Report Design: Band Report (Content and Design)

Once a report’s availability and access is set up, you can organize the content and display of the report itself. The editing space includes the Report body workspace on the left and the Report Settings panel on the right.

General Options

• Report Title … displays on the Reports page, and in the Report Header
• Subtitle (Optional) … displays on the Report Header, under the title
• You can change the header text and background color by using the Text Color and Background Color selectors.
• Show people from the following roles … This defines which people are displayed in the list, but also sets the “Showing” drop down list options.
  • Select one or more Roles; if none are selected, all Roles will be included.
• Default Role … if at least one Role is selected in the above drop down, this sets the default Role that is displayed when the report is first run.
• Show people with the following status … Select one or more statuses to display in the Status filter drop down list.
• Report Link (Optional) … if enabled, this makes each person’s name link to another report
  • Select a target report from the drop down.
  • (Optional) Enter text displayed as a tooltip over the link.

Data Options

Score Variables can be made available for the report viewer to choose from by expanding the Variables panel.

• The variable label will be displayed as the column header, unless you change the text.
• The value of each cell will not be displayed by default. You can display them by clicking the eyeball icon (it will turn blue when set to display).
• You can Override a variable’s band values in this selection panel by entering different values in the Band Cutoffs boxes.
• You can also change the direction of the rating scale. The default direction is “Asc”, or Ascending, which simply means higher is better. For a timed run for speed, where a lower value is better, you’d check “Desc”, or Descending.
• The weight given to a variable in the report can be overridden by entering a new value in the weight box.
• You can delete by clicking the trash can icon.
• You can re-order the variables (columns) by using the blue up/down arrows to the right.
• You can click Add Variable… to open a pop-up window and choose a new variable to include in the report.

Band Report Options

This section manages the labels displayed throughout the steps of this report. No need to change unless you wish to customize them.

• Enable Voting … opens options to create a new variable for capturing the votes and comments made by voters.
  • Voting variable … edit the new variable’s name
  • Select voting roles … choose by role who will be able to access the report.
  • Hide Data Tab for Voters … off by default (visible); voters are taken directly to the Selections tab.
  • The votes are stored as evaluations and made available for scoring and reports.
• Green Band Vote Responses
  • Change variable names by clicking into the label box, by default label is Yes.
  • Add Response … creates a new variable with a value one higher than the previous response, a label must be provided.
  • You can delete a response by clicking the trash can icon.
• Grey Band Vote Responses
  • Change variable names by clicking into the label box, by default label is Maybe.
• Red Band Vote Responses
  • Change variable names by clicking into the label box, by default label is No.
  • Add Response … creates a new variable with a value one lower than the previous response, a label must be provided.
  • You can delete a response by clicking the trash can icon.

Note: When the report is displayed/run, you can click on variable (column header) to see min, max, mean, assigned bands and sort order. This also displays the bands for the selected variable.

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Version(s): GideonSoft 2020 Release 1 and later