Reporting—Customize Report Sections Overview
Customizing report sections is quick and easy using the report wizard. You may customize a standard report section or create a new one. Whether customizing a report section or creating a new one, the wizard will walk you through the process, asking you key questions about the data you wish to display. The following is an explanation of the components of a report section and the typical questions you will be asked by the wizard. Some data display options change according to your choices.
Explanation of Report Section Components
The wizard will ask you to provide the following information:
Enter a title for this report section:
- When creating a new report section, enter a new title
- When editing a report section, keep the same title or customize it
Population:
- Individual Report – Data for one subject
- Project Report – Data for an entire project
What kind of data you wish to list?
- Items – Displays all items that were assessed in the order you specify in a later step of customization (highest to lowest, lowest to highest or natural order). The default setting is “Display ALL Items” (999).
- Item averages grouped by Category – Displays all items that were assessed, organized by survey category. Within each category, items will be sorted in the order they appear within the category in step 4 Items (natural order). Each category will begin on a new page.
- Category averages – Displays only the category average scores, i.e., the average of the scores of all of the items within a category. If you choose Category averages, you will be asked the maximum number of categories you wish to display. The default setting is “Display ALL Categories” (999).
- Summary Questions – Displays the written responses for each summary question. If you choose Summary Questions, you will have a checkbox to group responses by relationship type. The default setting is “Display ALL Summary Questions” (999).
If you choose Summary Questions, you will click Done, because there are no other data options to consider.
Additional options available for project reports:
- Subject Ranking by Overall score – Displays Subjects' names and overall average scores for the assessment, in the order you specify in a later step of customization (highest to lowest, lowest to highest or natural order).
- Subject Ranking by Category – Displays Subjects’ names and averages for each category, in the order you specify in a later step of customization (highest to lowest, lowest to highest or natural order).
Which respondent relationships do you want to display as ROWS:
Check any or all of the respondent relationships listed. They appear in the same order as they appear in the list in step 2 Relationships.
If you don’t want to include any respondent relationship averages in your report section, uncheck all relationships and click Next.
If you check the box Check to include overall average (“AVG”), the report section will display the average score from all respondent types as a single bar graph.
If you check the box Include SELF-rating as part of overall, the report section will include the self-rating as part of the overall average.
What kind of numeric data do you want to display in columns?
Report sections may include up to three columns of numeric data.
The default setting for the first column is the primary scale. The average of ratings for this scale will appear in the first column of the report section.
Choose from the following selections to display in the second and third columns:
- (Not used)
- Scales - The secondary scale may be chosen. The average of ratings for this scale will display.
- Project Average – The average score for all Subjects in the project will display.
- N (number of respondents) – The total number of respondents who provided feedback will display. This number may vary, because respondents have the option of choosing N/A for items that were not observed or not applicable.
- Difference (column one - column two) - The difference between the average in column one and the average in column two will display. This option is available only in column three.
- Previous Score – Option offered only in Advanced Report. Displays the score from the previous assessment project.
- Previous Previous Score – Option offered only in Advanced Report. Displays the score from the assessment project of two prior periods.
- Aggregate Score – Option offered only in Advanced Report. Displays the combined scores from two or more projects.
- Aggregate Average (Advanced Report) - The average of all the data across ALL projects in that Advanced-Report.
If there is only ONE project in the AR, aggregate is only for that project.
If there are 2 or more projects, it's across all projects.
How do you want to sort data?
- Highest to lowest – Displays data from highest average score to lowest average score.
- Lowest to highest – Displays data from lowest average score to highest average score.
- Natural Order – Displays data in the same order as items appear in the list in step 4 Items.
Which column do you want to sort on?
- First column
- Second column
- Third column
What type of graph do you want to use?
- Bar graph – Displays numerical data in the form of a bar graph showing the average score.
- Gap graph – Displays differences in numerical data between two averages in the form of a graph. Examples are displaying the difference between current and previous assessments; or displaying the difference between two scales, such as Frequency and Expected Frequency.
Which additional kinds of data would you like to include?
- Show distribution above first bar – Displays the number of Respondents who selected each numeric rating above the average (AVG) bar.
- As percentages %
- As raw numbers
- Show distribution for each relationship type – Displays the number of Respondents who selected each numeric rating above the rater relationship bar.
- Show Comments - Displays comments for each item.
- Include responses to open-ended questions – Displays written responses to open-ended questions, keeping them within their assigned category, instead of printing them in a separate Summary Report section.
- Group comments by relationship type – Displays relationship type along with written comments.
- Show Item Description – Displays the Item Descriptions with each item if they were included with the items in your project.
- Show Developmental Recommendations – Displays the Developmental Recommendations with each item if they were included with the items in your project.
- Show Recommended Resources – Displays the Recommended Resources if they were included with the items in your project.
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