Creating a context for reporting

When including a context in your report there must be variables in your survey that will hold this information. These are the context variables. Using the Crocodile Rock Survey, the instructions show how to set up a context variable for the Location. Select File|Context Values to open the Context Values window. The global context value […]

Introduction to contexts

When you are creating a Smart Report, you usually want to put the most up-to-date data in the report. This data changes as more responses come in, so you must have a way of representing it that allows it to change when the data changes. You can look at all the survey data or focus […]

Adding benchmarks and recommendations to reports by overtyping cells

You can enter your own data within a table for use elsewhere by overtyping cell values, and row and column labels in analysis tables. 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 […]

Cell Referencing

You can use table cell references to insert the content of a table cell in reports and analyses. Create the table containing the data that you want to use, and then insert a table cell reference where you need the data. You can use references to the row labels, column labels and the table cells […]

Conditionally including content in your reports

You can set up conditions on parts of your report so they will only be put in the report if the conditions are met. You enter conditions in the N/A field on a report instruction. Conditions can be applied to any instruction that puts content in the report. These are: The conditions must be a […]

Controlling which aspects of an analysis appear in your reports

Analyses can include the following items: 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 […]

Positioning a chart, map or cloud in your report

It can be difficult to position some analyses precisely in a report, as the data in the analysis may change, changing its shape. For example, the lengths of bars in a bar chart can change, or the words used in a word cloud. When you insert a graphical analysis, such as a chart, map or […]

Spell checking your reports

You can check the spelling of a report by clicking the button on the toolbar. This will check the spelling in all Information and Text Grid instructions in the report. It will also check the spelling in the Notes pane of any analyses that are included directly in the report. Checking the spelling of notes […]

Inserting text and graphics in your report

Inserting a single piece of text or a graphic Prior to creating your report, it is recommended that you create graphics at the correct size for your report. 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. […]