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If you are reporting on one survey, you can use Reporting Data instead of BitStream files. This uses the same database and analytics engine as SmartHub, but without having to configure a hub just for one source. Select this menu option to set up the data automatically in a simple hub ready for reporting. The first time you select this option for a survey, the message box shown below opens.
Figure 1 - The message box the first time the menu item is selected
Click OK to create and run the task.
A standard task page opens. On completion, you can go to the other tabs in the page to view the details. In the Recurrence tab, the default setting for Pattern is Continuous. This means that the system will check the data every fifth minute and if changes are registered then the task will be run. If no changes are registered then the task will not be run.
Once the task exists, on subsequent occasions when you select the menu option, the message box shown below opens.
Figure 2 - The message box displayed on subsequent selections
Click Change task setup to open the task definition page for the hub loader. This page is essentially the same as the "standard" task definition page (go to Task Properties Page for more information), the only difference being in the Recurrence tab. In this case, when you click the Change button, you have a different set of options in the Recurrence Pattern Type drop-down. These are:
- Continuous - the system will check the response data every fifth minute and if any changes have occurred since the last time the task was run then the task will be run again.
- Hourly - specify a number of hours. The system will wait for the specified time, check the response data, and if any changes have occurred since the last time the task was run then the task will be run again.
- Daily - specify the number of days between checks, otherwise it is the same as for Hourly.
- Weekly - set up a weekly schedule. You can specify a number of weeks, and select on which day(s) the check is to be performed. For example you can specify the check to be run on Wednesday every third week.
- Monthly - set up a monthly schedule. You can specify a number of months, and select on which day of the month the check is to be performed. For example you can specify the check to be run on the 25th day of every second month.
In all cases, an incremental data upload is performed by the task, updating with any changes since the last task execution. If no changes are registered then the task will not be run.
Using Reporting Data
In Reportal, if you have a report that has only one data source and was using BitStream files, you can change this to use Reporting Data instead. To do this, in Reportal, go to the Data Source toolbox, right-click on the root folder and select Switch Data Source to Hub. Note that this is a one-way operation - once you have changed the data source to use the hub it cannot be changed back to use BitStream files. Also note that this will apply to all reports using the same data source. If you want to switch a live report to “Reporting Data”, it is recommended to duplicate the report first, and switch the duplicate to “Reporting Data” and verify that the report works as it should, before switching the original. Refer to the Reportal documentation for further details.