Report Design: Custom Person 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.

Editing a Person Report

The editing space includes these main areas…

• Items toolbar: left-menu with visual drag and drop style interface.
• Report body workspace:
  • Designer tab … displays the report body, with its main elements.
  • Preview tab … provides a quick preview of the report thus far.
  • Scheduling and Subscription (calendar icon) … see Report Scheduling and Subscription
  • Source tab … if you like to dig into the JSON code directly, you can do so here.

Report Elements

A Single Person report uses the following structure.

Header

The Header displays the report title, and other optional information. Click the green “Options” tab to access Report Header Settings. (Note: When designing a Module level report, before designing report elements, scroll down to Data Settings and make sure you choose the variables to include.)

• Header Options (Instance level) … The Header includes the following options:
  • Report Title
  • Subtitle … (optional)
  • Report Icon … Displayed on the left side of the header.
    • Bar chart (default)
    • Line chart
    • Pie chart
    • Area chart
    • Document
    • Observation
    • Flag
    • Info
    • No Icon
  • Background Color … sets a custom header background color (defaults to dark blue)
  • Text Color … sets a custom header text color (defaults to white)
  • This section describes defining who the subject of the report will be. (reports designed for the Module and for the Instance level offer different options).
    • Report Target (Instance level) …
      • Anyone … any and all people/objects in the Instance
      • Self … only the report viewer
      • Specific Object … select one from the list.
    • Target people from the following roles … determines the initial picklist for the report.
      • It will also be used by some report elements to determine averages against the population (the population will be determined by the intersection of the user’s roles and the above selections).
      • Leave blank to include everyone.
    • Decide who to report on…
      • Include People … on by default; toggles whether or not People are included.
      • Include Objects … off by default; toggles whether or not Instance objects are included.
      • Include Role Objects … off by default; toggles whether or not Role objects are included.
      • Include Team Objects … off by default; toggles whether or not Team objects are included.
    • Show Person Selector Panel … displays a list of available people on the left in order to quickly switch between them.
    • 360° report … When selected, only people in the report viewer’s 360° will show up in the person selector panel or person selector dropdown. If the report is a profile report, the report will only show up in profiles within the user’s 360°.
    • Allow Filtering by Groups … only used when Show Person Selector Panel is enabled.
  • Target people in the following roles (Module level) … Select one or more roles. Leave blank to include everyone.
    • It will also be used by some report elements to determine averages against the population (the population will be determined by the intersection of the user’s roles and the above selections).
  • Section Display … determines the visibility of the sections of the report upon initial load (and when printing or exporting to PDF).
    • Use section settings
    • Expand all sections
    • Collapse all sections
• Profile Name Options
  • • Select one: Display Person’s Name or Display Person’s Identifier
    • Display Report Header … on by default
    • Display Person Selector Link … (optional) makes the person’s name display as part of a drop down list, which you can use to quickly switch to another person.
    • Display Profile Image … (optional) Displays the person’s profile image.
    • Display Roles … (optional) Displays a person’s Role assignment(s), and allows one or more Roles to remain hidden.
    • Display Teams … (optional) Displays a person’s Team assignment(s).
    • Display Status … (optional) displays the person’s Status (either Name or Code)
    • Display Additional Data … (optional) displays selected variables directly under the selected person’s name.
      • By expanding the Variables section, you can add Descriptive, Evaluation, Rank and/or Score variables underneath a person (e.g. Age, Rank, Most Recent Weight, etc).
      • You can also apply formatting to the displayed value, by setting them as Units or Text. This can be especially helpful when displaying height or weight, or time values. See Using Value Formatting for Displayed Variables
  • Profile Data Settings
    • Display Profile Data …
      • Label Size … Choose the size of the item label text from 5 options.
      • Value Size … Choose the size of the item value or response text from 5 options.
      • Add Variable … Add variables to display on the individual’s profile section of the report.
• Report Parameters (Beta) … Report parameters can be used to present choices to report viewers to control report data. They can be used for filtering datasets in Behavior Lists, Detail Data Grids, Pivot Grids, and Line Charts. Other report visualizations are based off single value variables (Scores, Descripives, etc).
  • Add Parameter …
    • Name … This is the parameter name referenced elsewhere in the report (i.e. not displayed); cannot contain spaces or special characters.
    • Prompt … This is the text displayed at the top of the report.
    • Type … Select the type of parameter from the drop down list:
      • Text
      • Numeric
      • Start Date
      • End Date
      • Date Range
      • Picklist
      • Roles
      • Observation Events
      • Surveys
      • Status
      • Descriptive
      • Score
    • Options … For use with Picklists, Observation Events and Surveys. List possible responses, using the pipe (|) to delimit values.
      • For Surveys and Observation Events, you can use values like a filter. (e.g. enter ‘Peer’ to list any surveys with ‘Peer’ in the name).
    • Default Value … Sets the parameter’s value upon initial report display.
    • Placeholder … This is text that can be displayed in the drop down list or text field as a kind of prompt for the viewer (e.g. “Select start date”).
    • User Prompt? … defaults to ‘on’; toggles visibility of the parameter.
    • Click Save.
    • To change the order of the parameters drag the row using the blue double-sided arrow.
    • To remove a parameter click the red trash can icon in the corresponding row.

Section

Sections group Items together. Click the green “Options” tab to access Section settings.

• Each Section spans the entire width of the report, and supports four columns. You add Items to a container, and define how many columns each Item should occupy.
• Sections are required, and they can be collapsed/expanded when the report is displayed to the viewer.
• Each Section can be named in order to organize the data presented into logical groupings (e.g. you can have Sections named “Physical”, “Technical”, “Behavioral” and so on).
• Click “Add New Section” to add a new section.
• To change the order of Sections, grab the top left corner (the folder icon will change to cross-arrows) and drag and drop it where desired.
• To delete a Section, grab the top left corner and when you begin dragging the item list will change to a single trash can icon. Drag and drop it on the trash can.

Variables

The Module level version of the Custom Person report handles variables differently from the Instance level version. Instead of picking an individual variable from a list of all the variables for each card, you have to determine the variables beforehand in the report settings work panel. After all the scores, ranks and descriptives are selected, adding them to cards is fairly straightforward.

Items

These are the various visualizations of data (e.g. grids, gauges, scales, etc) that can be dragged and dropped into containers to design the content and layout of the report:

Report Item: Image

Report Item: Text

Report Item: Comment (Instance level only)

Report Item: Detail Data Grid

Report Item: Pivot Grid

Other:

Report Item: Detail Data Chart

Report Item: Liquid Fill

Report Item: Gauge

Report Item: Signature

Report Item: Pass/Fail

Report Item: Flag

Report Item: 3-Point Scale

Report Item: 360 Grid

Report Item: Shot Graph

Report Item: Decision Tree

Most Items also have a set of Misc. Options, including…

Title … Displayed at the top of the item, and offers an option to link to another report.

Name … Displays on the item itself in the report designer; not displayed to the report viewer.

Notes … Where to save notes about this item; only viewable when editing the item in the report designer.

Only show when the target is in: … Displays this item only for the selected Role(s).

Cut/Copy/Paste

Containers and Items can be copied and pasted…

• Click to select the item or container. It should turn yellow.
• Use the common Windows and Mac keystrokes (right-clicking your mouse will not work):
  • (Windows) Control+C = copy, Control+X = cut, Control+V=paste.
  • (Mac) Command+C = copy, Command+X = cut, Command+V=paste.
• Select the target area and paste (Ctrl+V/Cmd+V).

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Version(s): GideonSoft 2022 Release 2 and later