Report builder instructions (Add-on)

The Report Builder is an add-on feature that allows you to create fully customized reports directly in QualityDesk. You can use data from evaluations, coaching sessions, and result data—whether entered manually or collected through a contact center integration.

Reporting is continuously evolving, so we kindly ask you to share any feedback or improvement ideas via the in-app chat or directly through the Give Feedback button within the Report Builder. Thank you in advance!

Building a Report

1. Open the Report Builder from the left-hand navigation by clicking + Create New Report.
2. You can freely edit the report’s name and settings at any time.
3. First, select the Report Type: Evaluation, Results, or Coaching.
4. Then enter the Name of the report.
5. Choose whether the report should allow users to display all users—even if some have no data.
6. Select the Layout: List or Matrix. Here’s the difference:

• Matrix sums up selected numerical datapoints.
• List displays all data row by row—text fields (e.g., feedback) are shown in full.

7. Choose the Form Selection:

• User selection (the user can choose any form).
• Predefined form (data is fetched automatically from one preset form).
• Active forms (data is fetched from all active forms).
• Active and inactive (data is fetched from all forms available in the application within the company where the report is being built).

8. Next, define the Report Visibility:

• Only me means the report is visible only to the person who created it.
• Select companies and teams: click the plus icon to open a list of Companies and Units where the report can be used.

9. Once everything above is set, click Save at the top of the preview screen to save your report.

Data Selections

With data selections, you can choose which datapoints to include in the report table view. Below is a short list of the main datapoint categories—note that not all individual fields are listed, as more will be added as the application evolves.

1. Evaluations: Includes datapoints related to evaluation forms.
2. Coachings: Includes datapoints related to coaching forms.
3. Results: Includes result-related datapoints, if result metrics have been created in your environment. More information about building Results can be found [here].
4. Organizations and Users: Includes user-related information.

5. Follow-up Targets: This option allows you to include selected follow-up targets in the report.
6. Time: This selection allows you to filter results automatically by month.

Once you’ve built the report the way you want, always remember to Save it. After that, you can test how the report works in practice. Below are some important reminders in case no data appears or the data looks incorrect.

Important to Remember:

1. The report groups all rows based on the first datapoint you select (the leftmost column). It’s best to choose a datapoint that always contains data—such as Form Name. If you choose something like a Follow-up Target and some forms don’t include data for it, then no data will appear.
2. When choosing between List and Matrix as the report layout, do not mix summable fields and list-style fields in the same matrix report. For example, if the matrix includes both Number of Evaluations (numeric field) and Feedback (text field), the feedback column will usually display only the most recent value. This is not a bug—it simply reflects the different logic these field types follow.
3. If no data appears in the report, double-check the points above, and also ensure that: A) the report includes active forms, and B) those forms contain data for the selected time range.

Editing an Existing Report

1. To edit an existing report, go to the Reporting section and open the report you want to modify.
2. Click the Edit icon at the top of the screen to start editing the report.

Updated on: 04/08/2025