Consolidated Report - Combine Multiple Individual Reports into a Single PDF

Modified on Fri, 21 Apr, 2023 at 12:08 PM

The Consolidated Report is a feature which allows you to combine a participant's individual reports into a single PDF. There are certain conditions for generating this report:

  • This only applies to evaluations including the NEO, PAI, PDS or SDQ reports.
  • The individual reports must already be generated.
  • The Consolidated Report cannot be updated once ordered, so you will need to generate all of the reports you want to include before ordering.
  • Group reports cannot be included in the consolidated report.


To generate a Consolidated Report please follow the instructions below.

 

 

 
Generate all of the individual reports for the candidate(s).
 
If you are not familiar with how to generate reports, please check out our instructions here and then return to the rest of the steps below.

Wait 30 minutes.

Please wait 30 minutes for the reports to generate fully. If there are any reports that are still being processed, there may be errors in the consolidated report.
 
After 10 minutes, head back to the reports tab, and select Individual Reports > Cross Activity Reports > Consolidated Report
 
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Select the participant(s) to order the Consolidated Report for and click Generate Report.mceclip1.png
 
Once your report is ready, you will see the checkbox change to a View link. Click this to download your report:
 
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