Customers can download their respondent’s reports by following these instructions:
You can download your respondent’s report by going to “Projects and Reports” and then clicking on the project name. Scroll down until you see your respondent list and put a check mark in the “Download Reports” column next to the report you want to download for that respondent. Once you have that checked, click the “Download Reports” link at the top of the column. Your download section will open in the lower right-hand corner, and this is where you will click the green “Download Now” button once it appears. Be sure to save the pdf file to your computer. Note that you can also select all reports from a project to download at one time (up to 5,000 reports) in zip file batches of 100.
Besides reports, customers can also export underlying data in CSV file format by following these instructions:
Project Summary—this will include all respondents in a specific project. The project summary will include the following information:
- The date the summary was downloaded
- The project name
- Respondent email address
- Respondent first name
- Respondent last name
- Project type
- Project start date
- MBTI® reported type (if project contains an MBTI assessment)
- MBTI verified type (if project contains an MBTI assessment)
- Name of report added to project
- Assessment completion date
- Report downloaded date
- Support material name (if applicable)
- Support material download date (if applicable)
To download the project summary, you will need to click on the project name from the “Projects + Reports” tab, and then from the drop-down menu that begins with “I want to…” select the option to “Download a free project summary for this project” and click the “Go” button. The project summary will appear in the lower right-hand corner in your download section. Remember to save the .csv file.
Account Summary—this will include respondents across all projects (with the exception of archived projects). The account summary will include the following information:
- The date the summary was downloaded
- The project name
- Respondent email address
- Respondent first name
- Respondent last name
- Project type
- Project start date
- MBTI reported type (if project contains an MBTI assessment)
- MBTI verified type (if project contains an MBTI assessment)
- Name of report added to project
- Assessment completion date
- Report downloaded date
- Support material name (if applicable)
- Support material download date (if applicable)
To download the account summary, you will click on Account > Account Management. Click on the “Account Summary” tab on the left-hand side and then click the “Download Free Account Summary” button. The account summary will appear in the lower right-hand corner in your download section. Remember to save the .csv file.