Use Assessment reports to share a full assessment, a high-level summary, or a comparison with an earlier assessment. Review the report options before downloading so the PDF includes the detail you intend to show the client.
Before you begin
You need access to the client’s ScalePad CS assessment features and permission to view the assessment.
Download an assessment report
- Open the client’s Discover > Assessments page and open the assessment results.
- Select Share, then Download report.
- In the download drawer, choose the report type.
- Review the options available for that report. For a comparison, choose an eligible comparison assessment.
- Select Download to generate the PDF.
The report does not download as soon as you select its type. The drawer lets you review the available choices first.
Choose a report type
Full Assessment Report
Includes the assessment items and their responses. Use the public-comment option when you want the client-facing comments included. Review comments before sharing the PDF.
Summary Report
Shows the overall score and category scores without the individual items or comments. Use it for a high-level review.
Comparison Report
Compares this assessment with an eligible earlier completed assessment using the same template. Choose the comparison assessment in the drawer. If no eligible assessment exists, that comparison cannot be generated.
Item Detail Report availability
Item Detail is available only where enabled for your account. If the option is not listed, use Full or Summary instead. Where Item Detail is available, review its score selections and options for linked initiatives, public comments, private comments and tags before downloading. Private comments can contain internal information, so include them only when appropriate for the recipient.
Add the assessment to a Deliverable
From the assessment’s Share menu, choose Add to Deliverable and select the destination. This includes the assessment in a Deliverable rather than downloading a standalone assessment PDF. Review the Deliverable’s section configuration before publishing.
| Any questions? Reach out to our ScalePad CS support team by submitting a support ticket. |
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