Assessment reports in Lifecycle Manager are used to present the results of an assessment to your client. Depending on how much detail you want to share, you can download different types of reports.
This article explains how to download a report and the differences between each report type.
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Who can use this feature? • Partners with Lifecycle Manager X features enabled for a client |
Downloading an assessment report
To download an assessment report:
- Navigate to the client's dashboard (Home > Clients > Client name).
- Click Assessments from the left navigation bar.
- Click the name of the assessment you want to generate a report for.
- Click Take action on results in the lower-right corner of the screen.
- On the results page, click Download Report in the upper right corner of the page.
- Choose the type of report:
- Full assessment report
- Comparison Report
- Summary Report
The report downloads as a PDF.
Report types explained
Click Download report to choose from three types of reports:
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Full Assessment Report
Includes all assessment items, selected responses.
Before downloading, choose whether Public comments are included in the report.
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Comparison Report
Compares the results of the current assessment with another previous assessment with the same template.
Select the previous assessment to compare with before downloading.
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Summary Report
Shows the overall score and the score for each category.
This report doesn't include individual assessment items or comments, making it a high-level summary.
| Any questions? Reach out to our Lifecycle Manager support team by submitting a support ticket. |
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