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Please Note: We have changed Support System. This portal is now
read only
Documentation and working tickets are being handled here:
https://forstavisualizations.zendesk.com/hc/en-us
Knowledge base
SUPPORT
IT & security
6
How is the infrastructure set up?
Network security
Application security
How does SSO work?
General Data Protection Regulation (GDPR) Dapresy Statement
View all 6
Cross Table Tool: For Report Users
0
ACCESSING DAPRESY PRO
General
2
Introduction
Is it possible to login into multiple projects at the same time?
Login page
4
URL for DapresyPro
Custom URL
Using https or http
Login page customization
Username and password
6
Username and password
Password and Authentication
Remember me function
Password recovery
Can I share my account (username and password)?
View all 6
User management
14
What type of users can we have?
Password administration
Single Sign on access option
How can a report user be added?
How to select a default report per user?
View all 14
User Groups
10
What are User groups
Two types of User groups
User groups (Project level)
User groups (System level)
Administrating User groups
View all 10
Summary of a Dapresy project/Quick steps
7
Login
Create / Open a project
Upload and activate data
Define filters
Create portal tabs
View all 7
SELECTING A PROJECT
Search and find
5
Finding a project
Assigned access rights
Administrate function
Search and access the project
Project ID
Edit a project
1
Edit my project
CREATING A PROJECT
Basic project details
6
Introduction
Project type, Code and Name
What is the location?
What is the layout and theme?
What is the culture / language?
View all 6
Color management
11
How can I manage my colors?
Color template library
Create Links Between Color Placeholders
Edit, Delete a Color Placeholder
Add New Category
View all 11
Detailed project settings
26
How to publish a project
How to change some detailed project settings
Project settings (new)
What are hierarchical filters?
How can hierarchical filters be derived from the data?
View all 26
Server events
14
What is an event server?
How to create a respondent level server event?
How to set conditions for a respondent level server event?
How to set up the email template for the respondent level server event?
How to use the event scheduler?
View all 14
Custom code
11
How to use custom code?
Where can custom code be added to my project?
How to use HTML custom code?
How to use custom date formats?
How to hide controls?
View all 11
Language
5
Introduction in a multi language project
How to create a new or adjusted translation for my project?
How to use the translation in my project?
How to delete a language?
Multiple language supportStoryTeller
IMPORTING DATA
General settings
8
How to import my data?
What file types are supported for data import by Dapresy ?
How should my data look?
What variable types are accepted by Dapresy?
What are the characteristics of / options for a single response question?
View all 8
Regular import
17
How to import my spss data?
What are the additional options to upload my data?
What is the "Inactive excluded meta data" setting?
Sharing an answer block
What is a Triple S data format?
View all 17
Meta data
15
What is meta data?
Can I change the meta data during the import?
How to create a respondentID?
How to create a respondent date?
How to convert a string into a date variable?
View all 15
Quick import
3
Introduction
How to do a quick import with an excel file?
How to do a quick import with a Triple S file?
Scheduling imports
14
What does the import scheduler do?
How to schedule an import?
What are the specific settings for FTP set up?
New variables in imported files for scheduled import
How to define multiples in a scheduled import?
View all 14
DATA MANAGEMENT
Meta data
21
How to manage my codebook/meta data?
Variables - delete questions and answers
How to change the question text for reporting?
How to change a question's color?
How to change the type of a question?
View all 21
Creating new variables
18
How to compute/create a new variable (dummy/defined)?
What variables types can be created with computes?
How to use the syntax operators?
How to merge two variables into a new variable?
How to create group answers (creating net, topboxes, nps groups)?
View all 18
Recoding existing data
7
What is data recoding?
How to create recoding rules in general?
What are the differences in recoding rules per variable type?
How to Edit, Copy and Remove Recoding rules?
How to delete respondents?
View all 7
Weighting
8
What are weight variables?
What is standard target weighting?
How to create a weight variable (standard target weighting)?
What is RIM weighting?
How to create a weight variable (RIM)?
View all 8
Variable subset
7
What is a variable subset?
How to create a variable subset?
Variable subsets vs hierarchical filters
Variable subsets vs hierarchical filters legacy
How to automatically include new meta data in a variable subset?
View all 7
Translations
11
How to update single titles / labels?
How to update translations for changes in a report?
How to translate my questions texts and answers?
How to translate report names?
How to translate filter names?
View all 11
REPORTING
General
17
How to define my portal tabs?
Portal tabs
Language selection
How can I set up device/screen size recognition?
How to change the ranges for different screens?
View all 17
Filters
28
How to define my filters?
How to change the sort order of the filters?
What does pre-generation of filters mean?
How to show filtered data: side by side or nested?
How to keep the filter in memory when switching between reports?
View all 28
StoryTeller general
22
What is a StoryTeller?
How to set up or change the layout of a page?
What options are available in the StoryTeller?
How to move objects?
Tag support for streamlined custom code
View all 22
StoryTeller Templates
5
What is a template library?
How to use created templates?
How to create a template?
How to edit a template?
How to create and edit a template folder?
StoryTeller Text and Media
19
How to add a text or media component/object?
How to edit/change a text/media component?
How to add text or images?
How to add dynamic text?
How to add dynamic filter text?
View all 19
StoryTeller charts and tables: general
14
Introduction to charts and tables in StoryTeller
How to add a chart?
How to add variables to the chart object?
What are optional chart settings?
How to change optional chart settings?
View all 14
StoryTeller charts: settings
25
How to change the settings of my chart?
How to change the chart type/style?
How to set up a scatter/bubble chart?
How to change the donut/pie chart labels?
How to create a solid gauge chart?
View all 25
StoryTeller charts: analysis
13
What can be changed in the chart Analysis tab?
How to add a benchmark in my chart?
How to add a benchmark which compares the results from series?
What logic is used for benchmarks?
How to add a detailed table to my chart?
View all 13
StoryTeller charts: layout
13
How can de layout of the chart be changed?
How to change the chart background and series?
How to change the grid area and axis?
How to change the legend?
How to change the fonts of the charts?
View all 13
StoryTeller tables
20
Why would I use a table instead of the Cross Table tool?
How to add a table?
How to change the layout of the table?
How to change the format of the table cells?
How to add custom images in the cell formatting?
View all 20
StoryTeller Respondent table
13
What is a respondent table?
How to create a respondent table?
How to show a thousand separator?
How does an end user view of the respondent table look like?
How to add images in a respondent table?
View all 13
StoryTeller Wordcloud
3
What is a word cloud?
How to set up a word cloud?
How to exclude certain words from a word cloud?
StoryCreator
31
What is the StoryCreator?
How to set up the StoryCreator in Dapresy Pro?
How to Collaborate and share StoryCreator Deck
What are the details that can be configured when setting up the StoryCreator?
How does the StoryCreator look like for the report user?
View all 31
My stories
6
What is My Stories?
How does the My Stories panel work?
How to manage the slides in the My Stories panel?
How does My Stories Report work?
How to set up a My Stories report?
View all 6
Form
16
What is EFM (Enterprise Feedback Management)?
What is an example of EFM (Enterprise Feedback Management)?
What export options are available for a form?
How to set up a form?
How to customize the data fields in a form?
View all 16
Cross Table Tool: For Administrators
25
How to add Cross Table Tool
Toolbar - Cross Table tool
Table key - CrossTable tool
How to collaborate and share Cross Table Tool Workbooks
How to add filters to a CrossTab?
View all 25
Open answers
7
How to report open questions in Dapresy?
How to select questions?
How to select the filters?
How to set the time period?
Which other options are available?
View all 7
Document archive
9
How to set up a document archive?
How can a hierarchical filter be setup in document archive?
How to change the name of the top folder?
How to manage user access rights for document archive?
How does device filtering work for document archive?
View all 9
Report user management
5
What is the report user management module?
How can we add the report user management module?
How to use the report user management module?
Limiting login methods
Using the Report User Management API
Report user statistics
3
What is report user statistics?
User statistics for admin
How to analyse report user statistics across projects?
Statistical analysis
16
What is significance testing?
How is a Z-test being calculated in Dapresy?
How is a T-test being calculated in Dapresy?
How is a norm/population significance test being calculated?
How to set up significance testing in Dapresy?
View all 16
Generate reports
8
What does pre-generating reports mean?
How to pre-generate reports?
How to generate reports with filters and hfilters?
What is the limitation in pre-generation?
How to calculate the number of combinations?
View all 8
Reference data
5
Reference data
Categories and Filter sets
Reference data setup
Reporting on reference data
Setup report level reference data filter
INTEGRATION - MANUALS AND APIs
External API Manuals
11
How to integrate with other platforms?
How to integrate with Confirmit Horizons?
How to integrate with EFS/Questback?
How to integrate with SurveyGizmo
How to integrate with Qualtrics?
View all 11
Dapresy Data Import API
6
How to use the Dapresy Data Import API & FAQ
Dapresy Import API reference - Import Context, Case and Metadata
Data Import API Reference - API methods
Dapresy Import API - Code Samples
Dapresy Import API - Working with Projects and Users
View all 6
Dapresy Data Export API
1
How to use the Dapresy Data Export API
