{"id":3072,"date":"2020-10-22T11:47:48","date_gmt":"2020-10-22T10:47:48","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snapxmp\/?post_type=epkb_post_type_1&#038;p=3072"},"modified":"2022-01-17T16:03:25","modified_gmt":"2022-01-17T16:03:25","slug":"adding-report-instructions","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/adding-report-instructions\/","title":{"rendered":"Adding report instructions"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Types of report instructions<\/h2>\n\n\n\n<p>\n  A report contains report instructions that either specify how the report will appear, or put content into the report. \n<\/p>\n\n\n\n<p>\n  The different report instructions are:\n<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><p>   <strong>Tailor Analysis <\/strong><\/p><\/td><td><p>\n  This sets the standard options used in the report, and when used at the beginning ensures that the report always runs with the same initial settings. By default, a new report contains a <strong>Tailor Analysis<\/strong> instruction as the first instruction, but you may include one at any point. After a report has been run the Tailor Analysis settings are automatically reset. \n<\/p><\/td><\/tr><tr><td><p>  <strong> Table, Chart, Cloud, List or Map <\/strong><\/p><\/td><td><p>\n  This defines an analysis that is used only in the report. You can produce multiple tables and charts using <strong>Frequency<\/strong> as the <strong>Break<\/strong>, as well as single tables for grids, holecount and statistical tables.\n<\/p><\/td><\/tr><tr><td><p>   <strong>Execute <\/strong><\/p><\/td><td><p>\n  Execute or run existing analyses or other reports as part of the current report. If you use it to execute an analysis, the analysis will be created exactly as defined. \n<\/p><\/td><\/tr><tr><td><p>   <strong>Page Layout<\/strong>  <\/p><\/td><td><p>\n  You can change the page layout by setting the orientation, numbers of columns, change headers, including page breaks and changing fonts.\n<\/p><\/td><\/tr><tr><td><p>   <strong>Window size<\/strong> <\/p><\/td><td><p>\n  Set the window size to ensure consistency in the way charts are printed. \n<\/p><\/td><\/tr><tr><td><p>   <strong>Information <\/strong><\/p><\/td><td><p>\n  Insert information containing words, images and dynamic text.\n<\/p><\/td><\/tr><tr><td><p>   <strong>Text grid<\/strong> <\/p><\/td><td><p>\n  Insert a grid containing words, images and dynamic text.\n<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>\n  In addition there are three pre-built reports that are included with every new survey. These pre-built reports can be included as an instruction in any other report. These are covered in more details in the help topic <a href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/the-standard-reports\/\">The standard reports<\/a>.\n<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\"><p><strong>Questionnaire Report <\/strong><\/p><\/td><td><p>\n  This report shows a brief overview of your data as a count and\/or a percentage for each question in the format of your questionnaire.\n<\/p><\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><p><strong>Summary Report <\/strong><\/p><\/td><td><p>\n  This report gives a chart for each single or multiple response question, a mini statistics table for each quantity response question and a list for any literal response question.\n<\/p><\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><p><strong>Summary Tables Report <\/strong><\/p><\/td><td><p>\n  This report tabulates responses to all questions. \n<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Creating a report instruction<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li>\n  Click <strong>Reports<\/strong> \n  <img decoding=\"async\" width=\"26\" height=\"26\" class=\"wp-image-3073\" alt=\"ReportsIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/reportsicon-png-1.png\">\n   to open the Reports<strong> <\/strong>window showing a list of reports for the current survey.\n<\/li><li>\n  Double-click the <strong>Report<\/strong> where you want to add an instruction. This opens the <strong>Report definition<\/strong> dialog.\n<\/li><li>\n  Click <strong>New Instruction<\/strong> \n  <img decoding=\"async\" width=\"25\" height=\"26\" class=\"wp-image-3074\" alt=\"NewSurveyIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/newsurveyicon-png-26.png\">\n   on the <strong>Report definition<\/strong> dialog toolbar. This opens a menu with the list of available instructions.\n<\/li><li>\n  Click on the type of instruction you want to create. This opens a report instruction dialog that depends on the instruction selected.\n<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Tables, Chart, Cloud, List and Map Results Definition<\/h2>\n\n\n\n<p>\n  The <strong>Results definition<\/strong> window is a simplified version of the <strong>Analysis Definition<\/strong> window that includes the <strong>Definition<\/strong> and <strong>Notes\/Titles<\/strong> tabs.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"504\" height=\"480\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/resultsdefn2-png.png\" alt=\"Results Definition dialog used to add a table, chart, list, word cloud or map to the report\" class=\"wp-image-3075\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/resultsdefn2-png.png 504w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/resultsdefn2-png-300x286.png 300w\" sizes=\"(max-width: 504px) 100vw, 504px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Definition tab<\/strong><\/td><td>This tab defines the name and style of the analysis (table, chart, cloud, list or map) and the data analysed. The values in the <strong>Analysis<\/strong>, <strong>Break<\/strong> and <strong>Filter<\/strong> fields can be used to produce multiple tables, charts, lists and maps in the report.<\/td><\/tr><tr><td><strong>Notes\/Titles tab<\/strong><\/td><td>Defines the titles and note text that appears on the analysis.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Tailor Analysis<\/h2>\n\n\n\n<p>   The <strong>Tailor Analysis<\/strong> instruction sets the default options for the analysis while the report is running. When a report is created it contains one <strong>Tailor Analysis<\/strong> instruction. The <strong>Analysis Tailoring<\/strong> dialog is similar to the Analysis Definition dialog used to create Analyses.  The Tailor Analysis has six tabs.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Base\/Labels<\/strong><\/td><td>Define the base used for the analysis; select the bases to display and set templates for the labels.<\/td><\/tr><tr><td><strong>Report Styles<\/strong><\/td><td>Select or clear the report style check boxes to show or hide titles and descriptions in the report and to select the horizontal alignment.<\/td><\/tr><tr><td><strong>Cells<\/strong><\/td><td>Define how the data appears in the table cells.<\/td><\/tr><tr><td><strong>Auto Coding<\/strong><\/td><td>Defines how to automatically generate variables for analyses, especially word clouds, built from open response questions<\/td><\/tr><tr><td><strong>Summary Statistics<\/strong><\/td><td>Choose the advanced statistics that are displayed for the analysis.<\/td><\/tr><tr><td><strong>Descriptive Statistics<\/strong><\/td><td>Choose the descriptive statistics that are displayed for the analysis.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"494\" height=\"411\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/analysistailoring-png.png\" alt=\"Analysis Definition showing the Report Styles tab\" class=\"wp-image-3076\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/analysistailoring-png.png 494w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/analysistailoring-png-300x250.png 300w\" sizes=\"(max-width: 494px) 100vw, 494px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Execute<\/h2>\n\n\n\n<p>\n  Saved analyses and other reports are run using the <strong>Execute<\/strong> instruction. \n<\/p>\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\/10\/executeinstruction-png.png\" alt=\"Execute report instruction to execute another report or analysis\" class=\"wp-image-3077\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/executeinstruction-png.png 329w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/executeinstruction-png-300x179.png 300w\" sizes=\"(max-width: 329px) 100vw, 329px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\"><li>\n  Enter an <strong>Analyses<\/strong> or <strong>Report<\/strong> in the Execute box.\n<\/li><li>\n  Click <strong>View Analysis<\/strong>  \n  <img loading=\"lazy\" decoding=\"async\" width=\"26\" height=\"26\" class=\"wp-image-3078\" alt=\"VariablePropsIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/variablepropsicon-png-9.png\">\n   to see the selected analysis or report.\n<\/li><li>\n  If you have selected a report, enter the range of instructions to be executed in the <strong>Instruction<\/strong> box.\n<\/li><li>\n  Filter your report or analysis data by entering an expression in the <strong>Filter<\/strong> box.\n<\/li><li>\n  Specify a condition which stops the report or analysis executing by entering an expression in the <strong>N\/A <\/strong>box.\n<\/li><li>\n  Click <strong>OK<\/strong> to create the <strong>Instruction.<\/strong>\n<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Page Layout<\/h2>\n\n\n\n<p>\n  The <strong>Page Layout<\/strong> dialog contains three tabs.\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>\n    Page Breaks\n  <\/li><li>\n    Page Setup \n  <\/li><li>\n    Report Fonts\n  <\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Page Breaks <\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"374\" height=\"245\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/pagelayout1-png.png\" alt=\"A page layout instruction showing the page breaks\" class=\"wp-image-3079\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/pagelayout1-png.png 374w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/pagelayout1-png-300x197.png 300w\" sizes=\"(max-width: 374px) 100vw, 374px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\"><li>\n  Select the <strong>Start New Page<\/strong> check box to create a page break and put the subsequent content on a new page.\n<\/li><li>\n  There are three types of <strong>Page Breaking.<\/strong>\n  <ul>\n    <li><strong>Unchanged<\/strong> uses the existing method of page breaking.\n    <\/li>\n    <li><strong>Break between items <\/strong>puts a page break between every instruction.\n    <\/li>\n    <li><strong>Continuous report <\/strong>starts a new page if the next item does not fit on the current page.\n    <\/li>\n  <\/ul>\n<\/li><li>\n  Select the <strong>Restart Page numbers<\/strong> check box to start the page number from the entered number.\n<\/li><li>\n   Select the <strong>Start New Document<\/strong> check box to put the subsequent content in a new file. This is normally used when creating multiple reports. \n<\/li><li>\n  Use <strong>Insert<\/strong> to use one of the fields as part of the filename.\n<\/li><\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Page Setup <\/h3>\n\n\n\n<p>\n  On the <strong>Page Setup<\/strong> tab, modify the page orientation, modify columns, and set page margins, borders, headers, footers and thumb text\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"373\" height=\"276\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/pagelayout2-png.png\" alt=\"A page layout instruction showing the page setup\" class=\"wp-image-3080\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/pagelayout2-png.png 373w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/pagelayout2-png-300x222.png 300w\" sizes=\"(max-width: 373px) 100vw, 373px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Report Fonts <\/h3>\n\n\n\n<p>\n  On the <strong>Report Fonts<\/strong> tab, select the fonts for the <strong>Instruction Titles<\/strong> and the <strong>Instruction Content<\/strong>.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"377\" height=\"157\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/pagelayout3-png.png\" alt=\"A page layout instruction showing how to change the report fonts\" class=\"wp-image-3081\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/pagelayout3-png.png 377w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/pagelayout3-png-300x125.png 300w\" sizes=\"(max-width: 377px) 100vw, 377px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Window Size<\/h2>\n\n\n\n<p>\n  Use the <strong>Window Size<\/strong> dialog to change the size of the window and change where the report is placed in the window.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"343\" height=\"305\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/windowsizedlg-png.png\" alt=\"Window size instruction\" class=\"wp-image-3082\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/windowsizedlg-png.png 343w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/windowsizedlg-png-300x267.png 300w\" sizes=\"(max-width: 343px) 100vw, 343px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Setting the window size <\/h3>\n\n\n\n<ol class=\"wp-block-list\"><li>\n  To use the default window size select <strong>Standard<\/strong> in the <strong>Size<\/strong> box.\n<\/li><li>\n  To set custom window dimensions click <strong>Set Custom<\/strong>. \n<\/li><li>\n  In the <strong>Set Window Size<\/strong> dialog, change the size of the dialog by dragging the sides or bottom corners.\n<\/li><li>\n  When you have set it to the required size click <strong>Save <\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"26\" height=\"26\" class=\"wp-image-3083\" alt=\"SaveIcon.png\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/saveicon-png-29.png\">\n  .\n<\/li><\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Setting the analysis placement <\/h3>\n\n\n\n<ol class=\"wp-block-list\"><li>\n  Resize the analysis to always fit the specified space, select <strong>Scale<\/strong> in the box. \n<\/li><li>\n  Resize the analysis only if it is larger than the specified space, select <strong>Limit<\/strong> in the box.\n<\/li><li>\n  Set the percentage of the <strong>Page<\/strong> or <strong>Column<\/strong> that the analysis occupies.\n<\/li><\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Example <\/h3>\n\n\n\n<p><strong>Scale<\/strong> the plot to <strong>80% <\/strong>of the <strong>Column<\/strong> resizes the analysis to fill 80% of the current column.\n<\/p>\n\n\n\n<p><strong>Limit<\/strong> the plot to <strong>80%<\/strong> of the <strong>Page<\/strong> reduces the size of the analysis if it is larger than 80% of the page.\n<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Information<\/h2>\n\n\n\n<p>\n  Content containing words and images can be included in the report using the <strong>Information Instruction<\/strong>. \n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"395\" height=\"354\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/informationinstndlgwitheg-png.png\" alt=\"Insert an information instruction containing text and images\" class=\"wp-image-3084\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/informationinstndlgwitheg-png.png 395w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/informationinstndlgwitheg-png-300x269.png 300w\" sizes=\"(max-width: 395px) 100vw, 395px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\"><li>\n  In <strong>Title<\/strong> enter a name for the Instruction.\n<\/li><li>\n  In the <strong>N\/A<\/strong> enter a condition where the <strong>Information<\/strong> is not shown in the report.\n<\/li><li>\n  Enter text in the contents box.\n<\/li><li>\n  Click <strong>Insert<\/strong> to add an image, variable field, survey field, date or time, HTML field or cell value.\n<\/li><li>\n  Click <strong>Reset<\/strong> to set the font settings back to the defaults. \n<\/li><li>\n  Click <strong>OK<\/strong> to save the <strong>Information<\/strong>.\n<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Text Grid<\/h2>\n\n\n\n<p>\n  Add a grid table, containing words or images, to a report using the <strong>Text Grid Instruction<\/strong>. This can be used to create recommendations dynamically.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"503\" height=\"385\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/textgriddlg-png.png\" alt=\"Insert a text grid instruction containing a table of text or images\" class=\"wp-image-3085\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/textgriddlg-png.png 503w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/textgriddlg-png-300x230.png 300w\" sizes=\"(max-width: 503px) 100vw, 503px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\"><li>\n  In <strong>Title<\/strong> enter a name for the Instruction.\n<\/li><li>\n  In <strong>N\/A<\/strong> enter a condition where the <strong>Text Grid<\/strong> is not shown in the report.\n<\/li><li>\n  Adjust the size of the grid in <strong>Rows<\/strong> and <strong>Columns<\/strong>.\n<\/li><li>\n  Select <strong>Style<\/strong> to change the look of the <strong>Text Grid<\/strong>.\n<\/li><li>\n  Click \n  <img loading=\"lazy\" decoding=\"async\" width=\"16\" height=\"18\" class=\"wp-image-3086\" alt=\"TextGridMenu.PNG\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/10\/textgridmenu-png.png\">\n   and select <strong>Edit Styles<\/strong> to change the <strong>Text Grid<\/strong> style and <strong>Sizing<\/strong> to change the column sizing.\n<\/li><li>\n  In each grid cell enter text or click <strong>Insert<\/strong> to add an image, variable field, survey field, date or time, HTML field or cell value.\n<\/li><li>\n  Click <strong>Reset<\/strong> to set the font settings back to the defaults. \n<\/li><li>\n  Click <strong>OK<\/strong> to save the <strong>Text Grid<\/strong>.\n<\/li><\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Types of report instructions A report contains report instructions that either specify how the report will appear, or put content into the report. The different report instructions are: Tailor Analysis This sets the standard options used in the report, and when used at the beginning ensures that the report always runs with the same initial [&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-3072","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>Adding report instructions | 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\/adding-report-instructions\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding report instructions | SnapSurveys\" \/>\n<meta property=\"og:description\" content=\"Types of report instructions A report contains report instructions that either specify how the report will appear, or put content into the report. 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