Habit Story
  • Introduction
  • Setup
    • Account Setup
  • Getting Started
    • Coaches vs. Organization Views
    • Coaches
      • Create an organization
      • Navigating between organizations
    • Organizations
      • Creating projects
      • Inviting respondents
      • Updating respondents
      • Accessing respondent reports
      • Generating team reports
      • Inviting your team
  • Features
    • Reports
      • Respondent Report
      • Coach's Report
      • Team Report
    • Software experience
      • Organizations
      • Projects
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Accessing respondent reports

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Last updated 1 year ago

Creation Date: August 8, 2023 Created By: Bryce Murray

Within Habit Story, you will have access to multiple respondent reports includnig both the Coach's report and the Respondent's report. They can be accessed in 3 locations, and in this guide, we'll walk you through each one of them.

Dashboard

1. Click on "Download Report" next to the appropriate Respondent's name to download the Respondent report.

If the report has NOT be previously generated, the button will say "Generate Report," and it will take 30 seconds to generate the PDF report. Upon completion, the button will say "Download Report."

2. To download the Coach's report, select the view more button on the appropriate respondent to reveal the Respondent modal.

3. Click on "Actions" to reveal a dropdown.

4. Click on "Coach's Report" to download the Coach's report

Projects Page

1. To navigate to the Project's Page, select "Projects."

2. Click on the desired Project.

3. Click on "Download Report" next to the appropriate Respondent's name to download the Respondent report.

The Coach's report can be downloaded from the view more workflow as noted before

Respondents

1. To navigate to the Respondents, select "Respondents."

2. Just like each of the other download workflows, you can select download or the view more to download the desired reports.

In summary, there are 3 pages that you can download the reports. If the reports are not generated, you will select "Generate Reports," and they will take about 30 seconds to generate.