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Quick Guide: Building a 360 report

360 reports are used to evaluate an individual, comparing their own answers with those from people that know them. Because in in the business world these people are hierarchically above, next to and below them, it refers to the 360 degrees of a circle. Which in turn implies "the people around you".


You'll need this:

  • One of these Pointerpro plans:

 Professional           Enterprise           ReportR           DistributR  


On this help guide page:
  1. Create your report
  2. Add widgets
  3. Configure your individual variables 
  4. Configure your aggregated variables
  5. Testing and downloading your report

1. Create your report

This article uses the a 360 assessment questionnaire which you can create as described here.

From your questionnaire, click on Report Builder and then on + Create a new report. Select a template and click Next. For the 360 report, we start from the Empty template.

Select the Individual vs Group report type and click Create. These types are explained here. We use the Individual vs Group report type because we want to compare scores from the individual (Self) with the scores given by others (Peers, Manager, Reports) in the report.

You can find more information on creating a report here.

2. Add widgets

Start building your report by adding widgets and content. For more information check out our help guides here.

3. Configure your individual variables

Much like any other report, you'll be able to access all data from the individual. This is the person you're evaluating in this 360 assessment. Just use the variables you would normally use such as Question X Response or Formula Y Result.

When you have a section where you want to add variable data, such as inside a text widget, open the variable selector by clicking the {x} button.

4. Configure your aggregated variables

As this is an aggregate report, some variables will be more advanced than those of a standard (individual) report. You'll have access to both individual data and automatically aggregated data. It's important to understand that you'll be defining both the Individual and the Group when you're downloading the report. In section 3 we covered the individual variables, but now we'll be adding variables like Formula Y Average Result, which will calculate the average of the group.

Aggregate formulas are found under Formulas in the Multiple tab. Note that "Formula Result" is still an individual value.

However, if you scroll down a bit, you'll find variables that apply your predefined formula filters. These will allow you to create multiple variations of the same formula. For example: the "Formula Average result for Peer" will:

  • first filter all responses you selected for download (the group you define when generating the report)
  • then apply the filter you configured the predefined formula filter
    (in this case: they need to have replied "Peer" to a specific question)
  • lastly, it will calculate the average of the formula result for those responses

Through predefined filters, you can use a single formula to calculate the averages (or other values) across multiple subgroups. 

You can also add these variables to charts by clicking the Add variable button in the pop-up window for the chart.

5. Testing and downloading your report

When you're ready, be sure to test everything thoroughly. Using the Preview button you can test the layout and some values, but we strongly recommend creating a set of dummy responses to validate in detail. 

To download your report, head over to the Results Dashboard. Click on Download in the top-right corner and go to the tab called "Report PDF (Individual vs Group)". In here you'll see all reports of that type associated with your questionnaire. Select one and configure the filters for both the Individual and the Group. When you're ready, click on Download.

As all survey responses which are linked to a specific assessee are linked to the contact(*), we use the Contact Unique ID in both the individual and the group selection. 

(*) this requires having sent the survey link using the contact ID as URL parameter, for example https://s.pointerpro.com/ycsoojxw?rid=UID_e9wp9qF3x with e9wp9qF3x being the contact ID. 

For the individual response selection, we add a filter indicating the value of the intro field we used in the survey to define the role, which we set equal to 'Self'.

For the group responses selection, we add a filter indicating the value of the intro field we used in the survey to define the role, which we set not equal to 'Self': in this way we are sure all other values (Manager, Peer, Report) are included in the group. 

Your report should be ready in a couple of seconds.

What's next?

You've got your questionnaire and report ready, now it's time to put it to work. 

Don't want to build it yourself? Contact our professional services team