Advanced Reporting

Advanced Report allows you to combine data from multiple projects.  You can print summary information, overall project averages and compare data for subjects in different projects.  

With Advanced Report, you can print reports that gather data from more than one project.  Each new Advanced Report file allows you to determine the projects that you want to include. You can even aggregate data from projects that do not have 100% overlap of items.  The Advanced Report module will aggregate all common data points.

In addition to aggregating data, you can compare data between assessments. For example, you may compare the results from this year’s assessment to last year’s assessment to determine the improvement in an individual’s performance.

You may also delete categories and items from projects without affecting the original project. This feature allows you to print reports focused on one category for distribution and use in training classes.

All projects used in Advanced Report must have the same scale range (e.g., Satisfaction using a 10-point scale with common descriptors). The program cannot aggregate project data with different scales because the scores are incompatible.

Advanced Report uses the same reporting engine used in step 7, Reporting in a project. Therefore, all the same rules for customizing and printing reports apply. For instructions on customizing report sections, please refer to Reporting.

You will learn how to create an advanced report and print report sections found only in Advanced Report.

Advanced Report Overview

Advanced Report has 3 tabs that contain the data for projects used in Advanced Report: Imported Projects, Survey Categories and Reports.

Imported Projects – This tab lists the projects used in this advanced report. At this tab, you will import projects, refresh project data and choose “previous” projects before printing current vs. previous reports.

Survey Categories – This tab lists the categories, items and summary questions for all projects imported into the advanced report. At this tab, you may delete categories, items and summary questions you do not want to print in reports.

Reports – This tab contains the report sections available for reporting. You may use the standard report sections provided in Advanced Report, customize them or create new report sections.

The Reports tab is divided into 3 tabs: Individual, Project and Multi-Project.