Report Builder Best Practices

Report Builder Best Practices

Get the most out of the report builder with these practical guidelines.

Use Strict Projects for the Cleanest Reports

When creating a project, enable strict mode to ensure all assessments use the same template. This guarantees clean, comparable data and eliminates the need to manually select a template in the report builder.

Scope by Template for Cross-Project Benchmarking

To compare how different teams or programs perform on the same framework, scope your report by template without selecting a specific project. This creates a cross-project view showing scores broken down by project.

Use Campaigns for Time-Bound Comparisons

Campaigns have start and end dates, making them natural time windows for periodic reporting. Create a campaign for each assessment cycle (e.g., Q1 2026, Q2 2026) and scope reports by campaign to track progress over time.

Choose the Right Interpretation Layer

• •For executive reporting: Use threshold-based to clearly label strengths and weaknesses
• •For audit compliance: Use binary gate for strict pass/fail evaluation
• •For vendor benchmarking: Use quartile analysis to rank relative performance
• •For detailed analysis: Use none (raw data) to avoid bias in the numbers

Combine Views Strategically

• •Quick stakeholder update: Executive Overview only
• •Compliance review meeting: Executive Overview + Scorecards + Findings
• •Deep-dive analysis: All views selected
• •Trend report: Executive Overview + Trends Over Time

Monitor Report Staleness

Reports show a staleness indicator when new assessments have been finalized since the report was last generated. Regenerate reports before important meetings to ensure you're working with the latest data.

What the Report Builder Does Not Cover

• •Real-time data: Reports are point-in-time snapshots, not live dashboards
• •Cross-template comparison: Reports only compare assessments using the same template
• •Automated scheduling: Reports must be manually generated or regenerated
• •Individual assessment detail: For single-assessment details, use the per-assessment report instead