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.
Aggregate reports are an extra feature with an additional fee. Don't hesitate to get in touch with email@example.com for additional information.
This guide will teach you how to:
- Create formulas
- Create an Individual vs Group report
- Create predefined filters
- Download the Individual vs Group report
1. Create formulas
To create your own formula, make sure that you have added all your questions 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.
Your formulas and filters enable the creation of an individual vs group report and facilitate score calculations. Within the formulas editor, you can add variables and create mathematical calculations for the individual and for the group.
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.
When you create the formulas for the individuals, you can activate the Apply Predefined Filter When Requesting Report toggle, so that you can use predefined filters. However, you don't need to activate the Recalculate Formula on Report Generation toggle.
2. Create an Individual vs Group report
While you are still in your assessment editor, you can click on the Report Button and then select +Create a new report.
A new modal will appear, asking you to choose a template. In this instance, select the Empty template and click Next.
In the new modal, select the Individual vs Group report type and click Next.
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.
Select the Predefined Filters tab, and click on the +Create filter to create your filter. You can create as many filters as you wish.
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 would like to allow your customers to download a group report by using your predefined filters.
4. Download the Individual vs Group report
After collecting your responses, you can download the Individual vs Group report.
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 individual vs group report, go to the results of your assessment and click on the Download button.
In the new window, within the ReportR PDF (Individual vs Group) tab, you can select the PDF you want to download the report for, and then use separate filters for the Individual and for the Group.
You can select the predefined filters you created from the dropdown or select the Custom filter from the dropdown menu and add as many filters as you want by clicking the + button.
Once you've applied your filters, click on the Download button.
- 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.
- 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.