Configure Feedback Reports Options – Rizepoint

The following configuration options are available for feedback summary reports:

CATEGORY SUMMARY - EXPANDABLE CATEGORIES: EXPAND CATEGORIES ON REPORT LAUNCH - When enabled, categories are expanded by default in the Category Summary. This option also requires the SHOW CATEGORY SUMMARY - EXPANDABLE CATEGORY option to be enabled.
SHOW COLUMN: CATEGORY NAME - adds a column labeled Audit Category to the Details section of the report, which displays the name of the audit category.
SHOW COLUMN: CATEGORY REFERENCE - adds a column labeled Audit Category ID to the Details section of the report. This displays the Audit Category ID associated with the audit question.
SHOW COLUMN: QUESTION TEXT - adds a column labeled Questions to the Details section of the report, which displays the question text.
SHOW COLUMN: REPORT CATEGORY NAME - adds a column labeled Report Category to the Details section of the report.
SHOW COLUMN: REPORT CATEGORY UNIQUE ID - adds a column labeled Report Category ID to the Details section of the report. This displays the Report Category associated with the question.
REPLACE N/A ANSWER TEXT WITH A BLANK VALUE - When enabled, the point columns will be blank if the question response(s) have no points or no points possible values - even if other responses have a value.
DISPLAY ENGAGEMENT DATA FROM TIME AUDIT WAS CONDUCTED INSTEAD OF CURRENT ENGAGEMENT DATA - When enabled, the report displays the audit data from the time the audit was conducted. When disabled, the report displays the current engagement data instead.
ALLOW HTML FORMATTING IN ANSWER TEXT - When enabled, answer text may include HTML formatting.
AUDIT LEVEL NOTES- displays any audit-level notes associated with this audit.
SHOW AUDIT RATING SUMMARY - displays the ratings defined for this audit.
DISPLAY CATEGORY RATING COLOR ON CATEGORY HEADER - displays the header of the audit category in the color associated with the rating the category received.
SHOW CATEGORY COMMENTS - displays all comments associated with a category.
SHOW AUDIT CATEGORY RATING IN CATEGORY SUMMARY - displays the ratings associated with each audit category and subcategory. This option is available when the Category Ratings (optional) feature is enabled. The Category Summary option, below, is also required. Note that if a rating color has been defined, it is also displayed.

Contact your RizePoint representative for details on enabling this feature.
DISPLAY CATEGORY RATING TEXT IN CATEGORY HEADER - displays the rating text for the category in the category header.
SHOW CATEGORY SUMMARY - displays a list of categories included in the audit.
SHOW REPORT CATEGORY SUMMARY - displays the report categories included in the audit.
SHOW SCORE IN REPORT CATEGORY SUMMARY - displays a Score column in the Report Category Summary.
- Hint: To display weighted scores, disable this option to hide the Score column in the Report Category Summary, then enable both the DISPLAY CATEGORY WEIGHTS and SHOW SCORE options, which places a Weighted Score column in the Report Category Summary. Also, the Weighted Category Scores' optional feature must be enabled.
DISPLAY THE AUDIT/REPORT CATEGORY SUMMARY WITH BOLD CATEGORY NAMES, INDENTED SUBCATEGORIES, AND ALTERNATING ROW COLORS - formats the Audit/Report Category Summary in alternating row colors, with the name of each top-level category in bold font, and with all nested subcategories indented below.

When this option is disabled, the category and all nested subcategories appear on the same line, separated by a colon, without bold font or alternating row colors.
SHOW CATEGORY WEIGHT - displays the weight assigned to the audit or report category. This option also requires the CATEGORY SUMMARY or the DETAILS options. In addition, the Weighted Category Scores' optional feature must be enabled.
SHOW CHOICE SUMMARY - displays a list of all predefined answer choices (radio and drop-list only).
DISPLAY QUESTION COMMENTS IN SEPARATE COLUMN - displays comments in a column to the right of the question. When this option is disabled, the comments appear below the question.
SHOW CRITICAL QUESTION SUMMARY - displays all questions that are tagged as "critical".
IF CATEGORY DISPLAY IS SET TO REPORT CATEGORY; SHOW ALL REPORT CATEGORIES - displays all Report Categories in a feedback report. If enabled, the feedback report will display all report categories whether or not the report category has a score associated with it.
SHOW CATEGORY SUMMARY - EXPANDABLE CATEGORY - When this option is enabled, a plus sign (+) appears to the left of the category name, and clicking the plus sign expands the list to display the subcategories within.

To display the overall scores of the parent categories, also enable the SHOW PARENT CATEGORY SCORES option.
SHOW CATEGORY SUMMARY - HIDE EMPTY CATEGORIES - When this option is enabled, categories that have not been triggered by a question, or categories that have no associated questions, are not displayed in the Category Summary.
SHOW CATEGORY FILTER - displays the Category Filter SELECT link at the top of the report. When you click the link, a list of audit categories is displayed. You can select all audit categories to include, or select a single audit category to display. This option also requires the DETAILS option.
SHOW CHOICE FILTER - displays the CHOICE FILTER drop-list at the top of the report. All predefined answer choices appear on the list. When used with the SHOW DETAILS option (required), the report displays only those questions the received the same answer as the answer choice selected from the CHOICE FILTER drop-list. (For example, if NO is selected from the CHOICE FILTER drop-list, then only questions that were answered NO will appear in the report.) To specify the default choice (the choice initially displayed when the report first opens), see Specifying which Filters to Use when setting up the feedback report for an audit form. If you want users to be able to select more than one answer choice at a time, also enable the ALLOW MULTIPLE CHOICE FILTERS options, below.
ALLOW MULTIPLE CHOICE FILTERS - allows you to filter the report on multiple answer choices. Users can hold down the CTRL key to select multiple answer choices from the Choice Filter droplist, then click the green arrow to run the report with the selected choices.
SHOW COMPLIANCE FILTER - displays the Compliance Filter drop-list at the top of the report. Users may choose to display all questions, only informational questions, or only those questions that received compliant, non-compliant, or answers designated as critical or informational (or combinations of the above choices). This option also requires the DETAILS option to be enabled.
SHOW QUESTION FILTER - displays a Question Filter SELECT link at the top of the report. Clicking the link displays a list of all questions, allowing users to specify which questions to include in the report.
SHOW REPORT CATEGORY FILTER - displays a Report Category SELECT link at the top of the report. All report categories appear on the list. This option also requires the DETAILS option.
SHOW FOOTER - displays a footer at the bottom of the page, which may include the text that appears in the ADDRESS LABEL, CONFIDENTIAL LABEL, or PHONE LABEL fields, below.
DISPLAY OVERALL SCORE AND RATING AT THE TOP - displays the overall score and rating at the top of the report, just below the header and any user-defined fields that may also appear at the top of the report.
DISPLAY ONLY ROOT-LEVEL CATEGORIES IN THE CATEGORY SUMMARY - displays only the top-level categories (no sub-categories are displayed).
SHOW POINTS EARNED - displays the points earned in each category (requires the CATEGORY SUMMARY option) or the points earned for each question (requires the SHOW DETAILS option.)
SHOW POINTS POSSIBLE - displays the total points possible for the category (requires CATEGORY SUMMARY option), answer choice (requires CHOICE SUMMARY option), or question (required DETAILS option).
SHOW QUESTION COMMENTS - displays all comments associated with questions.
SHOW QUESTION REFERENCE - displays the question reference ID for each question when the DETAILS option (required) is also selected.
SHOW REPORT CATEGORY BY AUDIT CATEGORY SUMMARY BOX - displays a Report Category Summary, broken down by audit category, directly below the Category Summary.
SHOW DETAILS - displays questions and selected answer choices.
SHOW SCORE - displays the score received for this audit.

SEPARATE TOP LEVEL CATEGORIES - When enabled, this option places a horizontal line directly above and below top-level categories. This option is useful when categories contain multiple levels of subcategories and make it easy to distinguish top-level categories from subcategories.
DISPLAY CATEGORY ON CRITICAL CHOICE SUMMARY - displays the category in which questions receiving critical answers choices reside.
SHOW CATEGORY DETAILS HEADER ROW - displays the header row for the category details.
SHOW CURRENT DATE- displays the current date in the upper right corner of the report.
DISPLAY OVERALL RATING (APPEARS AT THE BOTTOM OF THE REPORT) - displays the overall rating at the bottom of the report.
DISPLAY OVERALL SCORE (APPEARS AT THE BOTTOM OF THE REPORT) - displays the overall score at the bottom of the report.
DISPLAY OVERALL SCORE AS POINTS OF POINTS POSSIBLE - displays the overall score in points, rather than as a percentage. The score is displayed as a number of points earned out of a number of points possible (e.g., 83 of 100).
DISPLAY OVERALL SCORE AS TOTAL POINTS ONLY - This removes the points possible from the report. Only the points earned during the audit will display. This option works in conjunction with the DISPLAY OVERALL SCORE (APPEARS AT THE BOTTOM OF THE REPORT) option.

SHOW PARENT CATEGORY SCORES - displays subcategory names preceded by the parent category, then rolls up all subcategory scores and calculates a percentage score for each parent category.
SHOW PREVIOUS AUDIT INFORMATION - displays the date and score of the previous audit when used in conjunction with the Repeat Violations optional feature.
SHOW PRIORITY INFORMATION - displays the priority associated with each question in a separate column labeled PRIORITY. (Use this option in conjunction with the Priority option in the Field Manager.)
SHOW TIME IN START, END, AND UPLOAD DATE - displays the time the audit was begun, the time when the audit was completed, and the time when the results were uploaded.
SWAP THE NOTES AND ANSWER COLUMNS - switches the position of the notes and answer columns in the report.
TREAT TEXT ANSWERS ARE INFORMATION - all text question types are treated as informational, even though they may have been designated as either correct or incorrect. Selecting this option allows you to filter out (or include) text questions in the feedback report.
TOGGLE THE CATEGORY SUMMARY SCORES ROLLUP - allows an administrator to easily change the report settings between rolling up the category summary score, which includes scores from all subcategories within the parent category, and displaying only the score of the parent category. Note that if you are NOT rolling up the score and the parent category has no questions (only questions inside nested subcategories), then the score will be displayed as N/A. If the report is not displaying the option you want, simply change this setting in the report configuration, save it, then run the report again. Note that this option also requires the SHOW CATEGORY SUMMARY and SHOW CATEGORY SCORE options.
DISPLAY TABLE HEADERS WITH A THIN LINE - places a thin line between sections of the report, replacing the standard thicker line displayed when this option is disabled. When used in conjunction with the HEIGHT OF EMPTY HEADER AND FOOTER BARS (IN PIXELS) and the AMOUNT OF SPACE BETWEEN REPORT SECTIONS, allows you to reduce the vertical space used in the report. The color of the thin line is determined by the color specified in the HEADER FOOTER BACKGROUND COLOR. When using this option, avoid using the SHOW POINTS EARNED, SHOW POINTS POSSIBLE, and SHOW SCORE options, as enabling these options prevents the thin line from being displayed between category headings.
OPEN IN FORMAT: SHOW EXCEL LINK - provides a link that lets you open the HTML report in an Excel spreadsheet.
OPEN IN FORMAT: SHOW WORD LINK - provides a link that lets you open the HTML report in a Word document.
DISPLAY PAGE NUMBERS ON PDF - displays page numbers in the PDF version of the report.
CATEGORY NOTES BACKGROUND COLOR - allows you to select a background color for category notes. Click the COLOR PALETTE icon to display a color picker, or enter the RGB value, in hexadecimal format (#RRGGBB) in the text field on the left, then press the TAB key to tab out of the field. (NOTE: For additional color choices, you may select a different palette from the droplist in the Color Picker window.)
DETAIL BACKGROUND COLOR - allows you to select a background color for the report. Click the COLOR PALETTE icon to display a color picker.
DETAIL FONT COLOR - allows you to select a font color for the body of the report. Click the COLOR PALETTE icon to display a color picker.
HEADER FOOTER BACKGROUND COLOR - allows you to select a background color for the footer of the report. Click the COLOR PALETTE icon to display a color picker.
HEADER FOOTER FONT COLOR - allows you to select a font color for the footer area of the report. Click the COLOR PALETTE icon to display a color picker.
RATING BOX TEXT COLOR - allows you to select a color for the rating text. Click the COLOR PALETTE icon to display a color picker.
TITLES FONT COLOR - allows you to select a font color to use for all titles in the report. Click the COLOR PALETTE icon to display a color picker.
ADDRESS LABEL - text entered here appears in the lower-left corner of the report. Note that you may include HTML formatting. The width of this column is limited to 35 characters.
CONFIDENTIAL LABEL - text entered here appears at the bottom center of the report. Note that you may include HTML formatting. The width of this column is limited to 28 characters.
PHONE LABEL - text entered here appears in the lower right corner of the report. Note that you may include HTML formatting. The width of this column is limited to 35 characters.
REPORT TITLE (leave blank to show form name) - displays the text entered in this field as the title of the report. If this field is left blank, the name of the audit form is used as the title of the report. Note that you may use HTML formatting and replacement tags in this field.
CATEGORY SUMMARY LINE WIDTH - This setting determines the amount of blank space displayed between the rows and columns in the Audit Category and Report Category Summaries.
PRE-DEFINED COMMENT CONTAINS - This option allows you to only include questions if a selected predefined comment contains the text entered into this field and if the answer choice matches the specified default compliance setting. (This text is not case sensitive.)
HEIGHT OF EMPTY HEADER AND FOOTER BARS (IN PIXELS) - specifies the amount of space (in pixels) that is left blank when no header and/or footer has been specified.
AMOUNT OF SPACE BETWEEN REPORT SECTIONS (IN PIXELS) - specifies the amount of space (in pixels) that is left blank between each section of the report.
CATEGORY DISPLAY FILTER - displays an Audit Category Filter SELECT link at the top of the report. Clicking the link displays a list of all categories in the audit, allowing users to specify which categories to include in the report.
DEFAULT COMPLIANT SETTING - allows you to specify the default setting of the Compliant filter.
DECIMAL PLACE DISPLAY - all values in the report contain this number of decimal places.
HISTORICAL DATA: NUMBER OF RESULTS/COLUMNS TO DISPLAY - This is the number of prior results (up to three) to display when including historical data in the feedback report. A column is provided for each prior result. Note that this includes only audits conducted on the same location, and using the only form(s) that have been specified in the REPEAT FORMS section of the audit form setup options page. When specifying report forms for a particular audit form, be sure to include the current form as well.
HISTORICAL DATA: SHOW COMPLIANT/NON-COMPLIANT STATISTICS ROWS - displays data from the number of past audits specified in the HISTORICAL DATA: NUMBER OF RESULTS/COLUMNS TO DISPLAY field, above. Data from each historical result appears in a separate row.
HISTORICAL DATA: SHOW CATEGORY TOTAL ROW - displays data from the number of past audits specified in the HISTORICAL DATA: NUMBER OF RESULTS/COLUMNS TO DISPLAY field, above, in a separate row at the bottom of the Category Summary.
HISTORICAL DATA: SHOW OVERALL STATISTICS SUMMARY - displays data from the number of past audits specified in the HISTORICAL DATA: NUMBER OF RESULTS/COLUMNS TO DISPLAY field, above, in a separate row at the bottom of the report.
ANSWER TEXT LOCATION - allows you to specify where the answer text appears in the report. Select LEFT, MIDDLE, or RIGHT from the droplist.
SHOW COLUMN: ANSWER - displays a column that contains the answer choice that was selected.
SHOW AUDITOR SIGNATURE - displays the signature of the person who conducted the audit.
PRINT NAME ON AUDITOR SIGNATURE - displays the name of the person who was designated as the auditor in the Setup screen prior to conducting the audit.
SHOW LOCATION SIGNATURE - displays the signature of the location representative who signed the audit when the audit was completed.
PRINT NAME ON LOCATION SIGNATURE - displays the name of the location representative specified in the Signature screen when the audit was signed.
DISPLAY APPROVED BY - displays the name of the person who approved the audit. (This option applies to Online audits only.)
DISPLAY APPROVED DATE - displays the date on which the audit was approved. (This option applies to Online audits only.)
DISPLAY CHANGE LOG - displays a Change Log of changes made to answers with the Audit Maintenance Tool, which includes the date and time of the change (local time where the change was made), the question, the previous answer, and who made the change.
HEADER LOGO LEFT - If you want a logo to appear on the left side of the header, select the logo from the droplist.
HEADER LOGO RIGHT - If you want a logo to appear on the right side of the header, select the logo from the droplist.
FOOTER LOGO LEFT - If you want a logo to appear on the left side of the footer, select the logo from the droplist.
FOOTER LOGO RIGHT - If you want a logo to appear on the right side of the footer, select the logo from the droplist.

User-Defined Values

USER DEFINED VALUE 1 - Enter any additional information in the User-defined fields. Note that these fields support the use of replacement tags. User-Defined Values 1, 2, and 3 appear at the top of the report, just below the header information. User-Defined Values 4 and 5 appear at the bottom of the report, just above the Signature fields. Note that you may edit the label of the user-defined field from the feedback report later.

USER DEFINED VALUE 2
USER DEFINED VALUE 3
USER DEFINED VALUE 4
USER DEFINED VALUE 5

Header: Location Information Display

DISPLAY LOCATION ID - Select the location information that you want to include in the header section at the top of the report:

DISPLAY LOCATION NAME
DISPLAY LOCATION ADDRESS 1
DISPLAY LOCATION ADDRESS 2
DISPLAY LOCATION MAILSTOP
DISPLAY LOCATION CITY, STATE, POSTAL CODE, AND COUNTRY
DISPLAY LOCATION EMAIL
DISPLAY PHONE 1
DISPLAY PHONE 2
DISPLAY LOCATION FAX
DISPLAY PRIMARY CONTACT NAME
DISPLAY PRIMARY CONTACT EMAIL
DISPLAY PRIMARY CONTACT PHONE
DISPLAY PRIMARY CONTACT FAX

Header: Audit Information Display

DISPLAY AUDIT FORM NAME - Select the audit information that you want to include in the header section at the top of the report:

DISPLAY AUDIT TYPE
DISPLAY AUDIT START DATE/TIME
DISPLAY AUDIT END DATE/TIME
DISPLAY AUDIT UPLOAD DATE/TIME
DISPLAY AUDITOR NAME
DISPLAY AUDIT CONTACT NAME
DISPLAY AUDIT CONTACT FAX
SHOW AUDIT RATING LEVEL
SHOW AUDIT RATING LEVEL COLOR
SHOW AUDIT RATING ICON
DISPLAY OVERALL SCORE - Displays the overall score, in percentage, of the audit.
DISPLAY WEIGHTED SCORE - When the Weighted Category Scores option is enabled, each category score is multiplied by the Weight % to determine the weighted category score:
(Category Score %) * (Weight %) = Weighted Category Score
Then all category scores are totaled to determine the Weighted Score for the entire audit.
DISPLAY REPEAT SCORE - When the Repeat Violations Scoring option is enabled, the score is calculated by dividing the Repeat Points earned by the Repeat Points Possible.
(Repeat Points Earned) / (Repeat Points Possible)
SHOW ACTION PLAN APPROVAL STATUS IN HEADER - When the Approval Process for Action Plan Feedback Reports option is being used, enabling this option displays the date and time of all levels that have been approved in the header of the report.

Header: Other Information Display

DISPLAY MANAGEMENT ID - Select any other information that you want to include in the header section at the top of the report:

DISPLAY MANAGEMENT NAME
SHOW LOCATION USER FIELDS 1 - 10
- HINT: Graphs and Tables are only available if the necessary queries have been added to your implementation of RizePoint; otherwise, these fields are greyed out and unavailable. See ADDING TABLES AND GRAPHS TO A FEEDBACK REPORT for more information. Contact RizePoint for details.

SHOW GRAPH (1 through 4) - When available, selecting this option displays a graph in the report.
GRAPH LEGEND - displays a legend on the graph.
GRAPH LEGEND LOCATION - allows you to specify the location of the legend.
GRAPH CHART TYPE - allows you to select the type of chart to display. (NOTE: Make sure that the data included in
the report is suited to the particular type of graph you are using.)
GRAPH ROWS OR COLUMNS - allows you to specify whether to base the graph on rows or on columns. (Note: If you don't get the expected results, try switching this setting.)
SHOW TABLE (1 through 4) - When available, selecting this option displays a table in the report.
TABLE DETAIL BACKGROUND COLOR - allows you to specify the background color of the body of the table. Click the Color Palette icon to display a color picker, or enter the RGB value, in hexadecimal format (#RRGGBB) in the text field on the left, then press the TAB key to tab out of the field. (NOTE: For additional color choices, you may select a different palette from the droplist in the Color Picker window.)
TABLE DETAIL FONT COLOR - allows you to specify the font color of the text that appears in the body of the table. Click the Color Palette to display the color picker, or enter an RGB value in the text field.
TABLE HEADER BACKGROUND COLOR - allows you to specify the background color of the header area of the table. Click the Color Palette to display the color picker, or enter an RGB value in the text field.
TABLE HEADER FONT COLOR- allows you to specify the font color of the text that appears in the header area of the table. Click the Color Palette to display the color picker, or enter an RGB value in the text field.

Alternate Labels

OVERALL SCORE - You may specify an alternate label for any of the following fields. The alternate labels specified below will replace the default labels in this feedback report only. If no alternate label is specified, the global label is displayed by default.

POINTS (This is the column labeled Points Possible.)
POINTS EARNED
CURRENT
LOCATION ID
LOCATION NAME
LOCATION ADDRESS 1
LOCATION ADDRESS 2
LOCATION CITY/STATE/ZIP
AUDIT FORM NAME
AUDIT TYPE
AUDIT START DATE/TIME
AUDIT END DATE/TIME
AUDITOR NAME
AUDIT RATING LEVEL
AUDIT RATING LEVEL LEGEND
AUDIT CATEGORY SUMMARY
REPORT CATEGORY SUMMARY
REPORT CATEGORY SUMMARY POINTS
PREVIOUS SCORE CATEGORY SUMMARY
SCORE DIFFERENCE CATEGORY SUMMARY
PREVIOUS SCORE REPORT CATEGORY SUMMARY
SCORE DIFFERENCE REPORT CATEGORY SUMMARY
CRITICAL QUESTION SUMMARY
AUDIT LEVEL NOTES
AUDITOR SIGNATURE
LOCATION SIGNATURE
QUESTION TEXT
ANSWER
POLICY

Action Plan Items

The configurations shown here are for RizePoint legacy action plan features. For newer functionality, talk to your Project Manager about using RizePoint Corrective Action Management feature that allows you to define corrective actions across different audit results within one area of the site