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Using the Scoring Data Report

During the course of an evaluation, Reviewers and Evaluators may change their scores at any time while the Project is being evaluated. Occasionally, scores may be changed in response to an evaluation meeting, or Project Owners may need to make scoring edits. Easily track changes made to your Project's scoring by using the Scoring Data Report!

How to Create the Scoring Data Report

First, navigate to your Project. Once you have selected your project, scroll down to Scoring Summary, then select any valid cell (Score or Rank). You will then be brought to the Proposal Analysis for the project. 

Once you have navigated to the Proposal Analysis, scroll down to Scoring Summary, then click on Criteria Analysis.

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In Criteria Analysis, you will be able to see an overview of scores assigned to each Criteria element, as well as a button labeled Download All Score Updates. Click the button to download the report.

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Elements of the Scoring Data Report

Once you have downloaded the Report, you will see a table indicating changes made to the project's scores, as well as additional worksheets that represent scoring changes made to any questionnaires available on the Project.

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As shown above, each column is labeled with a header indicating the type of changes made, and to which Criteria and Submission.

The Questionnaires' Scoring sheets are structured similarly, and also indicate what kind of changes have been made to the Questionnaire's scoring.

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How to work with the Scoring Data Report

The Scoring Data Report is formatted as a .XLSX file, which can be easily exported into applications such as Microsoft Word and Google Sheets. You can then use tools such as Filtering to narrow down specific types of changes, an individual evaluator or vendor, or more!

In the below example, I'm using Google Sheets to filter out any Create line items, so I can see only Delete scoring changes.

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