Create a Results Report PDF
Rank clients by risk and export the report as a PDF.
Where: Web, for coaches
The Results Report ranks your clients by risk, using how far their assessment scores have dropped. You can export it as a PDF.
Steps
Select Reporting, then choose Results Report.
Use the first dropdown after the report name. It shows All Clients. You can also pick Team or Group.
If you picked Team or Group, a new dropdown appears that says Choose one.... Choose a team or group from it.
Use the dropdown that shows Drift to pick the risk basis. Choose Drift or Score.
To show only some clients, select All risk levels and tick the levels you want: Very high, High, Moderate, or Low. You can sort the list by Name or Risk level.
To change the cutoffs, select Customize risk thresholds and edit the numbers for Very high, High, and Moderate. Select Set as my default to keep them for next time. Some admins see Set as org default instead, which saves them for the organization. Select Hide risk thresholds to close the numbers.
Select Export PDF.
In Customize report, choose the risk levels to include. Choose the columns (Previous, Baseline, vs Previous, vs Baseline) and tick the data points you want. Select Scores only for a short report, or Deselect all to start from none.
Select Generate PDF. The Export PDF button shows a spinner while the file is built. Keep the page open until the file downloads.
If your organization turned off exports, you won't see Export PDF.
How to read it
Drift ranks clients by how far their score has dropped from their baseline.
Score ranks clients by their current score.
Each client card shows a risk label, such as Low risk, the change from their baseline, and their current score. Risk levels are Very high, High, Moderate, and Low.
Each cutoff is strict. With Drift, a Moderate cutoff of 3 means a drop of 3 points or more is Moderate. With Score, a Moderate cutoff of 80 means scores under 80 are Moderate.
Common questions
It says "Choose a team or group to view this report."
Pick a team or group from the Choose one... dropdown. Export PDF stays grey until you do.
It says "No completed assessments in this scope yet."
No one in that scope has a completed assessment. Try All Clients.
It says "We couldn't load this report right now."
Wait a moment and open the report again.
The PDF takes a while.
Large groups can take longer to build. If it fails you will see "We couldn't generate the PDF." Try again with a smaller scope.
Can I select a client for more detail?
Yes. Select a client in the list. A table compares their recent assessment with the previous one and the baseline. Use Compare vs to pick the earlier assessment. Use the arrow at the top left to go back.