Generate Reports

Reports can be generated for an examinee once an assessment is complete.  Reports are generated as downloadable files and are not stored in Q-global.  A copy of a report can be re-generated at anytime without charging the account additional inventory (exceptions may apply).

Check the Status of an Assessment Record Prior to Generating a Report

Reports can ONLY be generated for an examinee's assessment record with a status of "Ready for Reporting" or "Report Generated".   

• To generate a report for an examinee's assessment record the account must:
        

1. Be active (inactive accounts cannot generate reports).

2. Have available digital usage/subscription inventory for the report you wish to generate.

• Digital Usage Inventory is consumed for assessments that are delivered as on-screen/remote on-screen administrations

• Digital Subscription Inventory is consumed for assessments that are delivered as paper administrations   

3. Allocate digital inventory to users who will be generating reports (subscriptions only).  

See How to allocate inventory.

• When an examinee's assessment record has a status of "Report Generated", you can:
        

1. Regenerate the same report at anytime at no additional cost.

2. Edit scoring information for the assessment record.
    

Note: The first occurrence of an edit/save will allow you to regenerate the report at no additional cost (restrictions may apply).
Any additional edit/save actions will create a duplicate assessment record and be subject to a report usage fee when a new report is generated.   

Generate a Report From the Reports Tab page

1. Navigate to the Reports tab.

2. Select an option of generating a report for one examinee or more than one examinee (batch mode).

Generating a Report for One Examinee

1. Select an examinee from the table.   
2. Use the Advance Examinee Search option to search for an examinee (optional).
3. Examinee assessment details page will display.
4. Select an assessment record from the table.
5. Click the Configure Report button. A window will display all the available reports.
6. Select a report type.  The Report Configuration window will display.
7. Complete any necessary report settings and click Generate Report.
8. If you have sufficient inventory, the report will generate and display the download file window.

Generating a Report for More Than One Examinee (Batch Mode or Group Report)

1. Enter a report name or click Search Reports to search for a report.
2. Search for examinees by clicking the Search button.  You can also filter the search by adding additional search criteria prior to clicking Search.
3. The search results will appear in a table.
4. Select two or more examinee records.
5. Click the Configure Reports button. A Report Configuration page will appear.

6. Select the various report settings.

7. Click Generate Report.
8. Select a report option format and click the Generate Report button. Your request will then be submitted for processing.
9. Click the Report Download tab to check status
10. When the request is complete, click the download link.
11. If there are errors with the request, click the errors link to view the Warnings and Errors page.

Generating a Group Report for a Group of Examinees

1. Enter a group report name or click Search Reports to search for a report.
2. Search for examinees by clicking the Search command button. You can also filter the search with additional search criteria.
3. Select two or more examinee records (only records in "Report Generated" status may be selected).
4. Click the Configure Report command button. The report configuration page will display.
5. Select the various report settings.
6. Click Generate Report. Your request will then be submitted for processing.
7. Click the Report Download tab to check status.
8. When the request is complete, click the download link.
9. If there are errors with the request, click the errors link to view the Warnings and Errors page.

Note: This type of examinee group report is not available for all products. To learn more about products

and available reports, please refer to the product documents in the Resource Library.

From the Q-global header navigation menu, click:
Resource Library > Resources > [Product Name] > General Folder > About the [product name]  

Generate a Report From the Examinee Details Page

1. Click the check box next to the Assessment Name.
2. Click the Generate Report button.
3. Select the Report from the drop down menu. The report configuration page will display.
4. Select the various report settings.
5. Click Generate Report.

Note: Reports can be generated for assessments with a status of 'Ready for Reporting' or 'Report Generated'.

Generate a Report From the Assessment Details Page

1. Click the Generate Report button. The report configuration page will display.  This button will only display when the status is "Ready for Reporting".
2. Select the various report settings.
3. Click Generate Report.

Insufficient Inventory Warning Message

When a request is made to generate a report, the system will verify the number of report usages required.  If the report usages required is greater than the available inventory, then a warning message is displayed to the user.  Click OK to return to the previous screen.   

The user will then need to take corrective action to resolve the discrepancy (refer to Inventory Management for more information).