Adding Respondents to an Existing IDI Report Group

There are two ways to add a respondent to an existing IDI Report Group.

Option 1:

1. Once logged into your account, go to "Assessments"
2. Under "Assessment List" search for the respondent (Respondent status must be "Assessment Submitted")
3. Click on "Actions" at the end of the row
4. Click "+ Add to Report Group"
5. Select "Existing Report Groups"
6. Click "Select Report Groups", then one or all Report Groups in the drop-down; click Apply. 

7. Repeat the steps as needed. 

8. Click "Report Group List" and note the change in the # of Assessments.

Option 2:

1. Once logged into your account, go to "Report Group List"
2. Under "Report Group List" search for the desired group
3. Click on "Actions" at the end of the row
4. Click "+ Add Assessments"
5. An add assessment box will appear, select "Go to Assessment List"
6. Select the desired assessment IDs(s) by checking the white box located to the left of the assessment ID(s).
7. Click "Show Bulk Actions", then "Add to Report Group"

8. Select your Existing Report Groups in the drop-down; then "Add to Report Group".