Emailing reports to your respondents is similar to downloading reports.

To email reports to your respondents, 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 email reports and click on the project name. This will take you to the Manage Respondents + Download Reports tab in Project Details.

Step 3. From here, scroll down to the Respondent List. You can search for the respondent to whom you want to email reports by using the search bar, or filter by assessment status, report status, or report.

Step 4. Once you find the respondent you want to email reports to, check the box in the Email Reports column. Then, scroll up to the column header and click on the Email 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 email the report.

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

Step 5. Before sending the email you will be able to edit it from the Email Report pop-up. You can edit the subject, message, and signature. Once you have finished editing your email, click Send to send it.

Note: You may need to use the scrollbar on the right to view all the content in the pop-up.Please be sure to select one of the greeting options from the drop down menu.  Elevate will auto-fill each person’s name on the email based on the name they entered when they registered for the assessment. 

Once your email has been sent, a success message will appear on the screen.

Note: Your respondents will receive their emailed reports as attachments, which they can download.