1. what is toolz? 2 simplified way to program custom reports
TRANSCRIPT
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What is ToolZ?
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Simplified way to program custom reports
What is ToolZ?
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Custom Reports: The Hard Way
<?phpcheckUserPerms();
$query = ‘SELECT SubdivName, AVG(Score) AS AVG_SCORE FROM Shops INNER JOIN Locs USING(LocID) INNER JOIN Subdivs ON Subdiv3id = SubdivID GROUP BY SubdivID, SubdivName’;$results = execute($query);
foreach($results as $row) $output .= ‘<tr><td>’.$row[‘SUBDIVNAME’].’</td><td>’.$row[‘AVG_SCORE ’].’</td></tr>’;
print ‘<table>’.$output.’</table>’;
?>
What is ToolZ?
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Custom Reports: The Hard Way
<?phpcheckUserPerms();
$query = ‘SELECT SubdivName, AVG(Score) AS AVG_SCORE FROM Shops INNER JOIN Locs USING(LocID) INNER JOIN Subdivs ON Subdiv3id = SubdivID GROUP BY SubdivID, SubdivName’;$results = execute($query);
foreach($results as $row) $output .= ‘<tr><td>’.$row[‘SUBDIVNAME’].’</td><td>’.$row[‘AVG_SCORE ’].’</td></tr>’;
print ‘<table>’.$output.’</table>’;
?>
Know how to
program
Know our database schema
Handle data
access
Access to our dev servers
Mistakes more likely
Access to our data
What is ToolZ?
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Custom Reports: The ToolZ Way
{|CROSSTAB|}<table>
{|LOOP|REGIONS} <tr> <td>{REGIONS.NAME}</td> {|LOOP|REGIONS.MONTHS} <td>{AVG(MONTHS.SCORE)}</td> {/|LOOP|} </tr> {/|LOOP|}</table>{/|CROSSTAB|}
What is ToolZ?
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Custom Reports: The ToolZ Way
{|CROSSTAB|}<table>
{|LOOP|REGIONS} <tr> <td>{REGIONS.NAME}</td> {|LOOP|REGIONS.MONTHS} <td>{AVG(MONTHS.SCORE)}</td> {/|LOOP|} </tr> {/|LOOP|}</table>{/|CROSSTAB|}
<?phpcheckUserPerms();
$query = ‘SELECT AVG(SCORE) FROM…’;$results = execute($query);
foreach($results as $row) $output .= ‘<tr><td>’.$row[‘SCORE’].’</td></tr>’;
print ‘<table>’.$output.’</table>’;
?>
What is ToolZ?
7
Custom Reports: The ToolZ Way
{|CROSSTAB|}<table>
{|LOOP|REGIONS} <tr> <td>{REGIONS.NAME}</td> {|LOOP|REGIONS.MONTHS} <td>{AVG(MONTHS.SCORE)}</td> {/|LOOP|} </tr> {/|LOOP|}</table>{/|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
What is ToolZ?
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Allows non-SurfMerchants to “program” custom SASSIE reports
Why is ToolZ?
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More flexible than Reporterator or Dragon
Why is ToolZ?
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Faster, simpler, and cheaper than SASSIE custom development
Easier to maintain and modify
Decreases reliance on SurfMerchants for development
REPORTS
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Shop Log with More Info
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Response Crosstab
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Cross Survey Comparison
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Trending with Change
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Outliers
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Individual Question Analysis
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Multichoice Summary
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Multi-Tiered Responses
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Multi-Tiered Responses
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Drillable graph
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Sectional/Question Scores
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Negative Narratives
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Fancy Infographic Type Thing
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OTHER USES FOR TOOLZ
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Data for Other Reports
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Data for presentations, offline reports
Monthly Counts & Scores
January 232 74.22
February 232 76.88
March 232 81.31
April 232 82.50
May 232 85.30
June 232 81.93
July 232 87.38
August 232 90.28
September 232 95.34
October 232 95.97
November 232 91.59
December 232 92.83
Note improved scores over time
Quick Queries
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Quick answer to a client’s question
Rapid Prototyping
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Mockups and prototypes
It’s only a model
CHANGES
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Data
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ToolZ is missing a lot of important SASSIE data
Data
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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
Data
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ToolZ data feeds take a very long time to run
Data
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ToolZ data feeds take a very long time to run
1/1/2013 2/20/2013 4/11/2013 5/31/2013 7/20/2013 9/8/2013 10/28/20130
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40
60
80
100
120
0
5
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Total Feed Time and Number of Feeds per Day
Number of FeedsTotal Feed Time
Total Feed Tim
e (hours)N
umbe
r of F
eeds
Data
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ToolZ data feeds take a very long time to run
12/16/2013 2/4/2014 3/26/2014 5/15/2014 7/4/2014 8/23/20140
20
40
60
80
100
120
140
160
0
1
2
3
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5
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9
10
Total Feed Time and Number of Feeds per Day
Number of FeedsTotal Feed Time
Total Feed Tim
e (hours)N
umbe
r of F
eeds
Graphs
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ToolZ graphs are very limited
Graphs
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ToolZ graphs are very limited
Appearance
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ToolZ reports don’t look nice
Appearance
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ToolZ reports don’t look nice
Complexity
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ToolZ can’t report on complex conditions
Complexity
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ToolZ can’t report on complex conditions
RuleZ can be used for simplifying
Complexity
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ToolZ can’t report on complex conditions
We have the ability to program custom groups and properties
• “Fail”Score < 60
• “Pass”Score >= 60
Developers
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ToolZ reports can only be developed by a third-party developer
Developers
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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
Learn More
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• http://toolzdocs.wordpress.com/
• See what’s new and what’s next:• http://toolzdocs.wordpress.com/change-log/• http://toolzdocs.wordpress.com/annual-summary/201
4-plans/
• Share your opinion: https://toolz.uservoice.com/
Future Development
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Future Development
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