{"id":28252,"date":"2019-02-04T11:20:49","date_gmt":"2019-02-04T11:20:49","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snap11\/?page_id=28252"},"modified":"2023-04-05T16:02:47","modified_gmt":"2023-04-05T15:02:47","slug":"options-available-analysis-associates","status":"publish","type":"page","link":"https:\/\/www.snapsurveys.com\/support-snap11\/worksheets\/options-available-analysis-associates\/","title":{"rendered":"Options available to Analysis Associates"},"content":{"rendered":"<p>This worksheet describes how Analysis Associates can access your shared results in WebHost. Once you have created an associate account <a href=\"https:\/\/www.snapsurveys.com\/help\/index.htm#17659\" target=\"_blank\" rel=\"noopener\">https:\/\/www.snapsurveys.com\/help\/index.htm#17659<\/a> and provided your customers with the required permissions, the associate can log in to WebHost at anytime and access all analyses you have made available to them. This worksheet can be provided to your customers by downloading as a <a href=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/04\/Options-available-to-Analysis-Associates.pdf\" target=\"_blank\" rel=\"noopener\">PDF here<\/a>.<\/p>\n<h3>Background<\/h3>\n<p>When live analyses are shared online using Snap WebHost, the \u2018associate\u2019 are able to log in using an \u2018Associate\u2019 account and see tailored analyses. Reports can be generated that automatically configure themselves for the viewer with data updated in real time (assuming it is a live online survey). The options available to the associate are described in this worksheet.<\/p>\n<h3>Summary of steps<\/h3>\n<p><a href=\"#o33315oaa\" target=\"_self\" rel=\"noopener\">Step 1: Log in to Snap WebHost<\/a><br \/>\n<a href=\"#o33316oaa\" target=\"_self\" rel=\"noopener\">Step 2: Download data to CSV<\/a><br \/>\n<a href=\"#o33317oaa\" target=\"_self\" rel=\"noopener\">Step 3: View analysis and reports<\/a><br \/>\n<a href=\"#o33318oaa\" target=\"_self\" rel=\"noopener\">Step 4: Create custom analysis<\/a><\/p>\n<p><strong>Note: Downloading to CSV, viewing custom analyses and creating custom analyses will only be available if the researcher has set the required permissions in the associate&#8217;s account.<\/strong><\/p>\n<p><a name=\"o33315oaa\"><\/a><\/p>\n<h3>Step 1: Log in to Snap WebHost<\/h3>\n<ol>\n<li>Open your web browser and navigate to <strong><a href=\"https:\/\/www.snapsurveys.com\/login\/\">https:\/\/www.snapsurveys.com\/login\/<\/a><\/strong>.<\/li>\n<li>Enter the username and password (created for the associate) and click <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-28242\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/log-in-lozenge-2.png\" alt=\"log in lozenge 2\" width=\"90\" height=\"38\">.<\/li>\n<li>Once in the <strong>Surveys<\/strong> section of Snap WebHost the associate is able to choose the required survey by clicking on its name.\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-28250\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-surveys-tab.png\" alt=\"webhost surveys tab\" width=\"306\" height=\"184\" srcset=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-surveys-tab.png 306w, https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-surveys-tab-150x90.png 150w\" sizes=\"auto, (max-width: 306px) 100vw, 306px\" \/><\/div>\n<\/li>\n<\/ol>\n<p><a name=\"o33316oaa\"><\/a><\/p>\n<h3>Step 2: Download data to CSV<\/h3>\n<p>The <strong>Summary<\/strong> part of the <strong>Analyze<\/strong> tab provides summary information about the survey, as well as a link to download the total number of cases in the survey to a CSV file format. This can then be imported to Snap Desktop.<\/p>\n<ol>\n<li>Click the <strong>Download CSV Data<\/strong> link and save the file to the desired location.\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-28240\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/download-csv-data.png\" alt=\"download csv data\" width=\"472\" height=\"315\" srcset=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/download-csv-data.png 472w, https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/download-csv-data-150x100.png 150w\" sizes=\"auto, (max-width: 472px) 100vw, 472px\" \/><\/div>\n<\/li>\n<\/ol>\n<p><a name=\"o33317oaa\"><\/a><\/p>\n<h3>Step 3: View analyses and reports<\/h3>\n<ol>\n<li>Click on the <strong>Reports<\/strong> tab. Here, the associate will find any reports that have been assigned to that account. These will typically include 3 default reports automatically generated by Snap based on the variables used in the questionnaire. The reports available to each associate (and the ability to filter them) are set when the Associate Account is created.<br \/>\nAdditionally you can set a specific level of access that each associate has to the reports. For example, a general office manager will need to access reports specific to their own office, whereas an area manager will require access to reports for all offices within their region.<\/p>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-28249\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-reports-tab.png\" alt=\"webhost reports tab\" width=\"475\" height=\"216\" srcset=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-reports-tab.png 475w, https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-reports-tab-150x68.png 150w\" sizes=\"auto, (max-width: 475px) 100vw, 475px\" \/><\/div>\n<\/li>\n<li>Click on <strong>Summary Report<\/strong>. The summary report generates a chart, table or list for every question in the questionnaire (excluding date and time variables).\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-28243\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/summary-report-chart.png\" alt=\"summary report chart\" width=\"535\" height=\"591\" srcset=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/summary-report-chart.png 535w, https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/summary-report-chart-150x166.png 150w, https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/summary-report-chart-453x500.png 453w\" sizes=\"auto, (max-width: 535px) 100vw, 535px\" \/><\/div>\n<p>The <strong>Filters<\/strong> tab allows the associate to edit the report by running it for a specific subset of the data. For example it might be required to run the report for Bristol customers only.<\/p>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-28247\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-filters-tab.png\" alt=\"webhost filters tab\" width=\"384\" height=\"143\" srcset=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-filters-tab.png 384w, https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-filters-tab-150x56.png 150w\" sizes=\"auto, (max-width: 384px) 100vw, 384px\" \/><\/div>\n<p>The report can also be <strong>updated<\/strong> (to show the latest data) and <strong>downloaded<\/strong> (PDF) at anytime.<\/p>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-28251\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/update-download-btns.png\" alt=\"update download btns\" width=\"203\" height=\"26\" srcset=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/update-download-btns.png 203w, https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/update-download-btns-150x19.png 150w\" sizes=\"auto, (max-width: 203px) 100vw, 203px\" \/><\/div>\n<\/li>\n<li>Select the <strong>Analyze<\/strong> tab.<br \/>\nUnder the Analyze tab you will find any stored tables, charts, clouds or lists that you may have uploaded. As with the reports, if the survey is live the analyses stored here will reflect all responses collected so far.<\/p>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-28245\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-analyses-tab.png\" alt=\"webhost analyses tab\" width=\"465\" height=\"315\" srcset=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-analyses-tab.png 465w, https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-analyses-tab-150x102.png 150w\" sizes=\"auto, (max-width: 465px) 100vw, 465px\" \/><\/div>\n<\/li>\n<li>Click on the name (AN1) to open the analysis and <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-28239\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/download-analysis-btn.png\" alt=\"download analysis bt\" width=\"138\" height=\"22\"> if required.\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-28238\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/analysis-example-info.png\" alt=\"analysis example info\" width=\"270\" height=\"180\" srcset=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/analysis-example-info.png 270w, https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/analysis-example-info-150x100.png 150w\" sizes=\"auto, (max-width: 270px) 100vw, 270px\" \/><\/div>\n<\/li>\n<\/ol>\n<p><a name=\"o33318oaa\"><\/a><\/p>\n<h3>Step 4: Create custom analyses<\/h3>\n<p>As well as viewing saved analyses, the associate may also be able to create their own (dependent on account settings). If this option is available:<\/p>\n<ol>\n<li>Choose <strong>Custom analysis<\/strong>.\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-28246\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-custom-analysis-tab.png\" alt=\"webhost custom analysis tab\" width=\"324\" height=\"236\" srcset=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-custom-analysis-tab.png 324w, https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-custom-analysis-tab-150x109.png 150w\" sizes=\"auto, (max-width: 324px) 100vw, 324px\" \/><\/div>\n<p>The Properties tab will now be open in right hand window. This contains the main settings for defining the contents of the analysis.<\/p>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-28248\" src=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-properties-tab.png\" alt=\"webhost properties tab\" width=\"547\" height=\"440\" srcset=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-properties-tab.png 547w, https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-properties-tab-150x121.png 150w, https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2019\/01\/webhost-properties-tab-500x402.png 500w\" sizes=\"auto, (max-width: 547px) 100vw, 547px\" \/><\/div>\n<p>Variables in the <strong>Analysis<\/strong> field define the <strong>rows<\/strong> of the table and variables in the <strong>Break<\/strong> field define the <strong>columns<\/strong> of the table. You can also add filter expressions in the <strong>Filter<\/strong> field to define the case to include in the analysis. The Calculate drop down together with tick box options on the right defines the contents of the table.<\/li>\n<li>Type <strong>Q0<\/strong> into the <strong>Analysis<\/strong> field and <strong>Q10<\/strong> into the <strong>Break<\/strong> field.<\/li>\n<li>Check the <strong>Analysis percents<\/strong> box.<\/li>\n<li>Click OK.<\/li>\n<li>You will now be presented with the table in the <strong>Results<\/strong> tab. Select the <strong>Properties<\/strong> tab to edit the table.<\/li>\n<\/ol>\n<h3>Conclusion<\/h3>\n<p>This worksheet has described how to log in to a Snap WebHost Associate account, download data to CSV, view default and stored analyses and create custom analyses.<\/p>\n<p>You may also be interested in <a href=\"https:\/\/www.snapsurveys.com\/support-snap11\/worksheets\/tailored-reports-and-analyses-for-associates\/\">tailoring your reports and analyses for associates<\/a>.<\/p>\n<p class=\"bodytext\">If there is a topic you would like a worksheet on, email to <a title=\"\" href=\"mailto:snapideas@snapsurveys.com\" target=\"_self\" rel=\"noopener\">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\/options-available-analysis-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-28252","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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