Generating Group Reports

Group Reports allow you to generate aggregated feedback across multiple subjects.

These reports help identify patterns, trends, and overall results within a group, team, or organization.

How to Generate Group Reports

Generating a Group Report follows a 3-step process:

1. Project Filter (optional)
2. Subject Criteria (optional)
3. Report Settings

Once these steps are complete, you can generate the report.

Step 1: Project Filter (Optional)

In this step, you can select additional projects to include in your report.

• The current project is always included automatically
• Additional projects can be added to combine data across multiple assessments

This step is useful when:

• Comparing results across different groups or time periods
• Creating broader organizational reports

You can skip this step if you only want to report on the current project.

Step 2: Subject Criteria (Optional)

This step allows you to define rules for selecting subjects.

For example, you can include:

• Only subjects who have responses
• Subjects matching specific criteria or attributes

Subjects that meet your criteria will be automatically selected for the report.

You can:

• Add multiple criteria
• Adjust or refine your selection
• Skip this step if you prefer to manually review subjects later

Step 3: Report Settings

In this step, you configure the content and format of your report.

This includes:

• Subjects (review and adjust included subjects)
• Introduction
• Bar Graphs
• Tables
• Dual-Scale Reports
• Report Design
• Profiles

You can move between these sections to customize how your report is structured and displayed.

Reviewing Subjects

After applying Subject Criteria, the Subjects section allows you to:

• Review the automatically selected subjects
• Add or remove subjects manually
• Confirm that the correct group is included

This is an important step to ensure your report reflects the intended audience.

Choosing a Report Type

At the bottom of the page, select the report type:

Interim Report

• Leaves questionnaires open
• Allows additional responses to be submitted
• Useful for early insights or ongoing analysis

Final Report

• Closes questionnaires for selected subjects
• Prevents additional responses for those subjects

Use Final Reports only when you are ready to finalize results.

Generating the Report

Once all settings are configured:

1. Click Generate Group Report
2. The report will be created based on your selections

The output will reflect your configured structure, filters, and formatting.

Using Profiles

Profiles allow you to save and reuse report configurations.

This is especially useful for Group Reports, where settings can be more complex.

With Profiles, you can:

• Save your current configuration
• Apply it to future reports
• Maintain consistency across analyses

Tips for Generating Group Reports

• Start simple—skip optional steps if you’re unsure
• Use Subject Criteria to narrow large datasets
• Always review selected subjects before generating the report
• Use Profiles to save time on recurring reports
• Use Group Reports to identify trends, not individual performance

When to Use Group Reports

Group Reports are best used when you want to analyze feedback across multiple subjects.

They provide a broader view of how groups, teams, or organizations are perceived, helping you identify patterns and trends that are not visible in individual reports.

Use Group Reports When:

• Analyzing results across teams or departments
• Identifying organizational strengths and development gaps
• Comparing results across projects or time periods
• Supporting strategic or leadership decision-making
• Evaluating the effectiveness of development programs

Common Use Cases

Group Reports are commonly used for:

• Organizational development initiatives
• Leadership pipeline analysis
• Team or department performance reviews
• Comparing results across different business units
• Tracking changes over time

How Group Reports Complement Subject Reports

• Subject Reports focus on individual feedback and development
• Group Reports focus on aggregated insights and trends

Using both together provides a complete view of performance at both the individual and organizational level.

When Not to Use Group Reports

Group Reports are not intended for:

• Providing feedback to a single individual
• Coaching or development conversations at the individual level
• Detailed review of one subject’s results

For these use cases, use a Subject Report instead.