong>Q8<\/strong>) with comments plus the displayed location.<br \/>\nApply a filter of <strong>Q8 ok and Location=Location@context<\/strong> to filter the comments according to the current location. <strong>Q8 ok<\/strong> tests that an answer has been supplied to <strong>Q8<\/strong> to strip out empty comments. <strong>Location=Location@context<\/strong> filters the comments according to the selected location.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18504 size-full\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/def_list_cont_filt.png\" alt=\"RD: base labels tab with report include area highlighted\" width=\"473\" height=\"372\" \/><\/li>\n<li>Select the <strong>Base\/Labels<\/strong> tab and clear the <strong>Reports Include<\/strong> options for <strong>Description<\/strong> and <strong>Notes<\/strong> if set.<\/li>\n<li>Click <strong>[OK]<\/strong> to create the new list.<br \/>\nIt will have no content as no context has been set.<\/li>\n<li>Click <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17568\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/01\/save.png\" alt=\"save\" width=\"21\" height=\"17\" \/>\u00a0to save your list.<\/li>\n<\/ol>\n<h4>Stage 4:\u00a0 Create your report including the comparison bar chart and filtered comment list<\/h4>\n<ol>\n<li>Click\u00a0 <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17572\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/01\/batch.png\" alt=\"batch\" width=\"16\" height=\"16\" \/>\u00a0on the Snap toolbar to open the reports window.<\/li>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11837\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/add.png\" alt=\"New button\" width=\"15\" height=\"16\" \/>\u00a0to create a new report and give it a label describing it.<\/li>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11837\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/add.png\" alt=\"New button\" width=\"15\" height=\"16\" \/>\u00a0on the report dialog and select <strong>Information<\/strong> to add a piece of text to your report.<\/li>\n<li>Enter the title for your report in the text pane. Leave the <strong>Title<\/strong> field blank.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18509 size-full\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/inf_tit11.png\" alt=\"Information instruction with title\" width=\"466\" height=\"291\" \/><\/li>\n<li>Click<strong> [OK]<\/strong> to add the <strong>Information<\/strong> instruction to the report.<\/li>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11837\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/add.png\" alt=\"New button\" width=\"15\" height=\"16\" \/>\u00a0on the report dialog and select <strong>Execute<\/strong>.<\/li>\n<li>Click <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11852\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/list_dwn.png\" alt=\"list_dwn\" width=\"17\" height=\"17\" \/>\u00a0on the <strong>Execute<\/strong> dialog and select the comparison chart (<strong>AN17<\/strong>) from the list.<\/li>\n<li>Click <strong> [OK]<\/strong> to add the <strong>Execute<\/strong> instruction to the report.<\/li>\n<li>Click <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11837\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/add.png\" alt=\"New button\" width=\"15\" height=\"16\" \/>\u00a0on the report dialog and select <strong>Information<\/strong> to add text after the comparison chart.<\/li>\n<li>Enter some text describing the comments list. Use <strong>[Insert]<\/strong> to insert the <strong>Context Aspect<\/strong> of the <strong>Location<\/strong> variable to insert the label of the current location.<\/li>\n<li>Type <strong>AN18 empty<\/strong> in the <strong>N\/A<\/strong> field. This tests if there is currently any data in the comments list (analysis <strong>AN18<\/strong>). If there is not, the instruction will not be used in the report.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18508 size-full\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/inf_na_hl11.png\" alt=\" Information instruction showing context\" width=\"479\" height=\"181\" \/><\/li>\n<li>Click<strong> [OK]<\/strong> to add the <strong>Information<\/strong> instruction to the report.<\/li>\n<li>Click <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11837\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/09\/add.png\" alt=\"New button\" width=\"15\" height=\"16\" \/>\u00a0and select <strong>Execute<\/strong> from the drop-down menu.<\/li>\n<li>Select the comments list (<strong>AN18<\/strong>) from the list of analyses.<\/li>\n<li>Click <strong>[OK]<\/strong> to add the <strong>Execute<\/strong> instruction to the report.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18512 size-full\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/rp1_sim_cont.png\" alt=\"Information instruction showing context\" width=\"581\" height=\"426\" \/><\/li>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17568\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/01\/save.png\" alt=\"save\" width=\"21\" height=\"17\" \/>\u00a0to save your report.<\/li>\n<\/ol>\n<\/div>\n<p><a class=\"button radius read-more-show hide\">Tell me how to do this \u2193<\/a><a class=\"button radius read-more-hide hide\">Hide this content \u2191<\/a><\/p>\n<\/section>\n<section>\n<h3>Step 2: Archive your survey and upload it to Snap WebHost<\/h3>\n<p>You must upload your survey to Snap WebHost. Since you are uploading a survey that is not going to collect any more data, but just be viewed by associates, you can upload a survey archive. Either upload the archived survey provided with this worksheet, or archive your survey and upload it.<\/p>\n<div class=\"read-more-content\">\n<ol>\n<li>Click <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11084 size-full\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2013\/08\/survey_overview1.png\" alt=\"Survey overview button\" width=\"16\" height=\"16\" \/>\u00a0to change to the survey overview window.<\/li>\n<li>Select your survey and click <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14717 size-full\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2014\/04\/arch_surv.png\" alt=\"Archive button\" width=\"19\" height=\"18\" \/>\u00a0to archive it.<\/li>\n<li>Browse for a folder to store the file that you will upload to Snap WebHost<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18501 size-full\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/arch_croc_ata.png\" alt=\" Export survey as snif for snap 9 dialog\" width=\"374\" height=\"155\" \/><\/li>\n<li>Select <strong>Include Raw Data<\/strong> and click<strong> [OK]<\/strong>.<\/li>\n<li>Log in to your researcher account in Snap WebHost and click the <strong>Upload survey<\/strong> link.<\/li>\n<li><strong>[Browse]<\/strong> to the .adf file containing the archived survey and upload it.<\/li>\n<\/ol>\n<\/div>\n<p><a class=\"button radius read-more-show hide\">Tell me how to do this \u2193<\/a><a class=\"button radius read-more-hide hide\">Hide this content \u2191<\/a><\/p>\n<\/section>\n<section>\n<h3>Step 3: Create associates and assign surveys with a context manually<\/h3>\n<p>You assign a survey to someone by creating an associate account for them and assigning a survey to it. You tailor the survey for them by setting their context on the survey when you assign it.<\/p>\n<div class=\"read-more-content\">\n<ol>\n<li>Select the<strong> [My Account]<\/strong> tab. Your list of associates will be shown. This will be empty if you have not created any.<\/li>\n<li>Click <strong>Edit associate<\/strong> to give an existing associate access to the survey. Click<strong> Add new associate<\/strong> and complete the form for a new associate. The username must be unique on Snap WebHost.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18499\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/acc_ass_list_hl.png\" alt=\"acc_ass_list_hl\" width=\"484\" height=\"566\" \/><\/li>\n<li>The list box on the left lists all surveys that are loaded in your account. Double-click on the crocodile survey with contexts. As you do so the survey will move from <strong>Available surveys<\/strong> on the left to <strong>Assigned surveys<\/strong> on the right.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18500\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/acc_assdet.png\" alt=\"acc_assdet\" width=\"462\" height=\"657\" \/><\/li>\n<li>Select the crocodile survey with contexts in <strong>Assigned surveys<\/strong>.<\/li>\n<li>Enter the required context in the <strong>Context<\/strong> field (<strong>Location =1<\/strong> for Bristol, UK). Note that the context will not be checked to see if you have typed it correctly. It is only checked when it is used, and it is only used when the associate logs in and looks at a report or analysis.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18498\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/acc_ass_ctx.png\" alt=\"acc_ass_ctx\" width=\"444\" height=\"275\" \/><\/li>\n<li>Click away from the <strong>Context field<\/strong>. The context will appear in curly brackets after the survey name.<\/li>\n<li>Ensure that the associate has <strong>View analysis<\/strong> checked and that the<strong> Enabled<\/strong> box is checked. (<strong>View analysis<\/strong> enables them to see the reports and analyses that you have uploaded. <strong>Enabled<\/strong> allows them to log into their account.)<\/li>\n<li>Click <strong>[Save]<\/strong> to save your changes.<\/li>\n<li>Repeat with another associate and a different context (e.g. <strong>Location=3<\/strong> for Boston, MA).<\/li>\n<li>Login as each associate and look at the report you created. The content of the report will match the context you have set.<\/li>\n<\/ol>\n<\/div>\n<p><a class=\"button radius read-more-show hide\">Tell me how to do this \u2193<\/a><a class=\"button radius read-more-hide hide\">Hide this content \u2191<\/a><\/p>\n<\/section>\n<section>\n<h3>Create associates and assign surveys and contexts by uploading a file<\/h3>\n<p>If you need to share the survey with multiple associates, you can <a href=\"https:\/\/www.snapsurveys.com\/help\/index.htm#33048\" target=\"_blank\" rel=\"noopener\">set them up by uploading a file<\/a> you have created that tells Snap WebHost how to create the associates and assign surveys to them. A sample CSV file to create associates for the sample survey provided is <a href=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/CC_associate.csv\" target=\"_blank\" rel=\"noopener\">available for download (CC_associates.csv)<\/a>.<\/p>\n<p>If you use the CSV file provided, you will need to change the associate names in it so that they are unique on Snap WebHost.<\/p>\n<div class=\"read-more-content\">\n<h3>Creating a file of associates<\/h3>\n<ol>\n<li>Log on to Snap WebHost and select the <strong>My Account<\/strong> section.<br \/>\nIf you have existing associates, click the <strong>Download Associates<\/strong> link. (Otherwise, click <strong>Upload associates<\/strong> and then click <strong>Download CSV template<\/strong>)<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18503\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/as_download_lk_hl.png\" alt=\"as_download_lk_hl\" width=\"572\" height=\"96\" \/><\/li>\n<li>Save the resulting <strong>associates.csv\u00a0<\/strong>file in a known place.<\/li>\n<li>Open the file in an editing program (such as MicroSoft Excel).<\/li>\n<li>Enter the unique associate account name in the <strong>username<\/strong> column. The example file provided has four associates, one for each of the four locations.<\/li>\n<li>Set the Analysis column to <strong>1<\/strong> and the Enabled column to<strong> 1<\/strong> for each associate.<\/li>\n<li>Add the name of your survey in the first available <strong>survey<\/strong> column (crocodile_context_report for the survey downloaded from this worksheet).<\/li>\n<li>Set the context value for each associate for that survey. The example shows context values for the appropriate location.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18507 size-full\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/excel_4_ass.png\" alt=\"Windows: AttachIt services config install screen\" width=\"500\" height=\"150\" \/><\/li>\n<li>Save the file in a known place as a CSV (comma separated format) file.<\/li>\n<\/ol>\n<h3>Uploading your file of associates to Snap WebHost<\/h3>\n<ol>\n<li>In your account on Snap WebHost, click the <strong>Upload Associates<\/strong> link.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18502\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2015\/04\/as_dn_upload_link_hl.png\" alt=\"as_dn_upload_link_hl\" width=\"553\" height=\"126\" \/><\/li>\n<li>A new window opens to allow you to upload a file. Click <strong>[Browse]<\/strong> and find your CSV associate file.<\/li>\n<li>Select<strong> [Add]<\/strong> as the <strong>Upload associate action<\/strong>. This will add the details for any associates whose usernames are not on the system.<br \/>\nClick<strong> [Upload]<\/strong> to upload the file of associates.<br \/>\nUse the <strong>Edit Associate<\/strong> link to confirm that the survey has been assigned with the correct context.<\/li>\n<\/ol>\n<\/div>\n<p><a class=\"button radius read-more-show hide\">Tell me how to do this \u2193<\/a><a class=\"button radius read-more-hide hide\">Hide this content \u2191<\/a><\/p>\n<\/section>\n<h3>Conclusion<\/h3>\n<p>This worksheet has described how to set up an account for an associate and assign them a survey with a context applied.<\/p>\n<p>For examples of conditions under which a report could be available, see: <a href=\"https:\/\/www.snapsurveys.com\/help\/#31227\" target=\"_blank\" rel=\"noopener\">Setting a condition under which reports and analyses are available<\/a>.<\/p>\n<p>For a full description of testing your available conditions in Snap see: <a href=\"https:\/\/www.snapsurveys.com\/help\/#32020\" target=\"_blank\" rel=\"noopener\">Testing if your Available conditions work in Snap<\/a>.<\/p>\n<p>For more information about creating smart reports, see <a href=\"https:\/\/www.snapsurveys.com\/help\/index.htm#30223\" target=\"_blank\" rel=\"noopener\">The essence of a Smart Report<\/a>.<\/p>\n<p class=\"bodytext\">If there is a topic you would like a worksheet on, email to <a class=\"\" title=\"\" href=\"mailto:snapideas@snapsurveys.com\" target=\"_self\">snapideas@snapsurveys.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><a class=\"ninja_pages_read_more\"  href=\"https:\/\/www.snapsurveys.com\/support-snap11\/worksheets\/tailored-reports-and-analyses-for-associates\/\"><\/a><\/p>\n","protected":false},"author":10,"featured_media":0,"parent":43,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"page-templates\/child-page.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":{"0":"post-18441","1":"page","2":"type-page","3":"status-publish","5":"search_category-support-hub"},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - 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