Finding a participant's profile or reports
Perhaps you want to run a new comparison report, email a second copy of a
profile to a participant, or view an individual's profile before meeting
with them. To search for a report, begin at Manage Reports |
View/Print/Email Completed Reports.
You will see a form asking you for search criteria. You may enter as much or as little information as you like. Filling in more than one field usually refines the search and returns fewer records.
If you want to view all completed or all pending records in your EPIC account, select the appropriate access code status, and leave the remaining search criteria fields blank. Then click the Search button at the bottom of the screen.
The records are returned in descending date order based on the date that the access code was assigned.
Search criteria notes
Access Code Status: A profile can be in a pending or completed status. If you only want to retrieve completed reports, you would select the completed option in the Access Code status field. The Both option retrieves pending and completed records.
Product Family: Searches for respondents who have pending or completed reports for a family of products (e.g., Time Mastery or Everything DiSC)
Product: Searches for respondents who have pending or completed reports for a specific profile within a family of products (e.g., DiSC Classic 2.0 within the DiSC Classic Product Family)
Product Language: Selects the desired language (e.g., Spanish, German, etc.) for the product or report.
Supplemental Report: Searches for respondents or reports associated that have a particular supplemental report assigned. (Note: Not all products have supplemental reports available.)
Name: Searches the name field, alternate name field, and group report participants for a match.
Note: An Everything DiSC 363 for Leaders report is organized by the leader who is assigned to it. After the initial report is assigned, all searching, including that for a rater, is done using the leader’s name. You cannot search for a rater by name.