Everything you need to know from the basics through advanced features
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 the “As a PDF” setting, then click “Edit On-Screen Results”:
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 content of the report itself.
Click the “Edit PDF Report” or select the “Report” tab. If you have an Advanced or higher account with us, you’ll be able to include a cover page and add headers and footers to each subsequent page of the report. Select either or both of those options. If you don’t want to include those, skip to the Report Body section below.
Define the Cover Page
If you select “Include cover page with report”, an editor window for the cover page content will appear. You can add your cover page content there, including your logo and any text you’d like. You can also use merge codes to insert the respondent’s name and the date.
Page Headers and Footers
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.
You may add any content to this table that you like including your logo, but make sure that it doesn’t take up too much vertical space or the header/footer can overlap with the content of the page.
The next editor window allows you to enter content that will appear above the scores, graphs, and other dynamic elements of the report. This is a great place to add a thank you message and other introductory content.
Next, you’ll see a set of checkboxes. These control which dynamic elements to include in the report:
- Show Numeric Scores: Shows the numeric score (or scores for a type-based assessment)
- Show chart in results: Shows a chart of the scores. The chart type is configured on the Types tab.
- Show questions and responses: Shows all of the questions in your assessment and your respondent’s response to each
- Show the sum of scores for all types: For type-based assessments, when “Show Numeric Scores” is selected, this will include the sum of all of the scores.
For type-based assessments you have the option to show some, all, or none of the type explanations:
The final editor window on the Report page is for any concluding content that 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.
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:
You can also insert a page break into any of the content editors by clicking the page break control:
View a preview of your PDF report in a new browser tab, simply click on one of the “Preview Report” buttons. You’ll find them located at the top and bottom of the Report page.
Assessment Generator supports the creation of custom reports for specific assessments. If your requirements for your report cannot be accomodated by our out-of-the-box reporting functionality, 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.