Managing Cohort Reports

The Cohort Report Manager allows Administrators and Assessment Managers to define reports that include multiple responses, selected based on a flexible range of criteria.  The output report uses the same word merge technology as the Feedback Report, allowing you to produce a professional report ready to be presented to your audience.

The Cohort Report Manager can be accessed two ways:

1. From the Report Manager from the Reports menu item, or
2. From the Reports tab in the Assessment Settings.

Administrators and Assessment Managers can access existing cohort reports or create new cohort reports.

Cohort Reports created here are also used by the system for Cohorts. If this Report record is used by the Cohort process it will replace the Subject field (below). Other filters should usually be left blank.

1. Standard/Cohort/Individual.  Three tabs for the different report types. Access cohort reports by selecting the Cohort tab. 
2. Add Cohort Report.  Documented in further detail below.  
3. Drag a column header and drop it here to group by that column.   This offers the ability to to group by Assessment Name, Report name or Report Description.
4. Settings.  Here you upload the report template and set the name, description, output file name, and standard filters (often none) for the report - more information further down.
5. Run OnDemand.  Here you request a run of the report.  The filters and file name will default to the values on the settings but can be overwritten - more information further down.

Add a Cohort Report

For a detailed breakdown of these fields, please refer to Cohort Report Settings in Assessment Settings guide.

Not shown in the screenshot:

• Classifiers.  If classifiers have been linked to this assessment, they will be available for selection. 

Settings and On Demand Screens

• Settings: where you upload the report template and set the name, description, output file name, and standard filters (often none) for the report.
• Run OnDemand: where you request a run of the report. The filters and file name will default to the values on the settings but can be overwritten.

For a detailed breakdown of these fields, please refer to Cohort Report Run OnDemand in Assessment Settings guide.

Both screens have the below fields:

Not shown in the screenshot:

• Classifiers.  If classifiers have been linked to this assessment, they will be available for selection. 

Additional Fields for the On Demand Screen:

• Email Address to which the report should be sent, it defaults to the current user. The Email Template Cohort Report On Demand will be used. 
•  Get Word Report or Get PDF Report - email the report in Word or PDF format.