REPORTS or Feedback Reports or Personalized Feedback Reports (PFRs), can be completely customized by each organization. PFRs are used to translate the survey responses of a particular case into a dynamic, graphic report. First Light sets up each organization with at least one Report template, which can be copied, edited, or deleted. Navigate to Reports using the menu on the left side of the IMPACT admin.
To create a new report, click the button. You will be prompted to name and provide a description of the report. Additionally, you must select the survey(s) that you wish to associate with the Report. Finally, choose a 'short name' to concisely identify the survey. This short name is helpful when coding the survey responses and calculations into the Feedback report.
Each report contains three tabs which are displayed near the top of the page after a Report has been selected from the navigation menu: Summary, Content, and Calculations. Each tab can be selected to access different aspects of the Report. A description of the information available on each tab follows.
Summary: Copy, remove, edit details, and publish/unpublish your Reports from the Summary tab. See details and screenshot of the summary tab below.
Content: The content section is where the content of the Feedback Report can be created, edited, organized. Additionally, the content tab is where you can apply 'item' or 'page condition to show or hide content based on certain conditions (ie: Hide cannabis content for those that don't use).
Calculations: Calculations can be created within the Report designer and operate much the same as calculations built within a survey. One advantage of creating a calculation within the Report is that these calculations run each time a Feedback Report renders (is called to display). Hence, Report calculations can be added or updated after a survey is completed by a case and the updated information would generate in the Feedback Report. However, calculations created in a Report will not be included in the Survey data download. Be sure that any Calculation (ie: AUDIT score) that you want to be included in the Survey data download exists in the Survey template.