{"id":31232,"date":"2020-11-17T14:44:35","date_gmt":"2020-11-17T14:44:35","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snap11\/?page_id=31232"},"modified":"2020-11-18T12:29:30","modified_gmt":"2020-11-18T12:29:30","slug":"running-the-summary-report-to-context","status":"publish","type":"page","link":"https:\/\/www.snapsurveys.com\/support-snap11\/worksheets\/running-the-summary-report-to-context\/","title":{"rendered":"Running the Summary report to context"},"content":{"rendered":"\n

Every survey in Snap contains a Summary report. You can use any question in your survey that contains a department, site, location or similar information as a context for your report. This lets you create a report for each of your departments, sites, locations or other contexts.<\/p>\n\n\n\n

This worksheet shows you how to run the Summary report to context and produce a report output for each context.<\/p>\n\n\n\n

Summary of steps<\/h2>\n\n\n\n
  1. Open the Summary report<\/a><\/li>
  2. Set up the context information on the Summary report<\/a><\/li>
  3. Choose the questions that appear in the Summary report<\/a><\/li>
  4. Create a document for each context<\/a><\/li>
  5. Run the report<\/a><\/li><\/ol>\n\n\n\n

    Step 1: Open the Summary report<\/h2>\n\n\n\n
    1. Click on the Snap toolbar to open the Reports<\/strong> window.<\/li>
    2. Double click the Summary<\/strong> report. This opens the Report Summary, including the instruction list, for the Summary report.<\/li><\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      Step 2: Set up the context information on the Summary report<\/h2>\n\n\n\n
      1. In Context<\/strong>, 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.)<\/li>
      2. In Filter<\/strong>, enter Q1=Q1@Context. This filters each report using the current context.<\/li><\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n
        1. Click \"save\" to save the changes.<\/li><\/ol>\n\n\n\n

          Step 3: Choose the questions that appear in the Summary report<\/h2>\n\n\n\n

          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.<\/p>\n\n\n\n

          1. In the Report Summary, double click on the Summary Report<\/strong> instruction (number 5).<\/li>
          2. In Content<\/strong>, 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.<\/li><\/ol>\n\n\n\n
            \"\"<\/figure>\n\n\n\n
            1. Click OK<\/strong> to save the content to the instruction then click \"Save to save the report.<\/li><\/ol>\n\n\n\n

              Step 4: Create a document for each location<\/h2>\n\n\n\n

              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.<\/p>\n\n\n\n

              1. In the Report Summary, double click on the Page Layout<\/strong> instruction (number 2).<\/li>
              2. In the Page Layout, select Start New Page<\/strong>, Restart Page numbers<\/strong> and Start New Document<\/strong>. This sets the report up to create a new document for each context.<\/li><\/ol>\n\n\n\n
                \"\"<\/figure>\n\n\n\n
                1. Click OK<\/strong> to save the Page Layout instruction then click \"Save save the report.<\/li><\/ol>\n\n\n\n

                  Step 5: Run the report<\/h2>\n\n\n\n
                  1. In the Report Summary, click \"Run to open the Report Execution dialog.<\/li>
                  2. Choose your preferred output, either printing to a printer or to files, or exporting to one of the available formats.<\/li><\/ol>\n\n\n\n
                    \"\"<\/figure>\n\n\n\n
                    1. Click OK<\/strong> to run your report. This produces a copy of your output for each context, such as location.<\/li><\/ol>\n\n\n\n

                      If you want to learn more about amending the Summary Reports, check out this Automated Summary Report worksheet<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

                      <\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"parent":43,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-31232","page","type-page","status-publish"],"acf":[],"yoast_head":"\nRunning the Summary report to context - Snap Surveys<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Running the Summary report to context - Snap Surveys\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.snapsurveys.com\/support-snap11\/worksheets\/running-the-summary-report-to-context\/\" \/>\n<meta property=\"og:site_name\" content=\"Snap Surveys\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/SnapSurveys\" \/>\n<meta property=\"article:modified_time\" content=\"2020-11-18T12:29:30+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.snapsurveys.com\/support-snap11\/wp-content\/uploads\/2020\/11\/image001.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@snapsurveys\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.snapsurveys.com\/support-snap11\/worksheets\/running-the-summary-report-to-context\/\",\"url\":\"https:\/\/www.snapsurveys.com\/support-snap11\/worksheets\/running-the-summary-report-to-context\/\",\"name\":\"Running the Summary report to context - 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