IDI Group Profile Reports

Creating Group Profile Reports

You can either create a new Report Group, or add respondents to an existing Report Group

Creating a New Report Group

1. Once logged into your account, go to Assessments
2. Click Report Group List
3. Click Create Report Group on the right
4. Enter a name for the Report Group
   1. You may wish to use identifying information, including a time period. Here are some examples:
      1. Psych 101 Fall 2025
      2. Leadership Team March 2025 Pre-Assessment
      3. Leadership Team September 2025 Post-Assessment
5. Add a description if you like (this does not appear on the report – it’s just for your information).
6. Click Create Report Group
7. The Group will appear in the Report Group List.
8. You can now add respondents to the report group (see next step)

Adding Respondents to a Report Group

1. Once logged into your account, go to Assessments
2. Click Report Group List and note the name of the Report Group you want to add respondents to.
3. Click on Assessment List
4. Find the assessment you want to add to the Report Group
   1. Tip – the assessments must be submitted. You can use the filter to search for submitted assessments or other identifying info
5. Click Actions at the end of the row of the assessment you want to add
6. Click +Add to Report Group
7. Choose Existing Report Groups and select the Report Group name from the list.
8. Click Add to Report Group

You can also complete this action in bulk:

1. Once logged into your account, go to Assessments
2. Click on Assessment List
3. Check the box to the left of the Assessments you want to add to the Report Group
4. Click Show Bulk Actions
5. Click Add to Report Group
6. Choose Existing Report Groups and select the Report Group name from the list.
7. Click Add to Report Group

Editing Report Groups

This allows you to remove assessments from a Report Group and change the group name.

1. Once logged into your account, go to Assessments
2. Click Report Group List
3. Find the Report Group you want to edit and click on Actions at the end of the row
4. Click View/Edit Report Group
5. Click on Actions at the end of the row of the assessment you want to remove
6. Click Remove from Report Group

Viewing/Downloading Group Profile Reports

1. Once logged into your account, go to Assessments
2. Click Report Group List
3. Find the Report Group
4. Click Actions
5. Click View/Download Group Report

Note that you cannot enable Group Reports in respondents' accounts. Instead, you will download the Group Profile and share it during the Group Debrief. You may also wish to email a copy to the group members after the Debrief.