Generating a CCAT Report: For CCAT Facilitators

Close a survey and generate a report.

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Written by TCC Support
Updated over a week ago

Closing a CCAT Survey

Before you download a report, you must close the organization's CCAT survey. Please note that once you have closed the survey, no one else from the organization will be able to take the assessment.

To close an organization's survey, click the "Organizations" tab on the left-hand panel. Then, click on the name of the organization you'd like to close.

On the organization's page, go to the "Manage Surveys" tab and click "Close Survey" under the Actions column.

Before you close the survey please check that:

  1. At least 3 participants have submitted the survey, including one board member. (If the organization doesn’t have at least 3 responses, you won’t be able to get your results.)

  2. You have suspended any participants who haven't submitted the survey. Check participant status. For instructions on how to suspend participants, please review our article on Managing Participants.

Download A Report

To generate a report, click on the CCAT Report tab under the organization's name. (Note: if you do not see this tab, you do not have the correct permission level to generate the report. Please reach out to for assistance.)

Select the "Reporting Period" from the dropdown menu. Then, click "Generate Report." The report should open in a separate tab and give options for printing and downloading.

Generating a Comparison Report
If you'd like to generate a comparison report, you can select comparison criteria (State, Programming, Budget Range, or Sector). Otherwise, you can leave these sections blank.

Printing a PDF Copy of Your Report
Once you've generated your report, you can click the "Print and Save" button in the upper right-hand corner to save a shareable PDF of your CCAT Report, or to print a hard copy.

Survey takers do not automatically receive access to the CCAT Report, so it is a great idea to share it with them via email.

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