Report Design 1: Overview

You don’t need to know how to write code to design reports. With appropriate permissions, anyone can design interactive reports in GideonSoft. This is possible via a drag and drop style interface, with several different report types available. Reports can be assigned with the ability to allow or restrict access based on specific users or multiple Roles, and Reports can be scheduled so they will only be available when they are needed.

To enter Report Design mode…

• From the Module homepage, go to “Reports” and click the blue “Design” button.
  • Select “Design Module-Level Report” to design a report to be used at the Module level. Entering this mode will display only Module level reports.
  • Select “Design for Instance Report” for a report to be used at the Instance level. Entering this mode will only display Instance level reports that will be available in each Instance created.
• From the Instance homepage, go to “Reports” and click the blue “Design” button. Entering Design mode here will display reports available only in the current Instance.

Report Types

In design mode, the dark blue icon indicates what type of report it is:

• Single Person … Individual reports on multiple people can be included in a sequence of reports:
  • Custom Person … (HTML5 icon) Available at the Instance level, this is a custom, interactive report about a single person, with a variety of visualization options (such as Bulletin, Data Grid, Detail Data Grid, Pivot Grid, Arc Score, Bar Chart, Liquid Fill, Gauge, 360 grid) for the selected variables. See Custom Person Report (Content and Design)
  • Portfolio … (book with a person icon) This is a Module level report that combines reports from multiple Instances, and offers customizable header and title layout options. See Portfolio Report (Content and Design)
• Multiple People (Line chart icon) … an interactive report about multiple people based on multiple variables:
  • Group … Displays, in a grid format, how multiple people (in a selected Role) are performing based on either pre-configured or viewer-selected variables. Can also display the comments from an evaluation variable. Variable Type options for the columns are Scores and Person Descriptives. See Group Report (Content and Design)
  • Custom Group … This report type uses the same design interface as the Custom Person report, and includes visualization cards for Behavior List, Bulletin, Data Grid, Detail Data Grid, Pivot Grid, Arc Score, Bar Chart, Pic Chart, Liquid Fill and Gauge. You can also bundle group reports into a single PDF with bookmarks to the individual team reports. See Custom Group Report (Content and Design)
  • Band … Similar to the Group Report, but based on viewer-selected variables, it walks through 3 steps in which the viewer can adjust thresholds and view a graph of the people within performance bands. It can also be configured for used as a voting tool. Variable Type option for the columns is Scores. See Band Report (Content and Design)
  • Survey Report … This report type is designed specifically to display aggregated or individual responses from a survey. Based on Survey Analytics, but more configuration options are available. See Survey Reports
• 3rd Party (Bar chart icon) … This lets you leverage data views, so you can export any data to be used by a 3rd party visualization service. (This is unavailable by default. If you need access to this type, contact your administrator.) See Third Party Report (Display Options)
  • SSRS … This essentially sets up a link to a Microsoft SQL Server Reporting Services (SSRS) file, along with parameter settings, if any.

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Version(s): GideonSoft 2020 Release 2 and later