Using Individual Type Results Dashboard

What is an Individual-Type Results Dashboard?

An Individual-type Results Dashboard displays data for a single respondent. It is the most straightforward of the four dashboard types - it simply shows one person's results. For a full overview of all dashboard types, see Building and Deploying Results Dashboards.

There are two common ways to deliver an Individual Results Dashboard to respondents:

• On the completion page - The dashboard appears directly on the final page when a respondent finishes the assessment. They see their results immediately, alongside any option to download a PDF report.
• As a link in the completion email - The respondent receives a unique link in their completion email. Clicking this link opens the Results Dashboard, and they can revisit it at any time.

You can also view any individual's results from the Result List in the Assessment Manager.

Create the Individual Dashboard

1. Go to Assessment Manager > Results in the left menu.
2. Click Add Dashboard.
3. Enter a Name and Title.
4. Under Type, select Individual.
5. An additional dropdown will appear - select the assessment this dashboard applies to.
6. Click Save.

For details on designing your dashboard layout with containers, tiles, and merge strings, see Building and Deploying Results Dashboards. For formatting and styling options, see Formatting and Customizing Results Dashboards.

Displaying on the Completion Page

You can display an Individual Results Dashboard directly on the completion page - the final page a respondent sees after finishing an assessment. This gives respondents immediate access to their results without needing to wait for an email or download a report.

How to Set Up

1. Go to Assessment Settings > Site Text.
2. Add or edit the Site Text entry for Response Complete.
3. Under Result Link to Page Result, select the Individual Results Dashboard you created.
4. Click Save.

When a respondent completes the assessment, the Results Dashboard will display directly on the completion page.

Linking in the Completion Email

You can include a unique link to the Individual Results Dashboard in the completion email. When a respondent clicks this link, it opens their Results Dashboard in a browser. This link is unique to each respondent and can be revisited at any time.

Setting this up requires two steps: linking the dashboard in the Feedback settings, and adding the merge string to the completion email template.

Step 1: Link the Dashboard in Feedback Settings

1. Go to Assessment Settings > Feedback tab.
2. Under the Outputs panel, find Individual Email Result.
3. Open the dropdown and select the Individual Results Dashboard you created.
4. Click Save.

Step 2: Add the Results Link to the Completion Email

1. Go to Assessment Settings > Emails.
2. Add or edit your Completion email template.
3. In the email editor, expand the Merge Fields panel.
4. Find and insert the Result merge field. This adds the {ResponseResult} merge string into the email.
5. Click Save.

When a respondent receives their completion email, the {ResponseResult} merge string resolves to a unique link. Clicking this link opens their Individual Results Dashboard in the browser. Each respondent's link is unique to them and can be revisited at any time.

FAQs & Troubleshooting

Use the questions below to troubleshoot common issues with Individual-type Results Dashboards.

If you have any questions, please get in touch with our Customer Success Team: Support@brilliantassessments.com