How to manage group reports

The Manage tab allows you to check on your groups and the number of participants in each.

To manage your group records

1. Select Manage from the menu on the left:
2. The Assessments page opens with a list of the participants invited to complete the assessment.
3. Click the Groups tab.

   The Manage Groups page appears with a table of all your created groups.

   • To view or edit the details of group, click the group name in the left-hand column.
   • To delete a group or generate a report, select one or more groups, and then select the action from the I would like to… drop-down menu.

To edit group details

1. Open the Groups page.
2. Click the group name.

   The Group Details page appears with a list of all the participants included in the group.

3. Edit the group name by entering data in the appropriate text box.
4. If you make any changes, click Save Changes to return to the Group Page.

To delete a group

1. Click the Group tab.
2. Select the check box to the left of the groups that you want to delete.
3. Select Delete Selected Groups from the I would like to… drop-down menu.

   A message appears asking for confirmation of the deletion.

4. Click Yes.

   The group is now deleted from the Group page.

Deleting a group not only removes the group from the group page, but deletes all of the reports generated for that group. However, the individual participants in a group will still be listed on the Assessments page.