User Guide

Everything you need to know from the basics through advanced features

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  4.  » Creating your PDF Report

Creating your PDF Report

This section of the User Guide covers the features available on the “Report” page of the Assessment Generator editor. This page allows you to configure the optional PDF report delivered to your respondents after they complete your assessment.

To deliver PDF reports to your respondents, you need to enable PDF report generation and set at least one of your results delivery channels (email or on-screen) to include the PDF report. For example, to deliver the report as part of the on-screen results:

Enable PDF report

Enable the “As a PDF” setting, then click “Edit On-Screen Results”:

on-screen results setup

Click “Save” to save these settings.

Configuring the Report Content

Now that we’ve set up the assessment to generate a PDF report, we can configure the report’s content.

Click the “Edit PDF Report” or select the “Report” tab.

With Advanced, Private Label, and Enterprise plans, you’ll be able to include a cover page and add headers and footers to each subsequent report page. Select either or both of those options. If you don’t want to include those, skip to the “Report Body” section below.

Include cover page plus headers and footers in PDF Report

Design the Cover Page

When you select “Include cover page with report,” a new section appears in the editor so you can specify the content you’d like to include on the cover page.

Upload Cover Page Image

With Advanced, Private Label, and Enterprise plans, there’s a place where you can upload a background image for your cover page. Page sizing for the PDF report is US Letter Size (8.5 inches x 11 inches). We recommend an image size of 1275 pixels wide x 1650 pixels high for best results.

Choose Cover Page Background Image

An editor window will also appear for the cover page. You can add your cover page content, including your logo and any text you’d like. You can also use merge codes to insert the respondent’s name and the date.

Headers and Footers for Report Body

Any content entered into the “Page Header” and “Page Footer” editor windows will appear at the top and bottom, respectively, of every page except the first page.

In these editor windows, you’ll see faint outlines of a three-column table. This is to help place content on the left, right, and center of the header and footer. The table outline will not appear in your final report, but a horizontal line will be automatically added below the header.

PDF Report Page Header and Footer

You may add any content to this table that you like, including your logo. Ensure that it doesn’t take up too much vertical space, so the header or footer doesn’t overlap with the page’s content.

Report Body

In the next section, you can specify the content you would like to include in the body of the PDF report.

Upload PDF Body Background Image

With Advanced, Private Label, and Enterprise plans, you’ll see a place where you can upload a background image for the body of your PDF report. You can include a watermark or other graphics to frame your report content.

Once uploaded, this image will show on every page of your report except for the cover page. We recommend an image size of 1275 pixels wide x 1650 pixels high for best results.

Choose Report Body Pages Background Image

Introductory Text

The next editor window allows you to enter introductory content for your PDF report. This content will appear before the reports’ scores, graphs, and other dynamic elements. It’s also a great place to add a thank you message and other background content for assessment results.

PDF Report Introductory Content

Select Score Settings

Next, you have several options from which to choose. These settings determine how dynamic content is included in the PDF Report.

Results Options

  • Show numeric scores:  Shows the numeric score for a Simple assessment or scores for a Type or Multi-type assessment)
  • Show chart in results:  Shows a chart of the scores. A gauge chart for Simple assessments is shown, while the chart format for Type and Multi-type assessments is configured on the Types tab.
  • Show questions and responses: Show all of the questions in your assessment and your respondent’s response to each
    • Include question notes: When “Show questions and responses” is enabled, also show the question notes in the assessment results.
  • Show the sum of scores for all types: With Type and Multi-type assessments, when “Show Numeric Scores” is selected, this will include the sum of all scores.

      Score Explanation & Type Description Options

      Next, for Simple assessments, you can decide which score explanation text is shown to the respondents.

      Score Explanation Options

      The default setting shows only the score explanation for the score range corresponding to the respondent’s score.

      However, you can choose to show the score explanation for ALL score ranges, or you can opt not to show any at all.

      For Type assessments, you can determine which type descriptions are shown to the respondents.

      Type Description Options

      For Multi-type assessments, you can show the score explanations for your types.

      Multi-type score explanation options

      Conclusion

      The final editor window on the “Report” page is for any concluding content you’d like to show at the end of the report. This is a great place to add a call to action for your respondents.

      Concluding Text

      Pro Tips for PDF Reports

      Use Merge Codes

      Select the “Merge Codes” dropdown in any of the editor windows on the report tab to insert the respondent’s name or email address, the date, and a page number:

      PDF Report Merge Codes

      Add Page Breaks

      You can also insert a page break into any of the content editors by clicking the page break control:

      Page break control

      Save and Preview Report

      To preview your PDF report in a new browser tab, click on one of the “Save & Preview Report” buttons. You’ll find them at the top and bottom of the “Report” page.

      Save and Preview PDF Report

      Custom PDF Reports

      Assessment Generator supports the creation of custom reports for specific assessments. If our out-of-the-box reporting functionality cannot accommodate your requirements for your report, we will work with you to create a custom report that will meet your unique needs. We create custom solutions for a one-time development fee that depends on the size and complexity of the report.

      Contact us to discover the possibilities available with custom reports.