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How do I run a report in the Evaluator?

Once the evaluations within your company are complete, you can generate detailed reports to analyze performance. Whether you want to view the scores for a single specific project or compare the results of a particular supplier over a longer period, the reporting module provides the necessary filters.

What will you find in this article?

  • Reporting options: The difference between reports based on 'Evaluations' and 'Responses'.

  • Evaluation reporting: How to view and download overall scores.

  • Response reporting: How to drill down into specific details and questions.

  • Filters and views: Saving frequently used search queries.

Summary

Reports are initiated through the Report menu, where users select either Evaluations (for aggregated scores) or Responses (for question-level data). By applying the left-hand filters and the grouping function, a targeted dataset can be defined and exported in Excel format.

Requirements and target audience

The reporting functionality is available exclusively to users with the Administrator or Initiator role. Other user roles do not have access to this aggregated data.

Evaluation Reporting

Select this option when you require an overview of the overall scores and the status of the evaluations.

  1. Click on Rapportage in the top-left menu and select Evaluaties. [Image: The Rapportage menu with the Evaluaties option selected]

  2. Use the filters on the left to refine your selection (for example, by supplier, period, or specific project label).

  3. Use the Group button to organize the data clearly.

  4. Click Download as Excel in the top right corner to export the overview, including internal and external communications.

Response Report

Choose this option if you want to dig deeper into the details, such as the specific answers to individual questions within the questionnaires.

  1. Click on Report in the top-left menu and select Responses.

  2. Use the filters to search for specific questions, response scores, or initiators, for example. 

  3. Analyze the detailed results directly on the screen or via an export.

  4. Click Download Excel to process the data externally.

Filters and views

To work efficiently with reports you need frequently, you can save your preferences.

  • Create a selection: Combine filters such as 'Supplier' and 'Period' to create a quarterly overview, for example.

  • Save view: Do you have a filter combination that you use monthly? Click Save view. Next time, you can call up these settings directly without having to check everything again.

Frequently Asked Questions (FAQ)

What is the main difference between the two report types? The 'Evaluations' report focuses on the status and overall scores, while 'Responses' provides insight into the score for each individual question in the questionnaire.

Can I also find the communication related to an evaluation in the report? Yes, when you choose the Excel download of the 'Evaluations' report, the internal and external communication is also included in the file.

Troubleshooting

  • Symptom: I do not see the “Report” option in my menu.

    • Cause: You likely do not have the correct permissions (administrator or initiator).

    • Solution: Contact the administrator within your organization to have your permissions checked or adjusted.

  • Symptom: My saved view does not show any new results.

    • Cause: The filter may be set to a fixed "Period" in the past.

    • Solution: Check the date filter in your saved view and adjust it to the current period.