Generating Subject’s Report

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. First, navigate to the Subject’s Report page within your project.

On the Subject’s Report page, you will:

1. Select the Subjects you want to include
2. Configure your report settings (Cover Page, Introduction, Bar Graphs, Sub-Reports, etc.)
3. Choose the report type
4. Click Generate Subject Report

Once generated, reports will be created based on your selected settings.

Select Subjects

Reports are generated only for the Subjects you select. In the Subjects section, you can:

• Filter and search for specific individuals
• Select one or more Subjects

Cover Page

The Cover Page settings allow you to control the appearance and branding of your Subjects’ reports. You can:

• Choose which elements are displayed on the cover page
• Specify the logo displayed at the top of the cover page
• Specify the logo displayed at the bottom of the cover page

These settings help ensure that your reports reflect your organization’s or client’s branding and presentation standards.

Introduction

Review and customize the introductory text that appears at the beginning of each individual Subject’s report. Customizing the introduction helps ensure that:

• The introduction corresponds with your selected report settings
• The language reflects your organization’s leadership and development approach
• Subjects better understand how to interpret and use their feedback results

If your report includes additional sub-reports or specialized sections, consider explaining their purpose, meaning, and any important considerations for interpretation.

Keep the introduction clear, supportive, and easy to understand.

Bar Graphs

Bar Graphs are visual charts that display ratings as horizontal bars. They make it easy to compare scores across competencies, questions, and responder groups.

Use these settings to define which bar graphs are included in the report and how they are presented.

Sub-Reports

Some sub-reports, such as Blind Spots and Hidden Strengths, provide additional perspectives and insights into the feedback results.

Use these settings to select which sub-reports are included in your Subjects’ reports. Including relevant sub-reports can help Subjects better understand patterns, perception gaps, and development opportunities identified through the feedback process.

Comparative

Comparative reporting can provide additional insight and help stimulate development and performance discussions by placing a Subject’s results in a broader context.

Choose whether comparisons are included in your reports, and select the type of comparison to use: group average, previous results, or group percentile.

Each type of comparison includes additional settings that allow you to define which comparative data is calculated and how it is displayed in the report.

Report Design

Define the appearance and formatting of your report files, including options such as rounding precision, font selection, question and page numbering, table of contents, and other report layout settings.

Profiles

If you frequently generate reports using the same settings, Profiles can help save time and ensure consistency.

Profiles allow you to:

• Save your current report configuration, including the report introduction
• Reuse the same settings when generating future reports
• Maintain consistency across reports, projects, clients, or departments

Profiles allow you to save several sets of preferences. Once saved, a Profile can be quickly applied the next time you generate reports for that client, department, or project type. This means you do not have to adjust settings one by one each time you generate reports.

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

Use an Interim Report when feedback is still being collected and you want an early view of results.

Final Report

• Closes questionnaires for selected subjects
• Prevents additional responses from being submitted
• Used when feedback collection is complete

Use a Final Report when all feedback has been received and you are ready to close the process.

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

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

Reports can also be regenerated later if report settings or feedback data change.

Typical Applications of Subject Reports

Subject Reports are commonly used for:

• Providing feedback to an individual
• Supporting coaching or leadership development
• Performance reviews and development conversations
• Helping Subjects understand their strengths and development opportunities
• Comparing self-perception with feedback from others
• Executive coaching engagements
• Personal development planning
• Leadership development and talent development programs