How to combine assessments with different templates into a single report

This shows how to create a report that pulls data from two different templates. Note that you can also use field tags to do this, which you can learn about more detail at here.

1

Create a new report and select the data type

Start by creating a new report and selecting the Data Table type. In this case, choose "Assessments".

2

Select the first assessment round and fields

Select the first Assessment round. Choose "Assessment Form Data" and "All Data" to include all the fields from the assessments in that round.

3

Name the data source and report

Name the data source "DS1" in the top left, and give the report a name just above that.

4

Add a second data source

Press the Plus button next to "Data Tables" to add a second data source.

5

Configure the second assessment round

Choose "Assessments" as the Data Table type again, select Assessment Form Data, and choose the second Assessment round (this round uses a different template). Click "Create" to create the second data source.

6

Name the second data source

Name this data source "DS2" at the top left, just below the report name.

7

Append the two data sources

Press the down-arrow button next to "Data Tables" to open the menu, and select "Append Data Sources".

8

Create the combined data source

In the Append Rows dialog, enter a name ("Combined DS") for the combined data source, click "Add Data Source" to add DS1 and DS2, then click "Create" to create the combined data source.

9

View the combined data

In the list of data sources on the top left, click "Combined DS" to display the combined report data. Rows from both data sources will be shown; data from columns with the same name across both sources will appear in the same column.