Click these links to access the documentation for the Legacy Feedback Report or the Legacy Cohort Report building. The documentation below is for Release 2020 (implemented Nov 2019).
Feedback and Cohort reports are built by merging a boilerplate Microsoft Word document with text and scores from the system.
- Feedback reports are for a single response and are usually produced at the end of a respondent completing a response. They can be available for immediate download and/or emailing to the respondent and others. Feedback reports can include Benchmarking and Team data.
A range of template reports is available for you to re-brand and adapt to your requirements here. These templates can be used for either Feedback or cohort reports.
- Cohort reports are for multiple responses in one report. Cohort reports can also include Benchmarking Data. Cohorts reports can be initiated automatically from Cohorts defined in the Cohort Initiations functionality. They can also be initiated manually at any time using the Cohort Report Manager
The articles listed below provide the detail of the merge strings available to build the feedback or cohort report and assumes you have already read and understood the article above.
How Merge Strings are constructed
- The Brilliant Assessments Merge Manager Word Add-in is included in your trial or subscription. It is the recommended method of creating and maintaining merge strings in your template document.
- If you can not use the Merge Manager for any reason, the strings can be constructed in your document
- There are around 35 separate Merge Strings in the system. Merge strings specify the type of data that is to be merged into the document. They always have curly {} brackets around them.
- Parameters specify the data to be selected and options for how it is displayed Parameters are always surrounded by square [] brackets. If there are no parameters required use the square brackets with no space [].
- Merge Strings and Parameters are case sensitive and there must be no spaces except between parameters within Square brackets e.g. {Bar[SectionNo=All Height=200]}
- Where your merge string returns text into the report, the text will be shown in the style and format that the merge string is in. If, for example, you wanted the score to be returned in red and bold, you would color and bold the merge string. This can be overridden by the formatting within the merge string itself.
Tips for Creating a great Word Template for your reporting:
- Consider starting with one of our Sample Report Templates
- Wherever possible use the Styles feature of Word to set the format of text. This ensures constancy.
- Place images inside a Word table cell. That way Word holds its position relative to the table. As the table gets pushed down we when inset text above the image moves down correctly too.
- Avoid text boxes for the same reason. If they overlay an image ensure that the image is in a table cell.
- The best format for images is .png. Some compressed .jpg files have issues in the function we use to create PDF's.
Merge Strings Available
Text
Response Request Based Merge Strings | Fields (like the respondent's name and business name) that are populated as part of requesting a Response, or populated by the system when a Response is otherwise created. |
Ratings Based Text | Ratings based text often makes up the majority of the report. It is text at several levels based on the scores they attained for each component of the assessment. |
Displaying Scores | Display individual scores (either percentages or the actual points) at Response, Section, Subsection, Question or Segmentation level. |
Individual Answers | Displays the text entered into a text box or the Answer text of the Answer selected for other Answer types. |
Names | Displays the name of a Section, Subsection, or Question. Usually used with Top or Bottom parameters. |
Counts | Relevant to Cohort reports only, display the count of responses completed or incomplete, or the number of responses that selected a specified answer. |
Charts
Vertical Bar Charts | ![]() |
Vertical Bar Charts are normally used to show several sections/ subsections/ questions/ segmentations comparatively, although you can display a single bar if required. Charts can be either based on percentage scores or the average actual score (Likert style reporting) |
Multi Vertical Bar Charts | ![]() |
Multi Vertical Bar Charts are used:
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Horizontal Bar Charts | ![]() |
Horizontal Bar Charts have the same functionality as Vertical Bar Charts but have the advantage that they are not restricted to the width of the page. There is also additional space for the section / subsection / segmentation / question name. |
Multi Horizontal Bar Charts | ![]() |
Multi Horizontal Bar Charts have the same functionality as Multi Vertical Bar Charts but have the advantage that they are not restricted to the width of the page. There is also additional space for the section / subsection / question / segmentation name. |
Gauges (Donut Charts) | ![]() |
Gauges are most popular for showing assessment scores, alongside the rating which is represented by the color of the gauge. It can also be used for sections, subsections, questions or segmentations to graphically show the score and rating. |
Progress Bars (Single Horizontal Bar) | ![]() |
Horizontal Or Progress bars are often used for an assessment, section, subsection, question or segmentation (as an alternative to Donut charts) to graphically show the rating rather than an exact score. |
Stacked Bar and Column Charts | ![]() |
Stacked Bar and Column charts are used in the Cohort report to show the count of, or percentage of responses that answered questions, grouped by the rating of their score. |
Bar On Bar Charts | ![]() |
Bar On Bar charts are intended to show a single response against a benchmark result. They may also be chosen to show a person's result against their teams results in a 360 style assessment. |
Polar Charts | ![]() |
Polar Charts are used to show several sections/ subsections/ questions / segmentations comparatively. Charts can be either based on percentage scores or the average actual score (Likert style reporting). |
Multi Polar | ![]() |
Multi Polar Charts are used:
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Spider Charts | ![]() |
Spider Charts are used to show several sections/ subsections/ questions / segmentations comparatively. Charts can be either based on percentage scores or the average actual score (Likert style reporting). |
Multi Spider Charts | ![]() |
Multi Spider Charts are used:
|
Line Charts | ![]() |
Line Charts are used to show several sections/ subsections/ questions / segmentations comparatively. Charts can be either based on percentage scores or the average actual score (Likert style reporting). |
Multi-Line Charts | ![]() |
Multi-Line Charts are used:
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Area Charts | ![]() |
Area Charts are used:
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Pie Charts | ![]() |
Pie charts are used for comparing the score a respondent achieved for each section/subsection or segmentation. This can be useful for displaying particular strengths or weaknesses. You can also use Pie charts for cohorts, comparing the number of responses in each Rating. |
Word Tables |
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Question Lists | Question Lists build up a word table of Questions, the answer selected and the report text for that answer. This is useful when you want to report back to the respondent the answers they specified. |
Ratings Tables | Ratings tables are used in Cohort reports showing the comparatives scores between Identifiers. Generally, they are used to report at the Question level, but can also be used at Section, Subsection and Segmentation levels. |
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