Managing Assessment Feedback Reports

Feedback report templates are uploaded using this function.   Usually, a feedback report is generated (based on the template and the response) and available to the respondent on the screen and via email as soon as they complete a response.  The system allows for unlimited report templates to be uploaded for a wide variety of scenarios though, and these are managed through this form. This includes

• branded versions for different organizations
• separate reports destined for different parties, for example, an assessor or a manager.
• versions for different iterations, showing previous results where they are available.
• additional Reports - that allow for "pay for " reports that can be sold as an optional reports. 
• Reports can be generated and downloaded and/or emailed automatically, or on an "as required" basis. 

1. The Report name is only used internally to the system.
2. There are three Report Types
   • Completion - this report is produced when a response is completed.  This occurs when the Finish button is clicked on the last page (section) of the questions in a response, unless the assessment is an "Open Assessment" (defined in conjunction with the Assessor functionality) in which case a separate "Complete" button is used.   
   • Interim - this report is only produced when a response is for an "Open Assessment" (defined in conjunction with the Assessor functionality).  This report is available when the respondent and/or assessor have finished the response, but the response is not marked as Completed. 
   • Training Certificate - if the assessment is a certification and the certification is passed this record holds the template for the certificate that will be produced.
3. Organization - This field gives you the option to specify which organization (if any) the report is linked to, so that only respondents from the specified organization will receive the report.  If the organization is specified in this field, and respondent completes the assessment who isn’t from this specified organization, they won’t see their report on completion of the assessment, nor will they receive their completion email with the report attached.  This function provides the option to create different templates for different organizations, but should always be left blank unless you have this requirement. 
4. Customer Type - This field gives you the option to specify which customer type will receive this report. This allows you to set up different reports for different customer types if required.
5. Iteration - This field only appears if Enable Iterative Feedback is selected on the Cohort Settings tab of the Assessment Settings.  It allows you to upload separate report templates for the iterations.  Normally you would have a report template for the first iteration, and one for subsequent iterations.  The latter would show all the detail of the first iteration report but combined with comparisons to the previous responses. A Step-by-Step setup guide for using Iterations in Individual Feedback reports is available here.  
6. Report Template - Use this field to upload the Word Report Template for this assessment, used for the creation of the Feedback Report.
7. Download - Once a report template is uploaded there is also a link to download the latest version from the system. (Read more on Giving Feedback)
8. Report Template Library - Click this button to expand the list and preview each Report Template available.  These can then be uploaded, and adapted to your individual requirements. Instructions for adapting the templates are here Starter Feedback Reports.  Each template can be download in an A4, US Letter, or Presentation (Landscape) format. 
9. Show Report on Completion - This checkbox indicates whether this report should be available to the respondent once the response is completed or finished.  In this case, the system will display a screen at the end with a button to view the PDF Report.  Explanatory text for this screen can be added to the Site Text table.
10. Output Format - allows you to select PDF (default) or Word for the format for the Report. Word is provided as an option primarily for the accessibility market. 
11. The Button Label field only appears if you select to Show the Report on Completion checkbox.  It defaults to view your report but gives you the option to modify that text.
12. Email Report to Respondent - This checkbox indicates whether this report should be emailed to the respondent once the response is completed or finished.  The system will use an email template with the Email Type of "Completion" if the Report Type is "Completion" or an email template with the Email Type of "Interim Report" if the Report Type is "Interim" and attach the report. 
13. Email Report to Assessor - This checkbox indicates whether this report should be emailed to the assessor specified on the response once the response is completed or finished.  The system will use an email template as described for the respondent. 
14. Email Report to BCC - This checkbox indicates whether this report should be emailed to anyone specified as the BCC recipient on the response once the response is completed or finished.  This will often be someone administering the system.  The system will use an email template as described for the respondent. 
15. BCC Email - this field is used to specify the default recipient of the BCC email if one is to be sent.  This may be overridden by a BCC on the Organization, or by entering a BCC on an individual response.
16. Additional Reports - selecting this checkbox indicates that this report is available on the Additional Reports screen. Typically this will be for a detailed report(s) that is sold separately giving more detail than the initial report.  The Additional Reports screen can be accessed from an email link (available on the Completion Email and the Response Follow up Email) or from a link in the Report (generated using the Response Additional Reports merge string - you find our more here.)   Reports in the Additional Reports will normally also be accessible from the Completion Screen.
17. Credit Card Payment Required - this checkbox only appears if Additional Reports is selected.  If Payment is required (via Stripe) select this checkbox. 
18. Price - this field only appears if Credit Card Payment Required is selected.
19. Currency - this field only appears if Credit Card Payment Required is selected.
20. File Name - You can set the output file name, including parameters like the respondent name and the date.  The merge strings available are listed in the dropdown. Do not use the Following characters that are invalid for Windows file names:
    • < (less than)
    • > (greater than)
    • : (colon)
    • " (double quote)
    • / (forward slash)
    • \ (backslash)
    • | (vertical bar or pipe)
    • ? (question mark)
    • * (asterisk)
    • & (and)