The Admin Reporting tool includes the ability to search your institution's access code data based on several criteria, including access code numbers, individual names, individual email addresses and more.
Searching your access code data is useful for identifying the status of one or more access codes, or for generating CliftonStrengths reports for one or more individuals.
Follow these steps to search your access code data:
1. From the Available Group Codes area on the Admin Reporting page, select your institution's Business Unit ID (BUID) name and number.
2. Click the Search Data tab.
3. To view all access code data, select All Access Codes and then proceed to the next step. To narrow your search results, select one of the following search criteria options:
- Specific Access Code: Search for an access code by typing it in the field. To search for multiple access codes (up to 1,000), separate each code with a comma (no spaces).
- Last Name: Search for an individual. Type the individual's last name (not case-sensitive) in the field.
- Email: Search for an individual's email address by typing it (not case-sensitive) in the field.
- Purchase Date: Search based on an access code's purchase date. Use the From and To date drop-down lists to select a date range in which to search.
4. Click the Search Data button to perform your search and display the results that match your criteria.
The Admin Reporting tool displays your search results using the following columns:
- Created On: The date the access code was created
- Entity ID: A unique ID number identifying the individual
- Full Name: The individual's full name
- Email: The individual's email address
- Access Code: The access code
- SF Status: Whether the individual completed the CliftonStrengths assessment
- SF Date: The date the individual completed the CliftonStrengths assessment
By default, your search results appear in ascending order based on the Created On column. Click any column heading to sort by a different column. You can also click the column heading of a currently sorted column to alternate the sort order from ascending to descending (and vice versa).