Reports by Form

To pull a report for all the evaluations/assessments completed on a specific person

1. Navigate to the appropriate environment and academic year.
2. Click the "Reports" tab in the upper menu.
3. Then, select "Reports by Form" on the left-side menu.
4. Select the form you wish to report on and select the correct dates option. 
   Note: If the select dates option is selected, please use the dates the rotation occurred and not the dates the form was completed. 
5. Select the role of the person you want to pull a report for (faculty, staff, resident, student)
   
6. Click either "All Individual Results" (Sample Report 1) to get a report of all the data organized by a person, or Combined" or "Combined (Pdf)" to get a report of all the data synthesized into a table with all comments listed below. (Sample Report 2). 
   1. 1. If you clicked "All Individual Results", see the breakdown of this screenshot below: 
         

         
         
         Section 1: This section allows you to click on the check all button or the check boxes to create rotation groups to compare evaluation data. It also allows you to click on the "+" located in front of each individual rotation to compare evaluation data between rotations.

         Section 2: This section allows you to name the rotations groupings.

         Section 3: This section allows you to include results from internal evaluators, external evaluators, or both.

         Please note: This only applies to evaluators who are learners (i.e. students and/ or residents).

         Section 4: This section allows you to include comments on your report.

         Section 5: This section allows you to include Overall Mean and Sample Standard Deviation per target on your report.

         Please note: This only applies to likert questions on your form.

         Section 6: This section allows you to include evaluator's ID (if applicable) on your report.

         Click on generate excel report for all groupings to create an excel file of the report that can be saved on your computer and send it to the appropriate recipients in an email.  Alternatively, click on generate HTML report for all groupings if the report only needs to be viewed in web browser.

   2. If you clicked "Combined", you can select which questions you want included in the report. The default is to include all questions. Once you have the questions selected, click "View Reports" 
      
      
      
7. Sample Report 1:
   
   
   
8. Sample Report 2:
   

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