{"id":2055,"date":"2020-07-20T10:51:24","date_gmt":"2020-07-20T09:51:24","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snapxmp\/?post_type=epkb_post_type_1&#038;p=2055"},"modified":"2022-01-17T15:28:54","modified_gmt":"2022-01-17T15:28:54","slug":"creating-a-simple-report","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/creating-a-simple-report\/","title":{"rendered":"Creating a simple report"},"content":{"rendered":"\n<p>You can create your own reports. You can add easily add text, images and analyses to your reports. You can run your report as often as you like, using the latest data to produce an up-to-date report. Once you have set up the report the way you like it, it will be produced like that every time you run it, with no chance of errors creeping in through copying or cut and paste.<\/p>\n\n\n\n<p>There are three steps to creating your own reports. They are shown below, based on the crocodile survey provided with Snap.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Step 1: Creating the report<\/strong> This example shows you how to create a simple title page<\/li><li><strong>Step 2: Adding content<\/strong> This example shows you how to add an existing analysis to your report<\/li><li><strong>Step 3: Running your report<\/strong> You can create much more sophisticated reports using dynamic text, filtered analyses and conditional content.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-2055-_Toc35499103\"><\/a>Step 1: Creating the report<\/h2>\n\n\n\n<p>This step shows you how to create a new report and add three instructions to create a title page.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Click <img decoding=\"async\" width=\"26\" height=\"26\" class=\"wp-image-2056\" alt=\"ReportsIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/reportsicon-png-4.png\"> on the toolbar to open the <strong>Reports<\/strong> window. You will see the three default reports.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"430\" height=\"249\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/defaultreports-png-1.png\" alt=\"List of the standard reports\" class=\"wp-image-2057\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/defaultreports-png-1.png 430w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/defaultreports-png-1-300x174.png 300w\" sizes=\"(max-width: 430px) 100vw, 430px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\"><li>Click <img decoding=\"async\" width=\"25\" height=\"26\" class=\"wp-image-2058\" alt=\"NewSurveyIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/newsurveyicon-png-16.png\"> to create a new report. By default this will have a <strong>Tailor Analysis<\/strong> instruction in and nothing else.<\/li><li>Click <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"26\" class=\"wp-image-2059\" alt=\"NewSurveyIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/newsurveyicon-png-17.png\"> on the report dialog and select <strong>Information <\/strong>from the drop-down menu to add a new <strong>Information<\/strong> instruction.<\/li><li>Click in the text pane.<\/li><li>Click <strong>Insert<\/strong> and select <strong>Image&#8230;<\/strong> from the list of options.<\/li><li>Click <strong>Browse<\/strong> and select an image file. The example shows the Crocodile Rock Cafe banner.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"356\" height=\"349\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/createreport1-insertimage-png.png\" alt=\"Insert an image into a report\" class=\"wp-image-2060\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/createreport1-insertimage-png.png 356w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/createreport1-insertimage-png-300x294.png 300w\" sizes=\"(max-width: 356px) 100vw, 356px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"7\"><li>Click <strong>OK <\/strong>to insert the image.<\/li><li>Click<strong> OK<\/strong> in the <strong>Information<\/strong> dialog to save the instruction.<\/li><li>Click <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"26\" class=\"wp-image-2061\" alt=\"NewSurveyIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/newsurveyicon-png-18.png\"> on the <strong>Report<\/strong> dialog to insert another <strong>Information<\/strong> instruction.<\/li><li>Enter the title for your report in the text pane. (Report on the Crocodile Restaurant). Leave the <strong>Title <\/strong>field blank (this is the title of the <strong>Instruction<\/strong>.). Style your title text by selecting the text and using the format buttons. The example below has been set to 28pt bold text<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"667\" height=\"213\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/createreport2-title-png.png\" alt=\"Add a title to a report\" class=\"wp-image-2062\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/createreport2-title-png.png 667w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/createreport2-title-png-300x96.png 300w\" sizes=\"(max-width: 667px) 100vw, 667px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"11\"><li>Click<strong> OK<\/strong> to keep your title.<\/li><li>Click <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"26\" class=\"wp-image-2063\" alt=\"NewSurveyIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/newsurveyicon-png-19.png\"> on the report dialog and select <strong>Page Layout <\/strong>from the drop-down menu.<\/li><li>Select <strong>Start New Page<\/strong> and click <strong>OK<\/strong>. This will put a page break in your report after the title page.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"382\" height=\"346\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/createreport3-pagelayout-png.png\" alt=\"Start a new page in a report\" class=\"wp-image-2064\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/createreport3-pagelayout-png.png 382w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/createreport3-pagelayout-png-300x272.png 300w\" sizes=\"(max-width: 382px) 100vw, 382px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"14\"><li>Click <strong>OK<\/strong> to save the instruction.<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-2055-o32265\"><\/a><a id=\"post-2055-_Toc35499104\"><\/a>Step 2: Adding content to your report<\/h2>\n\n\n\n<p>This step shows you how to add some text and an analysis to your report. Although you can create analyses directly in a report, it is a good idea to create any analyses you want first, so you can check that they are the way you want.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Click <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"26\" class=\"wp-image-2065\" alt=\"NewSurveyIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/newsurveyicon-png-20.png\"> on the report dialog and select <strong>Information <\/strong>from the drop-down menu to add a new <strong>Information<\/strong> instruction.<\/li><li>Enter your text to describe your report.<\/li><li>Click<strong> OK<\/strong> to keep your introduction.<\/li><li>Click <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"26\" class=\"wp-image-2066\" alt=\"NewSurveyIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/newsurveyicon-png-21.png\"> on the report dialog and select <strong>Execute <\/strong>from the drop-down menu to add a new <strong>Execute<\/strong> instruction.<\/li><li>Expand the <strong>Execute <\/strong>field and select the analyses you want, in this example <strong>AN14 <\/strong>(the radar chart) is selected.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"329\" height=\"196\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/addcontent1-execute-png.png\" alt=\"Add an analysis to a Execute report instruction\" class=\"wp-image-2067\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/addcontent1-execute-png.png 329w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/addcontent1-execute-png-300x179.png 300w\" sizes=\"(max-width: 329px) 100vw, 329px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"6\"><li>Click <strong>OK<\/strong> to add the <strong>Execute <\/strong>instruction to the report.<\/li><li>Click <img loading=\"lazy\" decoding=\"async\" width=\"26\" height=\"26\" class=\"wp-image-2068\" alt=\"SaveIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/saveicon-png-29.png\"> to save the report.<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-2055-o33823\"><\/a><a id=\"post-2055-_Toc35499105\"><\/a>Step 3: Running your report<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li>Click the <img loading=\"lazy\" decoding=\"async\" width=\"26\" height=\"26\" class=\"wp-image-2069\" alt=\"ExecuteIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/executeicon-png-2.png\"> button on the report window toolbar to run the report.<\/li><li>It is often a good idea to check your report on screen rather than sending it to a printer. You can check what it will look like by clicking <strong>Preview<\/strong>.<\/li><li>You can also save the report to a file by choosing any print to file option available in the print settings.<\/li><li>Click <strong>OK<\/strong> to close the printer window and then click <strong>OK<\/strong> to run the report.<\/li><li>You can see that there is information about the chart between the last information instruction and the chart itself. You can stop those appearing by changing the <strong>Analysis Definition <\/strong>for the chart<\/li><li>Click <img loading=\"lazy\" decoding=\"async\" width=\"26\" height=\"26\" class=\"wp-image-2071\" alt=\"AnalysesIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/analysesicon-png.png\"> on the Snap toolbar to open the <strong>Analyses <\/strong>window.<\/li><li>Open the chart <strong>AN15<\/strong>.<\/li><li>Click on <strong>Properties<\/strong> <img loading=\"lazy\" decoding=\"async\" width=\"26\" height=\"26\" class=\"wp-image-2072\" alt=\"VariablePropsIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/variablepropsicon-png-18.png\"> to open the Analysis Definition. Select the <strong>Report Styles<\/strong> tab.<\/li><li>Clear the <strong>Reports Include<\/strong> options (the <strong>Description<\/strong>, <strong>Notes <\/strong>and <strong>Title<\/strong> were set in the sample survey).<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"487\" height=\"283\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/runreport1-reportstyles-png.png\" alt=\"Set the analysis text included when running a report\" class=\"wp-image-2073\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/runreport1-reportstyles-png.png 487w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/runreport1-reportstyles-png-300x174.png 300w\" sizes=\"(max-width: 487px) 100vw, 487px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"10\"><li>Click <strong>OK<\/strong> to save your changes.<\/li><li>Click <img loading=\"lazy\" decoding=\"async\" width=\"26\" height=\"26\" class=\"wp-image-2074\" alt=\"ExecuteIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/07\/executeicon-png-3.png\"> on the report window bar to and run the report again.<\/li><li>Your report will now look something like this.<\/li><\/ol>\n","protected":false},"excerpt":{"rendered":"<p>You can create your own reports. You can add easily add text, images and analyses to your reports. You can run your report as often as you like, using the latest data to produce an up-to-date report. Once you have set up the report the way you like it, it will be produced like that [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"epkb_post_type_1_category":[50],"epkb_post_type_1_tag":[],"class_list":["post-2055","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-smart-reporting"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Creating a simple report | SnapSurveys<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/creating-a-simple-report\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating a simple report | SnapSurveys\" \/>\n<meta property=\"og:description\" content=\"You can create your own reports. 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