Generate a summary report

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Instructions FAQ

The summary report

Reports provide assessment results graphically and textually. The EQ-i 2.0 Higher Education provides the following reports:

  • The Student Summary Report
  • The Student Comprehensive Report
  • The Counselor’s Report

All three of these reports are included in the purchase price.

The Student Summary Report is a seven-page report that describes the entire EQ-i 2.0 model and provides an interpretive summary of the participant’s results on six of the subscales (their top three and bottom three scores). Results for the remaining subscales are shown with development strategies for all 15 subscales to ensure the student has plenty of resources to improve all of their EI skills. Actual scores are not included in the Student Summary Report; only interpretive graphs are presented.

This report is best incorporated into a feedback session with the student and an appropriately qualified counselor.

To generate a summary report

You have two choices when it comes to generating a Summary report:

Automatic generation. You can choose to have the report automatically generated after a participant completes the assessment. The option to auto-generate can be turned on during the invitation process.

Generating from the Report tab. You can also generate a report after a participant completes the assessment by clicking the Report tab and following the instructions below.

To generate from the Report tab:

  1. Click Report in the left menu.

    The Select Report Type page appears.

  2. Click the Summary Report icon.

    The Select Participants page appears.

  3. Select the checkboxes of the participants you want to generate reports for.
  4. Select your Email Option.
    • Click Yes to automatically email a link to the Summary Report to selected participants
    • Click No to not send the Summary Report to participants
  5. Click Next to proceed to the Report Template page.

The Report Template page allows you to use the default report, customize the report, or select a previously created report template.

To customize the report template

  1. On the report template page, 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. Type a short description of your template in the Template Description text box.
  4. Select a Norm Type from the Norm Type drop-down menu.
  5. Select a language for the report from the Language drop-down menu. Currently, the available languages are English and Spanish.
  6. To add a report title (such as your school or class name), type the title in the Report Title text box.
    The participant name and date are automatically shown on the cover. You don’t need to enter them into the text box.
  7. To insert a logo onto the cover page:
    • Click Browse. The File Upload dialog box appears.
    • Find the image file on your computer, then click Open. The name of the image file appears in the Import box.
    • Click Upload Selected Logo.
    • If you change your mind about including the logo, click Remove Logo.
  8. Add Resources by filling out the Resource text boxes.
  9. Select whether or not to include a Scored Dataset along with your reports. To include the dataset, click On and then enter a name for the Dataset in the text box.
  10. Click Save As Template when you have finished your modifications.

    Your new template now displays as on option in the Template drop-down list. To re-use the template at a later date, simply select it from the list.

  11. Click Next to proceed to the Review page.

To view a generated report

After you have generated a report, the report can be viewed as a PDF on the My Reports page. However, this option is only available for five days after the report has first been generated. If you want to see the report after that time, you can regenerate the report, free of charge.

  1. Click the My Reports tab.

    The My Reports page appears.

  2. Click the link for the Summary report beside the name of the participant.

    Depending on your browser, the report will either be saved to your computer, or you will be given the option to view the report immediately.

If a report does not automatically appear in the list after you have completed the report generation (or regeneration) process, click Refresh, or set the Auto Refresh drop-down to ON.

There are currently two population norms to choose from:

  • Overall. The participant is compared to all of the general population norm.
  • Gender-Specific. The participant is only compared to those in the same gender. Note that this norm will only be applicable to participants whose selected gender is either male or female.

    If you select the Gender-Specific norm for an automatically-generated Summary Report, any participants who do not enter a male or female gender will be scored against the overall norm.

  1. On the Select Template page, select the template you want to delete from the template drop-down list.

    A Delete Template button appears at the bottom of the page.

  2. Click Delete Template.

    A pop-up appears asking for confirmation.

  3. Click Yes to confirm.

    The selected template is now deleted from the drop-down list.

You will be charged 30 tokens for generating the Summary Report if:

  • You have not already generated the Comprehensive & Counselor’s Report for the participant.
  • You are regenerating the Summary Report with a different norm than what you had originally selected.

Your Summary Report will be free if:

  • You have already generated the Comprehensive & Counselor’s Report for the participant.
  • You are regenerating the Summary Report with the same norm that you originally selected.
  1. On the Report page, click the My Reports tab.

    The My Reports page appears.

  2. Select the checkboxes to the left of the Summary reports you want to email to participants.

    Note that only reports with a status of Completed can be emailed. If any reports are listed as Archived, they must first be regenerated before they can be sent.

  3. Click Email Reports.

    A pop-up message confirms that the emails were sent out.

The participants will each receive an email with a customized link. Clicking this link opens up a web page where they can download their Summary report.

  1. Click the My Reports tab.

    The My Reports page appears. Reports that need to be regenerated will have a status of Archived.

  2. Select the checkboxes for the reports you want to regenerate.
  3. Click Regenerate.

    New links for the reports appear at the top of the table. If a report link does not automatically appear after you have completed the report regeneration process, click Refresh, or set the Auto Refresh drop-down to ON.