Assessments are most valuable when presented as reports to the client, as they provide an actionable plan to address issues and opportunities found within the assessment's questions.
How to Run an Assessment Report
- Navigate to Compliance > Assessments for a given client
- Select a specific assessment, and navigate to a particular run of that assessment
- Once within the assessment run menu, navigate to the Recommendations tab
- Select the Report option at the top right to get a report of the assessment run in a Word doc format
Understanding Different Report Layouts
There are currently three options to choose from when generating assessment reports. They are:
- Estimate of Work
Below, we break down how each differs from one another.
1. Understanding Review Reports
Review reports offer a high-level review of the questions and answers posed within the assessment that closely mirror the assessment itself within CloudRadial.
Partners can choose what specific columns to include within the Review report.
An example of a page within a Review report, in landscape format:
2. Understanding Estimate of Work Reports
Estimate of Work reports are primarily used for budgeting purposes since they are centered around the financial aspect of work derived from assessments. The main difference between this and the Review report is the lack of explanation as to why the question is being posed.
Partners can choose what specific columns to include within the Estimate of Work report.
An example of a page within an Estimate of Work report, in landscape format:
3. Understanding Survey Reports
Survey reports are used for those that need to have physical copies of the assessment performed either by the client or themselves. This view brings in the questions and their explanations, as well as their possible response types.
Partners can choose what specific columns to include within the Survey report.
An example of a page within a Survey report, in landscape format:
What's Included in the Report
Every single report type gives you the option to select what is included in the report, per the first section after Report Type. Here, you can tailor the report to focus on the specific questions that you must address.
Format (Report Orientation)
For display flexibility, each report can either be displayed in a portrait or landscape configuration, which can be toggled from the respective dropdown.