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In Step 3 of the Report Wizard (where you select the Template to be used for the report), you can choose whether you wish to continue designing the report page by page, or whether you wish to use the Report Page Wizard .(see the figure below).
You can run this facility at any time during the report creation and editing process by going to the Report > Edit > Report Page Wizard menu command.
Figure 1 - Choosing Continue with Report Page Wizard
The four-step Report Page Wizard allows you to create, quickly and easily, a number of standard report pages based on the selections you make in the wizard.
- In the Report Wizard check the Continue with Report Page Wizard box and click Finish, or if you wish to add further pages to an existing report using the Page Wizard, go to the Report > Edit > Report Page Wizard menu command.
- Choose the layout for the report pages from a number of predefined styles and layouts:
- Page masters
- Layout masters
- Aggregated table styles
- Chart styles
- Chart palettes
- Question text type
- When you have selected the desired layout and styles, click Next to proceed to step 2 in the Wizard .
- Click Next to proceed to the next step in the Wizard .
- Select the questions you wish to use as the table columns, then click Next to proceed.
- Click Finish to generate the report.
The Report Page Wizard opens at Step 1.
Note: If you choose a Layout Master that includes both a Table and a Chart element, then the Table and the Chart will be connected automatically. However if the Page is created without both elements then there will be no such connection and you will then have to make that connection “manually".
Note also that if you use a Layout Master that contains more than one table and a chart, the chart will be connected to the first table. And if the Layout Master has more than one chart, only the first chart will be automatically connected to a table.
As you select a layout or style, the preview of the resulting page is updated .
Figure 2 - Example of the Report Page Wizard - Step 1
In Step 2 you choose the questions that will be used in the table rows of the aggregated tables. A separate page will be created for each question you choose in this step.
Figure 3 - Example of the Report Page Wizard - Step 2
The Interview Start and Interview End items are the time/date information of when the respondents started and ended the survey. If you select these items, a pop-up window appears .(see the figure below). In this window you can define the time increments (the granularity), and the start and end dates of the period for which the data is to be displayed. (go to Rolling Time Series for more information)
Figure 4 - Interview Start and End
When you select the Interview Status item, a pop-up window with all Forsta Plus Interview statuses is displayed .
Figure 5 - Interview Status
The statuses that you do not want to display can be removed from the Available items field. Click OK on completion.
In Step 3 of the wizard, you must choose the questions that will be used in the table columns of the aggregated tables. All questions selected in the previous step will be crossed with the question(s) you select here. Banners (cross-breaks) will be available in this step. For more information about Banners, see The Table Designer and Data Source part of the documentation. Click the links for more information on Table Designer and the Data Source.
Figure 6 - Report Page Wizard - Step 3
Step 4 of the Wizard opens . Here you can choose the questions you want to use as dynamic filters that are available for Viewers (go to Filter Page for Viewers Overview for more information).
Figure 7 - Example of the Report Page Wizard - Step 4
Note: Only Single and Grid questions will be available in this step. Interview Start, Interview End, and Interview Status can also be used as dynamic filters.
A folder called Wizard Folder is created that contains all the new report pages . Open the folder to see the report pages.
Figure 8 - Example of the resulting Wizard folder