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Sharing Crosstabs

This document details the process for sharing Crosstabs reports with others using the Logic Library.

Overview

You can use the Logic Library to share your Crosstabs reports with other users who may not have access to the Decipher portal. This is done using the crosstabs logic node, which will take a snapshot of the current crosstab or saved report and send it to one or more pre-specified recipients. The crosstabs logic node is periodic, meaning that it can be scheduled to send out the report at pre-defined intervals.

To learn more about periodic logic nodes, click here.

1: Logic Syntax

To share a crosstab or saved report, you will need to add a <logic> tag to your survey, specifying a label, uses="crosstabs.1", the intended recipient(s), and desired delivery time. For example, if you wanted to run and send a daily crosstab report about your Cupcake project to "someone@decipherinc.com", you might input the following script:

<logic label="crosstabs" crosstabs:period="daily" crosstabs:recipients="someone@decipherinc.com"
     crosstabs:subject="Daily report"
      crosstabs:message="Here are the stats for project Cupcake!"
     crosstabs:saved="bqd317gwr5rxsyqq" crosstabs:time="09:00" uses="crosstabs.1" />

2: Parameters

The following parameters can be passed to the crosstabs logic node:

Attribute Description
crosstabs:recipients Comma-separated list of recipient email addresses.
crosstabs:subject Subject of the email being sent.
crosstabs:message Optional message in the body of the email being sent.
crosstabs:saved ID of the crosstab or saved report you would like to share; this should be a hexadecimal string visible in the URL when running the report (i.e., http://[server]/apps/report/[path/to/project]/report/[ID])
crosstabs:period Specifies how often the report will be sent out. Can currently only be set to "daily".
crosstabs:time Specifies the exact time that the report is sent. 
crosstabs:format Determines the export format of the report being sent. Can be set to pdf (PDF), excel (Excel 2007) or pptx (PowerPoint).

Note: crosstabs:saved should be 12-16 characters long and is not the unsaved id (when changing settings in a saved crosstab and clicking the save button, the URL may show a temporary id instead of the saved id) or TOTAL; temp ids and TOTAL values are invalid inputs.

Important: Crosstabs logic nodes are not supported in append.xml.

3: Setup Considerations

There are a few things to keep in mind when scheduling shared reports:

  • The email generated for sharing Crosstabs is not white labeled and there are no customization options for the email template itself; only the email's subject line and body message can be customized.
  • crosstabs:saved should reference a non "Private" crosstab/saved report ID to ensure that there are no errors accessing the report when the logic node is triggered (Crosstabs permission defaults to "Private").
  • Deleting a Crosstab report that is referenced in a Crosstab logic node results in an error email. Setting the report access as "View Only" or "Protected" provides some protection (because only the owner is able to delete the report).
  • Deleting a logic node does not remove it from being triggered and results in an error email. If needed, you can reload the survey after changing a parameter such as the trigger time, which resets the schedule process, and then close the survey.
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