Purpose
Let teams standardize how results are shared and exported, without redefining the underlying report each time.Steps
1
Choose a report
Open the report you want to share or export.
2
Apply a template
Choose a template that sets which sections and score dimensions are shown.
3
Share or export
Share via a controlled link, or export for review. See How to Share a
Report and How to Search and Export
Data.
4
Reuse across roles
Save the template so the same shape applies to future roles and rounds.
FAQs
Do templates change the score?
Do templates change the score?
No. A template controls presentation only. The evaluation and scoring are unchanged.
Who can create templates?
Who can create templates?
Roles with the right access, set in How to Assign Roles and Access.
Related
Session Reports
What each report contains.
Report Glossary
Every report type and score term, defined.
Share a Report
Send a report to stakeholders through a controlled link.

