Subject Reports allow you to generate individual 360-degree feedback reports for selected Subjects in your project.
Each report combines feedback from all responders and presents the results according to your selected report settings and responder categories.
Subject Report provides a detailed view of how the Subject is perceived by others, along with their own self-assessment where applicable.
How to Generate Subject Reports
Generating Subject Reports is a straightforward process:
- Navigate to the Subject’s Report page within your project
- Select the subjects you want to include
- Configure your report settings (Introduction, Bar Graphs, Sub-Reports, etc.)
- Choose the report type
- Click Generate Subject Report
Once generated, reports will be created based on your selected settings.
Selecting Subjects
In the Subjects section, you can:
- View all available subjects
- Filter and search for specific individuals
- Select one or more subjects to include in the report
Only selected subjects will be included when generating reports.
Configuring Report Settings
Before generating reports, review and configure the available sections:
- Introduction
- Bar Graphs
- Sub-Reports
- Comparative
- Report Design
These settings determine what content is included and how the report is presented.
Choosing a Report Type
At the bottom of the page, you will select the report type:
Interim Report
- Leaves questionnaires open
- Allows additional responses to be submitted
- Useful for early insights or progress checks
Final Report
- Closes questionnaires for selected subjects
- Prevents additional responses from being submitted
- Used when feedback collection is complete
Final Comparative Report
- Closes the questionnaires for all Subjects included in the comparison
- Enables full comparative reporting across the complete dataset
- Typically used once the entire project has been finalized
- Ensures that all comparative results are based on finalized feedback data
Using Profiles
If you frequently generate reports with the same settings, you can use Profiles to save time.
Profiles allow you to:
- Save your current configuration
- Reuse it for future reports
- Ensure consistency across reports
Tips for Generating Reports
- Review subject selection carefully before generating reports
- Use Interim Reports if responses are still being collected
- Use Final Reports only when you are ready to close questionnaires
- Double-check Report Design settings for formatting and output
- Save your configuration as a Profile if you plan to reuse it
What Happens Next
After reports are generated:
- Reports are created based on your selected report settings
- Reports can be downloaded, reviewed, and shared as needed
- Optionally, reports can be delivered directly to Subjects through the Automatic Report email feature
Generated reports can also be regenerated later if report settings or feedback data change.
Use Subject Reports When:
- Providing feedback to an individual
- Supporting coaching or leadership development
- Preparing for a feedback review session
- Helping a Subject understand their strengths and development areas
- Comparing how a Subject sees themselves versus how others see them
Common Use Cases
Subject Reports are commonly used for:
- Leadership development programs
- Performance reviews and development conversations
- Executive coaching engagements
- Personal development planning
Interim vs Final Reports
- Use an Interim Report when feedback is still being collected and you want an early view of results
- Use a Final Report when all feedback has been received and you are ready to close the process
