Builder
From the Combine dashboard select “Assessment Manager > Builder”. You will be given a list of all previously built deliverables. If none have been made you will see a “No deliverables available” indicator.
Deliverable List
A list view shows current deliverables that can be sorted by order of “title, author, version, and status”. Click the arrow beside each column header to sort the list items by ascending or descending order based on the column content.
Click the trash icon to the right of each row to delete an individual deliverable.
You can edit an individual deliverable by clicking the pen icon at the right of each row. You cannot edit multiple deliverables at once.
You can duplicate an individual deliverable by clicking the add icon at the right of each row. This will create a copy of the deliverable labelled “Title Copy - ####”, which can be renamed within the edit screen. You cannot copy multiple deliverables at once.
Select multiple items using the checkboxes to the left of each row. Click the “Delete Selected” button to delete multiple list items at once.
Deliverables can be searched by using the search box at the top right of the screen.
To create a new deliverable, click the “Create New” button at the top right of the screen.
Deliverable Builder
Once you click the “Create New” button you will be taken to the “Deliverable Builder” screen. This is where you can use widgets to lay out your content, which can be used later within a report.
Add a title within the “Deliverable Title” field. Below, add a short description of the content that the deliverable will contain.
Add a “Chapter title” in the field at the top of the widget.
Insert a Full, 1/2, or 1/3 grouping of sections within the widget by clicking “+”.
Once a grouping has been selected you may add a widget title within the field at the top of the widget.
Press “+” within a section to reveal the “Section type” menu. Here you can select which information you would like each section to display, either infographic, image, or text. Once selected, you can begin adding different content to each section.
To insert an image, press the “add image” button. You can select from a list of uploaded images or add a new one by clicking the “Upload” button.
To insert a chart, press the “Add chart” button. You can scroll through the list, search by name, category, or type to find the chart you are looking for. You can find out more about a chart by hovering your mouse over the information icon.
Once selected, the chart will be inserted into the section. You can replace the chart by clicking on it when editing a widget.
Text can be inserted using the text editor tool. Here you can adjust the text size, insert a link, or insert a table into the section. You can click the “Add metric” button within the text editor to insert a metric value.
You can scroll through the list and search by name or category to find the metric you are looking for. You can find out more about a metric by hovering your mouse over the information icon.
The metric will appear where your cursor was placed. You can click on it to replace it with another metric. Find out more about a metric by hovering your mouse over it in the textbox. The metric will display fully once a Report is generated using this deliverable.
You can press the “Undo" button when editing a widget to revert the last changes made.
Once your widget is done you can click “Save” to save your changes.
Once you have multiple widgets inserted you can perform the following edits:
Click and drag the drag icon over another section to rearrange them.
Click the move up or move down buttons to move a widget up or down the page.
Click the trash icon to delete a section.
Click the “Delete” button to delete the whole widget.
Click the “Add widget” button to add another widget below.
Click the “Add chapter” button to start a new chapter below.
Click the “Edit” button to adjust content within that widget.
Repeat the above steps until all desired widgets have been created, then click “Save” at the top right of your screen. You will receive an indication that the deliverable has been successfully saved. If the deliverable indicates an error while saving, make sure the deliverable title is unique, and try again.
Press the back icon to return to the deliverable list screen. You will see your new deliverable here using the title you created.
Deliverable Translation
Once a language is selected, it may take a couple of minutes for the content to be translated. Once completed the selected language will be available when creating a report based on this deliverable. See how to select your report language here.
You are now ready to use this deliverable to generate a report. Check out how to generate a report here.
Reports
From the Combine dashboard select “Assessment Manager > Reports”. You will be given a list of all previously built reports. If none have been made you will see a “No reports available” indicator. You must select a customer using the “Search for a customer” field at the top right of the screen before managing any reports.
Report List
A list view shows current reports that can be sorted by order of “title, language, author, version, and status”. Click the arrow beside each column header to sort the list items by ascending or descending order based on the column content.
Click the trash icon to the right of each row to delete an individual report.
You can edit an individual report by clicking the pen icon at the right of each row. You cannot edit multiple reports at once.
Use the share button to send an individual report via email or copy the report link. The report must be published to be shared and you cannot share multiple reports at once.
Select multiple items using the checkboxes to the left of each row. Click the “Delete Selected” button to delete multiple list items at once.
Reports can be searched by using the search box at the top right of the screen.
To create a new report, click the “Create New” button at the top right of the screen.
Report Builder
In the report builder, you will see two sections titled “Custom visuals” and “Deliverables”.
The custom section allows you to adjust the title, logo, colours, and font that your report will use.
Report Visuals
Name the report using the “Report name” field. This name will be displayed in the ”Reports” list once saved. This name will not be displayed on the published report.
Press the upload icon to choose a logo that will appear on the title page of your report. To remove the logo, delete the text within the text field or upload a new logo to replace it. We recommend using PNG image format, but JPG format also works.
Using the “H1 colour” field choose a colour that will be displayed on the headers within your report. Click the swatch next to the field to select a colour manually, or type a HEX code in the field provided.
Using the “H2 colour” field choose a colour that will appear on subtitles within your report. Click the swatch next to the field to select a colour manually, or type a HEX code in the field provided.
If the fields within this section are left blank and you press “Save”, the report will display placeholders for the logo and colours.
Report Content
The “Deliverable” section allows you to select a previously built deliverable from the dropdown menu. This dropdown list is where you will see the title of the deliverable you previously created using the deliverable builder.
Once a deliverable has been selected this section will expand to show the version, language, and currency selection options.
The “Version” dropdown allows you to choose a current or previous version of a deliverable to base your report on.
The “Language” dropdown allows you to select which language your report will be published in. The available languages depend on what the deliverable has been previously translated to. See how to translate your deliverables here.
The “Currency” dropdown allows you to choose the currency type that will be displayed within your report.
The “Content” section contains the chapters within the selected deliverable. You can expand these to display the widgets within each chapter. Press the checkbox to toggle whether to show or hide the content in your report.
Press the “Settings” button to display advanced Azure Virtual Desktop and Azure Virtual Server settings. Here you can perform multiple actions:
Select your Azure region using the dropdown menu.
Select the “Exclude VM hosts” checkbox to exclude Windows-based hosts from sizing and pricing.
Under “Azure Virtual Desktop” select the “Instance type” dropdown menu to determine whether to pool virtual desktops (Pooled) or have detected desktops for each user (Personal).
Select “Scenario type” to choose if each VM can be accessed by one (Single-Session) or multiple users (Multi-Session) at the same time.
Input the “Peak concurrency” to determine what percentage of users can access the AVD during peak hours. Input the “Off-peak concurrency” to determine what percentage of users can access the AVD during off-peak hours.
Input the “Usage hours” to determine how many hours are considered peak usage. A 40-hour work week is represented by 220 hours.
Under “Azure Virtual Server” select “Optimization Aggressiveness” to determine whether you would like to optimize based on cost, performance, or a balance of both. The “Cost” setting will downsize machines, while the “Performance” setting will upsize machines.
Under “Optimization parameters” you can use the “Downgrade percentage marker” and “Upgrade percentage marker” fields to downsize or upsize machines that are using resources below or above the percentages indicated.
Under “Dynamic tuning parameters” you can check “Enable dynamic tuning” to enforce minimums or maximums on recommended server sizing. You can set further memory and CPU thresholds using the “Memory thresholds” and “CPU core thresholds” fields below.
Click the "Save" button to use these settings in your report. Press "Cancel" to remove any changes made to these settings.
Once you are satisfied with your report, click the “Save” button. If you receive an error while saving, make sure your report name is unique, and try again.
Click the “Preview” button to view the report you just created. You can exclude content from here using the "Show/hide" switch on each widget/chapter.
Once you are satisfied with your content, click the “Publish” button to begin generating your report. This may take a few minutes, press the “Continue” button to return to the reports list page.
You will notice the status of your report has changed from “Draft” to “Publishing”. If the status does not change, try reloading the page.
Once completed, the report status will change to “Published”, along with the time the date and time it was completed.
You will notice the share button is now available, which can be used to send your report to customers via URL or email.
You can preview your published report by clicking the report title. This will open it in a new tab.
Here you can share, or download it as a PDF. You can also copy the report link to share it directly with customers. Customers must have Combine access to view the report link.
If you wish to edit the report further, click the edit button which will return it to a draft state. If a customer already has access to this report, they will need to be sent a new published URL to view the updated report.