How do I email the feedback report to the respondent automatically?

For the individual feedback report to be emailed to the respondent automatically when they complete their response, three settings must be in place.

1. A report template must be uploaded to the assessment.
   • Navigate to Assessment Settings > Feedback tab.
   • Under Individual Report, click Add a Report (or Edit for an existing report) and upload your Word report template.
2. The "Email Report to Respondent" checkbox must be enabled on the report.
   • On the same Individual Report dialog, tick Email Report to Respondent.
   • Optionally, tick Email Report to BCC to send a copy to an administrator.
3. A Completion email template must exist for the assessment.
   • Navigate to Assessment Settings > Emails.
   • Confirm that an email template exists with the type set to Completion. Without this template, the system has no email to attach the report to, and nothing is sent.

When all three are in place, the system attaches the report to the Completion email and sends it to the respondent immediately after their response is marked complete.

If the report should only be available on screen at the end of the assessment and not emailed, leave Email Report to Respondent unticked and enable Show Report on Completion instead.

For full details, see Managing Assessment Feedback Reports.