Create a New Report

You can create a report that includes either Assessments or Questionnaires.

1. In the Certitude menu, click Reports.
2. Click Create New Report.
3. Select either Assessment or Questionnaire from the drop down.
4. On the Details tab, complete the following fields:
   • Report Title: enter a meaningful title such as "Workplace Harassment Assessments - 2019."
   • Completion Date Range: The From date is the beginning date for the report and indicates how far back you want the report to search for completed assets. The To date is the end date for the report. For example, if your From date is 2019-01-01 and your To date is 2019-12-31, then your report includes all assets completed during the year 2019.
   • Output Type: Select Web Browser to display the results in a web browser. Select CSV to create a csv file you can print.
Note: You can save the report at anytime after you enter a title.
5. Click the Users tab.
6. Accept the All users default, or to select specific users:
   1. Click Add.
   2. In the Select Users to Include in Report dialog, use the Type to filter list field to narrow the list of users. See About Search for more information.
   3. After selecting your users, click Close.

      You can remove a user from the Users Included in Report list by clicking the Remove from Report icon.

7. If the report type is Assessments

   1. Click the Assessments tab.
   2. Accept the All Assessments default, or to select specific assessments:
      1. Click Add.
      2. In the Select assessments to Include in Report dialog, use the Type to filter list field to narrow the list. See About Search for more information.
      3. Click Add to add selected assessments to the list.
      4. After selecting your assessments, click Close.

         You can remove an assessment from the Assessments Included in Report list by clicking the Remove from Report icon.

      Note: Only assessments completed during the date range you selected are included in the list. If no assessments display, try expanding your date range on the Details tab.
   If the report type is Questionnaires

   1. Click the Questionnaires tab.
   2. Accept the All Questionnaires default, or to select specific questionnaires:
      1. Click Add.
      2. In the Select questionnaires to Include in Report dialog, use the Type to filter list field to narrow the list. See About Search for more information.
      3. After selecting your questionnaires, click Close.

         You can remove a questionnaire from the Questionnaires Included in Report list by clicking the Remove from Report icon.

      Note: Only questionnaires completed during the date range you selected are included in the list. If no questionnaires display, try expanding your date range on the Details tab.
   3. Click the Reviewers tab.
   4. Accept the All reviewers default to include all users with the role of reviewer, or to select specific reviewers:
      1. Click Add.
      2. In the Select reviewers to Include in Report dialog, use the Type to filter list field to narrow the list. See About Search for more information.
      3. After selecting your reviewers, click Close

         You can remove a reviewer from the Reviewers Included in Report list by clicking the Remove from Report icon.

   5. Click the Responses tab.
   6. Select which response types to include in the report:
      • Non-Variant Responses:
      • Variant Responses:
      • Include follow-up questions:
      • Responses without Reviewer Comments:
      • Responses with Reviewer Comments:
8. Click Save to add the report to Saved Reports on the Reports main page.

To see your report results

1. Click Run Report.

Optionally, if you've saved the report, click Run Report next to the report in the Saved Reports list on the Reports page.

Web report results open in a new tab within Certitude.

CSV report results appear on the Reports main page under Downloadable Reports.

1. Click Download to open the CSV report results.