How do you create a Group Report?

Follow these steps to create a Group Report.

Watch this video or follow the below steps:

Group Report 2720

On the Crystal Dashboard, using the top menu, navigate to the "Reports" page:

Reports FAQ1-1

Select choose under "3+ People" to start 

Search for the users you'd like to add to the report. You can see here I've selected Brittney, Jeremiah, and Greg. You can select Edit Name to add a name to your Report. Now select "CREATE REPORT"

NOTE: in order to add someone to a report, they will need to have a personality profile created either by taking an assessment themselves or by you predicting their personality using the Chrome Extension.

This report will give you insights into how the group can work better together. See a portion of the report I created below:

Group report faq update1

If you'd like to see what the full report looks like, check out the sample Group Report.