Customize the template

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Instructions FAQ

Customize the group report template

You can customize the Group Report by creating a template with different report settings and a cover page logo. Templates can be saved and used over and over again.

If you change the title, logo, or report options, there is no additional charge. However, if you change the norm type or norm region (where applicable) from what you had selected for your last-generated report, you will be charged the full purchase price for the report, even if no participants were added or deleted.

To create your own group report template

  1. Select Create a New Template from the Template drop-down menu.
  2. Type a name for your template in the Template Name text box.
  3. If desired, enter a short description of your template into the Template Description text box.
  4. Select a Norm Region from the Norm Region drop-down menu.
  5. Select a Norm Type from the Norm Type drop-down menu.
  6. To add a report title (such as your company name), type the title in the Report Title text box.
  7. To insert your company logo onto the cover page:
    • Click Browse. The File Upload dialog box appears.
    • Find the image file on your computer, then click Open.
    • Click Upload Selected Logo.
    • If you change your mind about including the logo, click Remove Logo.
  8. Select the report options to include in your template. Click On to display an option, or Off to not display an option.
  9. Select whether or not to create a .zip file containing the bar graphs in the report. Click Yes to create the file, or No to not create the file.
  10. Click Save as Template when you have finished your modifications.

    Your new template name now displays as an option in the Template drop-down menu, where it can be reused with other reports.

  11. Click Next to proceed to the Review Your Order page.
Norm Region and Norm Type are not available for all assessments.

Creating a zip file of report graphs

To assist you in creating your own reports, you have the option of downloading a .zip file containing .png image files of every graph in the group report (with the exception of the Group Pattern Analysis line graph).

To create this .zip file, select Yes for the Graph Option on the group report template page. After report generation, a graphs link will appear on the My Reports page allowing you to download the .zip file of images to your computer. Once downloaded, you will have a file for all of the bar graphs, as seen in the example below.

The graphs can then be placed into your document and resized to fit your needs.

Before you can use the downloaded images, you must first extract the contents of the .zip file.

You can insert two title lines on the cover page. Each line can be up to 75 characters in length.

No, you don’t. The cover will automatically show the dates the assessments were completed, as well as the date the report was generated on.