Manage Report Eligible Participants | 360

When the survey period closes, reports are generated for participants for whom all reporting requirements have been met - namely, that raters were submitted, the minimum required number of raters completed assessments, and the participant completed the self-assessment when required by the event settings. 

Participants who are eligible for a report appear on the Complete - Report Eligible tab of the Participants page. You can search and filter the list of participants and take actions related to report eligibility status.

This article walks through:

• Complete - Report Eligible Tab Overview
• Apply a Filter
• Search for a Participant
• Apply Actions to a Participant
• Apply Bulk Actions to Participants

Complete - Report Eligible Tab Overview

The Complete - Report Eligible tab displays information about participants who are eligible to receive a report. You can encourage participants to download the report by resending the report eligible email. As an administrator, you can also download a participant’s report.

The tab contains 6 components:

• Table: Columns display the participant name, survey start date, survey end date, and a downloadable report. You can sort the columns using the up and down arrows.

• Download Report Link: Download a participant’s report in .pdf format to your default download location.

• Filters: Filter the table by any of its column headers.

• Search: Search for a participant by name.

• Actions: 

  • Resend Report Eligible Email

• Bulk Actions: Select multiple participants or all participants and apply actions to them simultaneously.

Apply a Filter

1. Navigate to the Participants phase.

From the Event Builder:

1. Click Participants in the left panel.

From Listen:

1. In the Active Events section or the All Events section, click Manage Event for the event you want to work with.

The Event Builder opens.

2. In the left panel, click Participants.

The Participants page appears, displaying the Pending Participant Invite tab.

2. Click the Complete - Report Eligible tab.

3. Click Filters, then click +Add Filters.

The Add Filters dialog box appears.

4. Select the checkbox for the header you want to use as a filter and then click Add Filters.

A filter dropdown appears for the selected header, above the table.

5. Specify a filter value:

   1. If filtering by the survey start or end date, click the dropdown for the filter, click the Select a Range of Dates box, and then use the calendar popup to specify a date range for the filter.

2. Click Apply.

The filter is applied.

6. To clear an applied filter, click + Add Filter, clear the checkbox for the currently applied filter, and then close the dialog box.

Search for a Participant

You can search for a participant by first or last name. The dynamic search feature displays search matches as you type.

1. Navigate to the Participants phase.

From the Event Builder:

1. Click Participants in the left panel.

From Listen:

1. In the Active Events section or the All Events section, click Manage Event for the event you want to work with.

The Event Builder opens.

2. In the left panel, click Participants.

The Participants page appears, displaying the Pending Participant Invite tab.

2. Click the Complete - Report Eligible tab.

3. Click the Search box and type the participant name.

The participant list adjusts to display only those that match your search criteria.

4. To clear a search, click the X icon in the Search box.

Apply Actions to a Participant

When a participant is report eligible you can apply the following action:

• Resend Report Eligible Email

Resend Report Eligible Email

You can resend the participant their email with the access link to the reporting site.

1. Navigate to the Participants phase.

From the Event Builder:

1. Click Participants in the left panel.

From Listen:

1. In the Active Events section or the All Events section, click Manage Event for the event you want to work with.

The Event Builder opens.

2. In the left panel, click Participants.

The Participants page appears, displaying the Pending Participant Invite tab.

2. Click the Complete - Report Eligible tab.

3. Click Actions for the participant you want to work with, then select Resend Report Eligible Email.

A confirmation message appears.

4. Click the Resend Email.

The report eligibility email is resent.

Apply Bulk Actions to Participants

Any of the actions you can apply to an individual participant can be applied to multiple participants simultaneously. Simply select the checkbox for each participant you want to apply an action to or click the checkbox at the top of the table to select all the participants. Then click Bulk Actions (top right) and select an action. The bulk action options are the same as the options you can apply to individual participants.