Dynamic recommendations auto-generated from your assessments

Digitizing your assessments helps you scale. but people still expect tailored reports that demonstrate your expertise and address their unique challenges and goals.

While other tools stop at scoring, Pointerpro goes further – automatically generating personalized report content.

Thanks to the power of widget logic rules – simple if-then conditions that tailor each report.

What are dynamic recommendations?
(and what other terms are used for it)

You’ll also hear this capability called personalized recommendations, adaptive suggestions, smart content delivery, conditional recommendations, orrule-based recommendations

All of these terms point to the same core principle: content that changes based on user behavior or answers, so your advice reports are tailored and relevant every time.

How do dynamic recommendations for your assessment reports work?

Dynamic recommendations mechanism 1

1. The respondent
answers

Your client or employee completes the interactive questionnaire you built with the Questionnaire Builder.

Dynamic recommendations mechanism 3

2. The assessment
processes

The assessment engine calculates any requested scores and formulas from your setup, based on the responses.

Dynamic recommendations mechanism 2

3. Logic rules
are applied

The Report Builder decides which content widgets to show, based on the conditions you assigned when building.

Dynamic recommendations mechanism 4

4. The report
is generated

A tailored report is instantly generated for the respondent and made ready for them to download or for you to share.

What are the most powerful widget logic rules to generate dynamic report content?

1. An outcome based logic rule

An outcome is a pre-defined result category. Respondents get assigned one based on answers, scores, or formulas. At the end of a questionnaire the outcome is reflected by an end screen.

You use it to show a pre-defined content package downstream in the report according to the assigned outcome - perfect for clear, high-level feedback.

In a needs assessment, respondents choose between 4 options to indicate their relevant workforce category (e.g., full-time, part-time, seasonal, etc.)

In a readiness assessment, respondents’ scores define the category they fall into (e.g., Beginner, intermediate, expert, etc.)

  

2. A custom score based logic rule

A custom score is a numeric total or average from a defined set of questions. Respondents get assigned one based on their answers within that question block. At the end of a questionnaire the score can be shown on a results screen.

You use it to show specific content widgets downstream in the report according to the score range – ideal when feedback needs more precision than broad categories.

In a skills assessment, a respondent with a cumulative score on a set of questions below 10, gets to see a specific list of recommended actions.

  

3. A formula based logic rule

A formula is a calculation that combines and weights selected answer values. Respondents get assigned one based on multiple questions or sections. At the end of a questionnaire the formula result can be displayed on an end screen as a variable KPI.

And you can use it to show specific content widgets downstream in the report according to the calculated value - perfect for composite scores or threshold-based recommendations.

In a financial wellness survey, a formula combines income, savings rate, and debt-to-income ratio to create a financial stability index. Depending on the index, the report shows either savings tips or investment strategies.

Why should your assessments use dynamic recommendations?

feature icon outcome 64x64 1

Scalability

Deliver personalized feedback to unlimited respondents - no manual edits or extra effort required.

networking stakeholders icon purple 64x64 (1)

Engagement

Increase completion rates and satisfaction by providing relevant, actionable insights for every participant.

action icon purple 64x64 1 q4wb7z0kdndoojm3tq1rghxy4o1t7ovpanwwueoneo

Professionalism

Build trust and authority with polished, data-driven reports that showcase your expertise.

  

How to create a powerful scored survey? The 3 Pointerpro ingredients.

What popular content widgets can you show dynamically in your reports?

Text, image and table widgets: Bring your reports to life

Start with the essentials for storytelling and clarity.

  • bullet orange

    Text: Deliver personalized explanations or advice that display only when set criteria are met.

  • bullet orange

    Images: Add branded visuals, diagrams, or infographics to illustrate key findings and keep readers engaged.

  • bullet orange

    Tables: Present data in structured rows and columns; use response or formula-ranking tables to reveal specific answers or highlight top performers.

Together, these elements turn raw assessment data into a respondent-specific narrative.

  

Charts widgets: Turn data into clear visuals

Move from words to dynamic graphics for instant insight. Display charts only when specific conditions are met so each respondent sees visuals tailored to their results.

  • bullet orange

    Bar/Column: Compare categories side by side to highlight strengths and gaps.

  • bullet orange

    Pie:  Show proportional relationships for quick score breakdowns.

  • bullet orange

    Spider: Reveal multi-dimensional performance in one view.

  • bullet orange

    Gauge: Illustrate progress or risk against a target at a glance.

…and more dynamic chart types for different storytelling needs.

  

KPI widgets: highlight crucial metrics at glance

Finish with hard-hitting numbers that stand out, in case they’re relevant to the respondent’s results.

  • bullet orange

    KPI Widget: Display key performance indicators with simple visuals like circles or battery bars.

  • bullet orange

    Formula KPI Widget: Reveal complex, calculated figures only if a respondent’s data triggers the custom formula.

  • bullet orange

    Question Block KPI Widget: Rank related-question scores from highest to lowest, to expose performance patterns.

Get what you need.
Pointerpro is the most complete assessment platform out there:

Questionnaire Builder 1 qrv47wdhggd4shy1paoi55hzqd5agf0dpwlko8wfsw

Questionnaire Builder

To build engaging questionnaires and boost response rates

Report Builder 1

Report Builder

To create full-fledged templates that auto-personalize feedback in PDF reports

Distribution Portal 1

Distribution Portal

To delegate and boost assessment distribution exponentially

Dashboard Builder

Dashboard Builder

To get data visualized in myriad ways for every stakeholder

 

From assessment to presentation in a few clicks

The Report Builder’s PowerPoint export feature lets you instantly turn your Pointerpro reports into editable PPT files.

Easily adjust layouts, add insights, and tailor recommendations - all without starting from scratch. 

Perfect for board meetings, client updates, or any time you need a presentation-ready version of your insights.

Our dynamic recommendation capabilities comes with service

At Pointerpro, we don’t just want you to use our tool. We want to help you professionalize the way you approach assessments. 

Count on our customer success team around the clock!

Need 100% unburdening? Hire our professional service team.

Given the limitless capabilities of the Pointerpro platform, organizations envision audacious assessment projects to catalyze their business. 

Whatever resources you may lack to manage the scope of your imagination, we can handle for you.

You think it, we’ll build it.

Get a custom offer      Get more info

You're in safe hands

We’re ISO 27001:2022 certified!

ISO 27001 certification assures our customers of a steadfast commitment to maintaining the highest standards of information security and safeguarding their valuable data.

This certification underscores Pointerpro’s dedication to meeting global benchmarks and instilling confidence and trust in the reliability and security of its services.

Relevant Pointerpro help guide pages

Pointerpro dynamic report recommendations FAQ

No coding is required. Pointerpro’s Report Builder lets you apply widget logic rules with a simple if-then setup. Many rules, like showing content based on a single answer, can be created in just a few clicks. 

For more advanced personalization - for example, using custom scores or formulas as conditions - you’ll need to set up those elements first. The good news is that the platform walks you through the process step by step, so even complex logic remains accessible without technical expertise.

Generating dynamic recommendations in PDF reports are available across the ReportR and DistributR plans. Advanced options like formulas and specific widget types may depend on your subscription level. Our team will guide you toward the plan that best matches your reporting needs.

Think of widget logic rules as the “personalization switches” inside your report. They decide which content appears for each respondent. For example:

  • Simple answer logic: If an HR assessment asks, “Do you manage a team?” and the answer is “Yes,” the report adds a section with team-focused insights, while solo contributors don’t see that part.
  • Outcome-based rule: If a sales assessment assigns someone the outcome “Challenger,” their report shows tailored coaching tips for that sales style. Here’s an example of a Pointerpro user who developed training needs reports in function of negotiation styles.
  • Custom score-based rule: In a leadership survey, if a manager scores below 50% on “communication,” the report includes extra resources on active listening and feedback skills.
  • Formula-based rule: In a wellbeing assessment, if a weighted formula combining sleep, exercise, and stress responses falls below a set threshold, the report automatically displays recommendations for work-life balance.

These rules let you go beyond generic scoring, so each respondent feels like the report was written just for them.

Yes. You can use all three:

  • Outcomes to categorize respondents into clear result types.
  • Custom scores to total or average points from selected questions.
  • Formulas to combine and weight answers for more complex results.

 Each of these can drive logic rules to show the right widgets in a report.

In most cases, yes. For example, you might use a formula to calculate a threshold and then apply a widget rule that displays content only if the threshold is met. 

Some combinations (such as certain average-based formulas with other rules) have limitations, but the platform and the Pointerpro customer success team guides you through what’s possible so you never get stuck.

Yes, as soon you have finalized your report template with the widget logic rules. Once a respondent completes your assessment, Pointerpro processes the data, applies your logic, and creates the tailored PDF report on the spot. Respondents can download it immediately, or you can share it directly.

Frequently Asked Questions

Pointerpro is a software platform to create your own online assessments, automatically generate personalized reports and manage the distribution of assessments.

Our headquarters are based in Belgium, Europe. However, our team is distributed across multiple time zones to ensure responsive support, no matter where you are. This global presence allows us to provide timely and efficient assistance around the clock.

Your assessment challenges and objectives are unique to you. So is our pricing. Request your quote and find how we can help you.

Yes, we are.

This depends on the plan. You can pay monthly for the Professional and the Enterprise plan.

You’re in safe hands. We’re ISO 27001:2022 certified!

ISO 27001 certification assures our customers of a steadfast commitment to maintaining the highest standards of information security and safeguarding their valuable data. This certification underscores Pointerpro’s dedication to meeting global benchmarks and instilling confidence and trust in the reliability and security of its services.

Pointerpro’s servers are hosted at Amazon Web Services (AWS) in Ireland (EU/EEA) (more info here) and in Australia for Australian users, the world’s largest and most reliable cloud infrastructure provider. This ensures compliance with EU data protection regulations and guarantees high standards of security and reliability. All our servers are set up redundantly to prevent loss of data or unavailability of any kind. Our SLA with AWS ensures any issue be taken up with the highest priority. Our specialized infrastructure and operations provider keeps a watchful eye to make sure everything is done following the highest standards and operating smoothly. For more info check Pointerpro’s security statement.

We have over 50 languages supported. You can create each assessment and report in one or more languages. You can check the full supported languages list here.

We offer two approaches: Do-it-yourself (DIY) and done-for-you (DFY).
DIY is a hands-on approach to building everything by yourself. We will ensure you learn how to use the key features to build a great assessment and report. Likewise, we’ll support you until you are ready to go live and launch the assessment to the respondents

DFY is the quickest way to get there. Our team will do the heavy lifting here. You will simply share with us the existing version of the assessment and pdf report and we will translate them into Pointerpro. Once we are done, we will teach you how to make changes to it, teach you how to distribute the assessment for you to master your desired workflow. You can reach out to support@pointerpro.com

It’s best to get started right away but our team is there to help you to feel comfortable when using the tool based on your own needs and timings. We also have a clear onboarding process in place.

We offer a do-it-yourself solution to build your own assessments, ranging from personality to skills to cybersecurity, and far beyond. The aim of our platform is to help you leverage your own expertise. That means, we don’t provide any content for your assessments.

Our onboarding process is designed to help you get up and running smoothly - whether you're starting from scratch or already have something in mind! The Onboarding Team will guide you through the key steps to create and launch your assessments and reports with confidence. After the Onboarding, our support team is available whenever you need extra help or have additional questions.

We are a global company that serves businesses across every industry with stories similar to yours. Check out our gallery of customer case studies or feel free to ask for some other specific cases we can share.

 

 

Trusted by more than 1.000 companies worldwide

Take a look at our other features