Generate and Customize Reports


Click the Reports menu from the primary menu section and the Reports list page will open with available reports in cards, as shown in Figure 1 below.

Figure 1: Individual Insight Reports List Screen
Figure 1: Individual Insight Reports List Screen

Currently, the Performance Spreadsheet, Feedback Spreadsheet, Score Summary, and Score Matrix reports are available, as shown in Figure 1 above.

Performance Spreadsheet

Click the Performance Spreadsheet card on the reports dashboard and the detail page of the report will open, as shown in Figure 2 below.

Click the Print Report button to print the report, as shown in Figure 2 below.

Figure 2: Individual Insight Performance Spreadsheet Report Details Screen
Figure 2: Individual Insight Performance Spreadsheet Report Details Screen

Feedback Spreadsheet

Click the Feedback Spreadsheet card on the reports dashboard and the detail page of the report will open, as shown in Figure 3 below.

Click the Print Report button to print the report, as shown in Figure 3 below.

Figure 3: Individual Insight Feedback Spreadsheet Report Details Screen
Figure 3: Individual Insight Feedback Spreadsheet Report Details Screen

Score Summary

Click the Score Summary card on the reports dashboard and the detail page of the report will open, as shown in Figure 4 below.

Click the Print Report button to print the report, as shown in Figure 4 below.

Click the Advanced Search button and the dropdon section will open with advanced search, as shown in Figure 4 below. You can search Error rate for WIP or Basic Mean Tendency for the Analytical Model in the advanced search option.

Figure 4: Individual Insight Score Summary Report Details Screen
Figure 4: Individual Insight Score Summary Report Details Screen

Score Matrax

Click the Score Matrix card on the reports dashboard and the detail page of the report will open, as shown in Figure 5 below.

Click the Print Report button to print the report, as shown in Figure 5 below.

Click the Advanced Search button and the dropdon section will open with advanced search, as shown in Figure 5 below. You can search Default Parameter for X axis, Default Parameter for Y axis, and Program from the respective dropdown memu in the advanced search option.

Figure 4: Individual Insight Score Matrix Report Details Screen
Figure 5: Individual Insight Score Matrix Report Details Screen