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How to Use Reconciliation Reporting
Who is this article for?Please Review Users using review metrics.
Review Administrators with permissions can perform an initial reporting setup.
A reconciliation report in Please Review is a document generated after a collaborative review process that summarizes and compares the changes and comments made by different reviewers on a particular document. This report aims to highlight discrepancies, resolve conflicts, and consolidate feedback, ensuring that all reviewer contributions are appropriately addressed and integrated into the final version of the document.
Reconciliation Report
The reconciliation report is available from the Review Control Panel. It can also be accessed from within the review interface.
The report will open in a new browser window and contains all information relating to the review including a record of all comments, proposed changes, and discussion threads, the status of all comments and proposed changes, and any Author comments.
Customising the Report
The ‘Select Comments’ button allows you to customize the report:
Document Formats
Word
The reconciliation report for a Microsoft Word document contains a paragraph identifier, the original paragraph text, the comment type, the associated comments, the comment status, and associated Author reconciliation comment.
An indication is given as to the Word heading level for all entries. This allows for easy identification of where the paragraph is in the document.
The paragraph number and the comment type are hyperlinks which open the review in the main window (not the report window). The paragraph number link scrolls the document to the comment location. The comment type link scrolls the document to the comment location and opens the comment window.
The Word download option (top left-hand side of the main table) allows:
- A copy of the Word document to be downloaded with each paragraph numbered in square brackets and coloured blue. In a ‘print’ situation (i.e. no online access to the system), this allows the matching of a paragraph in the reconciliation report to its exact location in the document.
- A copy of the reconciliation report as a Word document.
The reconciliation report for a PDF document contains a scaled-down copy of each page where there are comments, complete with numbered comment locations (shown in the comment summary below each page). Where the comment is on a graphic area, the original paragraph text is replaced by the word '(Area)'.
Excel
The reconciliation report for an Excel spreadsheet contains a sheet name and cell reference identifier, the original cell content, the comment type, the associated comments, the comment status, and associated Author reconciliation comment.
PowerPoint
The reconciliation report for a PowerPoint document contains a scaled-down copy of the slides with comments, complete with numbered comment locations (shown in the comment summary below each slide). Comments on the slide notes display with the relevant slide number.
Image
The reconciliation report for an image contains a scaled-down copy of the image with comments, complete with numbered comment locations (shown in the comment summary).
Feedback Document
The reconciliation report for a feedback Document will list each of the Ratings or Bullets that have selections:
The rating record will be processed in the following way:
- If there is one accepted rating, the status is ‘A’.
- If there is no accepted rating, regardless of whether the paragraph contains ‘Ignored’ or ‘Rejected’, the status will be ‘O’. A special scenario is where only one rating appears, but it is ‘Ignored’ - this will still have ‘O’ status.