Report Scope and Template Matching

Report Scope and Template Matching

Custom reports aggregate data across multiple assessments. For this comparison to be meaningful, the assessments must share the same template structure.

Three Scoping Levels

1. Template Scope (Bird's-Eye View)

Select a template to report on every finalized assessment that uses this framework, regardless of which project it belongs to. This is the widest lens — ideal for answering questions like "How does our ISO 27001 compliance look across the entire organization?"

2. Project Scope (Purpose-Level View)

Select a project to report on all assessments grouped for a specific purpose. For example, "2026 Vendor Assessments." When a project uses strict mode with a single template, all assessments are guaranteed to be directly comparable.

3. Campaign Scope (Most Focused View)

Select a campaign within a project to report on a specific time-bound batch of assessments. Campaigns have start and end dates, making them ideal for periodic snapshots like "Q1 2026 Vendor Assessment Campaign."

Why Template Consistency Matters

Assessments using the same template share identical question structures, domains, scoring logic, and compliance frameworks. This means their scores can be directly compared.

When assessments use different templates, comparing their scores is misleading — even if questions seem similar. Each template has its own:

• •Domain structure and weights
• •Scoring strategies and thresholds
• •Question context and compliance framework

Template-Matched Indicator

When you select a scope in the report builder:

• •A green indicator confirms all assessments use the same template — data is fully comparable
• •An amber warning appears if assessments use different templates — you must select a specific template before generating the report

Mixed-Template Scopes

If a project or campaign contains assessments using different templates, the report builder shows which templates are present and how many assessments use each one. Select the template you want to analyze, and only those assessments will be included.

Template Versioning

If a template has been updated between assessment batches, the report notes when template version differences exist. Questions that appear in only some versions show partial coverage (e.g., "42 of 47 assessments answered this question").