The Cohort report is built by merging a boilerplate word document with text and scores from the system.
The template document is the same format as that used for Feedback Reports, and there are some additional charts and word tables that are targeted specifically at Cohort Reporting. Everything will work in either environment, normally it is just there is no advantage in using the cohort option when producing a Feedback report.
Below is a list of the available variables that may be included in the report (and are targeted at the Cohort Report).
In the majority of cases, the merge engine picks up the style format for the merge text.
There are also several graphical options that can be included. These are documented in separate articles.
Gauges (or Donut Charts) (You can show either a single average score across the responses or separate charts for each response)
Horizontal Bar Chart (Progress Bar) (You can show either a single average score across the responses or separate charts for each response)
Bar Charts (You can show either a single average score across the responses or separate charts for each response)
Multi-Bar Chart (Cohort Report Only) (use this option to show one chart separating the responses)
Spider Charts (You can show either a single average score across the responses or separate charts for each response)
Spider Multi Charts (Cohort Report Only)(use this option to show one chart separating the responses)
Line Charts (You can show either a single average score across the responses or separate charts for each response)
Pie Charts (You can show either a single average score across the responses or separate charts for each response)
There are two Word tables that are specifically designed for Cohort Reports:
Response Based Merge Strings
The following list is sometimes misleading for a Cohort Report, but it depends on the parameters. For example, if the cohort report was for the same respondent but comparing two responses made at different times, likely all of these merge strings will be valid. If the cohort report was for several respondents in the same business, then reporting the FirstName would not be logical, but the BusinessName would be.
In all cases, the system will return the values from the first response it accesses.
Merge String |
Comments |
|
{Response.FirstName} |
Assessment FirstName |
|
{Response.LastName} |
Assessment LastName |
|
{Response.BusinessName} |
Assessment BusinessName |
|
{Response.CompletionDate} |
Assessment CompletionDate |
|
{Response.AdvisorName} |
Assessment AdvisorName |
|
{Response.OrganisationL1} |
Assessment Organisation Level 1 |
|
{Response.OrganisationL2} |
Assessment Organisation Level 2 |
|
{Response.OrganisationL3} |
Assessment Organisation Level 3 |
|
{Response.OrganisationL4} |
Assessment Organisation Level 4 |
|
{Response.OrganisationL5} |
Assessment Organisation Level 5 |
|
{Response.Address1} |
Assessment Address1 |
|
{Response.Address2} |
Assessment Address2 |
|
{Response.City} |
Assessment City |
|
{Response.Postcode} |
Assessment Postcode |
|
{Response.Country} |
Assessment Country |
360 Report Fields
These fields are only populated if the 360 Report Initiation functionality is activated in the Settings screen.
Merge String |
Comments |
{Response.SubjectFirstName} |
Subject FirstName |
{Response.SubjectLastName} |
Subject LastName |
Rating Based Text
Rating Text will only return the text from the Subsection Ratings based on the average rating (unlike the Feedback report which also shows answer based recommendations).
{Rating.RatingText} |
Rating text from the ratings table for the assessment. The rating is calculated based on the Average score across the responses. |
{Rating.Rating} |
Rating for the assessment, calculated by comparing the calculated average score across the responses with the maximum score on the rating. |
{Rating.RatingImage} |
Rating Image, from the ratings table (based on the average score). |
The above merge strings are also available with these parameters:
[SegmentationNo=n]
e.g. {Rating.RatingText[SegmentationNo=1]} would produce the rating text from the ratings table, based on the average score for Segmentation 1)
Identifier=xxxxxxx |
The Identifier parameter can be used to restrict the responses considered to one Report Identifier. For example if you wanted to show the rating text based on only the responses from respondents with a Report Identifier of "Your Team" then the Parameter would Identifier=YourTeam (note that spaces are removed).
Scores
Scores can be shown at any level.
e.g. {RatingScore.Score[SectionNo=1 SubsectionNo=2]} would produce the percentage score for Subsection 2 of section 1)
{RatingScore.Score} |
Average Percentage Score calculated by dividing the total score of the answers selected divided by the total potential score of the questions answered for each response and then averaging the result. |
{RatingScore.PotentialPoints} |
The average total potential score of the questions answered. |
{RatingScore.ActualPoints} |
The average total score of the answers selected. |
The above merge strings can use these parameters:
SectionNo=n |
SubSectionNo=n |
QuestionNo=n |
SegmentationNo=n |
Identifier=xxxxxxx |
SplitType=I |
The Identifier parameter can be used to restrict the responses considered to one Report Identifier. For example, if you wanted to show the score based on the responses from respondents with a Report Identifier of "Your Team" then the Parameter would Identifier=YourTeam (note that spaces are removed).
The SplitType=I parameter is required if you wish to separate the responses by Identifier, including when the Identifier parameter is used.
Also available is RatingType=n, which is only required when Advanced ratings are in use and you wish to use the score calculated using a Rating Type other than the Base. (Read more about Advanced Ratings)
Individual Text
Like the Feedback report you can display individual text answers or report text using {ResponseAnswer.AnswerText[Sn SSn Qnn]} or {ResponseAnswer.AnswerReportText[Sn SSn Qnn]} respectively. In this case the system will use the first response it accesses to generate the text. This is good if the text is the same in all cases.
If you want to separate the text from individual responses you can use the SplitType=I parameter, in which case the system will list all of the responses on separate lines. They will be followed by a dash and the Report Identifier of the response that the text originated from. i.e. {ResponseAnswer.AnswerText[Sn SSn Qnn SplitType=I]}
Complete and Incomplete Response Counts
The number of Complete and Incomplete Responses is available either as a percentage or a number
{ResponseDetails.Complete[SplitType=N]} | Displays the percentage of completed responses |
{ResponseDetails.Incomplete[SplitType=N]} | Displays the percentage of incompleted responses |
The ShowActual=Y parameter can be added to display the number rather that the percentage.
The Identifier parameter can be used to restrict the responses considered to one Report Identifier. For example if you wanted to show the count based on the responses from respondents with a Report Identifier of "Your Team" then the Parameter would Identifier=YourTeam (note that spaces are removed). You also need the SplitType=I parameter.
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