A guide to viewing and share a Participant's survey report
In Able, Practitioners can easily view and share survey reports with their participants to gather feedback and insights. This guide will walk you through the process of accessing and distributing survey reports to your Participants (ie. learners, or clients with a Leader account).
👋 Also note that Participants automatically have access to their own survey reports in Hello Able once a survey is finished or a feedback process closed, and are automatically sent a notification about how to access the survey report.
Who is this guide for
These instructions are for Practitioners (ie. coaches, facilitators and program coordinators). Instructions for how Participants can view and share their own reports are here →
What you will learn
Access the Participants section.
Search for a specific participant.
View the participant's survey details.
Share the survey report with the participant.
What Reports can you review or share?
You can view and in some cases share reports for the following types of surveys or forms:
Leadership & Management Profiles: including self, 180º or 360º versions.
Leadership Profiles: including self, 180º or 360º versions.
Monthly Pulse: a monthly survey with 2 goal setting an 5 capability questions.
Program Intake Forms: a pre-program survey.
Coaching Intake Forms: a pre-program survey.
Workshop Evaluation: a post-session survey.
Program Evaluation: a post-program survey.
Organisation Surveys
How to view and share a Participant's survey report
Before you get started please note:
What you need
You will need to have access to the specific Participants report, meaning you are their coach or the Program Lead, or Program Coordinator. Alternatively the Participant themselves can share their report with you. If you don't have access and think you should you can contact the Program Lead, Program Coordinator or Participant to gain access.
Survey must be closed
Survey reports are only accessible by others once the survey is finished or the feedback process has been completed and passed the closed date.
Online reports only
In most cases survey reports are only available as an online report/dashboard.
Viewing Survey Reports
Step 1: Access the Participants Section
Navigate to the 'Participants' section in the Able dashboard. This section allows you to manage and view all participants associated with your projects.
Step 2: Search for a Specific Participant
Use the search bar to find the participant you want to view. Enter the participant's name or email to quickly locate their profile.
Step 3: View the Participant's Surveys and Reports
Once you have found the participant, click on their name to access their profile.
Navigate to the 'Intake & Surveys' tab to view all surveys associated with the participant.
Toggle between the 'Focus' and 'Evals/Pulse' views to find the specific survey you wish to view. The Focus view contains Intake Forms, Leadership Profiles and Development Plans. The Evals/Pulse view contains Monthly Pulse surveys, Workshop evaluations and Program evaluations.
Step 4: Ways to View Survey Reports
Depending on the survey type to view the survey report you can:
Click the 'View Report' icon on the far right of the survey list for that survey. This will take you to the online report.
Click the 'View PDF Report' icon on the far right of the survey list for that survey. This will generate a PDF in a new browser. Note, this option is only available for Participants with a survey from a Pro Plan.
Click the 'View Survey Details' icon on the far right of the survey list for that survey. This will open the 'Survey Details' modal where you will find the same two options as above ie. 'Coachee Online Report' and 'Coachee PDF Report'.
✋ Please note that the viewing and sharing options differ slightly between different survey types.
Step 5: Viewing Online Leadership Profile Reports
If you are reviewing a Leadership Profile the survey report viewer/dashboard will open as seen below. Navigate through the different tabs to see the detailed report. Your participant will see the same report.
Sharing Survey Reports
Step 6: Share the Survey Report with the Participant
To share the survey report, click on the 'Email Reports' button within the survey details. You can choose to send an online report link directly to the participant's email.
Step 7: Sharing PDF Reports
If your Participant has or had, a "Pro" Learner Plan and have completed a customised Leadership & Management Profile you will both be able to view and download a PDF of the report.
You can see the PDF icon in the Survey list.
Click the PDF icon to view the PDF report and download from your browser.
You can then share the PDF via email if you wish.
