How to create a group report

A group report simplifies the complexity of your data by allowing you to combine information you collected from multiple responses of your assessment, into a single comprehensive report. This not only saves time but also provides a holistic view of trends and patterns across different respondents. 


   Professional         
   Enterprise         
   ReportR     
   DistributR     

warning
WARNING


Aggregate reports are an extra feature with an additional fee. Don't hesitate to get in touch with sales@pointerpro.com for additional information.



tip
TIP


You can also check out our step-by-step example for additional information on how to create a group report. 




warning
WARNING


It is important to note that in the group report, you can only use variables that are related to averages or question text. You can find them in the variable selector. Variables that are related to individual responses (for example answer on question or answer on intro fields) can not be used in the group reports. 




This guide will teach you how to:

  1. Create formulas
  2. Create a group report
  3. Create predefined filters 
  4. Download the group report

1. Create formulas

To create your own formula, make sure that your questionnaire is completed and that you have already enabled the custom score feature. Then head straight to the Extra Options tab and select Formulas in the Custom Scoring section.

How to create a group report- create a formula

Your formulas and filters enable the creation of a group report and facilitate score calculations. Within the formulas editor, you can add variables and create mathematical calculations.

How to create a group report- formulas

The toggle buttons provide additional options to refine your formulas. More specifically:

  • Use Rounded Numbers: This toggle allows you to round the results to whole numbers for a cleaner presentation.
  • Include Multiple Responses in Formula Calculation: Enabling this toggle allows you to aggregate data, create group reports, and calculate averages based on multiple responses.
  • Recalculate Formula on Report Generation: When the report is requested, this setting triggers a recalculation of the formula in the backend. This ensures that responses meeting the filter criteria are accurately accounted for, providing access to the most recent data. This feature is useful when using a formula with a variable that can change over time such as response count. Note that this feature is available on request.
  • Apply Predefined Filter When Requesting Report: Enabling this toggle is necessary in order to create predefined filters in your PDF. 

If you create a custom filter, you will only calculate the scores for those respondents who meet the filter condition.

2. Create a group report

While your assessment editor is still active, you can click on the Report Button and then select +Create a new report.

How to create a group report- create pdf

A new modal will appear, asking you to choose a template. In this instance, select the Empty template and click Next.

How to create a group report- select a pdf template

In the new modal, select the Group report type and click Next.

How to create a group report- select report type

The report editor will open, and you can start adding your widgets. Creating a group report follows a similar process as an individual report. 

However, when generating charts and incorporating variables, you'll notice a reduced list of options, displaying only variables applicable to the group report.

3. Create predefined filters

After you've finished creating your PDF and included all your content, save your work and navigate to the Share tab.

How to create a group report- predefined filters

Select the Predefined Filters tab, and click on the +Create filter to create your filter. You can create as many filters as you wish.

How to create a group report- predefined filters

This step is optional and depends on your setup. You can either create predefined filters in the PDF editor or create them later on when you want to generate the group report. 


The predefined filters are mostly used when you are on DistributoR plan and you want to allow your customers to download a group report by using your predefined filters. 

4. Download the group report

After collecting your responses, you can download the group report.


tip
TIP


Given the complexity of this setup, it's advisable to conduct thorough testing before deploying your assessment. You have the option to clear all responses prior to distributing the assessment to your contacts.



To download the group report, go to the results of your assessment and click on the Download button.

How to create a group report- results

In the new window, within the ReportR PDF (Group) tab, you can pick one of the predefined filters you crafted in the PDF editor. Select your choice from the dropdown menu.

How to create a group report- predefined filters

Alternatively, you can select the Custom filter from the dropdown menu and add as many filters as you want by clicking the + button.

How to create a group report- custom filters

Once you've applied your filters, click on the Download button. 

What's next?

  • An Individual vs Group report lets you compare how one person's answers compare to those of a group. This report type brings together the Individual and the group report types. This means that you can create a report to see at a glance how an individual's response stands against those of a specific group of your choice.
  • Email invitations are messages sent to your saved contacts containing a link to your questionnaire and are fully customizable. It is the best way to inform your contacts about your new questionnaire, and at the same time, by using our analytics tools, to track who has opened and clicked on your message.
  • A Contact list includes the people to whom you will email a questionnaire invitation and it allows you to send your questionnaire to a lot of people simultaneously, using the same invitation.


S
Support is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.