Running the Summary report to context

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.

This worksheet shows you how to run the Summary report to context and produce a report output for each context.

Summary of steps

  1. Open the Summary report
  2. Set up the context information on the Summary report
  3. Choose the questions that appear in the Summary report
  4. Create a document for each context
  5. Run the report

Step 1: Open the Summary report

  1. Click on the Snap toolbar to open the Reports window.
  2. Double click the Summary report. This opens the Report Summary, including the instruction list, for the Summary report.

Step 2: Set up the context information on the Summary report

  1. In Context, 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.)
  2. In Filter, enter Q1=Q1@Context. This filters each report using the current context.
  1. Click save to save the changes.

Step 3: Choose the questions that appear in the Summary report

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.

  1. In the Report Summary, double click on the Summary Report instruction (number 5).
  2. In Content, 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.
  1. Click OK to save the content to the instruction then click Save button to save the report.

Step 4: Create a document for each location

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.

  1. In the Report Summary, double click on the Page Layout instruction (number 2).
  2. In the Page Layout, select Start New Page, Restart Page numbers and Start New Document. This sets the report up to create a new document for each context.
  1. Click OK to save the Page Layout instruction then click Save button save the report.

Step 5: Run the report

  1. In the Report Summary, click Run button to open the Report Execution dialog.
  2. Choose your preferred output, either printing to a printer or to files, or exporting to one of the available formats.
  1. Click OK to run your report. This produces a copy of your output for each context, such as location.

If you want to learn more about amending the Summary Reports, check out this Automated Summary Report worksheet.