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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?

4

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?

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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|}

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

20

40

60

80

100

120

0

5

10

15

20

25

30

35

40

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

4

5

6

7

8

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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