Report by Target

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 "Report by Target" on the left-side menu.
   
   
   
   
4. Select the role of the person you want to pull a report for (faculty, staff, resident, student) 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. Click "Get Reports".
   Note: After clicking "Get Reports", there is no indicator that this report is loading, and it make take up to five minutes to load depending on how much data the system needs to load. 
   
   
   
   
6. A list will appear with the individuals who have forms completed on them. The small blue number on the right side of the individual's name indicates the number of forms completed within the specified time span.
   NOTE: This number is dictated by the environment previously selected. If forms are missing that are expected to appear, navigation to a more expansive environment may be required.  
   
   
7. Select the individual to open a table with a list of the forms completed and the form's specific details. These details include:
   • Evaluator: Who completed the form or Anonymous
   • Rotation: Title of the rotation
   • Dates: Dates of the rotation
   • Completed: The form's completion date
   • ID: Allows an individual form view
   • Viewed: An internal Acuity Function not available at this time 
   • Signed: An internal Acuity Function not available at this time 
     
     
8. The forms list will include all of the forms completed on this person available within this environment. In this view, specific boxes or all boxes per form may be selected to either create a report that is a set of each individual form results or a report that combines all the answers into a table and pastes all the comments together.
   
   
   
   
9. Sample Report 1:
   
   
   
   
10. Sample Report 2:
    

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