You can now build detailed Reports using questionnaire data from Assessments. These reports let you break down results by Assessment Types, Categories, and individual Questions. This supports internal reporting, audit preparation, and regulatory responses.
This guide explains how to create these reports, outlines the available options, and provides instructions on configuring filters and aggregation.
Adding a Questionnaire Report to a Dashboard
- Open the Dashboard where you want the Report.
- Click Show Settings.
- In the sidebar, under Components, drag the Report option onto the canvas.
- Once dropped, the right-hand panel will open with configuration settings.
Configuring the Report
Step 1: Select the Entity
Choose the Entity holding the questionnaire data, e.g. Third Party Assessments.
Step 2: Select the Chart Type
All standard chart types are available, except for the Risk Matrix.
Step 3: Select the Data Source
To report on questionnaires, select Question Sets from the list. You can then choose to report on one of the following options (single-select):
| Question Set Level | Option | Description |
| Assessment Type | Assessment Type | Name of the Assessment Type |
| Assessment Type Score | Aggregated score for the Assessment Type | |
| Category | Category Value | Name of Question Category |
| Category Score | Aggregated score for the Category | |
| Question | Question Value | Actual answer or response |
| Question Score | Score assigned to that response |
These can be used in either axis, depending on the chart type.
Aggregation
When using Scores (Assessment Type Score, Category Score, Question Score), you can apply an aggregation method:
Count
Sum
Average
Min
Max
For example, choosing “Average” with Category Value on the vertical axis and Category Score on the horizontal axis gives the average score per category.
Filtering
Use filters to refine the information being reported.
You can filter by:
Assessment Type
Question Category
Question