How to generate a report

After an assessment has been completed, you can generate a report. Depending on the assessment, there are different report types available. Generally speaking, they fall into two categories: An assessment or interpretive report is based on a single completed assessment, while Progress and Comparative reports are based on multiple assessments.

To generate an assessment report or interpretive report

1. Click GENERATE REPORTS on the Dashboard.
2. Select the assessment you want to generate a report for.
3. Select the report type you want. In this case, it will be the assessment report or interpretive report, depending on the product.
4. Select the assessment you want to generate a report from.

   Note: If you want to change the report type, you can select a different one by choosing it from the Report Type drop-down menu at the top of the page.

5. Click Next.
6. Review the client’s information.

   If there is a mistake, click Edit. When you are done making changes, click Save.

7. Scroll down to the report options section and select the elements to include in the report. You can also make changes to the Norm Options and Scoring Options.

   Pay attention to the text at the bottom of the page as it lets you know which form this report generation will consume. If this is the first time an assessment report is being generated for this client and form type, you will consume 1 use. If the report has been previously scored and generated, you will not be charged.

8. When you are done selecting your report options, click Generate Report.

   The View Reports page opens for that product.

9. Your generated report appears at the top of the table.