How do I run a cohort report on demand for a group of respondents?

A cohort report aggregates the results of multiple responses into a single report, useful for showing results across an organization, a team, a business unit, or any other group of respondents. You can run a cohort report on demand at any time, and filter to include only the responses you want.

To run a cohort report on demand:

1. Confirm a cohort report template is uploaded. In the Assessment Manager, go to Reports and open the Cohort Report tab. If no template is present for your assessment, upload one here. A cohort report cannot be run without a template.
2. Open the cohort report. From the same Reports > Cohort Report tab, find the cohort report you want to run.
3. Click Run OnDemand.
4. Open the Options tab. This is where you choose which responses to include in the report. You can filter by:
   • Organization - include only responses tagged with a specific Organization. This is the most common filter, useful when responses have been tagged via a linked external URL or assigned manually.
   • Classifier - include only responses with a specific classifier value (for example a business unit or campaign tag).
   • Date range - include only responses completed within a date range.
   • Other filters - additional filters may be available depending on how your assessment is configured.
5. Click Run Report. The system generates the cohort report using only the responses that match your filter. The report is emailed to you, in Word or PDF format depending on the option selected.

This is the most straightforward way to produce a cohort report for a specific group of respondents, particularly when your responses are already tagged to Organizations.

For full details, see Managing Cohort Reports and Building Cohort Feedback Report.