Report - Features and Functionality
Overview
Section titled “Overview”This guide walks you through each feature so you can quickly navigate the report, filter data by timeline and teams, generate insights, and create actionable next steps for your organization.
Report Layout
Section titled “Report Layout”The Report Layout control allows users to customize how the report information is displayed on the screen. This feature provides flexibility in viewing the data according to your preferences. Users can adjust the arrangement of report sections to optimize their workflow and focus on the most relevant information for their assessment.
Language Selection
Section titled “Language Selection”The Language dropdown allows users to view the entire report in their preferred language. This feature ensures that team members from different regions or language backgrounds can access and understand the assessment data in their native language. Simply click the dropdown to select from available language options.
This feature generates a shareable link that allows you to distribute the report to team members and stakeholders without requiring them to have access to the rest of the application.
The Print icon allows you to generate a printable or PDF version of the report in a print-friendly layout. It also enables you to select which parts of the report to include.
Download
Section titled “Download”The Download icon allows you to export the report in various formats (such as cvs or Excel) for offline access, archival, or further analysis. Downloaded reports contain all data from this report.
Adjust Data Set
Section titled “Adjust Data Set”The Adjust Data Set option allows you to modify which teams are included in your report analysis. Click to open the data selection panel where you can filter by specific teams. Changes apply immediately, recalculating all metrics and benchmark comparisons to reflect your selected dataset.
Timeline Analysis
Section titled “Timeline Analysis”Timeline Analysis lets users select specific dates to view how their team’s metrics and performance have evolved over time. By clicking on any date in the timeline, you can see a historical snapshot of your assessment data for that particular period. This feature is useful for tracking progress, identifying trends, and measuring the impact of process improvements over multiple assessment cycles.
Action Items
Section titled “Action Items”The Action Items tab allows teams to create and track specific action items based on the assessment findings. Users can add action items with titles and assign them to specific teams for follow-up and accountability. This feature connects assessment insights directly to concrete actions, helping teams convert assessment results into meaningful process improvements.
AI Analysis
Section titled “AI Analysis”The AI Analysis tab provides intelligent, automated insights about your report data through an interactive chat interface. Users can ask natural language questions about the report findings, receive AI-generated analysis and recommendations, and explore the data from different angles. This feature includes quick suggestions for common questions to help you get started with deeper analysis.