Where can I get a list of all the individuals who have been assessed?

Tier: Enterprise


Assessments are designed to help assess a person’s social needs in order to understand how to best help them. Understanding the information captured in assessments can help you and your organization use data to provide additional services, target your outreach in certain areas, or serve additional areas for your community.

The Site Assessment Details (PII) report is a great dashboard to use to view details for all submitted assessments completed on your site(s).  


Assessments are an optional feature available to Enterprise customers.

Using the Site Assessment Details (PII) Report

The Site Assessment Details (PII) report provides the detailed information on all assessments submitted on your site(s) in a single table. In this table you can find the following information: 

  • Name, contact information, and unique ID for person assessed
  • Submitter name and contact information
  • When the assessment was submitted
  • Each question and the corresponding answer
  • Date and time of the assessment submission

This report is only available to users who have been granted access to PII reports. Please reach out to your site administrator if you have any questions about your specific access.


A group-based version of this report is available. This allows provisioned staff user to view this data for only their designated group(s)!

The best way to use this dashboard is to download that data for your own analysis.

To download the data:

  1. Hover your mouse over the table.
  2. Click on the three lines in the upper right corner.
  3. Select Download Data.

Independent Practice

Go to your Site Assessment Details (PII) report and download the data.

Filter Tips

Use filters to understand submitted assessments in the context of specific assessments, user groups and/or, geographic area.


Here are some examples of ways to use  filters on this dashboard:


Use multiple filters at once!


Use and Example


Use the Site filter to see site activity for one or more of your sites. 

Example: How long is it taking people to complete the assessment on our community site?


Use the Assessment filter to view trends around a specific assessment. This filter can be helpful if you have multiple assessments set up on your site(s).

Example: How many people were assessed with a specific assessment? 


Use the Group filter to see activity for one or more groups on your site(s). 

Note: You must filter on a specific site before group filter options are visible.

Example: How many people did our care management group complete an assessment for? 


Use the Kiosk filter to view trends around assessments submitted on a specific kiosk.

Example:  What  assessment trends are we seeing for those submitted on the kiosk we have at a specific location?

Time (i.e. Date Range and Aggregation)

Use the Date Range and Aggregation filters to understand assessment submissions at different times of the year or assess the impact of specific adoption efforts like a marketing campaign or training.

Example: Did we see a spike in assessment submissions on our staff site after training? 

Geographic (i.e. State, County, City, Zipcode) 

Use geographic filters to see assessment submission trends in a specific geographic area. 

Note: Geographical filters are hierarchical, meaning that the larger geographic filter must be selected before smaller geographic filter opinions are visible. (i.e., Filter on a specific state to see that state’s county filter options.) 

Example: What types of needs are being identified through assessments submitted in Travis county?

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