April 2026 - Box and Whisker Charts & Document Management

We've shipped two features in this release that target two different parts of the platform - one for report builders who want richer cohort visualisations, and one for administrators who need to handle respondent-submitted documents at scale. Nothing about your existing assessments, reports, or settings changes unless you choose to use these features.

1. New Chart Type: Box and Whisker

Box and Whisker is a new chart type for Cohort Feedback Reports. It shows the spread of scores across your cohort for each section, subsection, question, or segmentation - so instead of a single average value, you can see how widely (or tightly) your respondents agreed.

Each row of the chart shows:

• The minimum and maximum scores in the cohort, represented as bubbles at either end.
• The median score (the middle value, not the average) shown as a labelled badge.
• A connector line (whisker) joining the min and max.
• An optional interquartile box highlighting the middle 50% of responses (the 25th to 75th percentiles) - turn it on with ShowBox=Y.

Why this is useful:

• See at a glance which areas have strong consensus and which have wide variation in opinion.
• The median is more robust to outliers than a simple average, giving a better picture of a "typical" respondent.
• By default the bubbles use your existing rating colours, so red/amber/green cues carry through automatically. You can also override colours using ChartColors.

For setup instructions, parameter reference, and worked examples, see Box and Whisker Charts.

2. New Feature: Document Management

Document Management is a new tool for administrators who collect files from respondents through Document Upload questions. Instead of downloading files one response at a time, you can now bulk-download documents as a single ZIP archive, with filenames you control.

Downloads are available at three levels:

• Response level - download all documents from a single response.
• Cohort level - download documents across all completed responses in a cohort.
• Reports level - download documents across multiple cohorts for an entire assessment.

Why this is useful:

• Centralise respondent-submitted files into systems like SharePoint, OneDrive, or your own document store without manual one-by-one downloads.
• Configure how each file is named so documents can be identified at a glance, without having to open them.
• Save significant time when handling assessments that collect documents (applications, financial reports, evidence files, etc.).

For step-by-step setup, filename configuration, and a walkthrough of each download level, see Document Management.

3. Getting Started

Both features are available now in your site. Here is the quickest way to try each one:

• Box and Whisker: Open any Cohort Feedback Report template, insert a merge string from the Merge Manager, choose Box And Whisker from the Charts list, and set a Cohort Split (such as Group by Respondent).
• Document Management: Enable Use Document Management under Site Settings > Features. Once on, you'll see new download options at the Response, Cohort, and Reports levels.

Questions?

If you'd like a walkthrough of either feature, or run into anything that doesn't behave as expected, please get in touch - we're happy to help.