Complete control so the right person gets the right data at the right time
Easily customized. Analysts use the Cross Table Tool, managers get PowerPoint, store managers view & act upon “closed loop” customer alerts and C-Level view online dashboards. Online reporting provides comprehensive access rights and dynamic filters allow for hundreds of views of the data.
Wide Variety of Reporting Options
Dapresy Pro provides the market research data reporting options required by professional market researchers.
- standard cross tables for detailed analysis
- open-ended comment tool for analyzing verbatim data
- PowerPoint and PDF for standard “static” reporting
- online interactive dashboards for comprehensive access rights and dynamic filters that allow for hundreds of views of the data
- unique My Stories tool allows users to create their own report decks based on any slide and filter combination in the dashboard
Tablets, smartphones and desktop browsers can all be used for viewing the dashboards and reports. The content of the reports can be custom tailored for different device sizes to enhance the user experience. A Dapresy App is also available for easier access and result sharing on your iPhone or iPad.
Visually Engaging Infographic Portals
The Dapresy Pro Storyteller tool is used to build the dashboards and reports, supporting a wide range of data and design objects. These can be fully static for PowerPoint export or dynamic for online viewing. Online reporting provides comprehensive access rights and dynamic filters allow for hundreds of views of the data. A report can be based on one slide only or multiple slides like a PPT report.
Dashboards are designed through a “drag & drop” interface providing complete control. Both static design objects and dynamic data controls can be moved to any position – on a pixel level – providing the ability to create graphically polished dashboards similar to professional tools like Illustrator or Photoshop. The built-in icon and shape libraries can be used to build appealing, engaging infographic dashboards.
The dashboard canvas can be of any size to support different requirements. For desktop use, it is usually adjusted to 4:3 or 16:9 PPT or A4 size for PDF exports. When exports in different dimensions are required, you can set up your dashboard in any canvas size. For example, a bigger one to be shown on a panel in your office to follow your daily trackers. The canvas sizes for smartphones and tablets can also be adjusted based on the client needs.
The Dapresy Pro tool is great to use as a report machine of PowerPoint production. The powerful export functionality in combination with the Hierarchical Filter structure makes it possible to export and produce hundreds of PPT reports (one per Hierarchical filter unit) with a couple of clicks. And, batch processing is available for large delivery requirements.
Dapresy offers a sophisticated data access framework. The data security settings provide each user with their relevant view and smart permission logic minimizes the effort needed to deliver a project. Views can be quickly created “on the fly” and tailored specifically to user access rights.
Two user roles exist within Dapresy Pro:
- Report Users
The Administrator performs all the setup and maintenance work of the portal such as loading data, creating the dashboards and reports and creating the Report users that are given access to the dashboard and reports.
The Report users have portal access to view and apply their own analysis to the reports and tables based upon their permissions granted by the Administrator.
Note: In huge multi-country tracker projects, certain Report Users can be given rights to handle administrative user management. If a Report User is granted access, they will only be able to create and edit users within their access rights providing complete security. For example, a country manager can be granted rights to only handle the users in their country and so in.
Setting Access for Report Users
The setup of report users can either be done manually in a user-friendly interface or via a bulk-upload based on an Excel file. The Excel upload is very efficient when having many users in project as it allows for automation from other data sources imported into Excel.
Report users can be invited via emails to simplify the distribution of the results. The invitations can be scheduled and, if required, repeated to remind the users once a month when new data has been loaded.
Easily Control Access Rights
The access rights can be based on a variety of parameters (as shown below) which makes it easy to meet the needs of every research project. The access rights of the users are applied to all of the objects in the project so work never needs to be repeated and errors are avoided.
Below you see which items the access rights can be based on in Dapresy Pro. The access rights of a user are usually based on a mix of several of the following items.
Each user can get access to one or several reports based on their needs. For example, some users might only require access to a single dashboard, while others get access to dashboards, cross tabulation tools and Document archives.
These are used to filter the content in a report/dashboard or, for example, to filter documents in the Document Archive. Report user access controls can limit data and documents.
Hierarchical filtering is most often used in projects where the reporting follows the organizational structure of a company such as employee research and customer satisfaction projects. For example, each user can be granted access to just a single unit in the organization, multiple units or to a specific unit and all sub-units. By using the automated rules for access to all sub units, it is very efficient to both define and maintain the access rights for the end users when applying a hierarchical filter to your research project. Access rights can be set to any units, not just separate branches of an organization, providing support for sophisticated matrix roles.
The access rights can also be based on variables. For example, this provides a very efficient way to set access rights in syndicated surveys where different users get access to different brands, such as image/attribute questions that are present as separate questions per brand.
The access rights to variables can be used for sensitive data such as questions about work place bullying, discrimination and sexual harassment in employee research. This ensures only relevant persons in the appropriate HR department get access to those results.
Report Users can further customize with the MyStories module (launched Q2-2018). Easily filter and save customized reports views into a personal report library that automatically gets updated each time new data is available. For example, with MyStories a product manager can build an “Executive Summary” deck to present online during a meeting, or download to PPT for email distribution.
Online Cross Tabulation
The Dapresy Cross Table Tool is a powerful “drag & drop” tool for analyzing and drilling down into data. Freely define which questions to use in rows and columns in your cross table, nesting of questions can be optionally applied in unlimited levels. Overall filters can be applied which can be based on any categorical variable or a specific time period. The tables you create can be saved as your own proprietary favorites, so the next time new data is loaded in to the portal, simply select your favorite table to get the latest result.
The list below shows some of the functionality in the Cross Table Tool:
- Export your tables to Excel
- In-memory data model for fast calculations
- Unlimited levels of nesting in both rows and columns
- Overall filtering based on questions and/or time periods
- Support standard calculation types such as Count, Mean values and Percentage shares but also significance testing and correlation tests
- Apply benchmark calculations between cells to view differences between time periods, brands, segments
- Split the data into time intervals such as weeks, months, etc.
- Moving average calculations
- Supporting Totals and Subtotals
- Select to use weighted or unweight data (multiple weight variables can be used)
- Show base sizes (weighted or unweighted or both)
- Hide or warn for result based on a low base size (unweighted base size can be used even if data is weighted)
- Ability to visualize the results with colored values or colored cell backgrounds by setting up threshold limits etc.
- Compute new variables based on expressions to use in rows or columns if the needed “Segment” or similar is not a part of the original survey data
Online Open-Ended Comments Tool
The open-ended comment tool is used to analyze the verbatim answers in the survey. By using the tool, you can easily create tables that list all your open text answers filtered by any variable or time interval.
The comments can also be reported in word clouds with support for word exclusion lists and other rules to only view the word cloud on relevant words.