Cross Tabs Administrator Guide

Administrator Overview

This section outlines the tasks administrators will complete when setting up and managing the Cross Table Tool. You can configure access, control content and visibility, define system defaults, and manage templates and user permissions.

Note: Steps 2-6 are optional. You can choose which, if any to apply.

1. Configure Access and Add the Tool

Administrators must add the Cross Table Tool to a project, assign it a name, and configure access settings.

1. Select your project.
2. Go to Reports and click Add new report.
3. Select Cross Table Tool and assign a name.
4. Open the report via DESIGN REPORTS to complete setup.
5. Click the Settings icon at the bottom of the screen to configure tool-level access and default options.

2. Apply Filter Access and Limitations (Optional)

Use static filters and hierarchy controls to restrict access and enforce visibility rules for users.

• Use static filters to globally exclude subsets of data.
• Restrict access via filter options or hierarchical filter nodes.
• Apply access-limited variables as filters or splits (rows or columns) to enforce user-level restrictions.
  Learn more: How Does Forsta Visualizations Manage Limited Data Access Based on Normal Filters?
  Learn more: How Can Hierarchical Filters Be Viewed?

3. Limit Content and Set Up Defaults (Optional)

Restrict visible questions, filters, or calculations using Setup options and variable subsets.

• Hide specific questions or calculation types.
• Control which Variable Subsets and Question Blocks are available to users.
  Learn more: How to Limit Content?

4. Enable and Manage Templates (Optional)

Create and assign templates to store things like default settings, default questions, default filters, variable subsets (if present) or formatting for users.

1. Create a table with the desired layout and settings.
2. Select Save New Template
3. Name the template and give it a description (optional)
4. Mark a template as default if you want it to load automatically.
   Learn more: How Can We Use Templates in the Cross Table Tool?

5. Define System Defaults and Visuals (Optional)

Set calculation defaults, base size visibility, table key items, and visual formatting settings.

• Set defaults for number of decimals, suffixes, and weight handling.
• Predefine ranking behavior.
• Customize base size visibility, low base settings, and error handling.
• Choose default table key items.
  Learn more: What Calculation Types Can We Select?
  Learn more: Table key - CrossTable tool

6. Control Access to Favorites and Workbooks (Optional)

Control access to the Favorites and Workbooks features, including sharing and collaborative editing.

• Choose whether users can save favorites or full workbooks.
• Manage collaborative editing permissions.
• Control ability to share favorites or workbooks across users.
  Learn more: Managing Favorites in the Cross Table tool