Reporting

Generate powerful team and 360 insights automatically by grouping multiple stakeholder responses into a single, comprehensive report. -- Self-Service Setup: A new step-by-step wizard allows you to build complex group and 360 reports independently, without needing manual intervention from our team. Advanced Formula Power: Introducing new formula capabilities, such as SUM and tally functions, to support advanced budget, workload, and scoring reports. Seamless Report Conversion: Easily switch between individual, group, or benchmarking report types using a conversion wizard, eliminating the need to rebuild from scratch. Performance Optimization: Includes a critical architectural refactor (Mergevar) that unblocks faster reporting and sets the foundation for longitudinal (over-time) analysis. Enhanced Formula Reliability: Direct fixes to formula recalculation logic ensure your data insights are always up-to-date and accurate across large response sets.

Measure growth over time by comparing current assessment results against historical data to visualize clear progress and long-term trends. -- Progress Tracking: Automatically compare scores from different time periods (e.g., Year 1 vs. Year 2) to visualize improvement or areas for development. Historical Data Benchmarking: Set "Baseline" scores for participants or teams and measure all future assessment results against that starting point. Dynamic Trend Charts: New visualization types in the Dashboard Builder specifically designed to show growth trajectories and long-term trends. Time-Series Filtering: Easily filter reports by date ranges or specific "waves" of an assessment to see how results evolve over a project's lifecycle.

Right now, the AI widget only works with OpenAI. We want to let users connect other AI providers (like Anthropic Claude or Google Gemini) by adding their own API keys.

Experience faster, more reliable data processing with a modernized engine built to handle your most complex formulas and large-scale reporting needs. -- Lightning-Fast Calculations: A complete overhaul of our data processing engine to ensure complex formulas and variable logic load instantly, even in massive reports. Enhanced Formula Accuracy: Improved reliability for multi-step calculations, ensuring that data-heavy assessments (like financial or technical audits) are always 100% precise. Foundation for Future Analytics: This structural upgrade unblocks upcoming features like Longitudinal Reporting (tracking progress over time) and advanced benchmarking. Global Variable Management: More efficient handling of variables across different survey versions, making it easier to clone and scale complex assessment projects.