Building and Deploying Results Dashboards

Results are a dashboard view that deliver a screen based, real-time approach to assessment feedback. Results dashboards can be created for individuals, cohorts, or any of your assessments in combination.

Once created, results can be implemented:

• as a supplement or replacement for an individual feedback report, loading instantly at the end of assessments,
• as a supplement or replacement for an individual feedback report, emailed on completion,
• as a supplement or replacement for a cohort feedback report, emailed after the completion date, provided your response completion rules are met,
• as the landing tab when viewing a cohort to give a quick snapshot of the current results of a cohort,
• on a progress report email to advise cohort contacts of the completion rates of their cohorts graphically,
• set as a landing page in the partner portal,
• embedded in an assessor response for quick reference.

View the Introduction Video

Results Dashboard Structure

Results dashboards are structured around containers and tiles. Tiles are held in containers.

You can have any number of tiles and rows of tiles in a container. You can have any number of containers as you scroll down the page.
Tiles are available in different sizes: full width, 11/12, 5/6, 3/4, 2/3, 7/12, 1/2, 5/12, 1/3, 1/4, 1/6, and 1/12 width. Combinations are allowed to add up to the full width (e.g., 1/6, 2/3, 1/6). If you don't use the full width, the tiles will be centered.

The drag-and-drop interface enables you to move the containers and tiles on the dashboard.

Containers have two modes:

•  "Always Showing" – which are effectively full-screen backgrounds that may be colored or have an image to graphically breakup the Results dashboard
•  "On Demand" - which will show when a "More Details" link (either a label on a chart or as a static link) is clicked.  On-Demand containers will be processed when the link is clicked and may receive parameters for the More Details link.

Creating a new Results dashboard

Results are located in the Assessment Manager section of Brilliant Assessments. Click on 'Results' on the left menu to access the Results List.  As an Administrator, you can add and modify Results dashboards; Assessment Managers (Partners or Customers) only have access to published Results dashboards in View mode.

Here, you have an overview of your Results dashboards and can easily:

1. Add a new Results dashboard.

2. View any Results dashboard.

3. Edit the Results dashboard Name, Title, Description and Type.

4. Copy an existing Results dashboard.

5. Delete a Results dashboard - a warning message 'Are you sure you want to delete this dashboard?' will display before the Results dashboard is deleted.

1. Add Result Dashboard Screen

Click 'Add Dashboard' to start a new Results dashboard.

Give your new Results dashboard a Name, Title, and Description and Select which type of Results dashboard you're creating then click 'Save':

1. Name - The Results dashboard name appears in the Results list.

2. Title - The Results dashboard title appears in the Results list as well as at the top of the results dashboard when in view mode.

3. Description - The description is only used in the Results list.

4. Type - 4 types of Results dashboards are available to choose from:

• Summary - displays data from multiple assessments on a single dashboard. Not tied to any specific assessment. See Using Summary-Type Results Dashboards.
• Assessment - displays data across all respondents and cohorts for a single assessment. See Using Assessment-Type Results Dashboards.
• Cohort - displays aggregated data for a single cohort, ideal as a cohort landing page. See Using Cohort-Type Results Dashboards.
• Individual - displays a single respondent's data, typically shown on the completion page or linked in the completion email. See Using Individual-Type Results Dashboards.

If you select Assessment, Cohort or Individual, an additional field will appear for you to advise which assessment(s) you want the Results dashboard to be linked to.

5. Published - When a Results dashboard is published, it can be viewed from the Results menu item by Partners and Customers (Assessment Manager role), provided they have access to the same assessment as the Results dashboard.  This isn't required for them to view it as a landing page or cohort home page.

Results Edit

Once on the Results Edit screen, you can see the below items:

1.  Add - Enables you to add containers and tiles to your Results dashboard.

2.  Filters - Enables you to select which filters are available to Managers/Assessors under 'View' mode.

3.  Save - Saves your latest updates and remains in Edit Mode

4.  Save & View - Saves your latest updates and switches to 'View' mode

5.  Test Data - Test Data is only used when designing an embedded assessment for Responses or the Cohort Home page. 

2. Container Settings

Click on 'Add' and start adding a container.

Once your first container is added, you can access the Container Settings:

1. Container Name - The container name is visible under 'edit' mode only.

2. On Demand vs Always Showing

•  "Always Showing" – full-screen backgrounds
•  "On Demand" - only show when a "More Details" link (either a label on a chart or as a static link) is clicked.  On Demand containers will be processed when the link is clicked and may receive parameters for the More Details link.

3. Color - Enables you to define a background color to your container.

4. Opacity - If a color is defined, you can specify the opacity as desired.

5. Upload Image - Enables you to upload a background image to the container.

6. Tile Spacing (Top & Bottom) - Enables you to increase or decrease the gaps between tiles in pixels.

7. Tile Min Height—This option allows you to specify the minimum height of the tiles within the container (in pixels).

3. Tile Settings

Next, add as many tiles as you need within the container. Use the drag and drop interface to position the tiles as desired.

Here again, you can access Tile Settings:

1. Background Color - Enables you to define a background color for your tile.

2. Border Color - Enables you to define a border color for your tile.

3. Border Thickness - Enables you to define the border's thickness (defaults to 2 pixels). Set it to 0 if you do not want any border to appear.

4 & 5. Padding (Left & Right) - Enables you to increase or decrease the gaps between tiles (in pixels).

6. Min Height - Enables you to specify the minimum height of the tile (in pixels).

7. Rounded Corners - True by default. 

8. Width - Enables you to update the width of the tile. Combinations will be allowed to add up to the full width. If you don't have the full width used, the tiles will be centered. 

Once the Tile Settings have been updated/reviewed, you can start adding content to each tile.

Defining Tile Contents

To define tile content, we will use the merge manager (same as when building a feedback or cohort report), along with text and images. 

All of the merge strings available, and the parameters that are available for each one, are documented here. Merge Strings Available for Reports and Results

TIP: If you are using rating text, ensure your rating text is not in a table. The table overrides the text wrapping in results.

Using the Merge Manager Tab you can review an existing merge string in the Results dashboard. If you double-click on the merge string, the Merge Manager will display all of the parameter options for the merge string. You can modify it if required. 

The More Details merge string activates Containers, passing Assessment, Cohort, Response, Section, subsection, Segmentation Group, and/or Segmentation information.

Click on the pencil icon and use the merge manager to create the merge strings. Add any desired text and images as well. Click 'Save'.

The content will automatically display.

Once you have added the content to all your tiles, don't forget to 'Save' or 'Save & View' your Results dashboard.

Defining Filters

When creating your Results dashboard, you will also be able to define the available filters relevant to the data, including date ranges and classifier-based filters, so viewers can drill down on the displayed data.

Click the Available checkbox in front of each field you want to be available for viewers.

Adding and displaying drilldowns containers

Drilldowns keep your Results Dashboard clean and minimal while giving viewers the option to explore detailed data on their terms. When a viewer clicks on a chart element (e.g., a section bar) or a text link, an On Demand container expands below to reveal a breakdown of that specific area.

How Drilldowns Work

A drilldown requires two containers:

• Main container (Always Showing) - contains your chart (e.g., a bar chart showing section scores). This is what the viewer sees on first load.
• Drilldown container (On Demand) - positioned below the main container. This container is hidden until the viewer clicks a chart element or text link in the main container.

When a viewer clicks on a section in the main chart, the On Demand container expands and dynamically displays data for the clicked section - for example, subsection scores, rating text, or question-level detail (see the video above for references).

Step 1: Create the On Demand Container

1. Click Add to add a new container below your main chart container.
2. Open the Container Settings (cog icon) and set it to On Demand.
3. Give it a descriptive name (e.g., "Section Drilldown") and click Save.

Step 2: Add Content to the On Demand Container

Add tiles to the On Demand container with the detail you want to show when a viewer drills down. For example, you might add rating text for the clicked section, or a chart showing subsection scores.

Step 3: Configure the Drilldown on the Main Chart

Now go back to the main container and configure the chart to trigger the drilldown.

1. Edit the tile containing your main chart.
2. Select/highlight the merge string in the tile editor.
3. In the Merge Manager panel, click Options.
4. Select Set the Drilldown and set it to display. This adds Drilldown=Y to the merge string.
5. Select Set the Container. A dropdown list of your On Demand containers will appear - select the one you created (e.g., "Section Drilldown"). This adds the Container= parameter to the merge string.
6. Click Save.

Example merge string:

{Polar[SectionNo=ALL SubSectionNo=ALL Label=Y Container={ID} Drilldown=Y]}

Click Save & View to test. When you click on a section in the chart, the On Demand container should expand below showing the detail for the clicked section.

Alternative: Drilldown from a Text Link

Instead of clicking on a chart element, you can also trigger a drilldown from a text link using the More Details merge string. This is useful when you want a sentence like "Click here to view scores by Respondent" to open an On Demand container.

1. From the Merge Manager, select the merge type 'More Details'.
2. Under Options, Set the Container - select the relevant On Demand container from the dropdown.
3. Set the More Details Text - define the clickable link text. If not specified, it defaults to "More Details". Enter spaces as underscores (e.g., click_here will appear as "click here").
4. Set the Drilldown - type Y to enable drilldown.

Example: Click {MoreDetails[Container=xxx CustomLabel=here Drilldown=Y]} to view scores by Respondent.

Displaying your Results dashboards

How you display a Results Dashboard depends on its type. Each type has a dedicated article with detailed setup instructions:

• Individual - display on the completion page or link in the completion email. See Using Individual-Type Results Dashboards.
• Cohort - set as the cohort landing page so managers see results when they open a cohort. See Using Cohort-Type Results Dashboards.
• Assessment - set as a default landing page for assessment managers or assessors. See Using Assessment-Type Results Dashboards.
• Summary - set as a default landing page, or embed in an assessor response. See Using Summary-Type Results Dashboards.

The sections below cover quick-reference instructions and the assessor embedding option.

1. Displaying an Individual Results dashboard on the completion page

Under Assessment Settings --> Site Text tab --> Add/Edit Response Complete 

Add the merge string to display the individual dashboard on the completion page.

1. Link to Page: From the Link to Page menu, select Results (after any content pages that exist)

2. Select Results: the Results for this assessment will be listed for selection. 

3. Merge String: Once selected, the merge string will be inserted in the current cursor position.

Now, when a respondent completes the assessment, they can immediately get a snapshot of their results:

For full details including how to link the dashboard in the completion email, see Using Individual-Type Results Dashboards.

2. Displaying Cohort Results as the landing tab when viewing a cohort

Under Assessment Settings --> Feedback Tab --> scroll down to Outputs Panel.

Here, you can select the Cohort Home Results. A dropdown list of cohort result(s) for the specific assessment will be available to select from.

You can access Results as the landing tab when viewing a cohort.

For full details including drilldown setup and example layouts, see Using Cohort-Type Results Dashboards.

3. Displaying an Assessment or Summary Results Type as a Default Landing Page

Under Users, select the user (Manager) for whom you'd like to set up the Results and click Edit.

Right at the bottom, you can select the Default Landing Page. From the dropdown list, select the relevant Results to display and click Save.

Now, when the manager or assessor logs into Brilliant Assessments, they land on the set Results and have access to the filters defined by the administrator. 

For detailed setup guides, see Using Assessment-Type Results Dashboards or Using Summary-Type Results Dashboards.

4. Displaying a Summary Dashboard in a Response

A summary dashboard can be added to instruction text on a question. If using the Assessor functionality, you could add these to assessor questions to give them a snapshot of a cohort's results.

1. In the assessment builder, press edit on a question.

2.  In the Instructions tab> Merge fields select results from the dropdown list, then the applicable results dashboard from the other drop-down list. 

FAQs & Troubleshooting

Use the questions below to troubleshoot common setup issues in Results Dashboards.

We hope that you enjoy using the Results Dashboard functionality and we would appreciate any feedback you have. Please get in touch with our Customer Success Team: Support@brilliantassessments.com