ScorebuddyCX BI allows you to create custom report pages with a range of visualisation types. This article walks through how to add a new page and build a grid visualisation using the Standard Reports dossier as an example.
Step 1: Add a new page
From Standard Reports, click the edit icon to open the report editor.
In the contents panel, click the three dots beside By Score Date.
Select Insert Page.
When the new page is created, Scorebuddy BI will automatically generate a basic visualisation in grid format.
Step 2: Switch to free form layout
Click the interlocking squares icon in the top right of the visualisation. This converts the page to a free form layout, which allows you to position, resize, and layer objects. Visualisations can be dragged and dropped freely within this layout.
Step 3: Choose a visualisation type
Click the bar graph icon to browse the available visualisation types. Each option includes a description and an example to help you choose the most appropriate format for your data.
Step 4: Build a grid report (example: average score by staff member)
Switch from the Contents to Dataset panel on the left hand side.
Search for the Staff attribute in the datasets panel and drag it to the Rows field.
Search for the Score metric and drag it to the Metrics field.
To rename the visualisation, right click the three dots beside the report name in the editor and select Rename.
To adjust formatting, click the cog icon and work through the available format options.
Step 5: Save your report
Click Save to save all changes to the visualisation.