A step-by-step guide to creating detailed progress reports.
Written By Connor Furby
Last updated About 1 month ago
Owners and mentors can access the Summary Generator feature and its powerful outputs. Scroll to the Dashboard's Summary Generator section and click ‘Choose Report’ to get started.
Once the report generator screen has been accessed, you can scroll down to view your saved agendas and impact reports if you have any. Navigate to either one by clicking either ‘Saved Agendas’ or ‘Impact Reports’ within the ‘Saved Reports’ section and scroll through all your saved agendas.
You can hover over the five dots next to an agenda to view the saved agenda or delete it from memory.
Next, at the top of the screen, is the option to create a new report. To do this, you must select individual mentees or groups you would like to include in the report. You can switch between mentees and groups using the selected tabs or search for names.
Once you’ve selected the mentees and/or groups you’d like to include in the report, click the ‘Next’ button to pick the date range you would like to be included in the report. Select from preset date ranges using the ‘Select date range’ button on the right side, or make a custom date range by clicking on ‘Select range’ on the left. The report will only consider check-ins between and including these dates.
Finally, after selecting your date range and clicking next, you must create a ‘Meeting Agenda Discussion’ or a ‘Narrative Impact Report.’ Their use cases are highlighted in the bullet points below each title. You can click the checkbox that says ‘De-identify report names’ to see the report without specific mentor names. Once ready, select ‘Generate Agenda’ or ‘Generate Report’ to see DZ-AI come to life!
Once you generate an agenda, you will be taken to a popup where text will start to stream out with your report. You can choose to stop generating or retry generating during generation.
Once done, make sure to leave feedback at the bottom using the text box or thumbs-up/down icons. You can also refresh your suggestions using the button at the bottom.
Now you have generated a Longitudinal Narrative Report!