How you download reports will depend on whether you want to download multiple reports at once, or download reports individually. 

To download multiple reports at once, follow the steps below.

Step 1. Click on the Projects + Reports navigation tab.

 

Step 2. In the Projects table, search for the project for which you want to download reports.

Note: The project you are looking for may be in a different tab. Click on the tabs in the Projects table if you do not see your project in the Open tab.

Step 3. Once you’ve found the project for which you want to download reports, click on the Download button in the Actions column of the Projects table. This will open a Confirm: Download Reports pop-up.

 

 

Step 4. From here you have the choice of downloading only new reports that you have not yet downloaded, or all the reports in the project. Click on Begin Download to begin generating your reports for download.

Note: Only new reports you have not yet downloaded are taken from your inventory. Re-downloads are always free.

 

 

Step 5. When your download begins, a Download Status pop-up will appear on your screen. This pop-up lets you know when your reports are ready to download. You can continue using the site while you wait.

 

 

 

Step 6. When your reports are ready, the Download Status pop-up will expand and you will see a Download Reports button. Click Download Reports to download the reports.

Note: Once you’ve clicked the Download Reports button a zip file will open. Depending on your browser, you may need to extract the file before printing the reports.

 

 

To download reports individually, follow the steps below.

Step 1. In the Projects table, search for the project you want to download reports for and click on the project name. This will take you to the Manage Respondents + Download Reports tab in Project Details.

 

 

Step 2. From here, scroll down to the Respondent List. You can search for the respondent for whom you want to download reports by using the search bar, or filter by assessment status, report status, or report.

 

 

Step 3. Once you find the respondent for whom you want to download reports, check the box in the Download Reports column. Then, scroll up to the column header and click the Download Reports button.

 

 

Note: A dash in this column indicates that your respondent has not yet completed the assessment for that particular report. Once your respondent completes the assessment, a checkbox will appear and you will be able to download the report.

Pro tip: Checking the box in the header will select all the reports in the table.

 

 

Step 4. When your download begins, a Download Status pop-up will appear on your screen. This pop-up lets you know when your reports are ready to download. You can continue using the site while you wait, or choose to log out.

 

Step 5. When your reports are ready, the Download Status pop-up will expand and you will see a Download Reports button. Click Download Reports to download the reports.

Note: Depending on your browser, the reports will appear at the bottom of your browser window or in a separate pop-up window.