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2. What is ToolZ? 2 Simplified way to program custom reports

3. What is ToolZ? 3 Custom Reports: The Hard Way <?php checkUserPerms(); $query = ‘SELECT SubdivName, AVG(Score) AS AVG_SCORE FROM Shops INNER JOIN Locs USING(LocID) INNER JOIN Subdivs ON Subdiv3id = SubdivID GROUP BY SubdivID, SubdivName’; $results = execute($query); foreach($results as $row) $output.= ‘ ’.$row[‘SUBDIVNAME’].’ ’.$row [‘AVG_SCORE ’].’ ’; print ‘ ’.$output.’ ’; ?>

4. What is ToolZ? 4 Custom Reports: The Hard Way <?php checkUserPerms(); $query = ‘SELECT SubdivName, AVG(Score) AS AVG_SCORE FROM Shops INNER JOIN Locs USING(LocID) INNER JOIN Subdivs ON Subdiv3id = SubdivID GROUP BY SubdivID, SubdivName’; $results = execute($query); foreach($results as $row) $output.= ‘ ’.$row[‘SUBDIVNAME’].’ ’.$row [‘AVG_SCORE ’].’ ’; print ‘ ’.$output.’ ’; ?> Know how to program Know our database schema Handle data access Access to our dev servers Mistakes more likely Access to our data

5. What is ToolZ? 5 Custom Reports: The ToolZ Way {|CROSSTAB|} {|LOOP|REGIONS} {REGIONS.NAME} {|LOOP|REGIONS.MONTHS} {AVG(MONTHS.SCORE)} {/|LOOP|} {/|LOOP|} {/|CROSSTAB|}

6. What is ToolZ? 6 Custom Reports: The ToolZ Way {|CROSSTAB|} {|LOOP|REGIONS} {REGIONS.NAME} {|LOOP|REGIONS.MONTHS} {AVG(MONTHS.SCORE)} {/|LOOP|} {/|LOOP|} {/|CROSSTAB|} <?php checkUserPerms(); $query = ‘SELECT AVG(SCORE) FROM…’; $results = execute($query); foreach($results as $row) $output.= ‘ ’.$row[‘SCORE’].’ ’; print ‘ ’.$output.’ ’; ?>

7. What is ToolZ? 7 Custom Reports: The ToolZ Way {|CROSSTAB|} {|LOOP|REGIONS} {REGIONS.NAME} {|LOOP|REGIONS.MONTHS} {AVG(MONTHS.SCORE)} {/|LOOP|} {/|LOOP|} {/|CROSSTAB|} Know how to write HTML/ToolZ No schema knowledge Data access automatic Done on prod servers Smaller chance of mistakes Limited and safe data access

8. What is ToolZ? 8 Allows non-SurfMerchants to “program” custom SASSIE reports

9. Why is ToolZ? 9 More flexible than Reporterator or Dragon

10. Why is ToolZ? 10 Faster, simpler, and cheaper than SASSIE custom development Easier to maintain and modify Decreases reliance on SurfMerchants for development

11. REPORTSREPORTS 11

12. Shop Log with More Info 12

13. Response Crosstab 13

14. Cross Survey Comparison 14

15. Trending with Change 15

16. OutliersOutliers 16

17. Individual Question Analysis 17

18. Multichoice Summary 18

19. Multi-Tiered Responses 19

20. Multi-Tiered Responses 20

21. Drillable graph 21

22. Sectional/Question Scores 22

23. Negative Narratives 23

24. Fancy Infographic Type Thing 24

25. OTHER USES FOR TOOLZ 25

26. Data for Other Reports 26 Data for presentations, offline reports Note improved scores over time

27. Quick Queries 27 Quick answer to a client’s question

28. Rapid Prototyping 28 Mockups and prototypes It’s only a model

29. CHANGESCHANGES 29

30. DataData 30 ToolZ is missing a lot of important SASSIE data

31. DataData 31 ToolZ is missing a lot of important SASSIE data ToolZ feeds now include: Report and Job Dates All sectional scores All response scores All question types (except VZ, link, normative) All location data Managers Custom Date Ranges Waves Job Status

32. DataData 32 ToolZ data feeds take a very long time to run

33. DataData 33 ToolZ data feeds take a very long time to run

34. DataData 34 ToolZ data feeds take a very long time to run

35. GraphsGraphs 35 ToolZ graphs are very limited

36. GraphsGraphs 36 ToolZ graphs are very limited

37. AppearanceAppearance 37 ToolZ reports don’t look nice

38. AppearanceAppearance 38 ToolZ reports don’t look nice

39. ComplexityComplexity 39 ToolZ can’t report on complex conditions

40. ComplexityComplexity 40 ToolZ can’t report on complex conditions RuleZ can be used for simplifying

41. ComplexityComplexity 41 ToolZ can’t report on complex conditions We have the ability to program custom groups and properties “Fail” Score < 60 “Pass” Score >= 60

42. DevelopersDevelopers 42 ToolZ reports can only be developed by a third-party developer

43. DevelopersDevelopers 43 ToolZ reports can only be developed by a third-party developer SurfMerchants has several ToolZ developers Technical people at MSPs can be trained (11 people have been trained so far) XTreamIT does still do ToolZ development

44. Learn More 44 http://toolzdocs.wordpress.com/ See what’s new and what’s next: http://toolzdocs.wordpress.com/change-log/ http://toolzdocs.wordpress.com/annual- summary/2014-plans/ http://toolzdocs.wordpress.com/annual- summary/2014-plans/ Share your opinion: https://toolz.uservoice.com/ https://toolz.uservoice.com/

45. Future Development 45

46. Future Development 46

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