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=== Example 1: Just Dublin ===
{| class="wikitable"* ! Field From the list of fields we choose Location.* ! Match ! Value|-| Location || Exact Match|| Dublin* Value Dublin|-|}
Result Returns 1,2,3
=== Example 3: (Dublin and Blue) or (New York and Red) ===
{| class="wikitable"
! Group
! Limiting
! Field
! Match
! Value
|-
| 1 || || Location || Exact Match || Dublin
|-
| 1 || And || Colour || Exact Match || Blue
|-
| 2 || Or || Location || Exact Match || New York
|-
| 2 || And || Colour || Exact Match || Red
|-
|}
''Result Returns 1,2,5''
The query reads
Where (strCDA_X_field_0_2 = ‘Dublin’ and strCDA_X_field_0_1 = ‘Blue’ ) or ( strCDA_X_field_0_2 = ‘New York’ and strCDA_X_field_0_1 = ‘Red’ )
The Group number brackets fields and options. When there is a change of number the Group puts the condition between the brackets. If you have any challenges in setting up and configuring these reports please feel free to contact us at support@bxpsoftware.com
= Report Differences =
== Data ==
There are two sections to the Customised – Data type
* Customised - Data
** Customised - Data - All Contacts - By Group
* Customised - Data - Filtered
** Customised - Data - All Contacts - By Group with Filter
The first allows you to generate the data reports as you would with the Instant – Data reports except that all the settings are stored in the Custom Group, so you don’t need to remember to tick anything.
The second option performs a useful function when you have third parties wanting to extract data from the system. The most common example of this is a marketing agency who wish to get data in real time, but are not entitled to customer specific information.
Prior to setup, you decide which fields the marketing agency can and can’t see. Using
''Main Menu > Data Profiling > Customised – Group Management > Group – Customised Data Filtered – Select filter fields > Choose the Form > Select the protected fields.''
You then grant permission to the Media Agency to Data Profiling > “Customised - Data – Filtered” section. They can now see all of the reports you have created on the form. However when they pull the data, all the filtered fields will be removed. In this way you can create your reports and give a third party access to the same reports without fear of protected data being revealed.
The CSV and XML files are also accessed through this retrieval approach.
== Statistics ==
As the Instant – Statistics are self-contained reports that do not require modification.
Instead there are statistics reports which are more focused on process large volumes of data into usable data statistics. These reports are called Rolling Totals reports as they provide a statistical rolling time total grid with various limiting criteria. The Rolling Total is a counting report. More details are provided on Rolling Totals in 2.3.6.4
* Customised - Statistics - Rolling Totals - All Contacts
* Customised - Statistics - Rolling Totals - First Contact Only
It can also be required on this rolling basis, to summate numerical fields, so two further reports are also provided for quick mathematical statistical results.
* Customised - Statistics - Sum Totals - All Contacts
* Customised - Statistics - Sum Totals - First Contact Only
These reports are a lot faster than adding up the amounts. There are also requirements to see for a select group of uses the outcomes that have occurred for selected time periods. For example for all sales in the Dublin area where we are running a printed ad campaign, what outcomes have we achieved. This count of outcomes for given groups is available in:
* Customised - Statistics - Outcome Totals - Last Contact - All Periods
[[File:Dataprofiling_customised_009.png]]
Case management is a way of viewing records that have multiple contacts to complete them. Case management is explained in greater detail in [CC-4-4]. However statistics vital to case management can be further refined using the Custom Groups. Quality is another example of where multiple touch points with a single record are required to bring it to completion. This report is available in:
* Customised - Statistics - Case Management - Status Reporting
== Scores ==
As Testing Centre, Survey and Quality Assurance use weightings to position how well staff and programs are doing, it can be necessary to limit the output of standard scoring reports to be filtered.
This option is not available in all systems as it requires an initial understanding of setup requirements to tailor the reports to work correctly.
* Customised - Scores - Data - Grouped Assessments
== Visualisations ==
As the visualisations in the Instant reports provide an instant view of closed questions and a timed view of closed questions, so the Custom Group provides the same two reports but allows focus to be placed on specific data groups and then the reports rendered.
The same customisation of the visualisation reports is used in these reports as is used in the Instant ones.
For more options have a read of [[Data_Visualisation_Options]]
