How do I create a Counts and Crosstabs format?

Overview 

Creating a Counts and Crosstabs format allows you to define a reusable template for analyzing your data. Once created, you can run reports with this format whenever needed. 

Step 1: Access the Counts and Crosstabs formats 

1. Click on Report Manager from the main menu or from Sidebar 

2. If you see other report tools, click on "Counts and Crosstabs" on the lefthand menu 

3. Click on "Counts and Crosstabs Formats" 

Step 2: Create a new format 

1. Click "Add New Format" 

2. Enter a name and description for your format 

3. Choose visibility settings (whether other users can see, use, or edit the format) 

4. Click "Save" 

Step 3: Configure the format settings 

1. Scroll down to Settings 

2. Choose what you would like the counts to be of: people, doors, mailboxes, or phones 

3. Click "Save" if you've made changes 

Step 4: Define your rows and columns 

1. Select your desired fields for Rows (vertical axis) 

2. Select your desired fields for Sections (horizontal axis/columns) 

3. Click "Save New" 

4. A preview of your format will display below the configuration area 

Step 5: Refine and complete your format 

1. Add additional Rows or delete fields as needed 

2. Click on Options to show percentages if desired 

3. When finished, click "Save" under "Actions" to store the format for future use, or "Run" to generate a report immediately 

What else do you need help with? 

• Understanding Counts and Crosstabs 
• How do I run a Counts and Crosstabs report? 
• How do I modify an existing Counts and Crosstabs format?