Individual vs Group report: step by step example

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.


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



This guide will illustrate the process of creating an individual vs group report by using an Employee Happiness assessment as an example. Respondents have the option to choose their company and department before answering the questions. The generated report offers insights into the overall employee satisfaction within the selected company, presenting data both collectively and segmented by department, along with details about the individual respondent who completed the assessment.


This guide will teach you how to:

  1. Add questions
  2. Add custom score
  3. Create formulas
  4. Create the Individual vs Group PDF report
  5. Add predefined filters
  6. Download the Individual vs Group report

1. Add questions

1.1 Create the Questionnaire

1.2 Add your questions

1.1 Create the Questionnaire

At the Questionnaires tab, click Create Questionnaire.
Individual vs Group report: step by step example- create questionnaire

Click Start from scratch so you can add your own questions and style.

Individual vs Group report: step by step example- start from scratch

1.2 Add your questions

To add your questions just click the "?" Question button to insert your first question.
Individual vs Group report: step by step example- add questions

You'll be shown different question types you can choose from. Choose your desired question type and click Add.

Individual vs Group report: step by step example- add questions

For this example, we are going to use the Text choice and Slider numbers question types. The first two questions are about the Company and the department of the respondent.

Individual vs Group report: step by step example- company question

Individual vs Group report: step by step example- department question

The remaining questions are about employee happiness. 

Individual vs Group report: step by step example- remaining questions

2. Add custom score

To enable custom scoring, go to the Extra Options tab and toggle the button.

Individual vs Group report: step by step example- add custom score

Now go back to your questions, and add a score next to each answer option.

Individual vs Group report: step by step example- custom score

Individual vs Group report: step by step example- custom score

Note that the custom score for the slider number question type is calculated automatically (1-10). All you need to do is to enable the custom score for this question.

Individual vs Group report: step by step example- custom score

Individual vs Group report: step by step example- custom score

3. Create formulas

3.1 Formulas Introduction

3.2 Create formulas for the different groups

3.3 Create the formulas for the individual

3.1 Formulas Introduction

This step is critical. Your formulas and filters allow you to calculate the individual's results as well as those of a group. Within the formulas editor, you can add variables and create mathematical calculations.

Individual vs Group report: step by step example- 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.

3.2 Create formulas for the different groups

To create your formula, click on the Extra Options tab and select Formulas in the Custom Scoring section.

Individual vs Group report: step by step example- formulas

Click on the Create Formula button and insert all the data. In this scenario, we require a total of 30 formulas for the groups. 


Considering we have 5 departments and 4 questions, we need to create one formula for each question within each department. Additionally, 4 formulas are necessary to calculate the total scores for each question across the entire company. Furthermore, 6 formulas are needed to determine the total scores for each department and the overall company.


Let's see how you can set up the formulas for the first question and the total scores.


In the first formula, our aim is to create the company's score for question 3, focusing on Work-life balance. We utilize the variable *|q3_custom_score|* because we want to use the custom score from question 3. To standardize the score to 100, considering the question's maximum possible score of 4, we multiply it by 25. 


We enable the toggle buttons as shown in the image below. There is no need for a filter, as we will filter later on per company.

Individual vs Group report: step by step example- formulas

Formulas 2 to 6 use the same value as formula 1 in the formulas editor, *|q3_custom_score|**25. However, this time, our focus is on department-specific filtering, so we implement a custom filter.

Individual vs Group report: step by step example- formulas

Individual vs Group report: step by step example- formulas

Individual vs Group report: step by step example- formulas

Individual vs Group report: step by step example- formulas

Individual vs Group report: step by step example- formulas

You can create the formulas for the rest of the questions in a similar way. Remember to adjust the multiplier if your maximum score varies from 4. For instance, if question 5 involves a slider question with a maximum custom score of 10, the formula value for that question should be *|q5_custom_score|**10.


To generate total scores for specific departments and the entire company, sum up the scores for each question. Then, standardize the total by applying a multiplier to achieve a score of 100.


It's important to note that you don't need to add a filter to the formula for the overall company score.

Individual vs Group report: step by step example- formulas

You should create formula filters for the total score of each department

Individual vs Group report: step by step example- formulas

Individual vs Group report: step by step example- formulas

Individual vs Group report: step by step example- formulas

Individual vs Group report: step by step example- formulas

Individual vs Group report: step by step example- formulas

Upon completing your assessment setup, be sure to save your progress!

3.3 Create the formulas for the individual

We need to create 5 new formulas to calculate the results for the individuals. The first formula is to calculate the total custom score and convert it to 100. This formula is identical to formula 25, where you calculated the total score of the company, the only difference is that this time, only the Recalculate formula on report generation toggle button should be activated.

Individual vs Group report: step by step example- total score formula

Now we need formulas to transform the custom score of each question into a scale of 100. Notice that those formulas have similar values to the ones you previously created for calculating the company results for each question. The only difference is that now only the Recalculate formula on report generation toggle button should be activated.

Individual vs Group report: step by step example- individual formulas

Individual vs Group report: step by step example- individual formulas

Individual vs Group report: step by step example- individual formulas

Individual vs Group report: step by step example- individual formulas

4. Create the Individual vs Group PDF report

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

Individual vs Group report: step by step example- create pdf

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

Individual vs Group report: step by step example- select a pdf template

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

Individual vs Group report: step by step example- 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. 


Feel free to utilize the formula variables you've set up for your assessment in the charts.

Individual vs Group report: step by step example- chart example

The above chart uses the variables *|f1_avg_result|* - *|f6_avg_result|* and *|f35_result|*,  as we want to present the results of the work-life balance question for the groups and the individual. You can create a chart (or more) for each question using the rest of the formulas. 

5. Add predefined filters

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

Individual vs Group report: step by step example- 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.

Individual vs Group report: step by step example- 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.

6. Download the Individual vs Group report

After collecting your responses, you can download the report.


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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 Individual vs Group report, go to the results of your assessment and click on the Download button.

Individual vs Group report: step by step example- results

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. 

Individual vs Group report: step by step example- filters

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.Individual vs Group report: step by step example-filters

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

Individual vs Group report: step by step example- filters

What's next?

  • 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.
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