Subject Reports allow you to generate individual feedback reports for selected subjects in your project.
Each report combines responses from all responders and presents results based on your selected report settings.
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 questionnaires for all subjects
- Enables full comparative reporting across the dataset
- Used when the entire project is finalized
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 generating reports:
- Reports are created based on your selected settings
- Output format depends on your Report Design configuration
- Reports can be downloaded or shared as needed
When to Use Subject Reports
Subject Reports are best used when you want to understand feedback for an individual.
They provide a detailed view of how a subject is perceived by others, along with their own self-assessment where applicable.
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
When Not to Use Subject Reports
Subject Reports are not intended for analyzing trends across groups.
If your goal is to:
- Identify patterns across teams
- Compare groups or departments
- Analyze overall organizational results
You should use a Group Report instead.
