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View Reports


Access Assessments Report

Step 1Click on “Reports”, which is the second tab on the Dashboard.
Step 2Select the “Process” tab. From this tab you can you can assess process across operations.
Step 3From this window you can choose between “Active processes” & “All Processes” using the filter option. Additionally, you can use the search option to search through the entire report listings to identify a specific process report.

Subscribe and configure alerts

Step 4Once the process is identified, leveraging the “Notification” option under “Action” column you can subscribe to various user level alerts based on various condictions. These conditions are subject to chnage based on the type of the process.
Step 5For a Assessment process the system will ideally give you 3 conditions to choose from, namely submissions, by cut-off and before cut-off. First option, is further divided into to two types; “Each submission” & “Percentage submission”. Former will allow you to get a notification, every time a user submits a form and latter will allow you to get a notification when data is submitted for a certain percentage of participants. Whereas for the latter you can preset the percentage as per your business requirement.
Step 6The second alert option again is futher divided into two – namely, “Incomplete by end period” & “Complete by end period”. Former, will send an alert with a list of participants who HAVE NOT submitted the data by cut-off and latter will send an alert with a list of participants who HAVE submitted the data by cut-off.
Step 7The third type of alert – namely, “Notify before end period” will allow you to recieve an alert as per predefined time (days before the cut-off / end period) at which to receive list of users who have not yet responded. For this alert to function properly you need to key-in the no of days in the “Days before end period” section and also enter time in “Time” section.
Step 8Once the alerts are set as per your preference, you can choose the mode in which you want to be notified for any of the above conditions. You will have two options, one being “Email” which is free of cost and the other being “SMS” which is an add-on feature and will be charged as per your carrier.
Step 9As soon as you configure the alerts as per your preference, you need to click on “Apply” to subscribe to the alert.

Analyzing the report

Step 10To deep dive into the individual reports, you need to click on the “Pie” icon under Analyze column. The next screen (Report Screen 1) along with Performance Summary (showcases the performance of questions based on “Most Difficult Question”, “Easiest Question” and “Most Not-Attempted Question”) will also showcase the distribution of assessees results across 6 periodicities (with pass, fail and unevaluated percentages of assessees) in a graphical format.
Step 11Furthermore, the first row of this screen, houses all the filters and export options. Leveraging the first icon you can see the summarized data for all assessees over 6 frequencies.
Step 12Further to its right is an icon that allows you to view the reports by users, over 6 frequencies. Once you click on “View Reports By Users”, the system will redirect you to another window. On this window in row 1 you will have all the filter and report extract options; row 2 showcases Process Creators Name, User Count, Maximum Attempts, Objective, Report Last Updated Date, Success Score, Maximum Score and Report Period. Furthermore, row 3 shows the name of the Assessment and finally row 4 showcases 6 frequencies over which the Assessees score is captured. If you click on any of these frequencies, the system will further redirect you to records screen, from where you can see all the records for that particular periodicity.
Step 13Just below row 4 you will see all the Assessee names against their individual scores for various frequencies.
Step 14On the records screen all the options in row 1, 2 & 3 remain the same as the screen before; however, the table below row 3 will showcase all the records in a tabled format. The “User” column will show the name of the Assessee and record ID & date; and “Marks” column will show the score achieved by an Assessee for the record.
Step 15Additionally, under “User” column next to Record ID if you click on the magnifying glass icon it will load another window which in addition to evaluators name will also give you a glimpse of the questions, responses, score achieved against each question by an Assessed for that record.
Step 16The row 1, on reports screen 1 will also give you an option to filter the data based on questions. Once you click on “View Reports By Questions”, the system will redirect you to another window wherein you can see the trend of all the questions belonging to this Assessment across all users. This window will have all the functions in row 1, 2 and 3 similar to the screen prior to this; however, the table below row 3 will showcase all the questions against the count of responses captured from all Assesses. If you click on the question or the number, the system will generate a small pie chart in a concise window to highlight the performance of this question amongst the Assesses across various frequencies.

Extracting a PDF , Excel , PPT Report & Attachments

Step 17At various stages of analyzing the reports you will also have an option to extract different types of reports from different windows, leveraging a few filters.
Step 18To begin with, from row 1 of the 1st reports screen you can download the screen view of this screen in a PDF format by clicking on the “Export to PDF” option. Moreover, this PDF report can be downloaded on every records and deep dive screen.
Step 19However, if you want to extract the data in the form of excel, you can download it by clicking on “Export to Excel”. Once you click on this option, the next window will give you 2 ways in which you can dowload the data, “Screen view” & “Report for date range”. First option, will once again allow you to download the screenview on an excel file. Whereas using the second option, you will be able to download the excel report based on a set date range which you can preset by setting the from and to date on the calendar. Once the dates are set you will need to click on “Export” button to download the report.
Step 20As soon as this report is downloaded, you will be able to see the “Periodicity”(for which the report was downloaded), “Passed Candidate” (count of Assessees who passed the Assessment), “Failed Candidate” (count of Assessees who failed the Assessment), and “Unevaluated Candidate” (count of Assessees whose submissions are yet to be evaluated by the Evaluator).
Step 21Furthermore, if you choose to download the excel report from the questions performance screen, then the downloaded report will showcase QuestionId, Question, Question Type, Question Score, Responses, Total Appeared, Total Attempts, Total Passed and Total Failed data across users for this Assessment
Step 22Finally, next to the PDF & Excel export options, on every screen you will also have an option to “Print” the report. Once you click on this “Print” icon, then the following screen will allow you to configure your print preferences, and finally print the reports.
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