Generate and Customize Reports

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Click the Reports menu from the primary menu section, and the Reports list page opens with available reports in cards, as shown in Figure 1 below.

Figure 1: Individual Insight Reports List Screen
Figure 1: Individual Insight Reports List Screen

The Performance Spreadsheet, Feedback Spreadsheet, Score Summary, Score Matrix, and Program Progression reports are available, as shown in Figure 1 above.

Performance Spreadsheet

Click the Performance Spreadsheet card on the reports dashboard, and the detail page opens, as shown in Figure 2 below.

Figure 2: Individual Insight Performance Spreadsheet Report Details Screen
Figure 2: Individual Insight Performance Spreadsheet Report Details Screen

Click the Print Report button to print the report, as shown in Figure 2 above.

Click the Advanced Search button, as shown in Figure 2 above, and the Advanced Search accordion section opens, as shown in Figure 3 below.

Figure 3: Individual Insight Performance Spreadsheet Advanced Search Screen
Figure 3: Individual Insight Performance Spreadsheet Advanced Search Screen

You can select a parameter option from the radio button and drop-down menu for Advanced Search, as shown in Figure 3 above.

NOTE: If the program is marked as ‘Double Tier’, then the Initial Responded drop-down menu will appear in the advanced search, as shown in Figure 3 above.

Feedback Spreadsheet

Click the Feedback Spreadsheet card on the reports dashboard, and the detail page opens, as shown in Figure 4 below.

Click the Print Report button to print the report, as shown in Figure 4 below.

Figure 4: Individual Insight Feedback Spreadsheet Report Details Screen
Figure 4: Individual Insight Feedback Spreadsheet Report Details Screen

Click the Advanced Search button, as shown in Figure 4 above, and the Advanced Search accordion section opens, as shown in Figure 5 below.

Figure 5: Individual Insight Feedback Spreadsheet Advanced Search Screen
Figure 5: Individual Insight Feedback Spreadsheet Advanced Search Screen

NOTE: If the program is marked as ‘Double Tier’, then the Initial Responded drop-down menu will appear in the advanced search, as shown in Figure 5 above.

Score Summary

Click the Score Summary card on the reports dashboard, and the detail page opens, as shown in Figure 6 below.

Figure 6: Individual Insight Score Summary Report Details Screen
Figure 6: Individual Insight Score Summary Report Details Screen

Click the Print Report button to print the report, as shown in Figure 6 above.

Click the Advanced Search button, and the dropdown section opens with Advanced Search, as shown in Figure 7 below.

Figure 7: Individual Insight Score Summary Advanced Search Screen
Figure 7: Individual Insight Score Summary Advanced Search Screen

NOTE: If the program is marked as ‘Double Tier’, then the Initial Responded drop-down menu will appear in the advanced search, as shown in Figure 7 above.

Score Matrix

Click the Score Matrix card on the reports dashboard, and the detail page opens, as shown in Figure 8 below.

Click the Print Report button to print the report, as shown in Figure 8 below.

Figure 8: Individual Insight Score Matrix Report Details Screen
Figure 8: Individual Insight Score Matrix Report Details Screen

Click the Advanced Search button, and the dropdown section opens with advanced search, as shown in Figure 9 below. In the advanced search option, you can search the Default Parameter for X axis, the Default Parameter for Y axis, and Program from the drop-down menu.

Figure 9: Individual Insight Score Matrix Advanced Search Screen
Figure 9: Individual Insight Score Matrix Advanced Search Screen

NOTE: If the program is marked as ‘Double Tier’, then the Initial Responded drop-down menu will appear in the advanced search, as shown in Figure 9 above.

Program Progression

Click the Program Progression card on the reports dashboard, and the detail page of the report opens, as shown in Figure 10 below.

NOTE: To generate a Program Progression report, at least two programs must be running.

Click the Print Report button to print the report, as shown in Figure 10 below.

Figure 10: Individual Insight Program Progression Report Details Screen
Figure 10: Individual Insight Program Progression Report Details Screen

Click the Advanced Search button, and the dropdown section opens with Advanced Search, as shown in Figure 11 below.

Figure 11: Individual Insight Program Progression Advanced Search Screen
Figure 11: Individual Insight Program Progression Advanced Search Screen

NOTE: If the program is marked as ‘Double Tier’, then the Participant drop-down menu will appear in the advanced search, as shown in Figure 11 above.

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