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Saving and Sharing Results
Learn how to save, download, and share your diagnostic results with your team and stakeholders.
Automatic Saving
Your diagnostic results are automatically saved to your account as soon as you complete an assessment. You can access them anytime from your dashboard or results history.
What's Saved Automatically
- • Complete diagnostic results
- • Scores and recommendations
- • Date and time of assessment
- • Your responses to questions
- • Progress tracking data
Accessing Saved Results
- • View from your dashboard
- • Access via results history
- • Search by date or diagnostic type
- • Compare across multiple assessments
- • Export in various formats
Downloading Results
1
Access Your Results
Navigate to your diagnostic results page and select the assessment you want to download. You can access this from your dashboard or results history.
Go to Dashboard2
Choose Download Format
Select your preferred format based on how you plan to use the results:
PDF Report
- • Executive summary
- • Detailed analysis
- • Charts and graphs
- • Perfect for presentations
CSV Data
- • Raw data export
- • For spreadsheet analysis
- • Custom reporting
- • Data integration
3
Download and Save
Click the download button and the file will be saved to your device. The download includes all relevant information from your assessment.
Note: Downloads are available for up to 7 years after the assessment date.
Sharing with Your Team
Share your results with team members, advisors, or investors to get feedback and alignment:
Secure Link Sharing
- • Generate secure, time-limited links
- • Control who can access results
- • Set expiration dates
- • Track who has viewed results
Team Collaboration
- • Add comments and notes
- • Assign action items
- • Track implementation progress
- • Schedule follow-up reviews
Report Formats
Choose the right format for your audience and use case:
Executive Summary
High-level overview perfect for board presentations and investor updates.
- • Key scores and trends
- • Top 3 priorities
- • Strategic recommendations
- • Progress tracking
Detailed Technical Report
Comprehensive analysis for operational teams and implementation planning.
- • Complete question-by-question analysis
- • Detailed recommendations
- • Implementation timelines
- • Success metrics and KPIs
Progress Tracking Report
Compare results across multiple assessments to track improvement over time.
- • Historical comparison charts
- • Improvement trends
- • Goal achievement tracking
- • Next assessment recommendations
Data Export Options
For advanced analysis and integration with other tools:
Spreadsheet Formats
- • CSV for Excel/Google Sheets
- • Structured data tables
- • Calculated fields and formulas
- • Custom pivot table support
API Integration
- • JSON data export
- • RESTful API access
- • Real-time data sync
- • Custom dashboard integration
Best Practices
Organizing Your Results
- • Create folders by date or diagnostic type
- • Use consistent naming conventions
- • Keep both PDF and data versions
- • Archive old results regularly
Sharing Guidelines
- • Use appropriate format for audience
- • Include context and background
- • Set clear expectations for feedback
- • Follow up on shared results
Privacy and Security
Data Protection
- • All data encrypted in transit and at rest
- • Secure sharing with access controls
- • Audit trail for all access
- • GDPR and SOC 2 compliant
Access Control
- • You control who sees your results
- • Revoke access at any time
- • Set expiration dates on shares
- • Monitor who has accessed data
Next Steps
Now that you know how to save and share your results, here are your next steps: