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Get AI Help: ChatGPT ChatGPT Claude Claude Gemini Gemini Perplexity Perplexity

Step 5 — Analyze Results

When responses come in, open the Report Builder to review scores and document your analysis.

Opening the Report Builder

From the Assessment Details page, click Build Report in the top action bar.

Assessment detail page action bar

Note

Build Report is only active after at least one response has been submitted.

Working in the Report Builder

Report Builder showing category scores and analysis notes

Switch between category tabs at the top to review each section. For each category you'll see:

  • A gauge chart showing the score and zone (At Risk / Could Improve / Optimal)
  • A Pillar Responses Summary breaking down each question
  • Analysis Notes fields to document Strengths, Gaps & Challenges, Root Causes, Qualitative Insights, and a Plan of Action

Qualitative Insights

The Qualitative Insights tab contains an AI-generated summary of open-ended question responses for the category. Review and edit the content before including it in a published report.

Next Step

Step 6 — Create a Web Report

Full guide: Report Builder