How do I create and edit comparisons?
Comparisons allow you to compare supplier responses to submitted assessments in a grid table style display of supplier responses or scores. This is valuable for comparing individual sections and indicators within an assessment.
To learn more about publishing a comparison click here.
If your assessment contains segments, click here to view how they appear in your comparisons.
In this article, you will learn how to:
Create comparisons
- Click the menu icon in the top left corner.
- Click Comparisons.
- Click Create Comparison.
- Name the comparison.
- Select the assessment(s).
- Select a supplier group(s) to compare.
- Select the reporting period.
Real Time Updating automatically includes any new responses to an assessment as they are submitted by the suppliers.
- Click Save.
Edit comparisons
- Click the menu icon in the top left corner.
- Click Comparisons.
- Select the comparison to edit.
- Make the necessary changes to your comparison.
- Click Save or Save as New.
Comparisons can be edited after being published. Suppliers are able to see those updates immediately.
Export comparisons
You can export a comparison to view in Excel format.
- Click the menu icon in the top left corner.
- Click Comparisons.
- Select the comparison to export.
- Click Export.
- Click Ok to confirm the export.
- Check your email for the export file. This may take a few minutes, depending on the size of the data set.
The Confirm export comparison dialog box is displayed.
The comparison file is sent to the email address associated with the account you are logged into. Change the email address in Settings to the preferred email.
Documents within an exported spreadsheet expire after one month. Re-export the spreadsheet to have continued offline access.
Delete comparisons
- Click Comparisons.
- Hover over the comparison you want to remove.
- Click the click the trash bin icon to the right.
- Click Delete.
The Delete comparison dialog box is displayed.
Published comparisons cannot be deleted. In order to delete a published comparison, first select Unpublish then Delete.