Report Templates: Placeholder

Report Templates: Placeholder

Relevant for: Organisation Administrators, Administrators (see "User Roles in the Cockpit").
In this article you will find an overview of all placeholders that you can integrate into your report template. The corresponding placeholders are then "filled" in the final report with all the information that you have previously stored and entered in the assessment. After you have created this template once, you can generate all candidate result reports at the click of a button.
In the appendix (at the bottom of this page) you will find a sample report template that you can download. You can use this as a starting point and adapt and edit it according to your individual requirements. The template is intended to support you in creating your own report templates.
On the right side next to this article you will see a navigation menu. Under "On this page" all categories are listed, for which there are placeholders. By clicking on one of the categories you can navigate directly to the desired place in this overview. 

Within each category, you will first see an overview of the available loops and placeholders in that category, followed by a practical application example. 
On the left side, the placeholder is integrated into an example text, just as you do in your report template. On the right side you can see the result in the report, where the placeholders are replaced by actual information and content.
Depending on the category, you will also see a short note text that contains category-specific information.

Candidates

Placeholder

Description

{cand_first_name}

Candidates first name

{cand_last_name}

Candidates last name

{cand_full_name}

Candidates name (1 first name, 2 last name)

{cand_email}

Candidates email address

{cand_birthdate}

Candidates date of birth 

The date of birth is displayed in different formats, depending on which language is stored for the Observers: in German in DD.MM.YYYY format and in English in MM/DD/YYYY format.


{cand_birthyear}

Candidates year of birth in the format YYYY


Example
Template
Result in finished report
Mr. {cand_last_name}
Mr. Müller

Observers

Use the {#observers} loop to list all observers of an assessment. The moderators and silent observers are not listed here.

Loop

Placeholder

Description

{#observers}

{first_name}



Observers first name


{last_name}

Observers last name


{full_name}

Observers name (1 first name, 2 last name)


{email}

Observers email address


Example
Template
Result in finished report
{#observers}{full_name}, {/observers}
Olaf Observer, Bernd Beobachter, …
Observers:
{#observers}{full_name}
{/observers}
Observers:
Olaf Observer
Bernd Beobachter
…

Moderators

Use the {#moderators} loop to list only the moderators of an assessment. The other observers are not listed here.

Loop

Placeholder

Description

{#moderators}

{first_name}

Moderators first name


{last_name}

Moderators last name


{full_name}

Moderators name (1 first name, 2 last name)


{email}

Moderators email address


Example
Template
Result in finished report
Performing moderators of the assessment:
{#moderators}{full_name}
{/moderators}
Performing moderators of the assessment:
Anna Assessor
Bernd Beobachter
Olaf Observer
…

Moderators and Observers

Use the loop {#moderators_and_observers} to list the observers and moderators of an assessment together.

Loop

Placeholder

Description

{#moderators_and_observers}

{first_name}

Moderators / Observers first name


{last_name}

Moderators / Observers last name


{full_name}

Moderators / Observers name (1 first name, 2 last name)


{email}

Moderators / Observers email address


Example
Template
Result in finished report
Moderators and Observers of the Assessment:
{#moderators_and_observers}{full_name}
{/moderators_and_observers}
Moderators and Observers of the Assessment:
Olaf Observer
Bernd Beobachter
Anna Assessor
…

Editors

The report can only be created by one moderator of the assessment. Therefore, only one creator (editor) can be listed in the final report.

Loop

Placeholder

Description

{#editors}

{first_name}

Editors first name


{last_name}

Editors last name


{full_name}

Editors name (1 first name, 2 last name)


{email}

Editors email address


Example
Template
Result in finished report
{#editors}{full_name} {/editors}
Olaf Observer
Report created by: {#editors}{full_name}
{/editors}
Report created by: Olaf Observer

Assessment

Placeholder
Description
{ac_name}
Assessment name
{ac_position}
Assessment position
{ac_description}
Assessments description 
{ac_organisation}
Organisation of the assessment
{ac_start_date}
Start date of the assessment (format of the user)
{ac_end_date}
End date of the assessment (format of the user)
{%ac_logo}
Logo that was stored for the individual assessment
Further information on adding logos to the final report can be found here.
Example
Template
Result in finished report
Position to be filled: {ac_position}
Position to be filled: Assessment position XY

Workspace

Placeholder
Description
{workspace_name}
workspace name
{%workspace_logo}
Logo that has been stored for the entire workspace
Further information on adding logos to the final report can be found here.
Example
Template
Result in finished report
The assessment was performed for {workspace_name}.
The assessment was performed for workspace name XY.

Competency model

Placeholder

Description

{model_name}

Competency model name of the assessment


Example
Template
Result in finished report
The assessment is based on the {model_name}.
The assessment is based on the competency model name XY.

Competency notes

The placeholder for the competency notes only contains the notes of the moderator who is creating the report. To ensure that all relevant information is included in the report, you can copy the notes of other observers into your own notes. You can learn more about this here.
With these loops, you can call up all competency notes you have made in the assessment - across all competencies and exercises. You can find out how to list the notes by competencies here. You can find out how to list the notes by exercise here.
Loop
Placeholder
Description
favored competency notes
{#positive_competency_notes}
{#negative_competency_notes}
{#neutral_competency_notes}

all competency notes
{#all_positive_competency_notes}
{#all_negative_competency_notes}
{#all_neutral_competency_notes}
{note}
Text of the competency note

Example: General list of notes
Template
Result in finished report
Strengths 
{#positive_competency_notes}
  • {note}
{/positive_competency_notes}

Areas of development
{#negative_competency_notes}
  • {note}
{/negative_competency_notes}

Strengths

  1. In-depth understanding of the subject area
  2. Continuous education and updating of knowledge
  3. Clear and precise expression
  4. Active listening and empathy

Areas of development

  1. Little experience with modern technology
  2. Difficulties in dealing with technology
  3. Difficulties in effectively managing tasks and time lead to overload
You can also integrate the placeholders into your report template so that the desired information is displayed in a table. You can find more information on this here.

Competencies

Use the {#competencies} loop to list all competencies that were assessed within the assessment. You can combine the various placeholders within the {#competencies} loop as you wish, depending on the information you want to integrate into your report.
The displayed competency rating is calculated depending on the individually selected rating setting. You could make four different settings in the process:
  1. If you have not consolidated a competency, no value is displayed here.
  2. If you have performed a consolidation for a competency, this value is displayed here. 
  3. If you have activated the automatic consolidation, the mean values of all evaluations for this competency will be calculated automatically.
  4. If you have activated the final consolidation in the conference, the final value set in the conference is displayed here.

Loop

Placeholder

Description

{#competencies}

{competencies.name}

Name of competencies


{competencies.description}

Competency description


{competencies.rating}

Final evaluation of competency


{target_min}

Target profile - minimum of competency


{target_max}

Target profile - maximum of competency


{competencies.self_assessment}

Self Assessment of the competency 

Depending on which setting you have activated - whether self-assessment per competency or self-assessment per exercise - this placeholder indicates either the value for the candidate's self-assessment per competency or a value averaged over the competencies per exercise.


You can also use the {#behavior_anchors} loop in combination with the {#competencies} loop to integrate the behavior anchors and the average rating of these into your final report.

Loop

Placeholder

Description

{#behavior_anchors}

{description}

Text of the behavior anchor


{mean_rating}

Average of all ratings (or symbol, if activated) of the candidate's behavior anchor 


Example: Listing of description and evaluation of the behavior anchors

Template

Result in finishes report

{#competencies}{name}

{#behavior_anchors}{description}: {mean_rating}


{/behavior_anchors}{/competencies}

Strategic competency

analyzes strategically and conceptually: 3.5

expresses thoughts on the “big picture”: 2.5


Creativity

unusual approaches: 4

questions existing information: 3.5


Example: Listing of competencies and competency descriptions
Template
Result in finished report
The following competencies were identified in this assessment:

{#competencies}{competencies.name}
{competencies.description}

{/competencies}
The following competencies were identified in this assessment:

Expertise
Extensive knowledge and in-depth understanding in a specific subject area.
 
Problem-solving skills
Ability to identify challenges, take an analytical approach, and develop creative solutions.
 
Project Management
Ability to manage projects from planning to implementation and achieve successful results.

Example: Listing of competencies, ratings and competency notes
To list the notes broken down by competencies, you can combine the competencies and competency notes loops. You can also combine the placeholders within the respective loop in order to transfer the desired information to the final report.
You could therefore also integrate the competency descriptions in the following example or remove individual placeholders, such as the ratings in this example.
Template
Result in finished report
{#competencies}{competencies.name} {competencies.rating}

Self Assessment:

{competencies.self_assessment}


Strengths
{#positive_competency_notes}- {note}
{/positive_competency_notes}
Development fields
{#negative_competency_notes}- {note}
{/negative_competency_notes}


{/competencies}

Expert knowledge 3.5

Self Assessment: 2.5


Strengths

  1. In-depth understanding of the specialist area
  2. Continuous training and updating of knowledge

Development fields

  1. Insufficient updating of knowledge

Communication skills 4.5

Self Assessment: 4.0

Strengths

  1. Clear and precise expression
  2. Active listening

Development fields

  1. Insufficient empathy
You can also integrate the placeholders into your report template so that the desired information is displayed in a table. You can find more information on this here.

It is also possible to combine the {#competencies} loop and the {#exercises} loop. This means that you can call up all placeholders of the {#exercises} loop within the {#competencies} loop.


Example: Listing of competence notes assigned to exercises and competences

Template

Result in finished report

{#competencies}{competencies.name}


{#exercises}{exercises.name}


{#all_positive_competency_notes}

  • {note}

{/all_positive_competency_notes}


{/exercises}

{/competencies}

Communication skills


Interview

  1. expresses himself without long pauses

Presentation

  1. brings information to the point

Result orientation


Case Study

  1. keeps the overall goal in mind

Cluster

Use the {#cluster} loop to list all clusters that have been stored in this assessment.
The value of a competency cluster corresponds to the mean value of the rating of all competencies assigned to this cluster.

Loop

Placeholder

Description

{#cluster}

{cluster.name}

Cluster name


{cluster.description}

Description of the cluster


{cluster.mean_rating}

Mean value of the cluster


Example: Listing of clusters, competencies and competency descriptions
The clusters are often listed together with the competencies. The loops of the clusters and competencies are integrated for this purpose. The loop-specific placeholders can also be used in the combined versions.
Template
Result in finished report
{#cluster}{cluster.name} 

{#competencies}{competencies.name}
{competencies.description}

{/competencies}{/cluster}
Personal skills

Self-regulation
Ability to recognize, control and react appropriately to emotions.
 
Self-confidence
Ability to self-reflect and understand one's own strengths and weaknesses to form a realistic self-image.
 
Interpersonal skills

Communication skills
Effective communication of thoughts and information, verbally and in writing. Ability to listen actively and respond appropriately.

Empathy
Ability to put yourself in other people's shoes and react compassionately.

Example: Listing of clusters, competencies, notes and ratings
You can also retrieve the clusters, competencies and competency notes together by combining the respective loops.
The placeholder for the competency notes contains only the notes of the moderator who is creating the report. To ensure that all relevant information is included in the report, you can copy the notes of other observers into your own notes. You can learn more about this here.
Template
Result in finished report
{#cluster}{cluster.name} {cluster.mean_rating}
{#competencies}{competencies.name} {competencies.rating}
Strengths
{#positive_competency_notes}- {note}
{/positive_competency_notes}
Development fields
{#negative_competency_notes}- {note}
{/negative_competency_notes}

{/competencies}{/cluster}

Personal skills 3.5

Self-regulation 2.5

Strengths

  1. Shows an extraordinary ability to recognize emotions

Development fields

  1. Need for improvement in the regulation of emotions

Self-confidence 3.75

Strengths

  1. Reflects realistically on own strengths and weaknesses

Development fields

  1. No development fields observed

Interpersonal skills 4.0

Communication skills 4.0

Strengths

  1. ….

You can also integrate the placeholders into your report template so that the desired information is displayed in a table. You can find more information on this here.

Exercises

With the {#exercises} loop, you can integrate the various exercises performed in the assessment into your final report.
The displayed exercise rating is calculated depending on the individually selected rating setting. Thereby you could make three different settings:
  1. If you have not made a consolidation for the competencies of an exercise, no value is displayed here.
  2. If you have performed an (automatic) consolidation for the competencies of an exercise, the exercise score will be the average of all consolidated competency scores for the exercise (across competencies).
  3. If you have performed a final consolidation in the conference, the exercise score is the mean of all final consolidated competency scores for the exercise (cross-competency).

Loop

Placeholder

Description

{#exercises}

{exercises.name}

Exercise name


{exercises.description}

Exercise description


{exercises.mean_rating}

Final mean value of the exercise


{exercises.self_assessment}

Self Assessment of the exercise

This placeholder is only filled in if you have activated Self Assessment separated by exercises in the cockpit. You can find out more about this here. Otherwise, you can use the placeholder listed under "Competencies".


Example: Listing of exercises and exercise descriptions
Template
Result in finished report
Various exercises were used in this Development Center:

{#exercises}{exercises.name} 
{exercises.description}

{/exercises}

Various exercises were used in this Development Center:

Interview 
A structured interview with situational and biographical questions related to the job profile is conducted with the participants.

Presentation 
The participants have to prepare and give a presentation on a given topic. 

Role play 
Participants take on specific roles and are placed in a simulated situation that is in the context of the targeted position.

Example: Listing of exercises, competencies, notes and ratings
You can also retrieve the exercises, competencies and notes together by combining the respective loops. The loop-specific placeholders can also be used in the combined versions.
Template
Result in finished report
{#exercises}{exercises.name} {exercises.mean_rating}

{#competencies}{competencies.name} {competencies.rating}
Self Assessment: {competencies.self_assessment}
Strengths
{#positive_competency_notes}- {note}
{/positive_competency_notes}
Development fields
{#negative_competency_notes}- {note}
{/negative_competency_notes}

{/competencies}{/exercises}

Role play 3.5


Self-regulation 2.5

Self Assessment: 3.5

Strengths

  1. Shows an extraordinary ability to recognize emotions

Development fields

  1. Need for improvement in the regulation of emotions

Self-confidence 3.75

Self Assessment: 4.5

Strengths

  1. Presents himself confidently even in situations under pressure

Development fields

  1. No development fields observed

Interview 4.0


Communication skills 4.0

Self Assessment: 2.5

Strengths

  1. …

Example: Listing of exercises, clusters, competencies and notes
You can also add the clusters to the example described above and combine the respective loops with each other.
Vorlage
Ergebnis im fertigen Bericht
{#exercises}{exercises.name}

{#cluster}{cluster.name}

{#competencies}{competencies.name} 
Strengths
{#positive_competency_notes}- {note}
{/positive_competency_notes}
Development fields
{#negative_competency_notes}- {note}
{/negative_competency_notes}

{/competencies}{/cluster}{/exercises}

Role play


Personal skills


Self-regulation

Strengths

  1. Shows an extraordinary ability to recognize emotions

Development fields

  1. Need for improvement in the regulation of emotions

Self-confidence

Strengths

  1. Presents himself confidently even in situations under pressure

Development fields

  1. No development areas observed

Interview


Professional skills


Expert knowledge

Strengths

  1. …
You can also integrate the placeholders into your report template so that the desired information is displayed in a table. You can find more information on this here.
With the {#exercises} loop, you can also integrate diagrams into the results report that show the competency ratings exercise by exercise. You can find more information on this here.

Overall mean rating

Overall mean rating of the consolidated values

You can use this placeholder to specify the overall mean rating across all competencies.

Placeholder

Description

{overall_mean_rating}

Mean value of all consolidated competency ratings

Example

Template

Result in finished report

The average overall rating of this assessment is:

{overall_mean_rating}

The average overall rating of this assessment is:

4.5

Overall Self Assessment value

You can use this placeholder to enter the average Self Assessment of the candidates. Please note that this value is calculated across all competencies and not across the Self Assessment of the individual exercises.

Placeholder

Description

{overall_mean_self_assessment}

Mean value of Self Assessments across all competencies

Example

Template

Result in finished report

The overall Self Assessment of this candidate is: {overall_mean_self_assessment}

The overall Self Assessment of this candidate is:

4.0

Total of all consolidated values

Placeholder

Description

{overall_rating_sum}

Sum of all consolidated competency ratings

Example

Template

Result in finished report

The sum of all ratings is: {overall_rating_sum}

The sum of all ratings is: 37

Sum of target profile limits 

This information can only be integrated into the finished report if a target profile is stored. The two values can be set in relation to the total sum of the consolidated values calculated above. This makes it possible to classify where the candidate is overall in the target profile.

Placeholder

Description

{target_profile_min_sum}

Sum of the lower target profile limits

{target_profile_max_sum}

Sum of the upper target profile limits

Example

Template

Result in finished report

Das Anforderungsprofil befindet sich über alle Kompetenzen hinweg in einem Bereich zwischen {target_profile_min_sum} and {target_profile_max_sum}.

Across all competencies, the target profile is in a range between 10 and 60.

Further information

Placeholder
Description
{current_date}
Date of report creation (format of the user)

Example
Template
Result in finished report
Created on: {current_date}
Created on: 02.10.2023

Logos

These placeholders allow you to integrate the logos you uploaded in Applysia when creating an Assessment into the final report in the form of images.
Placeholder
Description
{%ac_logo}
Logo stored for the individual Assessment
{%workspace_logo}
Logo stored for the entire workspace

Example
Template
Result in finished report
{%ac_logo}
{%workspace_logo}

Formatting options for the logos

You can use the following formatting options for both placeholders, {%ac_logo} and {%workspace_logo}. The formatting options are only shown below using the placeholder {%ac_logo} as an example.
Placeholder
Description
{%%ac_logo}
Image is centered in the finished report
{%ac_logo | size:200:100}
Size that the image should have in the report (format width:height in pixels). The numbers in the placeholder can be freely selected
Please note that specifying a certain size may result in distortion of the logo
{%ac_logo | maxSize:200:100}
Size that the image should have in the report while retaining the original aspect ratio (format width:height in pixels). The numbers in the placeholder can be freely selected
Please note that setting the fixed size (placeholder 2) can distort the originally uploaded logo, as the individual settings may change the proportions. We therefore recommend that you use the maxSize placeholder to avoid distortion.
Example
Template
Result in finished report
{%ac_logo | size:331:331}
{%ac_logo | maxSize:800:300}

Charts

You can also use placeholders to add diagrams to your report. To do this, integrate a desired diagram into your report template in Word or PowerPoint. Then place the placeholder in the title of the diagram. The labeling of the data series is automatically filled with the assessment-specific information when the reports are created in order to avoid confusion when labeling. Further information on the charts can be found here.
In the appendix (at the bottom of this page) you will find a Word document in which various diagrams and placeholders are combined. You can download the file, copy the desired diagram template and integrate it into your report.
Placeholder
Description
{$chart_competency_rating}
This placeholder inserts the consolidated competency ratings into the diagram.
{$chart_competency_rating_target_min} 
This placeholder inserts the lower limit of the target profile and the consolidated competency ratings into the chart.
{$chart_competency_rating_target_max_min} 
This placeholder inserts the upper and lower limits of the target profile and the consolidated competency scores into the chart. 
Here, the limits of the target profile are only marked as individual values in the chart.
{$chart_competency_rating_target_range}
This placeholder inserts the target profile as a range and the consolidated competency scores into the chart. 
Here, the target area is stored as an area in the chart.
{$chart_competency_rating_self_assessment}
This placeholder inserts the consolidated competency scores and the candidates' Self Assessment into the chart.
{$chart_competency_rating_target_min_self_assessment}
This placeholder inserts the lower limit of the target profile, the consolidated competency scores and the candidate's Self Assessment into the chart.
{$chart_competency_rating_target_max_min_self_assessment}
This placeholder inserts the upper and lower limits of the target profile, the consolidated competency scores and the candidates' Self Assessment into the chart. 
Here, the limits of the target profile are only marked as individual values in the chart.
{$chart_competency_rating_target_range_self_assessment}
This placeholder inserts the target profile as an area, the consolidated competency scores and the candidates' Self Assessment into the chart. 
Here, the target area is stored as an area in the chart.
{$chart_exercise_mean_rating}
This placeholder inserts the mean exercise scores into the chart.
{$chart_exercise_mean_rating_self_assessment}
This placeholder inserts the mean exercise scores and the candidates' Self Assessment into the chart.
{$chart_cluster_mean_rating}
This placeholder inserts the mean values of the clusters into the chart.

Example
Placeholder in the title of the diagram


Charts by exercise

You can also use the placeholders for charts in the {#exercises} loop. This will show the competency ratings per exercise in the results report. You can integrate all available placeholders for charts in the {#exercises} loop. To output the results by exercise, you must include “exercises.” in the placeholder for the charts, e.g. {$exercises.chart_cluster_mean_rating}, and then embed the placeholder in the {#exercises} loop.

Example
{#exercises}

{exercises.name}
 
{/exercises}

Management Summary


These placeholders generate a management summary based on the competency notes and ratings created and the sample summary stored in the Cockpit, with the help of artificial intelligence. You can find more information here.

Placeholder

Description

{ai_management_summary}

Generation of a management summary of the overall result of the Candidates based on the sample summary (without taking into account the requirement profile)

{ai_management_summary_target_range}

Generation of a management summary of how the Candidates' results match the defined requirements profile based on the sample summary



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