Bulk Send/Download Behavioral Report

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• 11 Oct, '24
  Sarah Mulvey System

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  "Bulk reports from a folder restricted to only 20" (suggested by <Hidden> on 2023-08-02), including upvotes (3) and comments (1), was merged into this suggestion.

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• 02 Aug, '23
  Vinaya Bansal Merged

  Currently we can create only 20 bulk reports at a time, which can be individually shared with the each assessment taker, from the folder. Request you to please increase this number to 100 or so as it is a very useful feature but such a small number makes it useless for bulk assessment usage by clients

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• 22 Sep, '23
  Carissa Gudenkauf Merged

  Agreed! And in the meantime, consider adding 20 as an option for viewing on a page so we can take advantage of the 20 for bulk (instead of counting 20). Right now, the viewing options are 10 or 50.

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• 05 Jun, '24
  Mitch LePage Merged

  We need the ability to send report kits to groups of employees and not on an individual basis.

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• 16 Jul, '24
  Becca VanDerveer

  We should be able to bulk send multiple reports (PDC, MDC, MSG... or whatever the PI2 equivalencies are).

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• 16 Jul, '24
  Becca VanDerveer Merged

  I've just learned in PI2, third party users cannot bulk send assessments. As this is critical step of the PI roll out with new clients, I think that the consultants should be able to help our clients send the initial assessments out. Especially since they likely haven't been trained yet.

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• 17 Jul, '24
  Cherie Koutoufidis Merged

  We need a way to bulk send out BA reports in B12 like PILegacy where you can send 20 reports at a time through the platform vs downloading and manually sending.

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• 26 Jul, '24
  Jodie Cunningham Merged

  YES! Clients are having to do this individually right now and are quite frustrated. Thank you for considering!

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• 30 Jul, '24
  Melanie Wood

  We also need to be able to SEND these, even if individually. Expecting companies to download all of them and then send individually is unrealistic.

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• 01 Aug, '24
  Jessica Ivins Merged

  We're seeing a general need for bulk actions in UX research, especially with Upgrade clients.
  
  One client spent half a day downloading and printing documents for 35 people. Another client spent 1.5 hours downloading 31 snapshots so she could print them for a training session.
  
  So far, clients seem to need to download/print in bulk when they're either:
  - Rolling out PI to their org or
  - Gathering materials for many employees, like for a large training session.

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• 16 Sep, '24
  Alexis Finley

  It is extremely time consuming to navigate the software, download individually, and then email. There must be a way to bulk send reports.

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• 11 Oct, '24
  Sarah Mulvey System

  "Third Party Users should be able to bulk send assessments in PI2" (suggested by <Hidden> on 2024-07-16), including upvotes (21) and comments (0), was merged into this suggestion.

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• 11 Oct, '24
  Sarah Mulvey System

  "We need a way to bulk send out existing behavioral report results to employees in PI2" (suggested by <Hidden> on 2024-07-17), including upvotes (4) and comments (1), was merged into this suggestion.

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• 14 Oct, '24
  Sarah Mulvey System

  "Add more bulk actions to Inspire or Platform" (suggested by <Hidden> on 2024-08-01), including upvotes (2) and comments (0), was merged into this suggestion.

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• 19 Nov, '24
  Frank Hunnewell

  Agree. I was embarrassed when the CEO asked me how to send Behavioral Reports to all their 85 employees and I had to tell them that they had to navigate to each employee individually, download the Behavioral Report one at a time, and then email the reports out one at a time. Not only is this a huge waste of time and makes us look like we really do not understand how clients use the software in the real world, but now his hard drive is cluttered with PI data that does not need to be there unless an extra step is taken to delete it. Every asset across the platform should be viewable on screen followed by client's choice to download, print, and email. The Legacy solution to all this was elegant and powerful. Clients do not understand why we went backwards.

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• 18 Dec, '24
  Alex Tompkins Admin Merged

  This post has been edited as there is reason for the original language.

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• 18 Dec, '24
  Alex Tompkins System

  "Send Report Kits by Group" (suggested by <Hidden> on 2024-06-05), including upvotes (6) and comments (1), was merged into this suggestion.

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• 30 Jan, '25
  Alison Grizzle Merged

  In Legacy, you can bulk download behavioral report, manager development chart, and placards. For people who prepare large groups for public speaking this is very helpful. Group Talks tends to be one of my largest client acquisition strategies. Not being able to easily sort and bulk download is going to be problematic.
  
  Also, my 16K person client uses the data for large groups and uses the bulk download to prepare for their leadership development classes. Not having this will require people to individually download and print each person's report kit. This will not be pleasant.

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• 12 Feb, '25
  Alex Tompkins Admin Merged

  This is similar to another item already on the inspire list around 'bulk sending'.

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• 12 Feb, '25
  Alex Tompkins System

  "BULK DOWNLOAD" (suggested by <Hidden> on 2025-01-30), including upvotes (1) and comments (1), was merged into this suggestion.

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• 20 Feb, '25
  Alison Grizzle Merged

  As a partner that does public talks as top of funnel client acquisition, not being able to bulk download placards, behavioral reports, manager development charts, and management strategy guides from a folder is creating a major headache in prepwork....ALSO, my biggest client with 16,000 employees has the HR and Talent Management Team doing a bunch of internal team sessions. They bulk download to prep for sessions with 100 people. They are never going to go into 100 people pages and create individual report kits to the print for each participant. Not user friendly

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• 20 Feb, '25
  Christine Nast Merged

  Need an option to select multiple employees to download a PDF of their results (like in Legacy).

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• 26 Feb, '25
  Matt Reading System

  "Bulk download reports" (suggested by <Hidden> on 2025-02-20), including upvotes (1) and comments (0), was merged into this suggestion.

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• 26 Feb, '25
  Matt Reading System

  "Download multiple employee results at once" (suggested by <Hidden> on 2025-02-20), including upvotes (1) and comments (0), was merged into this suggestion.

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• 09 Mar, '25
  Meggan Flaherty

  Clients need the option to select multiple employees to download reports (similar to Legacy). If we want the clients to use the software, they need to be able see that it is easy to use and not time consuming. Currently it is 6 + clicks (depending on the reports selected) to download a report starting with clicking on Inspire. Then an additional 3 clicks (the download report window doesn't close after the download, so you have to click out of it first) to get back to the the Employee Directory to then start the process over to download just one employee's reports.

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• 13 Mar, '25
  Hannah Hoelzer Merged

  Hello, I would like for there to be a way to choose multiple profiles at once so that I can see up to 20 behavioral reports at the same time (how it is in legacy when you choose from within teams or folders). This would make it much easier for me to print and set-up training materials for workshops, talks, and other sessions. Thank you for your consideration!

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• 19 Mar, '25
  Becca VanDerveer

  I received another client request for this. Considering this was first requested in 2023... I would hope there would be a resolution by now.
  
  Since the behavioral reports are different format and content wise, I am wondering if it’d be possible to easily pull new behavioral reports at once for all staff, so that I can re-share them with folks. Is this something we can do?

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• 25 Mar, '25
  Tamra Boucher

  We just had to help a client analyze data since PI2 does not allow Analytics for a saved group without Design. It took HOURS to individually download the behavioral reports to complete this project!

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• 26 Mar, '25
  Matt Reading Admin Merged

  Hannah, We are consolidating this ticket with another that is under consideration. Thank you!

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• 26 Mar, '25
  Matt Reading System

  "Choosing Multiple Profiles at Once: Being Able to Pull Up Several Profiles at the Same Time" (suggested by <Hidden> on 2025-03-13), including upvotes (1) and comments (1), was merged into this suggestion.

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• 02 May, '25
  Jenn P

  It would be nice when doing a workshop to be able to print a bulk of placards and behavioral reports like PI Legacy. When doing a workshop and printing multiple reports this is a critical time savings.

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• 02 May, '25
  Susan Elder

  It would be really helpful to be able to bulk download reports so we can print multiple reports for a group session.

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• 13 Jun, '25
  Becca VanDerveer

  This is a critical feature. When can we anticipate an update?

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• 23 Jul, '25
  Becca VanDerveer

  My client who upgraded last week just said "wow, this is a serious downgrade" in response to this feature no longer being available. Please provide an update to when clients might get this back.

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• 23 Jul, '25
  Becca VanDerveer Merged

  I realize that there is already a request to bulk download or email the behavioral report but, this needs to be extended for all of the Inspire reports. A client who upgraded recently said the loss of this functionality is a major downgrade. Please advise when we can anticipate when this might be added back into the software.

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• 30 Jul, '25
  Matt Reading Admin Merged

  Thank you for the suggestion. This request is being merged with a similar item already on the board. The backlog item covers multiple Inspire reports.

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• 30 Jul, '25
  Matt Reading System

  "Bulk send Inspire reports" (suggested by <Hidden> on 2025-07-23), including upvotes (1) and comments (1), was merged into this suggestion.

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• 30 Jul, '25
  Joan Marshall

  This "upgrade" is more like a "downgrade" in many aspects. I have a client (5+ years with 800 employees) who wants to send the Manager Skills to all their managers (120 of them). Not being able to email directly or to do a bulk send of this report through Inspire is making them very annoyed, to the point of questioning if they should consider another behavioral assessment instead of PI. Obviously whoever is postponing this request for making these functions available has never worked in HR or done consulting with a client or they would understand the enormous amount of time we are asking clients to spend doing manual work to send out reports. The fact that this feature has been requested back in 2023 and nothing has been done about it is completely unacceptable. When can we expect to see this addressed?

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• 06 Aug, '25
  Amy L

  Many of my clients conduct leadership development cohorts, where they bring people onsite for training. They like to use PI reports to reinforce or refer back to behavioral or communication needs and preferences. Computers and phones are off or not present or encouraged b/c people get distracted. Also, people forget to bring their own reports, especially if travel is involved or it's a large group... Being forced to print 1 Placard or Behavioral Report at a time is not manageable.

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• 14 Aug, '25
  Josh Wells

  This is currently unmanageable for larger groups and departments. It also causes issues for people with larger teams, or workshops where we are going to discuss larger groups. This is going to take me hours to prepare for a workshop when it would have been much less than that before.

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• 04 Nov, '25
  Becca VanDerveer

  Any update?

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• 03 Dec, '25
  Meggan

  This has come up numerous times with clients. When the client asked why the Bulk Email/Download feature is missing in PI2 for reports, their concern is about the time it takes them away from their real work. In Legacy, they counted on those functions to prepare for workshops and team sessions. Without them, they are stuck downloading, emailing, and printing reports one at a time. The time adds up quickly, and it eats into the preparation that makes their sessions impactful. Our goal is to cultivate long-term relationships. Making the product easier to use is part of a retention strategy. Please bring back the Bulk Send/Download feature for PI2 reports.

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• 24 Feb
  Joe Kirschbaum Admin

  This capability was released on 1/14/26. The attached screenshots shows where within Inspire this feature can be found. Additionally, details can be found in our release notes here: https://docs.predictiveindex.com/en/articles/13394066-1-14-2026-bulk-download-email-employee-reports-inspire

  Bulk_Download_Reports_i5rlql.jpg

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