Installing interviewing reports in the Interviewing activity
To make your own reports available in the Interviewing activity you need to add some properties to DPM and install the report's .mdd file. The properties must be added to DPM under:
Servers\ServerName\Applications\CatiReports\ApplicationSettings\ReportName
You can either use
DPM Explorer or you can write a .
mrs script or program.
Note UNICOM Systems, Inc. may update existing reports or add new reports. If you edit an existing report, make a copy of it so that it will not be overwritten the next time UNICOM Intelligence Interviewer is installed.
1 Copy the report's .mdd file to FMRoot\Shared\Cati\Reports.
2 Create a property collection in DPM with the internal name of your report. The name you choose is not important but it keeps things simple if the name matches the ReportName property.
3 Under this property collection, create the following properties:
Properties
DocumentName
The name of the .mdd document used for report texts. Place this file in FMRoot\Shared\CATI\Reports.
HandlingPage
An optional property that specifies a .aspx page that can be used to handle reports that require user input. It defaults to CreateScriptedReport.aspx.
ReportName
The report's internal name. This is used in log messages and will not be translated; it is also passed to the CreateReports sub. It is a good idea to make this name the same as the collection name.
SampleFilter
Controls whether the report is listed as a sample report or a history report in the Interviewing activity. If the property is True, the report goes under a sample setting. If the property is False, then the report goes in a history section.
Script
The script that will be parsed by the activity. It should contain a sub called CreateReports with the signature specified in the sample report. You can copy the contents of your report .mrs file here.
Table
The report's data source (it can be a view or a table name). For sample based reports, this property is not present or its value is empty (by default), and the sample table is used to create the report. For call history based reports, this property value is set as dbo.<ProjectName>_SampleOverview_Inner (by default), and this view is used to create the report. By assigning this property, you can create a customized view or table and use it as the report's data source.
SupportMode
The interview mode this report will support. The value can be Web, Phone, or Personal or a combination of modes separated by comma "," characters. The report is only available for projects that are activated in the corresponding modes.
See also