Create a dynamic shareable report

[m-visintini]

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[m-visintini]

@mariarrt94 Some thinking and context around this:

There are two use cases for the report of high frequency checks.

1. To send the observations/responses that have to be corrected to field coordinators
2. To allow members of the research team to monitor responses based on selected characteristics, and to quickly be able to glance at the distributions of different variables.

For use case 1, the HTML report that is in place is satisfactory, however we might also think about rendering the report as a pdf, since a) interactivity is not super prioritized and b) html is less portable (and straightforward for some types of users)

For use case 2, acceptance criteria for the report are that it should be a) easily accessible and b) dynamically updated, minimizing the need for ad-hoc communication. Ideally, there should be a single place where users can access the outcome of the report. Based on the examples I have received from different teams, I have seen people sharing the report of high frequency checks in Google Sheets, Dropbox Paper and Posit Connect app.

I have been looking into how we can out this in place, and here is what I think are viable solutions by now.

• OneDrive: We can instruct people to share it on OneDrive and share the OneDrive link. However, since OneDrive does not render html, users would still need to download it and open it locally. This can work both internally and externally, since it is a manual process. Access and security are dictated by OneDrive settings.
• Google: same as OneDrive.
• Posit: I have managed to test the implementation a button that lets you push your report to posit connect, however: (1) users will need to be posit connect users and retrieve their own API key every time they push (2) I have not yet managed to figure out how we can update the same report periodically. This can work both internally and externally, because users can connect to their own Posit Connect server. Access and security are dictated by Posit settings.
• Dropbox: Dropbox allows to render HTML files to be shared, and based on my research we could be able to put in place a workflow where users push the report directly in Dropbox, and can update it in the same location every time the user triggers a new push (note: I have not tested this, just researched). The downside of this is that users have to have a Dropbox account, but this can work both internally and externally. Access and security are dictated by Dropbox settings.

Let me know what you think!