Feedback Report

Create your own brochure for the specific report.

On this page FAQ’s
  1. Introduction
  1. Why generate all feedback report is not generating feedback reports?
  1. Prerequisite
  1. Why do I see empty list, when I view feedback reports?
  1. Brochure Creation Process
  1. Why I don’t find feedback report of a participant?
  1. Feedback Report List
  1. How can I verify participants feedback report?
  1. Feedback Report Add
 
  1. Feedback Report Edit
 
  1. View Feedback Report
 

Introduction

Feedback report is the name used for creating the final report/scorecards. This are custom word and PDF document with formatted text, response from survey, computed values from survey, graphs, tables etc. Feedback report mostly contains comparative benchmarking results. Feedback Report are used by the participants to look how they performed with others or themselves from last year.

Prerequisite

  1. There should be a generated dataset linked to the feedback report.
  2. You should create a word template with control place holder and other texts. Word template must be linked to the feedback report.

Brochure Creation Process

This section will give you a brief introduction on the process that needs to be followed for the same. Below are the steps that need to be followed :

  1. Creating a custom dataset using Dataset Manager with all the data needed in the scorecard like scores, responses, feedback etc. We do this so that we get each company specific information companies entered.
    • For storing feedback in the system we suggest to create admin only questions which only administrators can respond, based on the responses from the company so this can be done at the end of the cycle.
  2. Secondly, we have to create a word template with all the styles, introduction and other fixed text in it. So basically this document will have everything that does not come from the Probench.
  3. Once the above template is created we add the placeholders for all the dynamic data(data that has to come from Probench) based on the fields that were added in the report.
  4. Once the template is ready we will create brochure using Feedback Report menu in Probench using the above created word template. Also we will be creating the necessary charts in this step.
  5. Once the charts are created we add them to the template document using placeholders so even the chart will be company/participant specific and do not have to create individual charts for each company.
  6. Once all the above steps are completed we can then generate all the feedback reports on click of a button and all the scorecards will have its own company specific data in it.

Feedback Report List

brochure_list

  1. Search : Write the name of the feedback report and click on search button to find it.
  2. ADD : Click on this icon to create new feedback report.
  3. EDIT : This icon will take you feedback report where you can modify the feedback report settings.
  4. List Participant Feedback Report : This will take you to list of all the participants related to feedback report and you can download specific participant feedback report.
  5. Copy : Click on copy icon to create copy of feedback report with different settings. It will also copy the charts and tables along with it.

Feedback Report Add

brochure_add

  1. Title : Enter the title/name of the feedback report.
  2. Description : Write the description about the feedback report. It is helpful to have internal notes for team, tracking them or communicating.
  3. Custom Report : Not in use for Probench version greater than 3.
  4. Report : Select the report from the dropdown list to get values from surveys to this feedback report.
  5. Word Template : Select the word template from the dropdown list to fill it with survey data in that format. You can also add new template by clicking add icon next to dropdown.
  6. Generated file name prefix : Specify the prefix to add if before the name of the file. It helps you to identify the feedback report when they are displayed to participant.
  7. Show files of types : Select the checkboxes to save the file in word or pdf format.
  8. Generate all feedback report? : Click on generate all feedback report to generate it for all participants.
  9. Publish all : Click on this button to view this feedback report to all participants.
  10. Unpublish all : Click on this button to hide this feedback report from all participants.
  11. Email on feedback report Generation : Check the checkbox to send email whenever Generate all button is clicked.
  12. Create : Click on create button to create new feedback report.
  13. Cancel : Click on Cancel button to cancel the creation of feedback report.

Feedback Report Edit

brochure_edit

  1. Title : Enter the title or name of the feedback report.
  2. Description : Write the description about the feedback report. It is helpful to have internal notes for team, tracking them or communicating.
  3. Report : Select the report from the dropdown list to create its feedback report.
  4. Word Template : Select the word template from the dropdown list to store feedback report data in that format. You can also add new template by clicking add icon next to dropdown.
  5. Generated file name prefix : Specify the prefix to add if before the name of the file. It helps you to identify the feedback report when they are displayed to participant.
  6. Show files of types : Select the checkboxes to save the file in word or pdf format.
  7. Generate all feedback report? : Click on generate all feedback report to generate it for all participants.
  8. Publish all : Click on this button to view this feedback report to all participants.
  9. Unpublish all : Click on this button to hide this feedback report from all participants.
  10. Email on feedback report Generation : Check the checkbox to send email whenever Generate all button is clicked.
  11. View the brochures : List all the participants related to that feedback report and View Feedback Report (Click to find further steps).
  12. Update : Click on update button to save the changes.
  13. Delete : Click on delete button to delete the feedback report.
  14. Cancel : Click on cancel button to cancel the editing.
  15. Add Charts : This icon will redirect to adding new chart page.
  16. Add Tables : This icon will redirect to adding new table page.
  17. Copy : Click on copy button to create copy of the charts.
  18. EDIT : Click on edit button to edit charts settings.

How can I verify participants feedback report?

View Feedback Report

Click on point 11 icon in Feedback Report Edit to come to this page.

brochure_view_participant

You will be redirected to the view participant page as shown above

  1. Search : Write the name of the participant and click on search button to narrow down the search result if you do not find the participant in the list.
  2. View : Click on the view icon to generate the brochure for a participant.

brochure_generate

You can see the message “No feedback report file was found.”

  1. Generate the feedback report : Click on Generate the feedback report button to generate.
  2. After generation is done press go to end of the page and Click on file links to download feedback report.

brochure_generate_complete

If the feedback report is already generate you will find the link for files to download.

  1. Generate the feedback report : You can regenerate the feedback report if there is any changes in survey. Make sure you regenerate reports first.
  2. After generation is done press go to end of the page and Click on file links to download feedback report.

Why generate all feedback report is not generating feedback reports?

You could be creating generate all feedback report for first time.

  • The feedback report generation is dependent on the report it is mapped and the changes in the survey. So make sure the report is generated and it contains data in it.

You could have just created all feedback report and you are attempting to do it for second time:

  • Once the feedback report is generated successful and there is no change in report generation time, feedback report will not generate again. The Probench platform look at it as there is no changes made in survey or response it will not generate the feedback report again. In order to generate the feedback report again generate the report again. The reason you may need to generate the feedback report again is because you made change in the feedback report template.

Why do I see empty list, when I view feedback reports?

One of the most common reason is dataset are not generated or the result of datasets mapped to this feedback report is empty.

Why I don’t find feedback report of a participant?

Go to the report of the feedback report. Open the csv or excel output of dataset. Check for the participant in the output. If it is not there, look for “Includes participants that match” and “Additional Filters” on the dataset.