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You Cannot Perform Other Tasks While Report Is Generating

Once you begin generating a report, you cannot move to another task, since report generation requires access to all the information in the system.

Similarly, you cannot run two report generation processes at the same time.

If you wish to abandon report generation, in order to move to another task, click "Cancel" on the report generation page.

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How To Generate A Report

There are four steps in generating a report.

First, edit the Introduction To Subject's Report sub-tab, so it corresponds with your organization's needs and the Project design.

Second, edit the Responder Categories, so they display as desired.

Third, optionally, change the default text in report, (e.g. title page, footers), using Text Adaptation sub-tab. (Especially important for non-English reports.)

Finally, select your preferences for the contents and appearance of the report on the Subject's Report sub-tab.

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Fees

For each Subject, one credit is deducted when her/his report is first generated. There is no additional charge to generate additional Reports for that Subject (e.g. after changing Preferences).

If a Project Aggregate Report or a comparative report is generated, credits are deducted for all Subjects involved who have not had credits deducted to that point.

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Report Preference Profile

The settings you choose for reports are "sticky", which means that your last-used choices are automatically displayed next time you generate reports for this Project.

However, if you provide 360-degree feedback for several clients, you may have to go back and forth between different preferences for each of them.

The Profile tab allows you to save several sets of preferences. Each time you generate reports, you can apply the appropriate set of preferences. That means you don't have to adjust the settings one by one.

Save each Profile with an easy-to-recognize name (like the name of the client) and click "Save".

Your saved Profiles can then be applied next time you generate reports for that client. Just select the correct Profile, using "Activate".

Use "Delete" to remove unnecessary Profile(s).

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Comparative Reporting: High risk

Comparisons can be useful in stimulating performance.

But they are not exact, because:

  • Each Subject has different responders.
  • If Subjects select their own responders, results may be slanted.
  • Responses are made under widely varying conditions.
  • Each 360-degree feedback report is a snapshot of the opinion of a few Responders, at a certain moment in time, in the context of specific events and challenges.

Comparing these opinions is risky, like apples and oranges.

Depending on how you use 360-degree feedback, inappropriate comparisons could have implications for the Subjects' morale, compensation, or continued employment.

Example: Comparative Reports Gone Wrong

Subject AB is an insecure, unproductive manager. He picked Responders who were least likely to be critical of him. Because he inherited an excellent team from his predecessor, his people received a warm compliment from the CEO the day before they responded to the 360. And the weather was sunny that week. All those factors led them to rate AB positively.

On the other hand, Subject YZ is a fine leader and team-player, who consistently achieves better results than AB. He encourages his staff to tell him where he could improve as a manager. During a period of nasty weather, the Responders for YZ had just lost a couple of major contracts. They were temporarily feeling gloomy about themselves and their manager, and not afraid to say so.

So in their Comparative reports, inadequate AB slid easily into the 90th percentile, while excellent YZ was stuck in the 60th. AB received a bonus and YZ was reprimanded by the CEO. The snapshot effect distorted all comparisons.

Because individual assessments are not objective, Comparative reports never provide the complete story about any Subject. They should always be supplemented by a personal assessment of the Subject, before making decisions that could have an impact on performance appraisal, compensation, ranking, or training.

Percentiles: The More Subjects The Better

The Percentile was originally developed in order to clarify the standing of large groups (more than 100 units). For instance, if there were a thousand people in the graduating class, this analysis allowed educators to easily identify those highly capable individuals who scored in the top 10% (the 90th percentile).

But here's a warning: Some percentile numbers are not absolute but based on approximate calculations. Here's why.

This system enables you to choose percentiles that are multiples of 10. That means there are exactly 11 percentile "slots" into which an individual may fit. These slots are: 0 (the lowest-rated person), 10, 20, 30, 40, 50, 60, 70, 80, 90, 100 (the highest-rated person).

If there are not exactly 11 (or 110, or 1100) Subjects, the system must interpolate (calculate) an arbitrary percentile value for the individuals that do not fit exactly into a percentile slot.

If you have 6 Subjects in a group, and request the value for the 90 percentile, you will receive an estimate. It will be interpolated, based on the average of the ratings of the fifth and sixth highest-rated Subjects (the ones who exactly matched the 80 and 100 percentiles).

The greater the number of Subjects, the more precisely each Subject will fit into every percentile slot.

There are several widely-used methods of calculating percentiles. For large groups, all provide essentially the same results. Because the "Continuous" calculation method provides the greatest degree of accuracy for smaller numbers, Panoramic Feedback uses it.

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How To Generate A Report With No Numerical Questions

To generate a report with comments only (no numerical questions), it is necessary to de-select the bar graphs in the "Bar Graphs" sidetab.

Don't worry that there are no bar graphs in your Project; this action will free the system to report on your comments-only Questionnaire.

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How To Generate A Report With Narrative Comments Not Divided By Responder Category

To generate a report where all Narrative Comments are grouped together (for instance, out of a concern for confidentiality), select "Responder Categories" sub-tab.

For "Combined Responders", click "Allow Comment Display". For all other Categories, unclick "Allow Comment Display".

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