PDF Reports Overview

PDF Reports are documents that are automatically generated for each participant once they have completed their Scorecard. 

The information in the PDF Report provides further analyses of the scores and offers valuable insights and areas for improvement.

> Available to Business (excluding Business Legacy) and Pro users.

ScoreApp Pro users leverage this technology to add greater value to their network and to showcase their expertise and services.  

Step 1: Creating a new Report

To start creating your PDF results report, follow these steps:

• Locate the "PDF reports" option from the left-hand menu.
• Click the "create PDF reports" button.

• Click "select" on either 'Start without a template' or from one of the 3 prebuilt templates.

• Assign a name to your report and click save

Step 2: Structuring Your Report

Once the report template has been selected, you can start editing or adding pages:

Option 1: Starting from scratch

Access the "Add a page" option.

• Create a sequence comprising a front cover, an overall score page, a category score page, individual category pages, calls to action, and General content.

Option 2: Template - Page Management

Manage the pages by:

• Dragging and dropping to rearrange page order using the six dots that appear when hovering over the page name.
• Use the eye icon to hide or selectively display pages for specific audiences.

Design and format your report:

• Start with the default settings, adjusting parameters like header, footer, logo, fonts, colours, and page style.

  

• Override these settings for individual pages, allowing customisation.

Dynamic Content for Scores

For score pages, enable dynamic content to customise information based on the score tier:

• Toggle on the "Enable dynamic content" option.
• Tailor content for your score tiers.

Adding Individual Category Pages

Drill Down into Categories:

• If you are using categories and want to drill down into each category, add pages from the individual category options.
• You may have multiple pages per category. Select the category from the list option and add new pages for each category, choosing the next category in the list.
• Apply the same dynamic approach as above to your category summary pages if required.

Finalizing and Distribution

Once the report is complete, publish it and set it as the default.

• So that users can access their report, you can add a button to the outgoing email that is sent when they complete the scorecard. To do this, follow the instructions in our article named Delivering the PDF Report in the Results Email