Once an Assessment Cycle has been configured, a horizontal grid report can be generated from a Unit-Level Assessment Cycle Dashboard at the click of a button. To get to a Unit-Level Assessment Cycle Dashboard, click on the name of a unit from the detailed view of an assessment cycle dashboard.

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From here, click the Grid Report icon in the upper right of the page:

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Formatting

This report is exported as a Word document and is automatically configured to display the data each unit has provided for the required fields of a template within an Assessment Cycle.

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The assessment grid report spans the data provided for each phase of the Assessment Cycle, moving left to right across the page in order of Plan, Do, Check, and Act requirements.

The number of columns displayed for a row is equated to the number of phases that template has requirements mapped. For example, in the report shown above, fields from the mission statement template are only required for one phase of the Assessment Cycle (the Plan phase), and so it spans the width of the table.

 

Gap Analysis

Where a given organizational unit has not entered data for a particular requirement, you will see blank space on the page. This view of data, combined with the quantitative data visualized on the Assessment Cycle Dashboard, provides unit-level leaders with quick insight into reporting requirements that are missing from a given unit. For example, in the report shown below, the unit has not yet entered information in the required "Closing the Loop" field.

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