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Customer Experience -
Employee Experience -
Brand Experience -
Product Experience -
Core XM -
Design XM
Step 5: Designing Your Subject Report
What's on This Page:
About Subject Reports
The goal of the subject report is to provide subjects with action-focused feedback in a digestible format. The subject’s scores are broken out by the evaluating relationships, but also can be compared with overall project averages, different (or previous) project averages, and averages based on metadata filters (e.g. Department, Role, etc.).
Building Your Own Report
Subject reports will contain data sources with response data, graphs and tables to display the data, along with multiple combinations to make the report stand out. Generating the default report is a good starting point to see what visualizations are available.
- Most 360 reports begin with a summary scores page, which lists out the number of responses collected according to each relationship. See the 360 Report Summary Table.
- A page with a Composite Bar Chart broken out into each of the scoring categories. This is high-level, meaning we don’t get into the items within each scoring category yet.
- Then, pages get more granular, featuring High / Low and Gap Assessment Tables. On these pages, the subject’s self is compared with others’ scores.
- Most reports end with the specific items in each category, broken out in a series of Composite Bar Charts.
You can also view several reporting templates and examples in these linked documents. See the Edit Subject Report Overview support page for a full breakdown of how to build your own report.
Reporting Best Practices
This section lists some best practices and/or advanced tips that can bring your subject report to life. For an importable version of the below reporting examples, you can download the survey and report examples here and re-import the QSF/QRF files into your 360 account.
- Adding images to the front page can bring the report to life. They can be added to cover pages, or in headers/footers to add branding. Navigate to the Images section for instructions on how to upload images to your account and add them to your report.
- Shapes can be used to complement graphs and tables and make your content stand out. In the below example, green and red shapes have been added behind blind spots and unrecognized strengths to highlight the sentiment of the feedback. See the Shapes section for more details.
- Rater Category Display Logic can be used to protect anonymity within reports by setting conditions for when to show different data sources. In the following example, we have created a rolled-up data source for Peers & DirectReports and will have it breakout once the specified threshold has been met. This feature is also useful for keeping the report tidy as you can dynamically hide data sources that have no responses (e.g., you can create a rule that says “Only show ‘Manager’ if ‘Manager’ has at least one response”). For more information, visit the Rater Category Display Logic section.
- Within the conditional text box, logic can be set based on feedback gathered for the subject to show specific content. This can be useful when there are existing company benchmarks which indicate areas of strength or areas for improvement. For more details on how to create conditional text, visit the Conditional Text section.
Example: The below condition is saying, “If the Subject’s self evaluation score for Self-Awareness is greater than or equal to 3.5 and the Evaluator’s evaluation score for Self Awareness is greater than or equal to 3.5, show the text ‘Clear Strength – A clear strength means self-ratings and ratings from others are both above the benchmark for this competency.’” Note how HTML can also be used to add color to the text. All other variations of the logic are then built out in the same box for different results (e.g., Recognized Weakness, Unrecognized Strength, etc.).
